account_balance

Investment manager · 13F filer · SEC CIK 1004244

New England Asset Management Inc

Reported value$863Mas of Jun 30, 2026
Positions131 34 new, 2 sold out
Top 10 weight46.2%SPY alone is 9%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 8.8% Held
VOO Vanguard Index FDS 8.5% Held
IEFA iShares Tr 6.8% Held
VYM Vanguard Whitehall FDS 4.8% Held
IDEV iShares Tr 4.6% Held
IVV iShares Tr 3.6% Added +5%
VTI Vanguard Index FDS 2.9% Held
IJH iShares Tr 2.6% Added +2%
RSP Invesco Exchange Traded Fd T 1.9% Held
Wells Fargo & Co 1.8% Held
JNJ Johnson & Johnson 1.6% HeldJPM JPMorgan Chase & Co 1.6% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist