New England Research & Management, Inc.

13F filer · CIK 0001596077

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$257MU.S. long equity reported on 13F

Positions13424 new · 33 closed

Net flow last quarter-$12.4MBuys minus sells

Top 10 positions weight33.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026134 positions
GOOGLAlphabet Inc.	$14.6M	5.68%	0.00%	-1.3%	Q3 2015
AAPLApple Inc.	$12M	4.69%	0.00%	+10.0%	Q4 2013
URIUnited Rentals, Inc.	$10.4M	4.04%	0.01%	-17.2%	Q4 2013
PWRQuanta Services, Inc.	$10.3M	4.03%	0.01%	+17.8%	Q3 2016
GEVGE Vernova Inc.	$7.63M	2.97%	0.00%	+22.1%	Q2 2024
JNJJohnson & Johnson	$7.5M	2.92%	0.00%	+2.5%	Q4 2013
ABBVAbbVie Inc.	$6.23M	2.43%	0.00%	-2.9%	Q4 2013
MSFTMicrosoft Corp	$5.94M	2.31%	0.00%	+6.1%	Q4 2013
CSXCSX Corp	$5.89M	2.29%	0.01%	-2.0%	Q4 2013
VVisa Inc.	$5.32M	2.07%	0.00%	+11.1%	Q3 2015
CHDChurch & Dwight Co Inc	$4.86M	1.89%	0.02%	-2.6%	Q4 2013
BRK.BBerkshire Hathaway Inc	$4.61M	1.79%	Not reported	-3.2%	Q4 2013
AMGNAmgen Inc	$4.3M	1.67%	0.00%	+21.1%	Q4 2013
LLYELI LILLY & Co	$4.26M	1.66%	0.00%	+12.8%	Q4 2013
AVGOBroadcom Inc.	$4.22M	1.64%	0.00%	-1.7%	Q2 2019
AMZNAmazon Com Inc	$4.07M	1.58%	0.00%	-12.3%	Q1 2016
AWKAmerican Water Works Company, Inc.	$3.72M	1.45%	0.01%	+24.0%	Q3 2022
UNPUnion Pacific Corp	$3.65M	1.42%	0.00%	+47.9%	Q3 2014
NFLXNetflix Inc	$3.54M	1.38%	0.00%	+39.7%	Q4 2018
MRKMerck & Co., Inc.	$3.51M	1.36%	0.00%	+2.8%	Q4 2013
IBMInternational Business Machines Corp	$3.48M	1.35%	0.00%	+23.5%	Q4 2013
GOOGAlphabet Inc.	$3.4M	1.32%	Not reported	-2.5%	Q3 2015
