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 Research & Management, Inc. (CIK 1596077) reported $236.6M across 143 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($11.9M, 5.03%), AAPL ($9.6M, 4.06%), URI ($8.1M, 3.41%), JNJ ($7.0M, 2.98%), PWR ($6.7M, 2.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $11.9M | 5.03% | 41,350 | Added |
| 2 | AAPL | APPLE INC | $9.6M | 4.06% | 37,851 | Added |
| 3 | URI | UNITED RENTALS INC | $8.1M | 3.41% | 11,071 | Added |
| 4 | JNJ | JOHNSON & JOHNSON | $7.0M | 2.98% | 28,813 | Trimmed |
| 5 | PWR | QUANTA SVCS INC | $6.7M | 2.83% | 12,193 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $5.6M | 2.35% | 15,008 | Added |
| 7 | ABBV | ABBVIE INC | $5.5M | 2.34% | 25,510 | Added |
| 8 | CSX | CSX CORP | $5.2M | 2.19% | 126,473 | Added |
| 9 | CHD | CHURCH & DWIGHT CO INC | $4.8M | 2.03% | 51,550 | Trimmed |
| 10 | COF | CAPITAL ONE FINL CORP | $4.8M | 2.01% | 26,125 | Added |
| 11 | GEV | GE VERNOVA INC | $4.6M | 1.96% | 5,320 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.6M | 1.92% | 9,502 | Added |
| 13 | V | VISA INC | $4.2M | 1.78% | 13,946 | Added |
| 14 | AMZN | AMAZON COM INC | $4.1M | 1.71% | 19,472 | Trimmed |
| 15 | AVGO | BROADCOM INC | $3.5M | 1.49% | 11,371 | Added |
| 16 | AMGN | AMGEN INC | $3.5M | 1.46% | 9,810 | Added |
| 17 | NFLX | NETFLIX INC. | $3.4M | 1.44% | 35,480 | Added |
| 18 | UBER | UBER TECHNOLOGIES INC | $3.2M | 1.35% | 44,373 | Added |
| 19 | MRK | MERCK & CO INC | $3.2M | 1.35% | 26,529 | Trimmed |
| 20 | AWK | AMERICAN WTR WKS CO INC NEW | $3.1M | 1.31% | 22,796 | Added |
| 21 | LLY | ELI LILLY & CO | $2.9M | 1.23% | 3,153 | Added |
| 22 | GOOG | ALPHABET INC | $2.8M | 1.20% | 9,870 | Trimmed |
| 23 | XOM | EXXON MOBIL CORP | $2.8M | 1.17% | 16,309 | Trimmed |
| 24 | WFC | WELLS FARGO & CO | $2.6M | 1.12% | 33,150 | Added |
| 25 | GS | GOLDMAN SACHS GROUP INC | $2.6M | 1.08% | 3,023 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31