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New England Research & Management, Inc. Top Holdings and 13F Report (2025)

About New England Research & Management, Inc.

Investment Activity

  • New England Research & Management, Inc. has $196.87 thousand in total holdings as of March 31, 2025.
  • New England Research & Management, Inc. owns shares of 146 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
  • Approximately 18.65% of the portfolio was purchased this quarter.
  • About 14.78% of the portfolio was sold this quarter.
  • This quarter, New England Research & Management, Inc. has purchased 143 new stocks and bought additional shares in 46 stocks.
  • New England Research & Management, Inc. sold shares of 60 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

Apple
$7,664
Alphabet
$7,591

Largest New Holdings this Quarter

00846u101 - Agilent Technologies
$1,664 Holding
22788C105 - CrowdStrike
$1,431 Holding
247361702 - Delta Air Lines
$1,194 Holding
896239100 - Trimble
$1,027 Holding
693718108 - PACCAR
$1,008 Holding

Largest Purchases this Quarter

Uber Technologies
25,263 shares (about $1.84K)
Hyatt Hotels
14,349 shares (about $1.76K)
Agilent Technologies
14,225 shares (about $1.66K)
The Goldman Sachs Group
2,731 shares (about $1.49K)
CrowdStrike
4,058 shares (about $1.43K)

Largest Sales this Quarter

Broadcom
7,581 shares (about $1.27K)
General Electric
4,728 shares (about $946.47)
Amgen
2,926 shares (about $911.28)
Lam Research
11,083 shares (about $805.12)
Kimberly-Clark
5,190 shares (about $738.30)

