Fund HoldingsNORTHEAST INVESTMENT MANAGEMENT

Total Portfolio Value
$2.23B
Total Bought
$89.66M
Total Sold
$133.72M
Net Transaction
-$44.06M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)676,505671,557-4,948142,485156,4737.01%+13,987
LOWES COS INC(LOW)0164,719+164,719044,6142.00%+44,614
META PLATFORMS INC CL A(META)98,833100,674+1,84149,83457,6302.58%+7,796
BERKSHIRE HATHAWAY INC CL B0139,843+139,843064,3642.88%+64,364
AMERICAN TOWER CORP(AMT)0183,625+183,625042,7041.91%+42,704
BLACKSTONE INC COM(BX)0224,403+224,403034,3631.54%+34,363
ACCENTURE PLC IRELAND CLASS A
SHS CLASS A
0126,880+126,880044,8502.01%+44,850
UNITED RENTALS INC(URI)23,79426,592+2,79815,38821,5320.96%+6,144
NEXTERA ENERGY INC(NEE)412,935414,170+1,23529,24035,0101.57%+5,770
THERMO FISHER SCIENTIFIC INC(TMO)086,796+86,796053,6892.41%+53,689
INTUITIVE SURGICAL INC83,18586,485+3,30037,00542,4871.90%+5,483
SERVICENOW INC(NOW)14,65418,957+4,30311,52816,9550.76%+5,427
WALMART INC(WMT)340,292346,403+6,11123,04127,9721.25%+4,931
DANAHER CORP(DHR)0177,496+177,496049,3472.21%+49,347
MCDONALDS CORP(MCD)087,002+87,002026,4931.19%+26,493
UNION PACIFIC CORP(UNP)0195,415+195,415048,1662.16%+48,166
VANGUARD S&P 500 ETF73,71276,754+3,04236,86640,5011.81%+3,635
COSTCO WHOLESALE CORP(COST)97,67697,047-62983,02386,0343.85%+3,010
SHERWIN WILLIAMS CO(SHW)035,757+35,757013,6470.61%+13,647
JOHNSON & JOHNSON(JNJ)0189,045+189,045030,6371.37%+30,637
VISA INC CL A(V)0259,373+259,373071,3153.19%+71,315
BLACKROCK INC(BLK)017,634+17,634016,7440.75%+16,744
VANGUARD SMALL CAP ETF83,40588,103+4,69818,18620,8990.94%+2,713
SPOTIFY TECHNOLOGY SA(SPOT)7,75112,991+5,2402,4324,7880.21%+2,355
PALO ALTO NETWORKS INC(PANW)15,26421,988+6,7245,1757,5150.34%+2,341
VANGUARD DIV APPREC ETF126,800127,319+51923,14725,2171.13%+2,069
NETFLIX INC(NFLX)2,9745,609+2,6352,0073,9780.18%+1,971
WASTE MANAGEMENT INC(WM)117,672129,055+11,38325,10426,7921.20%+1,688
EASTERN BANKSHARES INC(EBC)0101,923+101,92301,6710.07%+1,671
JPMORGAN CHASE & CO(JPM)204,122203,656-46641,28642,9431.92%+1,657
GOLDMAN SACHS GROUP INC(GS)39,46539,369-9617,85119,4920.87%+1,641
ABB LTD SP ADR749,179747,044-2,13541,73743,2691.94%+1,532
TESLA INC(TSLA)23,65323,207-4464,6806,0720.27%+1,391
TJX COS INC(TJX)77,17483,647+6,4738,4979,8320.44%+1,335
VANGUARD MID CAP ETF065,463+65,463017,2710.77%+17,271
LOCKHEED MARTIN CORP(LMT)010,099+10,09905,9030.26%+5,903
CATERPILLAR INC(CAT)019,258+19,25807,5320.34%+7,532
EXXON MOBIL CORP186,514191,438+4,92421,47122,4401.01%+969
MASTERCARD INCORPORATED CL A(MA)019,330+19,33009,5450.43%+9,545
VANGUARD FTSE DEV MKT ETF166,197171,643+5,4468,2139,0640.41%+851
VANGUARD MEGA GROWTH IND30,20732,112+1,9059,49110,3380.46%+847
SPDR S&P 500 ETF TR(SPY)4,3565,578+1,2222,3713,2000.14%+830
PROCTER AND GAMBLE CO(PG)0100,834+100,834017,4640.78%+17,464
HOME DEPOT INC(HD)013,149+13,14905,3280.24%+5,328
ABBOTT LABORATORIES093,780+93,780010,6920.48%+10,692
