New-England-Research--Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MC",
  "JAZZ",
  "AIR",
  "H",
  "QSR",
  "PATK",
  "MMM",
  "ABT",
  "ABBV",
  "A",
  "ALL",
  "GOOGL",
  "AVT",
  "ASML",
  "BLK",
  "AVGO",
  "CP.TO",
  "DT",
  "PNR",
  "IBKR",
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "UNP",
  "HUBS",
  "LEN",
  "EMR",
  "META",
  "LHX",
  null,
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "FICO",
  "GE",
  "PCAR",
  "ORCL",
  "PANW",
  "PEP",
  "AAPL",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "MRK",
  "AMGN",
  "MAS",
  "REGN",
  null,
  "SLB",
  "SPG",
  null,
  null,
  "IBM",
  "SBUX",
  "TMO",
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UTHR",
  "UPS",
  "RCL",
  "AB",
  null,
  "ACMR",
  "ULTA",
  "K",
  "VRT",
  "TOL",
  "TKR",
  "APH",
  "FI",
  "DRI",
  "WM",
  "EFX",
  "IR",
  "INDB",
  "IBP",
  "INVH",
  "IDXX",
  "AMZN",
  "TTWO",
  "LUV",
  "VLO",
  "V",
  "WASH",
  "WMT",
  "WFC",
  "XYL",
  "ENS",
  "FLR",
  "HST",
  "TTD",
  "TRMB",
  "PB",
  "CRM",
  "SYY",
  "LII",
  "GEV",
  "GWW",
  "KMB",
  "LULU",
  "BRK-B",
  "BDX",
  "BMY",
  "CCJ",
  "CNI",
  "CARR",
  "CE",
  "CHD",
  "CSCO",
  "CFG",
  "KO",
  "CMA",
  "CMCO",
  "CMCSA",
  "CL",
  "COST",
  "CRWD",
  "CSX",
  "CFR",
  "DDOG",
  "DAL",
  "DCI",
  "J",
  "TTEK",
  "NEE",
  "NKE",
  "MAR",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "MLM",
  "URI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 146
Total Value: 196866
Accession Number: 0001596077-25-000003
Form Type: 13F-HR
CIK: new-england-research--management
Manager Name: New-England-Research--Management

Data Enrichment

97% identified

141 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

146 positions • $196.9K total value

SEC FilingSEC DataHachi Filing

Manager:

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KIMBERLY CLARK CORP

KMB|494368103

Shares:11.1K

Value:$1.6M

% of Portfolio:805.6% ($1.6M/$196.9K)

Ingersoll Rand Inc.

IR|45687V106

Shares:19.7K

Value:$1.6M

% of Portfolio:800.0% ($1.6M/$196.9K)

MCDONALDS CORP

MCD|580135101

Shares:5.0K

Value:$1.6M

% of Portfolio:798.0% ($1.6M/$196.9K)

UNION PACIFIC CORP

UNP|907818108

Shares:6.4K

Value:$1.5M

% of Portfolio:773.1% ($1.5M/$196.9K)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:13.2K

Value:$1.4M

% of Portfolio:736.0% ($1.4M/$196.9K)

GE Vernova Inc.

GEV|36828A101

Shares:4.7K

Value:$1.4M

% of Portfolio:729.4% ($1.4M/$196.9K)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:4.1K

Value:$1.4M

% of Portfolio:726.9% ($1.4M/$196.9K)

LENNAR CORP /NEW/

LEN|526057104

Shares:12.4K

Value:$1.4M

% of Portfolio:721.8% ($1.4M/$196.9K)

PFIZER INC

PFE|717081103

Shares:55.6K

Value:$1.4M

% of Portfolio:716.2% ($1.4M/$196.9K)

PROCTER & GAMBLE Co

PG|742718109

Shares:8.0K

Value:$1.4M

% of Portfolio:696.9% ($1.4M/$196.9K)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:19.3K

Value:$1.4M

% of Portfolio:686.8% ($1.4M/$196.9K)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:32.8K

Value:$1.3M

% of Portfolio:685.2% ($1.3M/$196.9K)

Eaton Corp plc

ETN|G29183103

Shares:4.9K

Value:$1.3M

% of Portfolio:682.7% ($1.3M/$196.9K)

MASCO CORP /DE/

MAS|574599106

Shares:18.2K

Value:$1.3M

% of Portfolio:642.1% ($1.3M/$196.9K)

WASHINGTON TRUST BANCORP INC

WASH|940610108

Shares:39.2K

Value:$1.2M

% of Portfolio:615.1% ($1.2M/$196.9K)

DELTA AIR LINES, INC.

DAL|247361702

Shares:27.4K

Value:$1.2M

% of Portfolio:606.5% ($1.2M/$196.9K)

ASTRAZENECA PLC

AZN|046353108

Shares:15.9K

Value:$1.2M

% of Portfolio:595.3% ($1.2M/$196.9K)

COMERICA INC /NEW/

CMA|200340107

Shares:19.7K

Value:$1.2M

% of Portfolio:590.2% ($1.2M/$196.9K)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:2.4K

Value:$1.1M

% of Portfolio:572.0% ($1.1M/$196.9K)

TransDigm Group INC

TDG|893641100

Shares:805

Value:$1.1M

% of Portfolio:565.9% ($1.1M/$196.9K)

