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Newton One Investments LLC

13F filer · CIK 0001842787
Reported Jul 22, 2026
Net buyer this quarter
13F portfolio value$397MU.S. long equity reported on 13F
Positions9624 new · 1 closed
Net flow last quarter+$740KBuys minus sells
Top 10 positions weight1.9%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 22, 202696 positions
AAPLApple Inc.$3.02M0.76%0.00%+2.4%Q4 2020
SPYSPDR S&P 500 ETF Trust$1.11M0.28%Not reported-0.6%Q1 2021
AMZNAmazon Com Inc$543K0.14%0.00%+78.1%Q4 2020
GSGoldman Sachs Group Inc$520K0.13%0.00%+0.4%Q4 2020
AONAon plc$444K0.11%0.00%Not reportedQ4 2020
DEDeere & Co$414K0.10%0.00%+0.3%Q4 2020
CEGConstellation Energy Corp$379K0.10%0.00%Not reportedQ1 2022
JPMJPMorgan Chase & Co$359K0.09%0.00%+0.6%Q4 2020
METAMeta Platforms, Inc.$310K0.08%Not reported+0.2%Q4 2020
MCDMcdonalds Corp$290K0.07%0.00%+0.7%Q4 2020
UNHUnitedhealth Group Inc$262K0.07%0.00%+0.6%Q2 2021
ORCLOracle Corp$229K0.06%0.00%+0.3%Q4 2020
VPLInvesco Pennsylvania Value Municipal Income Trust$220K0.06%Not reportedNot reportedQ2 2021
EXCExelon Corp$213K0.05%0.00%Not reportedQ4 2020
PMPhilip Morris International Inc.$157K0.04%0.00%+0.4%Q4 2020
PGPROCTER & GAMBLE Co$150K0.04%0.00%+14.8%Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$128K0.03%Not reported-3.9%Q4 2020
IBMInternational Business Machines Corp$101K0.03%0.00%+0.6%Q4 2023
PEPPepsico Inc$87.5K0.02%0.00%+1.1%Q1 2021
HDHome Depot, Inc.$78.8K0.02%0.00%+271.7%Q4 2024
ALLAllstate Corp$76.9K0.02%0.00%NewQ2 2026
MSMorgan Stanley$74.2K0.02%0.00%NewQ2 2026
GOOGLAlphabet Inc.$71.5K0.02%0.00%Not reportedQ4 2024
MDYSPDR S&P Midcap 400 ETF Trust$67.8K0.02%Not reported-5.9%Q4 2020
CVXChevron Corp$64.8K0.02%0.00%+15.7%Q2 2021
BRK.BBerkshire Hathaway Inc$58.5K0.01%Not reportedNot reportedQ4 2020
VZVerizon Communications Inc$57.9K0.01%0.00%+38.5%Q4 2020
EMREmerson Electric Co$57K0.01%0.00%+0.3%Q2 2021
PPLPPL Corp$55.4K0.01%0.00%Not reportedQ2 2021
NINisource Inc.$53.7K0.01%0.00%NewQ2 2026
CSCOCisco Systems, Inc.$48.3K0.01%0.00%+155.3%Q4 2024
ATECAlphatec Holdings, Inc.$47.6K0.01%0.00%Not reportedQ4 2020
NFLXNetflix Inc$45K0.01%0.00%+65.8%Q4 2020
MTZMastec Inc$41.6K0.01%0.00%NewQ2 2026
APDAir Products & Chemicals, Inc.$39.8K0.01%0.00%+0.7%Q2 2021
JNJJohnson & Johnson$39K0.01%0.00%+0.7%Q2 2021
PWRQuanta Services, Inc.$36K0.01%0.00%NewQ2 2026
GEGeneral Electric Co$35.1K0.01%0.00%+49.2%Q3 2021
ADPAutomatic Data Processing Inc$33.5K0.01%0.00%+0.7%Q2 2021
MOAltria Group, Inc.$30.6K0.01%0.00%+1.4%Q4 2020
XOMExxonMobil Holdings Corp$28.3K0.01%0.00%+0.5%Q2 2021
MSFTMicrosoft Corp$28.1K0.01%0.00%Not reportedQ4 2024
GEVGE Vernova Inc.$27.1K0.01%0.00%+53.3%Q2 2024
WFCWells Fargo & Company$26K0.01%0.00%+0.6%Q2 2021
QCOMQualcomm Inc$24.8K0.01%0.00%Not reportedQ2 2021
LOWLowes Companies Inc$20.1K0.01%0.00%NewQ2 2026
TAt&T Inc.$19.7K0.00%0.00%Not reportedQ2 2021
