New England Research & Management, Inc.: 13F holdings
CIK 15960772026Q2
| Positions | 134 |
|---|---|
| Reported value | $256.9m |
| Filed | 2026-07-09 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC | 40,825 | $14.6m | 5.7% |
| AAPL APPLE INC | 41,639 | $12.0m | 4.7% |
| URI UNITED RENTALS INC | 9,169 | $10.4m | 4.0% |
| PWR QUANTA SVCS INC | 14,367 | $10.3m | 4.0% |
| GEV GE VERNOVA INC | 6,497 | $7.6m | 3.0% |
| JNJ JOHNSON & JOHNSON | 29,527 | $7.5m | 2.9% |
| ABBV ABBVIE INC | 24,774 | $6.2m | 2.4% |
| MSFT MICROSOFT CORP | 15,927 | $5.9m | 2.3% |
| CSX CSX CORP | 123,926 | $5.9m | 2.3% |
| V VISA INC | 15,495 | $5.3m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1596077")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.