New England Research & Management, Inc. Portfolio Holdings

New England Research & Management, Inc.

  • $211 Million
  • Q2 2025

New England Research & Management, Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $211 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $8.64M, Apple Inc. with a value of $7.36M, United Rentals, Inc. with a value of $6.62M, Microsoft Corp with a value of $6.28M, and Church & Dwight CO Inc with a value of $5.25M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $197M to 211M.

Below you can find more details about New England Research & Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $211 Million
Industrials: $42 Million
Technology: $35.4 Million
Healthcare: $32.9 Million
Financial Services: $24.4 Million
Consumer Cyclical: $24.4 Million
Consumer Defensive: $16.4 Million
Communication Services: $16.1 Million
Utilities: $4.17 Million
Other: $6.18 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56.6B
$6.62 Million 3.14% of portfolio
8,785
Q2 2025 Added 0.46%
$23.6B
$5.25 Million 2.49% of portfolio
54,600
Q2 2025 Reduced 2.5%
$56.9B
$4.72 Million 2.24% of portfolio
12,481
Q2 2025 Reduced 0.72%
$70.2B
$3.87 Million 1.84% of portfolio
24,788
Q2 2025 Added 0.69%
$72.5B
$3.75 Million 1.78% of portfolio
114,810
Q2 2025 Added 0.61%
$64.3B
$3.26 Million 1.55% of portfolio
44,575
Q2 2025 Added 0.17%
$39.5B
$2.8 Million 1.33% of portfolio
36,949
Q2 2025 Reduced 10.95%
$82.7B
$2.73 Million 1.29% of portfolio
25,780
Q2 2025 New
$116B
$2.68 Million 1.27% of portfolio
9,735
Q2 2025 Reduced 0.55%
$13.3B
$2.63 Million 1.25% of portfolio
23,010
Q1 2025 Added 5.99%
$152B
$2.52 Million 1.19% of portfolio
7,044
Q2 2025 Added 42.48%
$179B
$2.06 Million 0.98% of portfolio
22,069
Q2 2025 Reduced 49.43%
$148B
$1.99 Million 0.94% of portfolio
28,628
Q2 2025 Added 2.93%
$25.9B
$1.88 Million 0.89% of portfolio
13,500
Q2 2025 New
$21.7B
$1.82 Million 0.86% of portfolio
3,170
Q2 2025 Reduced 0.31%
$32.7B
$1.64 Million 0.78% of portfolio
12,780
Q2 2025 Added 24.77%
$35.4B
$1.63 Million 0.77% of portfolio
19,612
Q2 2025 Reduced 0.36%
$13.5B
$1.59 Million 0.75% of portfolio
5,525
Q2 2025 Reduced 2.21%
$14.5B
$1.55 Million 0.74% of portfolio
17,210
Q2 2025 New
$19.7B
$1.52 Million 0.72% of portfolio
46,214
Q2 2025 Added 0.87%
$140B
$1.48 Million 0.7% of portfolio
6,443
Q1 2025 Reduced 8.97%
$93.6B
$1.43 Million 0.68% of portfolio
10,100
Q2 2025 New
$59.7B
$1.38 Million 0.66% of portfolio
32,075
Q2 2025 Reduced 2.16%
$102B
$1.37 Million 0.65% of portfolio
29,569
Q2 2025 Reduced 2.31%
$58.7B
$1.37 Million 0.65% of portfolio
6,668
Q2 2025 Added 191.05%
$92.6B
$1.37 Million 0.65% of portfolio
5,985
Q2 2025 Reduced 12.79%
$36.1B
$1.34 Million 0.64% of portfolio
27,275
Q2 2025 Reduced 0.37%
$27.9B
$1.33 Million 0.63% of portfolio
12,045
Q2 2025 Reduced 2.68%
$72.6B
$1.28 Million 0.61% of portfolio
12,660
Q2 2025 Reduced 3.87%
$160B
$1.29 Million 0.61% of portfolio
4,620
Q2 2025 Added 81.68%
$43.2B
$1.28 Million 0.61% of portfolio
9,949
Q2 2025 Reduced 10.76%
$114B
$1.24 Million 0.59% of portfolio
4,282
Q2 2025 New
$91.9B
$1.24 Million 0.59% of portfolio
17,475
Q1 2025 Added 35.2%
$138B
$1.18 Million 0.56% of portfolio
48,726
Q2 2025 Reduced 12.41%
$20.3B
$1.17 Million 0.55% of portfolio
15,340
Q2 2025 Reduced 1.92%
$150B
$1.13 Million 0.54% of portfolio
10,550
Q2 2025 New
$167B
$1.03 Million 0.49% of portfolio
2,548
Q2 2025 Added 28.62%
$14.9B
$1.02 Million 0.48% of portfolio
15,850
Q2 2025 Reduced 12.79%
$108B
$1.02 Million 0.48% of portfolio
11,087
Q2 2025 Added 105.81%
$88.1B
$1.02 Million 0.48% of portfolio
3,725
Q2 2025 Reduced 1.19%
$95.7B
$919,000 0.44% of portfolio
13,627
Q2 2025 Added 2.79%
$55.6B
$926,000 0.44% of portfolio
7,000
Q2 2025 New
$79.5B
$896,000 0.43% of portfolio
5,195
Q2 2025 Added 363.43%
$86.5B
$874,000 0.42% of portfolio
575
Q2 2025 Reduced 28.57%
$185B
$829,000 0.39% of portfolio
6,300
Q2 2025 New
$17.6B
$826,000 0.39% of portfolio
8,050
Q2 2025 Reduced 8.0%
$61.4B
$807,000 0.38% of portfolio
10,425
Q2 2025 New
$13.7B
$764,000 0.36% of portfolio
7,850
Q2 2025 Added 27.29%
$72.8B
$753,000 0.36% of portfolio
8,288
Q1 2023 Reduced 6.22%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $211 Million
  • Prior Value $197 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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