MSMorgan Stanley	$3.02M	1.18%	0.00%	+3.6%	Q1 2015
AZNAstrazeneca PLC	$3.01M	1.17%	Not reported	+381.9%	Q2 2014
GSGoldman Sachs Group Inc	$2.95M	1.15%	0.00%	-3.5%	Q2 2018
VRTVertiv Holdings Co	$2.79M	1.09%	0.00%	+68.3%	Q2 2024
SYYSysco Corp	$2.67M	1.04%	0.01%	+29.4%	Q1 2014
KOCoca Cola Co	$2.67M	1.04%	0.00%	-1.5%	Q4 2013
GILDGilead Sciences, Inc.	$2.66M	1.04%	0.00%	+90.3%	Q1 2014
EMREmerson Electric Co	$2.49M	0.97%	0.00%	+285.7%	Q4 2013
CBChubb Ltd	$2.44M	0.95%	0.00%	+10.7%	Q3 2022
TFCTruist Financial Corp	$2.43M	0.95%	0.00%	+0.3%	Q4 2019
NEENextera Energy Inc	$2.25M	0.87%	0.00%	+0.2%	Q4 2013
REGNRegeneron Pharmaceuticals, Inc.	$2.17M	0.84%	0.00%	+504.4%	Q4 2013
KMBKimberly Clark Corp	$2.16M	0.84%	0.01%	-9.3%	Q4 2013
PGPROCTER & GAMBLE Co	$2.09M	0.81%	0.00%	-4.1%	Q4 2013
JPMJPMorgan Chase & Co	$2.05M	0.80%	0.00%	-10.4%	Q4 2014
SYKStryker Corp	$2.03M	0.79%	0.00%	+21.9%	Q2 2018
CSCOCisco Systems, Inc.	$2.03M	0.79%	0.00%	+99.3%	Q4 2013
FCXFreeport-Mcmoran Inc	$1.97M	0.77%	0.00%	+82.9%	Q4 2013
ULTAUlta Beauty, Inc.	$1.94M	0.76%	0.01%	Not reported	Q4 2021
ABTAbbott Laboratories	$1.92M	0.75%	0.00%	-3.2%	Q4 2013
MCDMcdonalds Corp	$1.88M	0.73%	0.00%	-9.7%	Q4 2013
CCitigroup Inc	$1.88M	0.73%	0.00%	-11.7%	Q4 2015
NVDANvidia Corp	$1.87M	0.73%	0.00%	+1.1%	Q2 2018
GEGeneral Electric Co	$1.85M	0.72%	0.00%	-17.6%	Q1 2022
NTRNutrien Ltd.	$1.83M	0.71%	0.01%	+221.0%	Q2 2022
COPConocophillips	$1.79M	0.69%	0.00%	Not reported	Q4 2013
HLTHilton Worldwide Holdings Inc.	$1.76M	0.68%	0.00%	+47.9%	Q1 2022
PBProsperity Bancshares Inc	$1.71M	0.67%	0.02%	-6.2%	Q4 2013