RTXRTX Corp$19K0.00%0.00%NewQ2 2026
RVMDRevolution Medicines, Inc.$18.7K0.00%0.00%Not reportedQ4 2024
MMM3m Co$16.7K0.00%0.00%Not reportedQ2 2021
Q1 2026Reported Apr 24, 202673 positions
AAPLApple Inc.$2.59M0.70%0.00%+0.1%Q4 2020
SPYSPDR S&P 500 ETF Trust$971K0.26%Not reported+0.3%Q1 2021
GSGoldman Sachs Group Inc$433K0.12%0.00%+0.6%Q4 2020
AONAon plc$432K0.12%0.00%+0.2%Q4 2020
CEGConstellation Energy Corp$426K0.12%0.00%Not reportedQ1 2022
DEDeere & Co$367K0.10%0.00%+0.2%Q4 2020
MCDMcdonalds Corp$331K0.09%0.00%+0.6%Q4 2020
JPMJPMorgan Chase & Co$321K0.09%0.00%+0.5%Q4 2020
METAMeta Platforms, Inc.$314K0.09%Not reportedNot reportedQ4 2020
AMZNAmazon Com Inc$267K0.07%0.00%Not reportedQ4 2020
ORCLOracle Corp$229K0.06%0.00%+0.3%Q4 2020
EXCExelon Corp$224K0.06%0.00%Not reportedQ4 2020
VPLInvesco Pennsylvania Value Municipal Income Trust$186K0.05%Not reported-10.7%Q2 2021
NVDANvidia Corp$174K0.05%0.00%Not reportedQ4 2025
UNHUnitedhealth Group Inc$170K0.05%0.00%+0.6%Q2 2021
PMPhilip Morris International Inc.$143K0.04%0.00%+0.4%Q4 2020
PGPROCTER & GAMBLE Co$129K0.04%0.00%+0.7%Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$125K0.03%Not reported-34.3%Q4 2020
PEPPepsico Inc$99.3K0.03%0.00%+1.9%Q1 2021
IBMInternational Business Machines Corp$86.7K0.02%0.00%+0.6%Q4 2023
CVXChevron Corp$69.9K0.02%0.00%+0.9%Q2 2021
MDYSPDR S&P Midcap 400 ETF Trust$63.1K0.02%Not reportedNot reportedQ4 2020
ATECAlphatec Holdings, Inc.$59.8K0.02%0.00%Not reportedQ4 2020
PPLPPL Corp$58.2K0.02%0.00%Not reportedQ2 2021
GOOGLAlphabet Inc.$57.6K0.02%0.00%Not reportedQ4 2024
BRK.BBerkshire Hathaway Inc$56.1K0.02%Not reportedNot reportedQ4 2020
EMREmerson Electric Co$52K0.01%0.00%+0.5%Q2 2021
VZVerizon Communications Inc$49.5K0.01%0.00%+0.1%Q4 2020
APDAir Products & Chemicals, Inc.$39.2K0.01%0.00%+0.8%Q2 2021
JNJJohnson & Johnson$37.4K0.01%0.00%Not reportedQ2 2021
NFLXNetflix Inc$36.5K0.01%0.00%Not reportedQ4 2020
XOMExxonMobil Holdings Corp$34.9K0.01%0.00%+1.0%Q2 2021
ADPAutomatic Data Processing Inc$30.2K0.01%0.00%+0.7%Q2 2021
MSFTMicrosoft Corp$27.9K0.01%0.00%Not reportedQ4 2024
MOAltria Group, Inc.$27.7K0.01%0.00%+1.9%Q4 2020
TAt&T Inc.$27.5K0.01%0.00%Not reportedQ2 2021
WFCWells Fargo & Company$24.9K0.01%0.00%+0.6%Q2 2021
HDHome Depot, Inc.$19.8K0.01%0.00%+50.0%Q4 2024
GEGeneral Electric Co$17.9K0.00%0.00%Not reportedQ3 2021
QCOMQualcomm Inc$17.2K0.00%0.00%+0.8%Q2 2021
MMM3m Co$14.9K0.00%0.00%+1.0%Q2 2021
CTVACorteva, Inc.$14.8K0.00%0.00%+0.6%Q2 2021
MDLZMondelez International, Inc.$14.3K0.00%0.00%+0.8%Q2 2021
CMCSAComcast Corp$14.1K0.00%0.00%Not reportedQ2 2021
ECLEcolab Inc.$13.7K0.00%0.00%+2.0%Q2 2021
UTZUtz Brands, Inc.$13.7K0.00%0.00%+0.6%Q1 2022
GEVGE Vernova Inc.$13.1K0.00%0.00%Not reportedQ2 2024
LYFTLyft, Inc.$12.8K0.00%0.00%Not reportedQ4 2020
CSCOCisco Systems, Inc.$12.5K0.00%0.00%Not reportedQ4 2024
