New England Research & Management, Inc.

Est. AUM

$256.9M

13F long equity, this entity only

Positions

134

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL A	$14.6M	40825	5.68%	SOLE
2	APPLE INC	COM	$12.0M	41639	4.69%	SOLE
3	UNITED RENTALS INC	COM	$10.4M	9169	4.04%	SOLE
4	QUANTA SVCS INC	COM	$10.3M	14367	4.03%	SOLE
5	GE VERNOVA INC	COM	$7.6M	6497	2.97%	SOLE
6	JOHNSON & JOHNSON	COM	$7.5M	29527	2.92%	SOLE
7	ABBVIE INC	COM	$6.2M	24774	2.43%	SOLE
8	MICROSOFT CORP	COM	$5.9M	15927	2.31%	SOLE
9	CSX CORP	COM	$5.9M	123926	2.29%	SOLE
10	VISA INC	COM CL A	$5.3M	15495	2.07%	SOLE
11	CHURCH & DWIGHT CO INC	COM	$4.9M	50200	1.89%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.6M	9203	1.79%	SOLE
13	AMGEN INC	COM	$4.3M	11880	1.67%	SOLE
14	ELI LILLY & CO	COM	$4.3M	3556	1.66%	SOLE
15	BROADCOM INC	COM	$4.2M	11176	1.64%	SOLE
16	AMAZON COM INC	COM	$4.1M	17079	1.58%	SOLE
17	AMERICAN WTR WKS CO INC NEW	COM	$3.7M	28277	1.45%	SOLE
18	UNION PAC CORP	COM	$3.6M	13403	1.42%	SOLE
19	NETFLIX INC.	COM	$3.5M	49574	1.38%	SOLE
20	MERCK & CO INC	COM	$3.5M	27279	1.36%	SOLE
21	INTERNATIONAL BUSINESS MACHS	COM	$3.5M	12368	1.35%	SOLE
22	ALPHABET INC	CAP STK CL C	$3.4M	9620	1.32%	SOLE
23	MORGAN STANLEY	COM NEW	$3.0M	14450	1.18%	SOLE
24	ASTRAZENECA PLC	ORD	$3.0M	15893	1.17%	SOLE
25	GOLDMAN SACHS GROUP INC	COM	$2.9M	2916	1.15%	SOLE
26	VERTIV HOLDINGS CO	COM CL A	$2.8M	8330	1.09%	SOLE
27	SYSCO CORP	COM	$2.7M	31954	1.04%	SOLE
28	COCA COLA CO	COM	$2.7M	32796	1.04%	SOLE
29	GILEAD SCIENCES INC	COM	$2.7M	21070	1.04%	SOLE
30	EMERSON ELEC CO	COM	$2.5M	17388	0.97%	SOLE
31	CHUBB LIMITED	COM	$2.4M	7150	0.95%	SOLE
32	TRUIST FINL CORP	COM	$2.4M	48790	0.95%	SOLE
33	NEXTERA ENERGY INC	COM	$2.2M	25611	0.87%	SOLE
34	REGENERON PHARMACEUTICALS	COM	$2.2M	3475	0.84%	SOLE
35	KIMBERLY-CLARK CORP	COM	$2.2M	19688	0.84%	SOLE
36	PROCTER & GAMBLE CO	COM	$2.1M	14221	0.81%	SOLE
37	JPMORGAN CHASE & CO	COM	$2.0M	6251	0.80%	SOLE
38	STRYKER CORPORATION	COM	$2.0M	6455	0.79%	SOLE
39	CISCO SYS INC	COM	$2.0M	17265	0.79%	SOLE
40	FREEPORT MCMORAN INC	CL B	$2.0M	31320	0.77%	SOLE
41	ULTA BEAUTY INC	COM	$1.9M	4303	0.76%	SOLE
42	ABBOTT LABORATORIES	COM	$1.9M	21174	0.75%	SOLE
43	MCDONALDS CORP	COM	$1.9M	6969	0.73%	SOLE
44	CITIGROUP INC	COM NEW	$1.9M	13452	0.73%	SOLE
45	NVIDIA CORPORATION	COM	$1.9M	9327	0.73%	SOLE
46	GE AEROSPACE	COM NEW	$1.9M	4961	0.72%	SOLE
47	NUTRIEN LTD	COM	$1.8M	29050	0.71%	SOLE
48	CONOCOPHILLIPS	COM	$1.8M	17175	0.70%	SOLE
49	HILTON WORLDWIDE HLDGS INC	COM	$1.8M	5325	0.68%	SOLE
50	PROSPERITY BANCSHARES INC	COM	$1.7M	23475	0.67%	SOLE

1–50 of 134

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.