Instrument	Shares		Other Manager	Value	% of Portfolio
KIMBERLY CLARK CORP(KMBcusip494368103)	11.1K	QoQ -31.76% (-5.2K) YoY -48.63% (-10.6K)	All Managers (Combined)	$1.6M	805.6% ($1.6M/$196.9K)	QoQ -25.92% (-$1) YoY -43.49% (-$1)
Ingersoll Rand Inc.(IRcusip45687V106)	19.7K	QoQ +33.78% (+5.0K) YoY +61.65% (+7.5K)	All Managers (Combined)	$1.6M	800.0% ($1.6M/$196.9K)	QoQ +18.33% (+$0) YoY +36.24% (+$0)
MCDONALDS CORP(MCDcusip580135101)	5.0K	QoQ -1.66% (-85) YoY -8.84% (-488)	All Managers (Combined)	$1.6M	798.0% ($1.6M/$196.9K)	QoQ +6.00% (-$0) YoY +0.96% (-$0)
UNION PACIFIC CORP(UNPcusip907818108)	6.4K	QoQ -8.97% (-635) YoY -22.64% (-1.9K)	All Managers (Combined)	$1.5M	773.1% ($1.5M/$196.9K)	QoQ -5.70% (-$0) YoY -25.68% (-$1)
UNITED PARCEL SERVICE INC(UPScusip911312106)	13.2K	QoQ -6.89% (-975) YoY -50.03% (-13.2K)	All Managers (Combined)	$1.4M	736.0% ($1.4M/$196.9K)	QoQ -18.77% (-$0) YoY -63.00% (-$2)
GE Vernova Inc.(GEVcusip36828A101)	4.7K	QoQ +548.96% (+4.0K) YoY NEW(+4.7K)	All Managers (Combined)	$1.4M	729.4% ($1.4M/$196.9K)	QoQ +503.36% (+$1) YoY NEW(+$1)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$1.4M	726.9% ($1.4M/$196.9K)	QoQ NEW(+$1) YoY NEW(+$1)
LENNAR CORP /NEW/(LENcusip526057104)	12.4K	QoQ -3.50% (-450) YoY -8.14% (-1.1K)	All Managers (Combined)	$1.4M	721.8% ($1.4M/$196.9K)	QoQ -18.75% (-$0) YoY -38.67% (-$1)
PFIZER INC(PFEcusip717081103)	55.6K	QoQ -4.40% (-2.6K) YoY -30.69% (-24.6K)	All Managers (Combined)	$1.4M	716.2% ($1.4M/$196.9K)	QoQ -8.67% (-$0) YoY -36.68% (-$1)
PROCTER & GAMBLE Co(PGcusip742718109)	8.0K	QoQ -4.68% (-396) YoY -12.94% (-1.2K)	All Managers (Combined)	$1.4M	696.9% ($1.4M/$196.9K)	QoQ -3.10% (-$0) YoY -8.53% (-$0)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	19.3K	QoQ -33.06% (-9.5K) YoY -35.99% (-10.8K)	All Managers (Combined)	$1.4M	686.8% ($1.4M/$196.9K)	QoQ -35.09% (-$1) YoY -49.05% (-$1)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	32.8K	QoQ -1.03% (-344) YoY -3.71% (-1.3K)	All Managers (Combined)	$1.3M	685.2% ($1.3M/$196.9K)	QoQ -6.12% (-$0) YoY +1.65% (-$0)
Eaton Corp plc(ETNcusipG29183103)	4.9K	QoQ +61.09% (+1.9K) YoY NEW(+4.9K)	All Managers (Combined)	$1.3M	682.7% ($1.3M/$196.9K)	QoQ +31.89% (+$0) YoY NEW(+$1)
MASCO CORP /DE/(MAScusip574599106)	18.2K	QoQ -17.38% (-3.8K) YoY +73.92% (+7.7K)	All Managers (Combined)	$1.3M	642.1% ($1.3M/$196.9K)	QoQ -20.85% (-$0) YoY +53.39% (+$0)
WASHINGTON TRUST BANCORP INC(WASHcusip940610108)	39.2K	QoQ -2.10% (-845) YoY -2.47% (-995)	All Managers (Combined)	$1.2M	615.1% ($1.2M/$196.9K)	QoQ -3.58% (-$0) YoY +12.02% (-$0)
DELTA AIR LINES, INC.(DALcusip247361702)	27.4K	QoQ NEW(+27.4K) YoY NEW(+27.4K)	All Managers (Combined)	$1.2M	606.5% ($1.2M/$196.9K)	QoQ NEW(+$1) YoY NEW(+$1)
ASTRAZENECA PLC(AZNcusip046353108)	15.9K	QoQ +159.34% (+9.8K) YoY +151.18% (+9.6K)	All Managers (Combined)	$1.2M	595.3% ($1.2M/$196.9K)	QoQ +190.81% (+$1) YoY +172.55% (+$1)
COMERICA INC /NEW/(CMAcusip200340107)	19.7K	QoQ +55.28% (+7.0K) YoY NEW(+19.7K)	All Managers (Combined)	$1.2M	590.2% ($1.2M/$196.9K)	QoQ +48.21% (+$0) YoY NEW(+$1)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	2.4K	QoQ +3.06% (-70) YoY +177.05% (+1.5K)	All Managers (Combined)	$1.1M	572.0% ($1.1M/$196.9K)	QoQ -4.57% (-$0) YoY +115.70% (+$1)
TransDigm Group INC(TDGcusip893641100)	805	QoQ -33.30% (-402) YoY +45.04% (+250)	All Managers (Combined)	$1.1M	565.9% ($1.1M/$196.9K)	QoQ -27.18% (-$0) YoY +62.86% (+$0)