Q1 2026Reported May 7, 2026143 positions
GOOGLAlphabet Inc.	$11.9M	5.03%	0.00%	+4.7%	Q3 2015
AAPLApple Inc.	$9.61M	4.06%	0.00%	+1.4%	Q4 2013
URIUnited Rentals, Inc.	$8.07M	3.41%	0.02%	+25.6%	Q4 2013
JNJJohnson & Johnson	$7.04M	2.98%	0.00%	-1.4%	Q4 2013
PWRQuanta Services, Inc.	$6.69M	2.83%	0.01%	-2.6%	Q3 2016
MSFTMicrosoft Corp	$5.56M	2.35%	0.00%	+0.4%	Q4 2013
ABBVAbbVie Inc.	$5.55M	2.34%	0.00%	+18.2%	Q4 2013
CSXCSX Corp	$5.19M	2.19%	0.01%	+7.6%	Q4 2013
CHDChurch & Dwight Co Inc	$4.81M	2.03%	0.02%	-2.5%	Q4 2013
COFCapital One Financial Corp	$4.77M	2.01%	0.00%	+74.7%	Q1 2014
GEVGE Vernova Inc.	$4.64M	1.96%	0.00%	-20.7%	Q2 2024
BRK.BBerkshire Hathaway Inc	$4.55M	1.92%	Not reported	+20.7%	Q4 2013
VVisa Inc.	$4.22M	1.78%	0.00%	+49.5%	Q3 2015
AMZNAmazon Com Inc	$4.06M	1.71%	0.00%	-24.0%	Q1 2016
AVGOBroadcom Inc.	$3.52M	1.49%	0.00%	+5.7%	Q2 2019
AMGNAmgen Inc	$3.45M	1.46%	0.00%	+51.0%	Q4 2013
NFLXNetflix Inc	$3.41M	1.44%	0.00%	+27.2%	Q4 2018
UBERUber Technologies, Inc	$3.19M	1.35%	0.00%	+15.8%	Q4 2024
MRKMerck & Co., Inc.	$3.19M	1.35%	0.00%	-9.3%	Q4 2013
AWKAmerican Water Works Company, Inc.	$3.1M	1.31%	0.01%	+11.2%	Q3 2022
LLYELI LILLY & Co	$2.9M	1.23%	0.00%	+32.7%	Q4 2013
GOOGAlphabet Inc.	$2.83M	1.20%	Not reported	-2.4%	Q3 2015
XOMExxonMobil Holdings Corp	$2.77M	1.17%	0.00%	-17.9%	Q4 2013
WFCWells Fargo & Company	$2.64M	1.12%	0.00%	+83.1%	Q1 2015
GSGoldman Sachs Group Inc	$2.56M	1.08%	0.00%	-28.9%	Q2 2018
KOCoca Cola Co	$2.53M	1.07%	0.00%	+45.7%	Q4 2013
IBMInternational Business Machines Corp	$2.43M	1.03%	0.00%	+8.1%	Q4 2013
ZTSZoetis Inc.	$2.41M	1.02%	0.00%	+1.7%	Q4 2013
MCDMcdonalds Corp	$2.4M	1.01%	0.00%	-1.2%	Q4 2013
NEENextera Energy Inc	$2.38M	1.00%	0.00%	-6.6%	Q4 2013
MSMorgan Stanley	$2.3M	0.97%	0.00%	-6.2%	Q1 2015
PANWPalo Alto Networks Inc	$2.27M	0.96%	0.00%	+11.9%	Q1 2016
ABTAbbott Laboratories	$2.25M	0.95%	0.00%	-7.2%	Q4 2013
TFCTruist Financial Corp	$2.24M	0.95%	0.00%	+11.0%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$2.23M	0.94%	0.00%	+893.0%	Q3 2021
UNPUnion Pacific Corp	$2.2M	0.93%	0.00%	+19.4%	Q3 2014
PGPROCTER & GAMBLE Co	$2.14M	0.90%	0.00%	+10.7%	Q4 2013
IDXXIdexx Laboratories Inc	$2.14M	0.90%	0.00%	+216.7%	Q3 2014
DHIHorton D R Inc	$2.13M	0.90%	0.01%	+253.4%	Q4 2015
CBChubb Ltd	$2.11M	0.89%	0.00%	+6.3%	Q3 2022
KMBKimberly Clark Corp	$2.09M	0.88%	0.01%	-2.8%	Q4 2013
JPMJPMorgan Chase & Co	$2.05M	0.87%	0.00%	+540.6%	Q4 2014
DALDelta Air Lines, Inc.	$1.95M	0.82%	0.00%	Not reported	Q2 2016
SYYSysco Corp	$1.76M	0.74%	0.01%	-32.3%	Q1 2014
SYKStryker Corp	$1.74M	0.74%	0.00%	+23.1%	Q2 2018
CCitigroup Inc	$1.73M	0.73%	0.00%	Not reported	Q4 2015
GEGeneral Electric Co	$1.71M	0.72%	0.00%	+42.6%	Q1 2022
PBProsperity Bancshares Inc	$1.68M	0.71%	0.02%	+34.4%	Q4 2013
IRIngersoll Rand Inc.	$1.62M	0.69%	0.01%	+29.6%	Q4 2018
ETNEaton Corp plc	$1.62M	0.69%	0.00%	-47.4%	Q4 2013

