New England Research & Management, Inc.

data from 31/12/2025

Capitalization

$ 228.615 M 5.01 %

Average holding period

16 ans

Performance

$ 124.600 M 86.04 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in New England Research & Management, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 ALPHABET INC 5.41% 12.366 M $ 39509 2015/09/30 2.787 M $ 28.75 %
2025/12/31 APPLE INC 4.44% 10.151 M $ 37338 2013/12/31 646.142 K $ 6.77 %
2025/12/31 MICROSOFT CORP 3.16% 7.233 M $ 14955 2013/12/31 -433.587 K $ -6.63 %
2025/12/31 UNITED RENTALS INC 3.12% 7.135 M $ 8816 2013/12/31 -1.130 M $ -15.22 %
2025/12/31 JOHNSON & JOHNSON 2.65% 6.050 M $ 29233 2013/12/31 632.723 K $ 11.61 %
2025/12/31 AMAZON COM INC 2.59% 5.917 M $ 25634 2019/09/30 289.226 K $ 5.12 %
2025/12/31 QUANTA SVCS INC 2.31% 5.283 M $ 12518 2020/03/31 98.640 K $ 1.84 %
2025/12/31 ABBVIE INC 2.16% 4.931 M $ 21581 2013/12/31 -60.393 K $ -1.32 %
2025/12/31 CHURCH & DWIGHT CO INC 1.94% 4.431 M $ 52850 2013/12/31 -201.852 K $ -4.31 %
2025/12/31 GE VERNOVA INC 1.92% 4.384 M $ 6708 2024/12/31 151.199 K $ 6.29 %
2025/12/31 CSX CORP 1.86% 4.262 M $ 117560 2013/12/31 88.437 K $ 2.08 %
2025/12/31 BERKSHIRE HATHAWAY INC DEL 1.73% 3.956 M $ 7870 2013/12/31 -708.000 $ -0.02 %
2025/12/31 GOLDMAN SACHS GROUP INC 1.63% 3.737 M $ 4251 2024/06/30 124.057 K $ 10.38 %
2025/12/31 BROADCOM INC 1.63% 3.722 M $ 10755 2023/09/30 155.990 K $ 4.91 %
2025/12/31 CAPITAL ONE FINL CORP 1.59% 3.624 M $ 14952 2025/09/30 206.226 K $ 14.01 %
2025/12/31 VISA INC 1.43% 3.272 M $ 9329 2024/06/30 50.419 K $ 2.73 %
2025/12/31 ALPHABET INC 1.39% 3.173 M $ 10113 2015/09/30 728.562 K $ 28.84 %
2025/12/31 UBER TECHNOLOGIES INC 1.37% 3.130 M $ 38309 2024/12/31 -422.906 K $ -16.60 %
2025/12/31 MERCK & CO INC 1.35% 3.078 M $ 29238 2013/12/31 460.642 K $ 25.41 %
2025/12/31 ABBOTT LABS 1.29% 2.954 M $ 23574 2013/12/31 -89.389 K $ -6.46 %
2025/12/31 META PLATFORMS INC 1.26% 2.880 M $ 4363 2023/12/31 -381.479 K $ -10.12 %
2025/12/31 INTERNATIONAL BUSINESS MACHS 1.20% 2.744 M $ 9265 2013/12/31 149.772 K $ 4.98 %
2025/12/31 EATON CORP PLC 1.20% 2.744 M $ 8614 2024/09/30 -526.408 K $ -14.89 %
2025/12/31 SYSCO CORP 1.18% 2.688 M $ 36474 2014/03/31 -316.148 K $ -10.51 %
2025/12/31 AMERICAN WTR WKS CO INC NEW 1.17% 2.675 M $ 20500 2025/06/30 -119.270 K $ -6.24 %
2025/12/31 MORGAN STANLEY 1.16% 2.641 M $ 14875 2015/03/31 283.656 K $ 11.68 %
2025/12/31 NETFLIX INC 1.14% 2.616 M $ 27905 2023/06/30 -1.836 M $ -92.18 %
2025/12/31 ELI LILLY & CO 1.12% 2.553 M $ 2376 2019/06/30 760.810 K $ 40.85 %
2025/12/31 ZOETIS INC 1.10% 2.522 M $ 20047 2013/12/31 -484.005 K $ -14.01 %
2025/12/31 EXXON MOBIL CORP 1.05% 2.389 M $ 19852 2013/12/31 150.676 K $ 6.73 %
2025/12/31 MCDONALDS CORP 1.04% 2.387 M $ 7809 2013/12/31 8.976 K $ 0.57 %
