New England Research & Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 146Value: $196.9MLatest: 2025Q1

New England Research & Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 146 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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Apple Inc.

AAPL|037833100

Shares:34.5K

Value:$7.7M

% of Portfolio:3893.0% ($7.7M/$196.9K)

Alphabet Inc.

GOOGL|02079K305

Shares:49.1K

Value:$7.6M

% of Portfolio:3855.9% ($7.6M/$196.9K)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:56.0K

Value:$6.2M

% of Portfolio:3131.6% ($6.2M/$196.9K)

UNITED RENTALS, INC.

URI|911363109

Shares:8.7K

Value:$5.5M

% of Portfolio:2783.6% ($5.5M/$196.9K)

JOHNSON & JOHNSON

JNJ|478160104

Shares:29.7K

Value:$4.9M

% of Portfolio:2505.8% ($4.9M/$196.9K)

MICROSOFT CORP

MSFT|594918104

Shares:12.4K

Value:$4.7M

% of Portfolio:2362.0% ($4.7M/$196.9K)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:8.0K

Value:$4.4M

% of Portfolio:2226.4% ($4.4M/$196.9K)

AMAZON COM INC

AMZN|023135106

Shares:22.8K

Value:$4.3M

% of Portfolio:2200.0% ($4.3M/$196.9K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:7.8K

Value:$4.2M

% of Portfolio:2122.3% ($4.2M/$196.9K)

Zoetis Inc.

ZTS|98978V103

Shares:24.6K

Value:$4.1M

% of Portfolio:2058.8% ($4.1M/$196.9K)

AbbVie Inc.

ABBV|00287Y109

Shares:19.1K

Value:$4.0M

% of Portfolio:2033.4% ($4.0M/$196.9K)

BlackRock, Inc.

BLK|09290D101

Shares:3.9K

Value:$3.7M

% of Portfolio:1858.6% ($3.7M/$196.9K)

CSX CORP

CSX|126408103

Shares:114.1K

Value:$3.4M

% of Portfolio:1705.7% ($3.4M/$196.9K)

Hyatt Hotels Corp

H|448579102

Shares:26.6K

Value:$3.3M

% of Portfolio:1656.5% ($3.3M/$196.9K)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:12.6K

Value:$3.2M

% of Portfolio:1622.9% ($3.2M/$196.9K)

Uber Technologies, Inc

UBER|90353T100

Shares:43.6K

Value:$3.2M

% of Portfolio:1614.8% ($3.2M/$196.9K)

SYSCO CORP

SYY|871829107

Shares:41.5K

Value:$3.1M

% of Portfolio:1581.8% ($3.1M/$196.9K)

24702R101

Shares:33.5K

Value:$3.1M

% of Portfolio:1551.3% ($3.1M/$196.9K)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:44.5K

Value:$2.8M

% of Portfolio:1433.0% ($2.8M/$196.9K)

HOME DEPOT, INC.

