New England Research & Management
Latest statistics and disclosures from New England Research & Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CHD, JNJ, AAPL, CSCO, MSFT, and represent 14.59% of New England Research & Management's stock portfolio.
- Added to shares of these 10 stocks: LOW, APD, MMM, CARR, KMX, ATVI, SNA, WM, AZEK, DHI.
- Started 38 new stock positions in RCII, NEE, BBY, EBS, KMX, PHM, PATK, KR, IEX, SNA.
- Reduced shares in these 10 stocks: LDOS, TER, , CHGG, LLY, WASH, BSX, J, HON, BRKS.
- Sold out of its positions in AKAM, AMGN, BLL, BXMT, CHGG, LNG, CGNX, CTVA, EQT, EVBG. FLIR, FFIV, FSLR, IBP, LDOS, MGM, NVS, PING, PFPT, SCHW, WFC.
- New England Research & Management was a net buyer of stock by $11M.
- New England Research & Management has $162M in assets under management (AUM), dropping by 17.07%.
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Portfolio Holdings for New England Research & Management
Companies in the New England Research & Management portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Church and Dwight CS (CHD) | 3.6 | $5.8M | 67k | 87.23 | ||
Johnson & Johnson CS (JNJ) | 3.4 | $5.5M | 35k | 157.38 | ||
Apple Computer CS (AAPL) | 3.2 | $5.1M | 38k | 132.68 | ||
Cisco Systems CS (CSCO) | 2.6 | $4.2M | -8% | 94k | 44.75 | |
Microsoft CS (MSFT) | 1.9 | $3.0M | 14k | 222.45 | ||
Coca-Cola CS (KO) | 1.8 | $3.0M | 54k | 54.83 | ||
CSX Corp CS (CSX) | 1.8 | $2.9M | 32k | 90.75 | ||
Abbott Labs CS (ABT) | 1.8 | $2.8M | -2% | 26k | 109.50 | |
Alphabet Inc Class A CS (GOOGL) | 1.7 | $2.8M | +39% | 1.6k | 1752.50 | |
Kimberly Clark CS (KMB) | 1.7 | $2.8M | 21k | 134.84 | ||
Ups CS (UPS) | 1.7 | $2.8M | 17k | 168.40 | ||
Zoetis CS (ZTS) | 1.7 | $2.8M | -2% | 17k | 165.51 | |
Pfizer CS (PFE) | 1.7 | $2.7M | -11% | 74k | 36.81 | |
3M Corp. CS (MMM) | 1.6 | $2.6M | +127% | 15k | 174.76 | |
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Merck CS (MRK) | 1.5 | $2.4M | 29k | 81.81 | ||
Waste Management CS (WM) | 1.5 | $2.4M | +56% | 20k | 117.94 | |
Morgan Stanley CS (MS) | 1.3 | $2.1M | +26% | 31k | 68.53 | |
Verizon Comm. CS (VZ) | 1.3 | $2.1M | 36k | 58.74 | ||
Analog Devices CS (ADI) | 1.3 | $2.1M | 14k | 147.74 | ||
Walmart CS (WMT) | 1.3 | $2.1M | +22% | 15k | 144.13 | |
Washington Trust CS (WASH) | 1.2 | $2.0M | -32% | 44k | 44.80 | |
Honeywell Int'l. CS (HON) | 1.2 | $1.9M | -31% | 9.1k | 212.72 | |
PPG Industries CS (PPG) | 1.2 | $1.9M | 13k | 144.21 | ||
Lowes CS (LOW) | 1.2 | $1.9M | NEW | 12k | 160.51 | |
Air Prod.& Chem. CS (APD) | 1.2 | $1.9M | NEW | 6.8k | 273.26 | |
Berkshire Hathaway B CS (BRK.B) | 1.1 | $1.8M | 7.7k | 231.88 | ||
Brooks Automation CS (BRKS) | 1.1 | $1.7M | -33% | 26k | 67.86 | |
Visa CS (V) | 1.1 | $1.7M | +5% | 7.9k | 218.77 | |
AbbVie CS (ABBV) | 1.0 | $1.7M | +7% | 16k | 107.12 | |
General Mills CS (GIS) | 1.0 | $1.6M | 27k | 58.80 | ||
