Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NEW ENGLAND ASSET MANAGEMENT INC (CIK 1004244) reported $786.2M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($66.3M, 8.43%), VOO ($64.1M, 8.15%), IEFA ($54.8M, 6.97%), VYM ($38.2M, 4.85%), IDEV ($36.9M, 4.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $66.3M | 8.43% | 101,954 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $64.1M | 8.15% | 107,215 | Added |
| 3 | IEFA | ISHARES TR | $54.8M | 6.97% | 605,220 | Added |
| 4 | VYM | VANGUARD WHITEHALL FDS | $38.2M | 4.85% | 257,625 | Added |
| 5 | IDEV | ISHARES TR | $36.9M | 4.69% | 440,960 | Added |
| 6 | IVV | ISHARES TR | $25.5M | 3.24% | 38,985 | Hold |
| 7 | VTI | VANGUARD INDEX FDS | $21.9M | 2.78% | 68,140 | Hold |
| 8 | IJH | ISHARES TR | $18.8M | 2.40% | 278,990 | Added |
| 9 | WFC/PRL | WELLS FARGO & CO | $15.3M | 1.95% | 13,275 | Hold |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $14.6M | 1.86% | 76,130 | Added |
| 11 | JNJ | JOHNSON & JOHNSON | $13.9M | 1.77% | 56,979 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $12.6M | 1.60% | 42,843 | Trimmed |
| 13 | BAC-PL | BANK AMERICA CORP | $11.2M | 1.43% | 9,435 | Hold |
| 14 | WFC | WELLS FARGO & CO | $10.5M | 1.33% | 131,365 | Hold |
| 15 | VZ | VERIZON COMMUNICATIONS INC | $10.3M | 1.30% | 204,240 | Hold |
| 16 | T | AT&T INC | $10.2M | 1.30% | 353,379 | Added |
| 17 | SYY | SYSCO CORP | $9.6M | 1.23% | 135,091 | Added |
| 18 | PPL | PPL CORP | $8.8M | 1.12% | 230,750 | Hold |
| 19 | USB | US BANCORP | $8.8M | 1.11% | 168,310 | Hold |
| 20 | CSX | CSX CORP | $8.7M | 1.11% | 211,850 | Hold |
| 21 | DUK | DUKE ENERGY CORP NEW | $8.7M | 1.11% | 66,435 | Hold |
| 22 | SHEL | SHELL PLC | $8.3M | 1.06% | 89,640 | Hold |
| 23 | MRK | MERCK & CO INC | $8.2M | 1.05% | 68,367 | Added |
| 24 | BAC | BANK AMERICA CORP | $8.2M | 1.05% | 168,935 | Hold |
| 25 | PG | PROCTER & GAMBLE CO | $8.0M | 1.02% | 55,620 | Added |
Source: SEC Form 13F filings · as of 2026-03-31