account_balance
Investment manager · 13F filer · SEC CIK 1082215
Northeast Investment Management
Reported value$2.79Bas of Sep 30, 2026
Positions199 8 new, 9 sold out
Top 10 weight46.0%NVDA alone is 9%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
8.9%
AAPLApple Inc
7.4%
GOOGLAlphabet Inc Cl A
5.8%Trimmed −2%
AMZNAmazon.com Inc
5.0%Trimmed −4%
MSFTMicrosoft Corp
4.7%
VVisa Inc Cl A
3.0%
VOOVanguard S&P 500 ETF
3.0%Added +3%
COSTCostco Wholesale Corp
3.0%
METAMeta Platforms Inc Cl A
2.8%
BRK-BBerkshire Hathaway Inc Cl B
2.4%
ABBNYAbb Ltd Sp ADR
2.3%
JPMJPMorgan Chase & Co
2.3%
NVDANvidia Corp
8.9%
AAPLApple Inc
7.4%
GOOGL5.8%AMZN5.0%MSFTMicrosoft Corp
4.7%
V3.0%VOO3.0%
COST3.0%META2.8%BRK-B2.4%ABBNY2.3%JPM2.3%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
NVDA Nvidia Corp 8.9% HeldAAPL Apple Inc 7.4% HeldGOOGL Alphabet Inc Cl A 5.8% Trimmed −2%AMZN Amazon.com Inc 5.0% Trimmed −4%MSFT Microsoft Corp 4.7% HeldV Visa Inc Cl A 3.0% Held
VOO Vanguard S&P 500 ETF 3.0% Added +3%
COST Costco Wholesale Corp 3.0% HeldMETA Meta Platforms Inc Cl A 2.8% HeldBRK-B Berkshire Hathaway Inc Cl B 2.4% HeldABBNY Abb Ltd Sp ADR 2.3% HeldJPM JPMorgan Chase & Co 2.3% HeldWhat changed