SCZNXG NextGen Infrastructure Income Fund$11.9K0.00%Not reported-30.1%Q4 2020
Q4 2025Reported Jan 23, 202672 positions
AAPLApple Inc.$2.77M0.82%0.00%+2.2%Q4 2020
SPYSPDR S&P 500 ETF Trust$1.01M0.30%Not reported-3.8%Q1 2021
CEGConstellation Energy Corp$539K0.16%0.00%Not reportedQ1 2022
AONAon plc$471K0.14%0.00%Not reportedQ4 2020
GSGoldman Sachs Group Inc$448K0.13%0.00%+0.4%Q4 2020
METAMeta Platforms, Inc.$362K0.11%Not reported+0.2%Q4 2020
JPMJPMorgan Chase & Co$350K0.10%0.00%+0.5%Q4 2020
MCDMcdonalds Corp$324K0.10%0.00%+0.7%Q4 2020
ORCLOracle Corp$303K0.09%0.00%+0.2%Q4 2020
DEDeere & Co$302K0.09%0.00%+0.5%Q4 2020
AMZNAmazon Com Inc$295K0.09%0.00%Not reportedQ4 2020
UNHUnitedhealth Group Inc$205K0.06%0.00%+0.7%Q2 2021
EXCExelon Corp$200K0.06%0.00%Not reportedQ4 2020
VPLInvesco Pennsylvania Value Municipal Income Trust$193K0.06%Not reported+2.7%Q2 2021
NVDANvidia Corp$187K0.06%0.00%NewQ4 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$185K0.05%Not reportedNot reportedQ4 2020
PMPhilip Morris International Inc.$138K0.04%0.00%+0.4%Q4 2020
PGPROCTER & GAMBLE Co$127K0.04%0.00%+0.7%Q4 2020
ATECAlphatec Holdings, Inc.$116K0.03%0.00%Not reportedQ4 2020
IBMInternational Business Machines Corp$105K0.03%0.00%+0.6%Q4 2023
PEPPepsico Inc$90K0.03%0.00%Not reportedQ1 2021
GOOGLAlphabet Inc.$62.7K0.02%0.00%Not reportedQ4 2024
MDYSPDR S&P Midcap 400 ETF Trust$61.8K0.02%Not reportedNot reportedQ4 2020
BRK.BBerkshire Hathaway Inc$58.8K0.02%Not reportedNot reportedQ4 2020
PPLPPL Corp$53.4K0.02%0.00%Not reportedQ2 2021
EMREmerson Electric Co$52.5K0.02%0.00%+0.3%Q2 2021
CVXChevron Corp$51K0.02%0.00%+1.2%Q2 2021
HODLVanEck Bitcoin ETF$45.6K0.01%0.00%+22.2%Q1 2024
VZVerizon Communications Inc$40.1K0.01%0.00%+0.2%Q4 2020
ADPAutomatic Data Processing Inc$38.1K0.01%0.00%Not reportedQ2 2021
MSFTMicrosoft Corp$36.4K0.01%0.00%Not reportedQ4 2024
NFLXNetflix Inc$35.6K0.01%0.00%Not reportedQ4 2020
APDAir Products & Chemicals, Inc.$33.1K0.01%0.00%+0.8%Q2 2021
JNJJohnson & Johnson$31.6K0.01%0.00%+0.7%Q2 2021
WFCWells Fargo & Company$29K0.01%0.00%+0.3%Q2 2021
XOMExxonMobil Holdings Corp$24.6K0.01%0.00%+0.5%Q2 2021
MOAltria Group, Inc.$23.8K0.01%0.00%+1.5%Q4 2020
TAt&T Inc.$23.6K0.01%0.00%Not reportedQ2 2021
QCOMQualcomm Inc$22.7K0.01%0.00%+0.8%Q2 2021
GEGeneral Electric Co$19.4K0.01%0.00%Not reportedQ3 2021
LYFTLyft, Inc.$18.6K0.01%0.00%Not reportedQ4 2020
UTZUtz Brands, Inc.$17.9K0.01%0.00%+0.5%Q1 2022
SCZNXG NextGen Infrastructure Income Fund$16.8K0.00%Not reported+1.9%Q4 2020
MMM3m Co$16.4K0.00%0.00%Not reportedQ2 2021
CMCSAComcast Corp$14.7K0.00%0.00%Not reportedQ2 2021
HDHome Depot, Inc.$13.8K0.00%0.00%Not reportedQ4 2024
ECLEcolab Inc.$13.5K0.00%0.00%Not reportedQ2 2021
TSLATesla, Inc.$13.5K0.00%0.00%Not reportedQ2 2022
MDLZMondelez International, Inc.$13.2K0.00%0.00%+0.8%Q2 2021
PINSPinterest, Inc.$12.9K0.00%0.00%Not reportedQ4 2020
Q3 2025Reported Oct 10, 202571 positions
AAPLApple Inc.$2.54M0.75%0.00%+0.1%Q4 2020
SPYSPDR S&P 500 ETF Trust$1.03M0.31%Not reported-47.8%Q1 2021
CEGConstellation Energy Corp$502K0.15%0.00%Not reportedQ1 2022
AONAon plc$476K0.14%0.00%Not reportedQ4 2020
ORCLOracle Corp$436K0.13%0.00%+0.2%Q4 2020
GSGoldman Sachs Group Inc$404K0.12%0.00%+0.6%Q4 2020
METAMeta Platforms, Inc.$403K0.12%Not reportedNot reportedQ4 2020
JPMJPMorgan Chase & Co$341K0.10%0.00%+0.5%Q4 2020
MCDMcdonalds Corp$320K0.09%0.00%+0.6%Q4 2020
DEDeere & Co$296K0.09%0.00%+0.3%Q4 2020
AMZNAmazon Com Inc$281K0.08%0.00%Not reportedQ4 2020
UNHUnitedhealth Group Inc$213K0.06%0.00%+0.7%Q2 2021
EXCExelon Corp$206K0.06%0.00%Not reportedQ4 2020
VPLInvesco Pennsylvania Value Municipal Income Trust$182K0.05%Not reported+0.7%Q2 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$182K0.05%Not reportedNot reportedQ4 2020
PMPhilip Morris International Inc.$139K0.04%0.00%+0.2%Q4 2020
PGPROCTER & GAMBLE Co$136K0.04%0.00%+0.7%Q4 2020
IBMInternational Business Machines Corp$99.8K0.03%0.00%+0.9%Q4 2023
PEPPepsico Inc$88.1K0.03%0.00%+1.0%Q1 2021
ATECAlphatec Holdings, Inc.$80K0.02%0.00%Not reportedQ4 2020
MDYSPDR S&P Midcap 400 ETF Trust$61K0.02%Not reportedNot reportedQ4 2020
BRK.BBerkshire Hathaway Inc$58.8K0.02%Not reported-46.1%Q4 2020
PPLPPL Corp$56.6K0.02%0.00%Not reportedQ2 2021
EMREmerson Electric Co$51.7K0.02%0.00%+0.5%Q2 2021
CVXChevron Corp$51.4K0.02%0.00%+1.2%Q2 2021
HODLVanEck Bitcoin ETF$48.8K0.01%0.00%+13.8%Q1 2024
GOOGLAlphabet Inc.$48.7K0.01%0.00%-50.1%Q4 2024
NFLXNetflix Inc$45.6K0.01%0.00%Not reportedQ4 2020
ADPAutomatic Data Processing Inc$43.3K0.01%0.00%+0.7%Q2 2021
VZVerizon Communications Inc$43.3K0.01%0.00%+0.1%Q4 2020
MSFTMicrosoft Corp$39K0.01%0.00%Not reportedQ4 2024
APDAir Products & Chemicals, Inc.$36.3K0.01%0.00%+0.8%Q2 2021
JNJJohnson & Johnson$28.2K0.01%0.00%+0.7%Q2 2021
TAt&T Inc.$26.8K0.01%0.00%Not reportedQ2 2021
MOAltria Group, Inc.$26.8K0.01%0.00%+1.8%Q4 2020
WFCWells Fargo & Company$25.9K0.01%0.00%+0.7%Q2 2021
XOMExxonMobil Holdings Corp$22.8K0.01%0.00%+1.0%Q2 2021
QCOMQualcomm Inc$22K0.01%0.00%+0.8%Q2 2021
LYFTLyft, Inc.$21.2K0.01%0.00%Not reportedQ4 2020
UTZUtz Brands, Inc.$20.8K0.01%0.00%+0.5%Q1 2022
GEGeneral Electric Co$18.9K0.01%0.00%Not reportedQ3 2021
HDHome Depot, Inc.$16.3K0.00%0.00%Not reportedQ4 2024
SCZNXG NextGen Infrastructure Income Fund$16.3K0.00%Not reportedNot reportedQ4 2020
PINSPinterest, Inc.$16.1K0.00%0.00%Not reportedQ4 2020
MMM3m Co$15.8K0.00%0.00%+1.0%Q2 2021
CMCSAComcast Corp$15.4K0.00%0.00%Not reportedQ2 2021
MDLZMondelez International, Inc.$15.2K0.00%0.00%+0.4%Q2 2021
ECLEcolab Inc.$14.1K0.00%0.00%Not reportedQ2 2021
DDDuPont de Nemours, Inc.$13.9K0.00%0.00%+0.6%Q2 2021
TSLATesla, Inc.$13.3K0.00%0.00%-71.4%Q2 2022
Premium opens every quarter this fund has filed
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