McDonald's CS (MCD) | 1.0 | $1.6M | +46% | 7.3k | 214.53 | |
Nike Inc Class B CS (NKE) | 0.9 | $1.5M | 11k | 141.48 | ||
Kansas City So. CS (KSU) | 0.9 | $1.5M | +39% | 7.3k | 204.08 | |
Starbucks CS (SBUX) | 0.9 | $1.5M | 14k | 106.97 | ||
Bristol Myers Squibb CS (BMY) | 0.9 | $1.4M | -34% | 23k | 62.02 | |
Facebook CS (FB) | 0.9 | $1.4M | +30% | 5.1k | 273.21 | |
Salesforce.com CS (CRM) | 0.9 | $1.4M | +132% | 6.2k | 222.49 | |
Int'l Bus. Mach. CS (IBM) | 0.8 | $1.4M | -3% | 11k | 125.92 | |
Carrier Global CS (CARR) | 0.8 | $1.3M | NEW | 36k | 37.73 | |
Activision Blizzard CS (ATVI) | 0.8 | $1.3M | +253% | 14k | 92.83 | |
Truist Financial Corp CS (TFC) | 0.8 | $1.3M | -2% | 27k | 47.94 | |
Crown Castle International Cor CS (CCI) | 0.8 | $1.3M | +81% | 8.2k | 159.14 | |
United Rentals CS (URI) | 0.8 | $1.3M | -2% | 5.6k | 231.85 | |
Procter & Gamble CS (PG) | 0.8 | $1.3M | -32% | 9.1k | 139.10 | |
Marvell Technologies CS (MRVL) | 0.8 | $1.3M | -3% | 26k | 47.54 | |
Union Pacific CS (UNP) | 0.8 | $1.2M | -7% | 6.0k | 208.23 | |
Alphabet Inc Class C CS (GOOG) | 0.8 | $1.2M | 701.00 | 1751.78 | ||
Oshkosh Corp CS (OSK) | 0.8 | $1.2M | +183% | 14k | 86.05 | |
American Woodmark Corporation CS (AMWD) | 0.7 | $1.2M | +63% | 13k | 93.89 | |
Knight Swift Transportation CS (KNX) | 0.7 | $1.2M | +4% | 28k | 41.82 | |
Invitation Homes CS (INVH) | 0.7 | $1.2M | +89% | 39k | 29.70 | |
Sysco Corp CS (SYY) | 0.7 | $1.1M | +26% | 15k | 74.28 | |
Independent Bank CS (INDB) | 0.7 | $1.1M | -2% | 15k | 73.02 | |
Astrazeneca CS (AZN) | 0.7 | $1.1M | +273% | 22k | 50.01 | |
Pepsico CS (PEP) | 0.7 | $1.1M | +21% | 7.2k | 148.30 | |
Nintendo CS (NTDOY) | 0.6 | $1.0M | +59% | 13k | 80.55 | |
CarMax CS (KMX) | 0.6 | $1.0M | NEW | 11k | 94.47 | |
DR Horton CS (DHI) | 0.6 | $1.0M | +383% | 15k | 68.94 | |
Kellogg CS (K) | 0.6 | $992k | -10% | 16k | 62.25 | |
Eli Lilly CS (LLY) | 0.6 | $956k | -52% | 5.7k | 168.76 | |
Medtronic CS (MDT) | 0.6 | $948k | -5% | 8.1k | 117.12 | |
Intel CS (INTC) | 0.6 | $943k | -25% | 19k | 49.80 | |
Avangrid CS (AGR) | 0.6 | $909k | +96% | 20k | 45.47 | |
Camping World CS (CWH) | 0.6 | $897k | +206% | 35k | 26.04 | |
Snap-On Tools CS (SNA) | 0.5 | $865k | NEW | 5.1k | 171.12 | |
FedEx CS (FDX) | 0.5 | $850k | 3.3k | 259.54 | ||
Ecolab CS (ECL) | 0.5 | $833k | +2% | 3.9k | 216.36 | |
ProLogis CS | 0.5 | $825k | +9% | 8.3k | 99.70 | |
Exxon Mobil CS (XOM) | 0.5 | $824k | -6% | 20k | 41.20 | |
Amazon CS (AMZN) | 0.5 | $814k | +93% | 250.00 | 3256.00 | |
AZEK Company CS (AZEK) | 0.5 | $798k | NEW | 21k | 38.46 | |
Generac Holdings CS (GNRC) | 0.5 | $773k | NEW | 3.4k | 227.35 | |
Colgate-Palmolive CS (CL) | 0.5 | $764k | 8.9k | 85.48 | ||
Teradyne CS (TER) | 0.5 | $762k | -60% | 6.4k | 119.92 | |
Estee Lauder CS (EL) | 0.5 | $734k | 2.8k | 266.13 | ||
Home Depot CS (HD) | 0.4 | $725k | 2.7k | 265.47 | ||