Sector Allocation Over Time

Map of 500 Largest Holdings ofNew England Research & Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$7,664$293 -3.7%34,5023.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,591$567 8.1%49,0903.9%Computer and Technology
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$6,165$55 -0.9%56,0003.1%Consumer Staples
United Rentals, Inc. stock logo
URI
United Rentals
$5,480$558 11.3%8,7452.8%Construction
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$4,933$348 7.6%29,7482.5%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$4,650$93 -2.0%12,3882.4%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,383$1,492 51.6%8,0232.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,331$514 13.5%22,7632.2%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$4,1780.0%7,8452.1%Finance
Zoetis Inc. stock logo
ZTS
Zoetis
$4,053$54 -1.3%24,6182.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$4,003$475 -10.6%19,1062.0%Medical
Blackrock
$3,659$113 3.2%3,8661.9%CS
CSX Co. stock logo
CSX
CSX
$3,358$62 1.9%114,1101.7%Transportation
Hyatt Hotels Co. stock logo
H
Hyatt Hotels
$3,261$1,758 116.9%26,6241.7%Consumer Discretionary
Quanta Services, Inc. stock logo
PWR
Quanta Services
$3,195$445 16.2%12,5711.6%Construction
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,179$1,840 137.5%43,6381.6%Computer and Technology
Sysco Co. stock logo
SYY
Sysco
$3,114$612 24.5%41,4931.6%Consumer Staples
Dell Inc.
$3,054$492 19.2%33,5001.6%CS
Carrier Global Co. stock logo
CARR
Carrier Global
$2,821$139 -4.7%44,5001.4%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$2,578$1,393 117.5%7,0341.3%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,505$225 -8.2%18,8841.3%Medical
Toll Brothers, Inc. stock logo
TOL
Toll Brothers
$2,430$137 6.0%23,0101.2%Construction
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,249$80 3.7%25,0551.1%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,239$256 12.9%2,7111.1%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,236$141 -5.9%3,8801.1%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,148$241 -10.1%18,0591.1%Energy
International Business Machines Co. stock logo
IBM
International Business Machines
$2,007$622 -23.7%8,0701.0%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,979$1,183 148.5%2,1221.0%Consumer Discretionary
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,972$367 22.9%27,8131.0%Utilities
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,846$255 16.0%30,2690.9%Medical
Visa Inc. stock logo
V
Visa
$1,834$9 -0.5%5,2320.9%Business Services
Morgan Stanley stock logo
MS
Morgan Stanley
$1,831$58 3.3%15,6940.9%Finance
Lennox International Inc. stock logo
LII
Lennox International
$1,783$1,290 261.4%3,1800.9%Construction
United Therapeutics Co. stock logo
UTHR
United Therapeutics
$1,742$3 0.2%5,6500.9%Medical
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$1,664$1,664 New Holding14,2250.8%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$1,639$1,269 -43.6%9,7890.8%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,626$48 -2.9%22,6990.8%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$1,623$25 -1.5%10,3910.8%Computer and Technology
Invitation Homes Inc. stock logo
INVH
Invitation Homes
$1,597$199 14.2%45,8140.8%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$1,589$78 5.1%6,8630.8%Business Services
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$1,586$738 -31.8%11,1490.8%Consumer Staples
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$1,575$398 33.8%19,6820.8%Industrials
McDonald's Co. stock logo
MCD
McDonald's
$1,571$27 -1.7%5,0290.8%Retail/Wholesale
Union Pacific Co. stock logo
UNP
Union Pacific
$1,522$150 -9.0%6,4430.8%Transportation
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,449$107 -6.9%13,1700.7%Transportation
GE Vernova Inc.
$1,436$1,215 549.0%4,7050.7%CS
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,431$1,431 New Holding4,0580.7%Computer and Technology
Lennar Co. stock logo
LEN
Lennar
$1,421$52 -3.5%12,3770.7%Construction
Pfizer Inc. stock logo
PFE
Pfizer
$1,410$65 -4.4%55,6270.7%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,372$68 -4.7%8,0490.7%Consumer Staples
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$1,352$668 -33.1%19,2630.7%Transportation
Truist Financial Co. stock logo
TFC
Truist Financial
$1,349$14 -1.0%32,7840.7%Finance
Eaton Co. plc stock logo
ETN
Eaton
$1,344$510 61.1%4,9440.7%Industrials
Masco Co. stock logo
MAS
Masco
$1,264$266 -17.4%18,1750.6%Construction
Washington Trust Bancorp, Inc. stock logo
WASH
Washington Trust Bancorp
$1,211$26 -2.1%39,2290.6%Finance
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$1,194$1,194 New Holding27,3750.6%Transportation
AstraZeneca PLC stock logo
AZN
AstraZeneca
$1,172$720 159.3%15,9500.6%Medical
Comerica Incorporated stock logo
CMA
Comerica
$1,162$414 55.3%19,6820.6%Finance
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$1,126$33 3.1%2,3550.6%Construction
TransDigm Group Incorporated stock logo
TDG
TransDigm Group
$1,114$556 -33.3%8050.6%Aerospace
NIKE, Inc. stock logo
NKE
NIKE
$1,109$289 35.2%17,4750.6%Consumer Discretionary
Trimble Inc. stock logo
TRMB
Trimble
$1,027$1,027 New Holding15,6400.5%Industrials
PACCAR Inc stock logo
PCAR
PACCAR
$1,008$1,008 New Holding10,3500.5%Auto/Tires/Trucks
The Timken Company stock logo
TKR
Timken
$1,004$560 126.3%13,9750.5%Computer and Technology
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$998$391 64.4%29,7070.5%Transportation
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$986$620 169.5%1,9810.5%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$935$617 194.0%1,7050.5%Business Services
Amphenol Co. stock logo
APH
Amphenol
$923$2 0.2%14,0750.5%Computer and Technology
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$899$408 83.2%13,2570.5%Consumer Staples
Marriott International, Inc. stock logo
MAR
Marriott International
$898$142 18.7%3,7700.5%Consumer Discretionary
Medtronic plc stock logo
MDT
Medtronic
$896$222 -19.9%9,9710.5%Medical
Moelis & Company stock logo
MC
Moelis & Company
$883$6 -0.7%15,1250.4%Finance
Independent Bank Corp. stock logo
INDB
Independent Bank
$870$3 -0.4%13,8910.4%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$805$114 -12.4%5,3710.4%Consumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$792$911 -53.5%2,5430.4%Medical
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$7770.0%8,2880.4%Consumer Staples
Pentair plc stock logo
PNR
Pentair
$765$44 -5.4%8,7500.4%Business Services
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$762$72 10.5%10,6100.4%Finance
Walmart Inc. stock logo
WMT
Walmart
$757$35 -4.4%8,6240.4%Retail/Wholesale
Oracle Co. stock logo
ORCL
Oracle
$756$756 New Holding5,4050.4%Computer and Technology
Fluor Co. stock logo
FLR
Fluor
$740$740 New Holding20,6500.4%Construction
Vertiv Holdings Co stock logo
VRT
Vertiv
$740$740 New Holding10,2430.4%Computer and Technology
AAR Corp. stock logo
AIR
AAR
$736$78 -9.6%13,1500.4%Aerospace
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$719$719 New Holding3,5000.4%Consumer Discretionary
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$709$156 -18.0%7500.4%Retail/Wholesale
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$676$676 New Holding12,3500.3%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$671$4 0.5%6,1880.3%Computer and Technology
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$663$637 -49.0%3,2000.3%Consumer Discretionary
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$659$472 251.6%5,4500.3%Business Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$658$49 -7.0%10,6650.3%Computer and Technology
General Electric stock logo
GE
General Electric
$650$946 -59.3%3,2470.3%Transportation
Valero Energy Co. stock logo
VLO
Valero Energy
$650$7 -1.0%4,9250.3%Energy
Donaldson Company, Inc. stock logo
DCI
Donaldson
$629$91 -12.6%9,3790.3%Industrials
Jazz Pharmaceuticals plc stock logo
JAZZ
Jazz Pharmaceuticals
$627$627 New Holding5,0500.3%Medical
Citizens Financial Group, Inc. stock logo
CFG
Citizens Financial Group
$608$50 9.0%14,8370.3%Finance
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$538$538 New Holding3,2500.3%Finance
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$536$20 -3.6%8,0490.3%Retail/Wholesale
Starbucks Co. stock logo
SBUX
Starbucks
$528$530 -50.1%5,3870.3%Retail/Wholesale
ASML Holding stock logo
ASML
ASML
$504$48 10.5%7600.3%Computer and Technology
General Mills, Inc. stock logo
GIS
General Mills
$4860.0%8,1250.2%Consumer Staples

Showing largest 100 holdings. View all holdings.
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