account_balance
Investment manager · 13F filer · SEC CIK 1596077
New England Research & Management, Inc.
Reported value$259Mas of Sep 30, 2026
Positions131 25 new, 28 sold out
Top 10 weight34.4%GOOGL alone is 6%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
5.6%Added +3%
AAPLApple Inc.
5.4%
PWRQuanta Services, Inc.
4.3%Added +21%
URIUnited Rentals, Inc.
3.5%
JNJJohnson & Johnson
3.0%
MSFTMicrosoft Corp
2.8%Trimmed −11%
ABBVAbbVie Inc.
2.6%Added +3%
GEVGE Vernova Inc.
2.5%Added +4%
VVisa Inc.
2.4%Added +10%
AMGNAmgen Inc
2.3%Added +20%
CSXCSX Corp
2.2%
CHDChurch & Dwight Co Inc
1.8%
GOOGLAlphabet Inc.
5.6%Added +3%
AAPLApple Inc.
5.4%
PWRQuanta Services, Inc.
4.3%+21%
URIUnited Rentals, Inc.
3.5%
JNJJohnson & Johnson
3.0%
MSFTMicrosoft Corp
2.8%
ABBVAbbVie Inc.
2.6%
GEVGE Vernova Inc.
2.5%
VVisa Inc.
2.4%
AMGN2.3%CSX2.2%CHDBoxes 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
GOOGL Alphabet Inc. 5.6% Added +3%AAPL Apple Inc. 5.4% HeldPWR Quanta Services, Inc. 4.3% Added +21%URI United Rentals, Inc. 3.5% HeldJNJ Johnson & Johnson 3.0% HeldMSFT Microsoft Corp 2.8% Trimmed −11%ABBV AbbVie Inc. 2.6% Added +3%GEV GE Vernova Inc. 2.5% Added +4%V Visa Inc. 2.4% Added +10%AMGN Amgen Inc 2.3% Added +20%CSX CSX Corp 2.2% HeldCHD Church & Dwight Co Inc 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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