NE

New England Research & Management, Inc.

13F
New England Research & Management, Inc.
Last update 2024-10-08 156 Stocks (18 new)
Value $213.00 Mil Turnover 13 %
Countries:
Top Holdings: AAPL(3.98%)GOOGL(3.02%)CHD(2.81%)URI(2.72%)MSFT(2.68%)
Summary Stock Picks Current Portfolio
New England Research & Managem... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
36,348
8,470.0
+0.26%
3.980
+0.01%
0.000
-0.83%
-8.16%
3,458,410.3
Hardware
GOOGL 		Alphabet Inc
38,768
6,430.0
+1.27%
3.020
+0.04%
0.000
+20.43%
+3.54%
2,407,813.7
Interactive Media
CHD 		Church & Dwight Co Inc
57,100
5,980.0
-0.44%
2.810
-0.01%
0.020
+1.72%
+1.68%
26,084.9
Consumer Packaged Goods
URI 		United Rentals Inc
7,140
5,780.0
-5.56%
2.720
-0.13%
0.010
-8.10%
+9.45%
50,594.9
Business Services
MSFT 		Microsoft Corp
13,230
5,690.0
-0.94%
2.680
-0.03%
0.000
+3.16%
+1.79%
3,189,786.9
Software
JNJ 		Johnson & Johnson
28,301
4,590.0
-0.91%
2.160
-0.02%
0.000
-9.89%
+1.67%
353,992.8
Drug Manufacturers
ZTS 		Zoetis Inc
23,168
4,530.0
0%
2.130
0%
0.010
-12.94%
+1.82%
74,843.8
Drug Manufacturers
PWR 		Quanta Services Inc
14,233
4,240.0
-1.90%
1.990
-0.03%
0.010
+7.80%
+6.81%
49,813.0
Construction
CSX 		CSX Corp
110,706
3,820.0
-1.49%
1.800
-0.03%
0.010
-0.76%
+1.43%
63,117.2
Transportation
CARR 		Carrier Global Corp
46,525
3,750.0
+24.82%
1.760
+0.35%
0.010
-13.95%
+2.05%
62,500.9
Construction

New England Research & Management, Inc.'s Historical Top Holdings Breakdowns

New England Research & Management, Inc.'s Top Stock Picks View Full List
Ticker
J
PB
J
ORCL
LEN
UNH
UNH
APD
EQT
BLK
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
J 		Jacobs Solutions Inc2023-09-30Sold Out
-1.85%
●
119.34 ($130.26) 136.97
$139.26
6.91%
Sold Out
0
-26,725
PB 		Prosperity Bancshares Inc2023-03-31Sold Out
-1.70%
●
60.26 ($71.19) 78.55
$78.87
10.79%
Sold Out
0
-40,550
J 		Jacobs Solutions Inc2023-12-31New Buy
+1.57%
●
122.41 ($131.62) 140.35
$139.26
5.80%
New holding
22,775
22,775
ORCL 		Oracle Corp2024-03-31Sold Out
-1.45%
●
102.46 ($114.46) 129.24
$161.03
40.69%
Sold Out
0
-25,870
LEN 		Lennar Corp2023-09-30New Buy
+1.24%
●
111.7 ($121.18) 133.24
$141.54
16.80%
New holding
19,375
19,375
UNH 		UnitedHealth Group Inc2024-09-30Reduce
-1.23%
●
488.01 ($565.61) 604.18
$509.76
-9.87%
Reduce -87.45%
723
-5,037
UNH 		UnitedHealth Group Inc2024-03-31Add
+1.19%
●
472.6 ($508.38) 545.42
$509.76
0.27%
Add 464.76%
5,930
4,880
APD 		Air Products & Chemicals Inc2023-12-31New Buy
+1.17%
●
254.46 ($274.93) 293.2
$317.80
15.59%
New holding
8,055
8,055
EQT 		EQT Corp2023-09-30Sold Out
-1.12%
●
38.21 ($41.4) 44.57
$52.96
27.92%
Sold Out
0
-46,950
BLK 		BlackRock Inc2024-03-31Add
+1.08%
●
774.31 ($803.4) 842.06
$1,004.96
25.09%
Add 619.53%
3,058
2,633

New England Research & Management, Inc. Total Holding History ($B)

To

New England Research & Management, Inc.'s Asset Allocation

To

New England Research & Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

New England Research & Management, Inc.'s Hypothetical Growth since 2024-09-30

New England Research & Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

New England Research & Management, Inc.'s Holdings Heat Map

Size field:

New England Research & Management, Inc.'s Holdings Bubble Chart

New England Research & Management, Inc. News

  • 1

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