Sony Corp CS (SNE) | 0.4 | $723k | NEW | 7.2k | 101.12 | |
Fulgent Diagnostics CS (FLGT) | 0.4 | $719k | NEW | 14k | 52.10 | |
Ciena Corporation CS (CIEN) | 0.4 | $709k | -3% | 13k | 52.87 | |
Synchrony Financial CS (SYF) | 0.4 | $687k | NEW | 20k | 34.70 | |
Patrick Industries CS (PATK) | 0.4 | $678k | NEW | 9.9k | 68.31 | |
IDEX Corp. CS (IEX) | 0.4 | $677k | NEW | 3.4k | 199.12 | |
Int'l Flvrs & Fr CS (IFF) | 0.4 | $656k | 6.0k | 108.79 | ||
Becton Dickinson CS (BDX) | 0.4 | $638k | -7% | 2.6k | 250.20 | |
Walt Disney CS (DIS) | 0.4 | $638k | -44% | 3.5k | 181.25 | |
Raytheon Technologies CS | 0.4 | $633k | NEW | 8.9k | 71.53 | |
Qorvo CS (QRVO) | 0.4 | $594k | -38% | 3.6k | 166.15 | |
Adobe Systems CS (ADBE) | 0.4 | $593k | -3% | 1.2k | 500.42 | |
Biomarin Pharmaceutical CS (BMRN) | 0.4 | $592k | NEW | 6.8k | 87.70 | |
Moderna CS (MRNA) | 0.4 | $590k | NEW | 5.7k | 104.42 | |
A T & T CS (T) | 0.4 | $586k | -34% | 20k | 28.77 | |
Lam Research CS (LRCX) | 0.4 | $579k | NEW | 1.2k | 472.65 | |
ConAgra Foods CS (CAG) | 0.4 | $578k | NEW | 16k | 36.24 | |
J.M. Smucker Company CS (SJM) | 0.4 | $567k | -2% | 4.9k | 115.53 | |
Regeneron Pharmaceuticals CS (REGN) | 0.3 | $548k | -29% | 1.1k | 482.82 | |
Quanta Services CS (PWR) | 0.3 | $546k | -40% | 7.6k | 72.08 | |
Pulte CS (PHM) | 0.3 | $533k | NEW | 12k | 43.16 | |
Avnet CS (AVT) | 0.3 | $521k | NEW | 15k | 35.08 | |
Alibaba CS (BABA) | 0.3 | $513k | NEW | 2.2k | 232.65 | |
Elanco Animal Health CS (ELAN) | 0.3 | $494k | -21% | 16k | 30.68 | |
Johnson Controls International CS (JCI) | 0.3 | $492k | NEW | 11k | 46.64 | |
Rent-A-Center CS (RCII) | 0.3 | $483k | NEW | 13k | 38.26 | |
DexCom CS (DXCM) | 0.3 | $481k | NEW | 1.3k | 370.00 | |
MarineMax CS (HZO) | 0.3 | $476k | NEW | 14k | 35.00 | |
Emergent Biosolutions CS (EBS) | 0.3 | $452k | NEW | 5.1k | 89.50 | |
PayPal CS (PYPL) | 0.3 | $451k | 1.9k | 234.29 | ||
Juniper CS (JNPR) | 0.3 | $431k | -53% | 19k | 22.54 | |
Twilio CS (TWLO) | 0.3 | $415k | NEW | 1.2k | 338.78 | |
Iridium Communications CS (IRDM) | 0.3 | $413k | 11k | 39.33 | ||
Lordstown Motors CS | 0.2 | $402k | NEW | 20k | 20.04 | |
Restaurant Brands Int'l CS (QSR) | 0.2 | $385k | 6.3k | 61.17 | ||
Citrix Systems CS (CTXS) | 0.2 | $381k | -47% | 2.9k | 130.26 | |
Kroger CS (KR) | 0.2 | $372k | NEW | 12k | 31.73 | |
C.V.S. Caremark CS (CVS) | 0.2 | $371k | -41% | 5.4k | 68.26 | |
Canada Goose Holdings CS (GOOS) | 0.2 | $368k | NEW | 12k | 29.81 | |
Roche Holdings CS (RHHBY) | 0.2 | $366k | 8.4k | 43.83 | ||
Emerson Electric CS (EMR) | 0.2 | $363k | -27% | 4.5k | 80.35 | |
Ametek CS (AME) | 0.2 | $363k | NEW | 3.0k | 121.00 | |
Ryder System CS (R) | 0.2 | $361k | -3% | 5.9k | 61.71 | |
Fiserv CS (FISV) | 0.2 | $358k | 3.1k | 113.80 | ||
Verisk Analytics CS (VRSK) | 0.2 | $348k | 1.7k | 207.76 | ||
Comcast Corp Cl A CS (CMCSA) | 0.2 | $348k | 6.6k | 52.36 | ||