Q4 2025Reported Jan 7, 2026144 positions
GOOGLAlphabet Inc.	$12.4M	5.41%	0.00%	-0.9%	Q3 2015
AAPLApple Inc.	$10.2M	4.44%	0.00%	-0.4%	Q4 2013
MSFTMicrosoft Corp	$7.23M	3.16%	0.00%	+18.4%	Q4 2013
URIUnited Rentals, Inc.	$7.13M	3.12%	0.01%	+13.4%	Q4 2013
JNJJohnson & Johnson	$6.05M	2.65%	0.00%	-0.5%	Q4 2013
AMZNAmazon Com Inc	$5.92M	2.59%	0.00%	-0.3%	Q1 2016
PWRQuanta Services, Inc.	$5.28M	2.31%	0.01%	-3.0%	Q3 2016
ABBVAbbVie Inc.	$4.93M	2.16%	0.00%	+9.0%	Q4 2013
CHDChurch & Dwight Co Inc	$4.43M	1.94%	0.02%	-1.0%	Q4 2013
GEVGE Vernova Inc.	$4.38M	1.92%	0.00%	+71.6%	Q2 2024
CSXCSX Corp	$4.26M	1.86%	0.01%	-1.6%	Q4 2013
BRK.BBerkshire Hathaway Inc	$3.96M	1.73%	Not reported	Not reported	Q4 2013
GSGoldman Sachs Group Inc	$3.74M	1.63%	0.00%	+183.2%	Q2 2018
AVGOBroadcom Inc.	$3.72M	1.63%	0.00%	+11.6%	Q2 2019
COFCapital One Financial Corp	$3.62M	1.59%	0.00%	+115.9%	Q1 2014
VVisa Inc.	$3.27M	1.43%	0.00%	+72.6%	Q3 2015
GOOGAlphabet Inc.	$3.17M	1.39%	Not reported	-2.5%	Q3 2015
UBERUber Technologies, Inc	$3.13M	1.37%	0.00%	+47.3%	Q4 2024
MRKMerck & Co., Inc.	$3.08M	1.35%	0.00%	+35.4%	Q4 2013
ABTAbbott Laboratories	$2.95M	1.29%	0.00%	+128.1%	Q4 2013
METAMeta Platforms, Inc.	$2.88M	1.26%	Not reported	-15.0%	Q4 2017
IBMInternational Business Machines Corp	$2.74M	1.20%	0.00%	-13.1%	Q4 2013
ETNEaton Corp plc	$2.74M	1.20%	0.00%	-8.8%	Q4 2013
SYYSysco Corp	$2.69M	1.18%	0.01%	-0.2%	Q1 2014
AWKAmerican Water Works Company, Inc.	$2.68M	1.17%	0.01%	+49.4%	Q3 2022
MSMorgan Stanley	$2.64M	1.16%	0.00%	-2.6%	Q1 2015
NFLXNetflix Inc	$2.62M	1.14%	0.00%	+68.0%	Q4 2018
LLYELI LILLY & Co	$2.55M	1.12%	0.00%	-2.7%	Q4 2013
ZTSZoetis Inc.	$2.52M	1.10%	0.00%	-15.1%	Q4 2013
XOMExxonMobil Holdings Corp	$2.39M	1.04%	0.00%	Not reported	Q4 2013
MCDMcdonalds Corp	$2.39M	1.04%	0.00%	+51.4%	Q4 2013
PANWPalo Alto Networks Inc	$2.33M	1.02%	0.00%	+16.4%	Q1 2016
KMBKimberly Clark Corp	$2.25M	0.99%	0.01%	+124.4%	Q4 2013
NEENextera Energy Inc	$2.2M	0.96%	0.00%	-0.6%	Q4 2013
UTHRUNITED THERAPEUTICS Corp	$2.16M	0.95%	0.01%	Not reported	Q1 2021
TFCTruist Financial Corp	$2.16M	0.94%	0.00%	-0.9%	Q4 2019
HHyatt Hotels Corp	$2.15M	0.94%	Not reported	-42.6%	Q3 2019
AMGNAmgen Inc	$2.13M	0.93%	0.00%	+30.7%	Q4 2013
PGPROCTER & GAMBLE Co	$1.92M	0.84%	0.00%	+60.5%	Q4 2013
CBChubb Ltd	$1.9M	0.83%	0.00%	Not reported	Q3 2022
VEEVVeeva Systems Inc	$1.88M	0.82%	0.01%	+274.0%	Q1 2015
DELLDell Technologies Inc.	$1.79M	0.78%	0.00%	-21.3%	Q1 2024
UNPUnion Pacific Corp	$1.76M	0.77%	0.00%	+19.3%	Q3 2014
INCYIncyte Corp	$1.72M	0.75%	0.01%	New	Q4 2025
WFCWells Fargo & Company	$1.69M	0.74%	0.00%	+25.3%	Q1 2015
NVDANvidia Corp	$1.64M	0.72%	0.00%	+21.8%	Q2 2018
KOCoca Cola Co	$1.6M	0.70%	0.00%	Not reported	Q4 2013
SYKStryker Corp	$1.51M	0.66%	0.00%	Not reported	Q2 2018
JJacobs Solutions Inc.	$1.49M	0.65%	0.01%	Not reported	Q1 2024
GILDGilead Sciences, Inc.	$1.44M	0.63%	0.00%	Not reported	Q1 2014