HD|437076102

Shares:7.0K

Value:$2.6M

% of Portfolio:1309.5% ($2.6M/$196.9K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	34.5K	QoQ -3.67% (-1.3K) YoY +5.50% (+1.8K)	All Managers (Combined)	$7.7M	3893.0% ($7.7M/$196.9K)	QoQ -14.55% (-$1) YoY +36.66% (+$2)
Alphabet Inc.(GOOGLcusip02079K305)	49.1K	QoQ +8.07% (-3.7K) YoY +23.73% (+9.4K)	All Managers (Combined)	$7.6M	3855.9% ($7.6M/$196.9K)	QoQ -11.71% (-$1) YoY +26.77% (+$2)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	56.0K	QoQ -0.88% (-500) YoY -3.44% (-2.0K)	All Managers (Combined)	$6.2M	3131.6% ($6.2M/$196.9K)	QoQ +4.20% (-$0) YoY +1.90% (-$0)
UNITED RENTALS, INC.(URIcusip911363109)	8.7K	QoQ +11.33% (-890) YoY +28.88% (+2.0K)	All Managers (Combined)	$5.5M	2783.6% ($5.5M/$196.9K)	QoQ -0.95% (-$0) YoY +11.99% (+$1)
JOHNSON & JOHNSON(JNJcusip478160104)	29.7K	QoQ +7.58% (+2.1K) YoY -0.24% (-74)	All Managers (Combined)	$4.9M	2505.8% ($4.9M/$196.9K)	QoQ +23.35% (+$1) YoY +4.55% (-$0)
MICROSOFT CORP(MSFTcusip594918104)	12.4K	QoQ -1.97% (-249) YoY -10.11% (-1.4K)	All Managers (Combined)	$4.7M	2362.0% ($4.7M/$196.9K)	QoQ -12.69% (-$1) YoY -19.79% (-$1)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	8.0K	QoQ +51.60% (+2.7K) YoY NEW(+8.0K)	All Managers (Combined)	$4.4M	2226.4% ($4.4M/$196.9K)	QoQ +44.65% (+$1) YoY NEW(+$4)
AMAZON COM INC(AMZNcusip023135106)	22.8K	QoQ +13.45% (-2.7K) YoY +141.82% (+13.3K)	All Managers (Combined)	$4.3M	2200.0% ($4.3M/$196.9K)	QoQ -1.61% (-$0) YoY +155.06% (+$3)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	7.8K	QoQ 0.00% (+0) YoY -0.50% (-40)	All Managers (Combined)	$4.2M	2122.3% ($4.2M/$196.9K)	QoQ +17.49% (+$1) YoY +25.99% (-$1)
Zoetis Inc.(ZTScusip98978V103)	24.6K	QoQ -1.30% (-325) YoY -1.89% (-475)	All Managers (Combined)	$4.1M	2058.8% ($4.1M/$196.9K)	QoQ -0.27% (-$0) YoY -4.54% (-$0)
AbbVie Inc.(ABBVcusip00287Y109)	19.1K	QoQ -10.60% (-2.3K) YoY +276.99% (+14.0K)	All Managers (Combined)	$4.0M	2033.4% ($4.0M/$196.9K)	QoQ +5.39% (-$0) YoY +333.69% (+$3)
BlackRock, Inc.(BLKcusip09290D101)	3.9K	QoQ +3.17% (-119) YoY NEW(+3.9K)	All Managers (Combined)	$3.7M	1858.6% ($3.7M/$196.9K)	QoQ -4.73% (-$0) YoY NEW(+$4)
CSX CORP(CSXcusip126408103)	114.1K	QoQ +1.87% (-2.1K) YoY -2.55% (-3.0K)	All Managers (Combined)	$3.4M	1705.7% ($3.4M/$196.9K)	QoQ -7.10% (-$0) YoY -22.64% (-$1)
Hyatt Hotels Corp(Hcusip448579102)	26.6K	QoQ +116.89% (+14.3K) YoY +578.31% (+22.7K)	All Managers (Combined)	$3.3M	1656.5% ($3.3M/$196.9K)	QoQ +69.22% (+$1) YoY +420.09% (+$3)
QUANTA SERVICES, INC.(PWRcusip74762E102)	12.6K	QoQ +16.17% (-1.8K) YoY -14.07% (-2.1K)	All Managers (Combined)	$3.2M	1622.9% ($3.2M/$196.9K)	QoQ -6.57% (-$0) YoY -15.94% (-$1)
Uber Technologies, Inc(UBERcusip90353T100)	43.6K	QoQ +137.48% (+25.3K) YoY NEW(+43.6K)	All Managers (Combined)	$3.2M	1614.8% ($3.2M/$196.9K)	QoQ +186.91% (+$2) YoY NEW(+$3)
SYSCO CORP(SYYcusip871829107)	41.5K	QoQ +24.47% (+8.2K) YoY +59.07% (+15.4K)	All Managers (Combined)	$3.1M	1581.8% ($3.1M/$196.9K)	QoQ +22.16% (+$1) YoY +47.09% (+$1)
(cusip24702R101)✕	33.5K	QoQ +19.21% (-5.4K) YoY +134.24% (+19.2K)	All Managers (Combined)	$3.1M	1551.3% ($3.1M/$196.9K)	QoQ -5.68% (-$0) YoY +87.13% (+$1)
CARRIER GLOBAL Corp(CARRcusip14448C104)	44.5K	QoQ -4.71% (-2.2K) YoY +32.63% (+10.9K)	All Managers (Combined)	$2.8M	1433.0% ($2.8M/$196.9K)	QoQ -11.51% (-$0) YoY +44.66% (+$1)
HOME DEPOT, INC.(HDcusip437076102)	7.0K	QoQ +117.50% (+3.8K) YoY +1108.59% (+6.5K)	All Managers (Combined)	$2.6M	1309.5% ($2.6M/$196.9K)	QoQ +104.92% (+$1) YoY +1056.05% (+$2)