UBER TECHNOLOGIES INC(UBER)24,30430,414+6,1101,7662,2860.10%+520
CLOROX CO(CLX)054,806+54,80608,9280.40%+8,928
INTL BUSINESS MACHINES(IBM)07,082+7,08201,5660.07%+1,566
COLGATE PALMOLIVE CO(CL)52,15152,760+6095,0615,4770.25%+416
AIR PRODS & CHEMS INC12,34811,928-4203,1863,5510.16%+365
VANGUARD VALUE ETF13,68714,650+9632,1962,5570.11%+362
AMCOR PLC(AMCR)295,850285,350-10,5002,8933,2330.14%+340
KKR & CO INC CL A(KKR)12,80012,80001,3471,6710.07%+324
RTX CORPORATION(RTX)016,096+16,09601,9500.09%+1,950
ABBVIE INC(ABBV)011,964+11,96402,3630.11%+2,363
3M CO(MMM)08,546+8,54601,1680.05%+1,168
VANGUARD ALL WORLD EX-US ETF063,047+63,04703,9720.18%+3,972
NOVARTIS AG SP ADR(NVS)32,15332,098-553,4233,6920.17%+269
COCA-COLA CO(KO)34,87934,613-2662,2202,4870.11%+267
CISCO SYSTEMS INC(CSCO)050,982+50,98202,7130.12%+2,713
PUBLIC STORAGE COM(PSA)0670+67002440.01%+244
VANGUARD FTSE EMERG MKT ETF224,717210,586-14,1319,83410,0770.45%+243
AUTOMATIC DATA PROCESSING INC06,885+6,88501,9050.09%+1,905
ISHARES CORE S&P 500 ETF7,5857,58504,1514,3750.20%+224
EQUIFAX INC(EFX)0761+76102240.01%+224
ALTRIA GROUP INC(MO)04,330+4,33002210.01%+221
DUPONT DE NEMOURS INC(DD)02,473+2,47302200.01%+220
ORACLE CORP(ORCL)7,3457,34501,0371,2520.06%+214
NEWMONT CORP(NEM)04,000+4,00002140.01%+214
SPDR S&P MID CAP 400 ETF TR(MDY)0372+37202120.01%+212
VANGUARD ESG INTL STOCK ETF03,406+3,40602100.01%+210
GRAINGER W W INC(GWW)0200+20002080.01%+208
ISHARES RUSSELL 1000 VAL ETF8,5008,850+3501,4831,6800.08%+197
CORNING INC(GLW)13,95716,227+2,2705427330.03%+190
MONDELEZ INTL INC CL A(MDLZ)059,537+59,53704,3860.20%+4,386
CHUBB LIMITED
COM
3,5993,810+2119181,0990.05%+181
WEYERHAEUSER CO(WY)030,245+30,24501,0240.05%+1,024
MORGAN STANLEY(MS)24,58924,58902,3902,5630.11%+173
UNILEVER PLC SP ADR(UL)18,00017,836-1649901,1590.05%+169
AT&T INC(T)50,12250,747+6259581,1160.05%+159
FASTENAL CO(FAST)016,800+16,80001,2000.05%+1,200
ISHARES MSCI EAFE ETF12,53313,282+7499821,1110.05%+129
STARBUCKS CORP(SBUX)08,024+8,02407820.04%+782
GENERAL MILLS INC(GIS)011,839+11,83908740.04%+874
PHILIP MORRIS INTL INC(PM)6,1236,12306207430.03%+123
US BANCORP DEL(USB)018,129+18,12908290.04%+829
ECOLAB INC(ECL)5,5315,583+521,3161,4260.06%+109
VANGUARD LARGE CAP ETF35,93234,469-1,4638,9699,0750.41%+106
GE AEROSPACE(GE)2,4832,649+1663955000.02%+105
MOTOROLA SOLUTIONS INC(MSI)1,4551,45505626540.03%+93
ISHARES MSCI EMERG MKT ETF033,415+33,41501,5320.07%+1,532
CARRIER GLOBAL CORPORATION(CARR)4,9904,99003154020.02%+87
BRISTOL-MYERS SQUIBB CO(BMY)08,939+8,93904630.02%+463
KELLANOVA COM03,485+3,48502810.01%+281
VERIZON COMMUNICATIONS INC(VZ)25,19624,888-3081,0391,1180.05%+79
WILLIAMS COS INC(WMB)24,55724,55701,0441,1210.05%+77
TYLER TECHNOLOGIES INC(TYL)87587504405110.02%+71
VANGUARD REAL ESTATE ETF04,978+4,97804850.02%+485
VANGUARD UTILITIES ETF
UTILITIES ETF
2,4982,49803694350.02%+65
SYSCO CORP(SYY)09,504+9,50407420.03%+742
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