Q3 2025Reported Oct 6, 2025145 positions
GOOGLAlphabet Inc.	$9.69M	4.45%	0.00%	-18.7%	Q3 2015
AAPLApple Inc.	$9.55M	4.39%	0.00%	+4.5%	Q4 2013
URIUnited Rentals, Inc.	$7.42M	3.41%	0.01%	-11.5%	Q4 2013
MSFTMicrosoft Corp	$6.54M	3.00%	0.00%	Not reported	Q4 2013
AMZNAmazon Com Inc	$5.64M	2.59%	0.00%	+7.7%	Q1 2016
JNJJohnson & Johnson	$5.45M	2.50%	0.00%	-1.3%	Q4 2013
PWRQuanta Services, Inc.	$5.35M	2.46%	0.01%	+3.5%	Q3 2016
CHDChurch & Dwight Co Inc	$4.68M	2.15%	0.02%	-2.2%	Q4 2013
ABBVAbbVie Inc.	$4.58M	2.11%	0.00%	-3.1%	Q4 2013
CSXCSX Corp	$4.24M	1.95%	0.01%	+4.1%	Q4 2013
BRK.BBerkshire Hathaway Inc	$3.96M	1.82%	Not reported	Not reported	Q4 2013
METAMeta Platforms, Inc.	$3.77M	1.73%	Not reported	+6.3%	Q4 2017
ETNEaton Corp plc	$3.53M	1.62%	0.00%	+34.1%	Q4 2013
ZTSZoetis Inc.	$3.45M	1.59%	0.01%	-4.8%	Q4 2013
HHyatt Hotels Corp	$3.31M	1.52%	Not reported	+0.3%	Q3 2019
AVGOBroadcom Inc.	$3.18M	1.46%	0.00%	-1.0%	Q2 2019
SYYSysco Corp	$3.01M	1.38%	0.01%	-1.1%	Q1 2014
IBMInternational Business Machines Corp	$3.01M	1.38%	0.00%	+32.1%	Q4 2013
CARRCARRIER GLOBAL Corp	$2.96M	1.36%	0.01%	+11.2%	Q4 2020
LENLennar Corp	$2.74M	1.26%	Not reported	+80.3%	Q2 2015
DELLDell Technologies Inc.	$2.56M	1.18%	0.00%	-35.0%	Q1 2024
UBERUber Technologies, Inc	$2.55M	1.17%	0.00%	+17.9%	Q4 2024
GOOGAlphabet Inc.	$2.53M	1.16%	Not reported	-2.1%	Q3 2015
MSMorgan Stanley	$2.43M	1.12%	0.00%	-1.6%	Q1 2015
GEVGE Vernova Inc.	$2.4M	1.10%	0.00%	+450.7%	Q2 2024
XOMExxonMobil Holdings Corp	$2.24M	1.03%	0.00%	Not reported	Q4 2013
PANWPalo Alto Networks Inc	$2.21M	1.02%	0.00%	+63.0%	Q1 2016
VRTVertiv Holdings Co	$2.13M	0.98%	0.00%	+10.4%	Q2 2024
NEENextera Energy Inc	$2.08M	0.96%	0.00%	-3.7%	Q4 2013
TFCTruist Financial Corp	$2.02M	0.93%	0.00%	+37.9%	Q4 2019
NFLXNetflix Inc	$1.99M	0.91%	0.00%	+22.0%	Q4 2018
AWKAmerican Water Works Company, Inc.	$1.91M	0.88%	0.01%	+1.7%	Q3 2022
APOApollo Global Management, Inc.	$1.91M	0.88%	0.00%	+41.6%	Q2 2025
LLYELI LILLY & Co	$1.86M	0.86%	0.00%	-12.9%	Q4 2013
UTHRUNITED THERAPEUTICS Corp	$1.86M	0.85%	0.01%	-19.6%	Q1 2021
VVisa Inc.	$1.84M	0.85%	0.00%	+24.1%	Q3 2015
MRKMerck & Co., Inc.	$1.81M	0.83%	0.00%	-3.6%	Q4 2013
LULUlululemon athletica inc.	$1.77M	0.81%	0.01%	Not reported	Q4 2013
CBChubb Ltd	$1.71M	0.79%	0.00%	+41.9%	Q3 2022
LIILennox International Inc	$1.61M	0.74%	0.01%	-4.0%	Q1 2021
INVHInvitation Homes Inc.	$1.6M	0.74%	0.01%	+18.2%	Q3 2020
HDHome Depot, Inc.	$1.59M	0.73%	0.00%	-49.6%	Q2 2014
MCDMcdonalds Corp	$1.57M	0.72%	0.00%	Not reported	Q4 2013
KOCoca Cola Co	$1.52M	0.70%	0.00%	Not reported	Q4 2013
ABNBAirbnb, Inc.	$1.51M	0.69%	Not reported	+77.1%	Q1 2024
UNPUnion Pacific Corp	$1.5M	0.69%	0.00%	-1.2%	Q3 2014
COFCapital One Financial Corp	$1.47M	0.68%	0.00%	Not reported	Q1 2014
ARWArrow Electronics, Inc.	$1.46M	0.67%	0.02%	Not reported	Q4 2013
DHIHorton D R Inc	$1.45M	0.67%	0.00%	Not reported	Q4 2015
MDLZMondelez International, Inc.	$1.43M	0.66%	0.00%	+68.4%	Q3 2014

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