Edwards Lifesciences CS (EW) | 0.2 | $345k | 3.8k | 91.27 | ||
L3Harris Technologies CS (LHX) | 0.2 | $340k | 1.8k | 188.89 | ||
GlaxoSmithKline CS (GSK) | 0.2 | $339k | -16% | 9.2k | 36.85 | |
Cintas CS (CTAS) | 0.2 | $336k | NEW | 950.00 | 353.68 | |
Canadian Pacific CS (CP) | 0.2 | $331k | 955.00 | 346.60 | ||
Lumentum Holdings CS (LITE) | 0.2 | $327k | 3.5k | 94.78 | ||
Owens Corning CS (OC) | 0.2 | $316k | -63% | 4.2k | 75.69 | |
Sherwin-Williams CS (SHW) | 0.2 | $312k | 425.00 | 734.12 | ||
Cirrus Logic CS (CRUS) | 0.2 | $306k | 3.7k | 82.15 | ||
Trinity Industries CS (TRN) | 0.2 | $306k | -53% | 12k | 26.42 | |
Boeing CS (BA) | 0.2 | $305k | NEW | 1.4k | 214.04 | |
Evergy CS (EVRG) | 0.2 | $300k | -67% | 5.4k | 55.56 | |
Idexx Laboratories CS (IDXX) | 0.2 | $300k | 600.00 | 500.00 | ||
NextEra Energy CS (NEE) | 0.2 | $291k | NEW | 3.8k | 77.09 | |
J.P. Morgan Chase CS (JPM) | 0.2 | $276k | -17% | 2.2k | 127.01 | |
Constellation Brands CS (STZ) | 0.2 | $274k | 1.3k | 219.20 | ||
General Electric CS (GE) | 0.2 | $273k | -4% | 25k | 10.82 | |
Jacobs Engineering CS (J) | 0.2 | $272k | -76% | 2.5k | 108.80 | |
Xylem CS (XYL) | 0.2 | $265k | 2.6k | 101.92 | ||
Best Buy CS (BBY) | 0.2 | $254k | NEW | 2.6k | 99.61 | |
Skyworks Solutions CS (SWKS) | 0.2 | $248k | 1.6k | 152.62 | ||
Boston Scientific CS (BSX) | 0.2 | $247k | -78% | 6.9k | 35.93 | |
Pentair CS (PNR) | 0.1 | $223k | NEW | 4.2k | 53.21 | |
Allstate CS (ALL) | 0.1 | $220k | NEW | 2.0k | 110.00 | |
Electronic Arts CS (EA) | 0.1 | $215k | -72% | 1.5k | 143.33 | |
Intuit CS (INTU) | 0.1 | $209k | NEW | 550.00 | 380.00 | |
Darden Restaurants CS (DRI) | 0.1 | $208k | NEW | 1.8k | 118.86 | |
FRS Company CS | 0.0 | $0 | 114k | 0.00 |
Past Filings by New England Research & Management
SEC 13F filings are viewable for New England Research & Management going back to 2013
- New England Research & Management 2020 Q4 filed Jan. 7, 2021
- New England Research & Management 2020 Q3 filed Oct. 8, 2020
- New England Research & Management 2020 Q2 filed July 15, 2020
- New England Research & Management 2020 Q1 filed June 15, 2020
- New England Research & Management 2019 Q4 filed Jan. 14, 2020
- New England Research & Management 2019 Q3 filed Nov. 4, 2019
- New England Research & Management 2019 Q2 filed July 9, 2019
- New England Research & Management 2019 Q1 filed April 3, 2019
- New England Research & Management 2018 Q4 filed Jan. 11, 2019
- New England Research & Management 2018 Q3 filed Oct. 3, 2018
- New England Research & Management 2018 Q2 filed July 5, 2018
- New England Research & Management 2018 Q1 filed April 17, 2018
- New England Research & Management 2017 Q4 filed Jan. 9, 2018
- New England Research & Management 2017 Q3 filed Oct. 25, 2017
- New England Research & Management 2017 Q2 filed July 11, 2017
- New England Research & Management 2017 Q1 filed April 7, 2017