2025/12/31 PALO ALTO NETWORKS INC 1.02% 2.331 M $ 12654 2024/03/31 -211.095 K $ -9.54 %
2025/12/31 KIMBERLY-CLARK CORP 0.99% 2.252 M $ 22324 2013/12/31 -233.304 K $ -18.86 %
2025/12/31 NEXTERA ENERGY INC 0.96% 2.198 M $ 27381 2020/12/31 131.993 K $ 6.35 %
2025/12/31 UNITED THERAPEUTICS CORP DEL 0.95% 2.163 M $ 4440 2022/09/30 302.097 K $ 16.23 %
2025/12/31 TRUIST FINL CORP 0.94% 2.157 M $ 43842 2019/12/31 154.345 K $ 7.63 %
2025/12/31 HYATT HOTELS CORP 0.94% 2.149 M $ 13405 2023/09/30 429.424 K $ 12.96 %
2025/12/31 AMGEN INC 0.93% 2.126 M $ 6495 2022/12/31 224.196 K $ 15.99 %
2025/12/31 PROCTER AND GAMBLE CO 0.84% 1.920 M $ 13395 2013/12/31 -86.287 K $ -6.73 %
2025/12/31 CHUBB LIMITED 0.83% 1.896 M $ 6075 2025/06/30 181.460 K $ 10.58 %
2025/12/31 VEEVA SYS INC 0.82% 1.878 M $ 8415 2025/09/30 -168.030 K $ -25.07 %
2025/12/31 DELL TECHNOLOGIES INC 0.78% 1.792 M $ 14236 2025/12/31 0.000 $ 0.00 %
2025/12/31 UNION PAC CORP 0.77% 1.755 M $ 7588 2014/09/30 -32.133 K $ -2.14 %
2025/12/31 INCYTE CORP 0.75% 1.719 M $ 17400 2025/12/31 0.000 $ 0.00 %
2025/12/31 WELLS FARGO CO NEW 0.74% 1.687 M $ 18105 2024/12/31 135.587 K $ 11.19 %
2025/12/31 NVIDIA CORPORATION 0.72% 1.641 M $ 8801 2024/09/30 -578.000 $ -0.04 %
2025/12/31 COCA COLA CO 0.70% 1.598 M $ 22858 2013/12/31 82.060 K $ 5.41 %
2025/12/31 STRYKER CORPORATION 0.66% 1.511 M $ 4300 2025/12/31 0.000 $ 0.00 %
2025/12/31 JACOBS SOLUTIONS INC 0.65% 1.493 M $ 11268 2023/12/31 0.000 $ 0.00 %
2025/12/31 GILEAD SCIENCES INC 0.63% 1.436 M $ 11700 2025/12/31 0.000 $ 0.00 %
2025/12/31 PFIZER INC 0.61% 1.389 M $ 55773 2013/12/31 -26.810 K $ -2.28 %
2025/12/31 VERTIV HOLDINGS CO 0.60% 1.366 M $ 8429 2025/03/31 157.326 K $ 7.39 %
2025/12/31 CITIZENS FINL GROUP INC 0.59% 1.354 M $ 23187 2021/06/30 116.219 K $ 9.88 %
2025/12/31 CANADIAN PACIFIC KANSAS CITY 0.57% 1.302 M $ 17680 2023/06/30 -16.129 K $ -1.15 %
2025/12/31 GE AEROSPACE 0.57% 1.301 M $ 4222 2022/03/31 30.440 K $ 2.40 %
2025/12/31 WASTE MGMT INC DEL 0.57% 1.298 M $ 5910 2015/09/30 -6.703 K $ -0.51 %
2025/12/31 PROSPERITY BANCSHARES INC 0.56% 1.287 M $ 18625 2024/09/30 34.224 K $ 4.16 %
2025/12/31 THERMO FISHER SCIENTIFIC INC 0.56% 1.271 M $ 2193 2024/03/31 226.915 K $ 19.47 %
2025/12/31 INGERSOLL RAND INC 0.54% 1.239 M $ 15634 2023/09/30 -53.325 K $ -4.12 %
2025/12/31 EQT CORP 0.54% 1.230 M $ 22955 2025/12/31 0.000 $ 0.00 %
2025/12/31 INVITATION HOMES INC 0.53% 1.208 M $ 43475 2020/09/30 -84.105 K $ -5.25 %
2025/12/31 BLACKROCK INC 0.53% 1.204 M $ 1125 2025/12/31 0.000 $ 0.00 %
2025/12/31 IQVIA HLDGS INC 0.50% 1.145 M $ 5080 2025/12/31 0.000 $ 0.00 %
2025/12/31 CRH PLC 0.49% 1.110 M $ 8892 2025/12/31 0.000 $ 0.00 %
2025/12/31 EOG RES INC 0.48% 1.100 M $ 10475 2025/09/30 -21.507 K $ -6.34 %
2025/12/31 NIKE INC 0.48% 1.091 M $ 17125 2013/12/31 -105.049 K $ -8.63 %
2025/12/31 ROYAL BK CDA 0.47% 1.074 M $ 6300 2025/06/30 145.971 K $ 15.73 %
2025/12/31 TOLL BROTHERS INC 0.46% 1.061 M $ 7850 2024/12/31 -22.921 K $ -2.11 %
2025/12/31 UNITED PARCEL SERVICE INC 0.46% 1.052 M $ 10610 2013/12/31 169.284 K $ 18.75 %
2025/12/31 COSTCO WHSL CORP NEW 0.46% 1.048 M $ 1215 2024/09/30 -16.771 K $ -6.84 %
2025/12/31 TRANSDIGM GROUP INC 0.45% 1.033 M $ 777 2022/06/30 9.523 K $ 0.90 %
2025/12/31 INSULET CORP 0.45% 1.023 M $ 3600 2025/12/31 0.000 $ 0.00 %
2025/12/31 INDEPENDENT BK CORP MASS 0.43% 985.995 K $ 13492 2013/12/31 53.039 K $ 5.65 %
2025/12/31 MASTERCARD INCORPORATED 0.43% 973.350 K $ 1705 2024/06/30 3.529 K $ 0.36 %
2025/12/31 ROPER TECHNOLOGIES INC 0.41% 936.999 K $ 2105 2025/12/31 0.000 $ 0.00 %
2025/12/31 MARVELL TECHNOLOGY INC 0.41% 934.780 K $ 11000 2025/06/30 0.000 $ 0.00 %
2025/12/31 STARBUCKS CORP 0.40% 912.331 K $ 10834 2014/03/31 -4.634 K $ -0.46 %
2025/12/31 WASHINGTON TR BANCORP INC 0.38% 877.635 K $ 29700 2015/12/31 23.516 K $ 2.25 %
2025/12/31 IDEXX LABS INC 0.36% 811.836 K $ 1200 2023/09/30 0.000 $ 0.00 %
2025/12/31 BRISTOL-MYERS SQUIBB CO 0.35% 806.673 K $ 14955 2014/06/30 235.683 K $ 19.60 %
2025/12/31 CATERPILLAR INC 0.33% 762.490 K $ 1331 2025/12/31 0.000 $ 0.00 %
2025/12/31 ROYAL CARIBBEAN GROUP 0.33% 760.057 K $ 2725 2025/12/31 0.000 $ 0.00 %
2025/12/31 CLEARWAY ENERGY INC 0.33% 748.350 K $ 22500 2025/09/30 115.229 K $ 17.73 %
2025/12/31 AAR CORP 0.33% 743.040 K $ 8975 2023/09/30 -63.123 K $ -7.67 %
2025/12/31 LENNAR CORP 0.30% 693.386 K $ 6745 2023/09/30 -504.772 K $ -18.44 %
2025/12/31 CISCO SYS INC 0.29% 667.465 K $ 8665 2013/12/31 75.251 K $ 12.58 %
2025/12/31 COLGATE PALMOLIVE CO 0.29% 654.918 K $ 8288 2015/09/30 -7.624 K $ -1.15 %
2025/12/31 PEPSICO INC 0.29% 652.442 K $ 4546 2013/12/31 14.463 K $ 2.19 %
2025/12/31 D R HORTON INC 0.28% 633.732 K $ 4400 2025/09/30 -218.147 K $ -15.01 %
2025/12/31 EMERSON ELEC CO 0.27% 624.846 K $ 4708 2013/12/31 7.250 K $ 1.17 %
2025/12/31 ASTRAZENECA PLC 0.27% 615.655 K $ 6697 2016/06/30 101.861 K $ 19.83 %
2025/12/31 SUNCOR ENERGY INC NEW 0.27% 609.063 K $ 13730 2025/12/31 0.000 $ 0.00 %
2025/12/31 PATRICK INDS INC 0.26% 605.690 K $ 5586 2023/09/30 27.930 K $ 4.83 %
2025/12/31 INSTALLED BLDG PRODS INC 0.26% 603.082 K $ 2325 2023/03/31 31.506 K $ 5.16 %
2025/12/31 EMCOR GROUP INC 0.26% 598.331 K $ 978 2025/12/31 0.000 $ 0.00 %
2025/12/31 WALMART INC 0.25% 581.226 K $ 5217 2014/09/30 46.751 K $ 8.10 %
2025/12/31 ROBINHOOD MKTS INC 0.25% 571.155 K $ 5050 2025/12/31 0.000 $ 0.00 %
2025/12/31 MOHAWK INDS INC 0.25% 565.628 K $ 5175 2025/12/31 0.000 $ 0.00 %
2025/12/31 MEDTRONIC PLC 0.24% 558.397 K $ 5813 2018/12/31 4.992 K $ 0.86 %
2025/12/31 SIMON PPTY GROUP INC NEW 0.24% 557.181 K $ 3010 2021/03/31 -7.935 K $ -1.36 %