New England Research & Management, Inc.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 0 | 39,509 | +39,509 | 0 | 12,366,317 | +12,366,317 |
| APPLE INC | 0 | 37,338 | +37,338 | 0 | 10,150,709 | +10,150,709 |
| MICROSOFT CORP | 0 | 14,955 | +14,955 | 0 | 7,232,537 | +7,232,537 |
| UNITED RENTALS INC | 0 | 8,816 | +8,816 | 0 | 7,134,965 | +7,134,965 |
| JOHNSON & JOHNSON | 0 | 29,233 | +29,233 | 0 | 6,049,769 | +6,049,769 |
| AMAZON COM INC | 0 | 25,634 | +25,634 | 0 | 5,916,840 | +5,916,840 |
| QUANTA SVCS INC | 0 | 12,518 | +12,518 | 0 | 5,283,347 | +5,283,347 |
| ABBVIE INC | 0 | 21,581 | +21,581 | 0 | 4,931,043 | +4,931,043 |
| CHURCH & DWIGHT CO INC | 0 | 52,850 | +52,850 | 0 | 4,431,473 | +4,431,473 |
| GE VERNOVA INC | 0 | 6,708 | +6,708 | 0 | 4,384,148 | +4,384,148 |
| CSX CORP | 0 | 117,560 | +117,560 | 0 | 4,261,550 | +4,261,550 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 7,870 | +7,870 | 0 | 3,955,856 | +3,955,856 |
| GOLDMAN SACHS GROUP INC | 0 | 4,251 | +4,251 | 0 | 3,736,629 | +3,736,629 |
| BROADCOM INC | 0 | 10,755 | +10,755 | 0 | 3,722,306 | +3,722,306 |
| CAPITAL ONE FINL CORP | 0 | 14,952 | +14,952 | 0 | 3,623,767 | +3,623,767 |
| VISA INC | 0 | 9,329 | +9,329 | 0 | 3,271,774 | +3,271,774 |
| ALPHABET INC | 0 | 10,113 | +10,113 | 0 | 3,173,459 | +3,173,459 |
| UBER TECHNOLOGIES INC | 0 | 38,309 | +38,309 | 0 | 3,130,228 | +3,130,228 |
| MERCK & CO INC | 0 | 29,238 | +29,238 | 0 | 3,077,592 | +3,077,592 |
| ABBOTT LABS | 0 | 23,574 | +23,574 | 0 | 2,953,586 | +2,953,586 |
| META PLATFORMS INC | 0 | 4,363 | +4,363 | 0 | 2,879,973 | +2,879,973 |
| INTERNATIONAL BUSINESS MACHS | 0 | 9,265 | +9,265 | 0 | 2,744,386 | +2,744,386 |
| EATON CORP PLC | 0 | 8,614 | +8,614 | 0 | 2,743,645 | +2,743,645 |
| SYSCO CORP | 0 | 36,474 | +36,474 | 0 | 2,687,769 | +2,687,769 |
| AMERICAN WTR WKS CO INC NEW | 0 | 20,500 | +20,500 | 0 | 2,675,250 | +2,675,250 |
| MORGAN STANLEY | 0 | 14,875 | +14,875 | 0 | 2,640,759 | +2,640,759 |
| NETFLIX INC | 0 | 27,905 | +27,905 | 0 | 2,616,373 | +2,616,373 |
| ELI LILLY & CO | 0 | 2,376 | +2,376 | 0 | 2,553,440 | +2,553,440 |
| ZOETIS INC | 0 | 20,047 | +20,047 | 0 | 2,522,314 | +2,522,314 |
| EXXON MOBIL CORP | 0 | 19,852 | +19,852 | 0 | 2,388,990 | +2,388,990 |
| MCDONALDS CORP | 0 | 7,809 | +7,809 | 0 | 2,386,665 | +2,386,665 |
| PALO ALTO NETWORKS INC | 0 | 12,654 | +12,654 | 0 | 2,330,867 | +2,330,867 |
| KIMBERLY-CLARK CORP | 0 | 22,324 | +22,324 | 0 | 2,252,268 | +2,252,268 |
| NEXTERA ENERGY INC | 0 | 27,381 | +27,381 | 0 | 2,198,147 | +2,198,147 |
| UNITED THERAPEUTICS CORP DEL | 0 | 4,440 | +4,440 | 0 | 2,163,390 | +2,163,390 |
| TRUIST FINL CORP | 0 | 43,842 | +43,842 | 0 | 2,157,465 | +2,157,465 |
| HYATT HOTELS CORP | 0 | 13,405 | +13,405 | 0 | 2,149,090 | +2,149,090 |
| AMGEN INC | 0 | 6,495 | +6,495 | 0 | 2,125,878 | +2,125,878 |
| PROCTER AND GAMBLE CO | 0 | 13,395 | +13,395 | 0 | 1,919,637 | +1,919,637 |
| CHUBB LIMITED | 0 | 6,075 | +6,075 | 0 | 1,896,129 | +1,896,129 |
| VEEVA SYS INC | 0 | 8,415 | +8,415 | 0 | 1,878,480 | +1,878,480 |
| DELL TECHNOLOGIES INC | 0 | 14,236 | +14,236 | 0 | 1,792,028 | +1,792,028 |
| UNION PAC CORP | 0 | 7,588 | +7,588 | 0 | 1,755,256 | +1,755,256 |
| INCYTE CORP | 0 | 17,400 | +17,400 | 0 | 1,718,598 | +1,718,598 |
| WELLS FARGO CO NEW | 0 | 18,105 | +18,105 | 0 | 1,687,386 | +1,687,386 |
| NVIDIA CORPORATION | 0 | 8,801 | +8,801 | 0 | 1,641,351 | +1,641,351 |
| COCA COLA CO | 0 | 22,858 | +22,858 | 0 | 1,598,003 | +1,598,003 |
| STRYKER CORPORATION | 0 | 4,300 | +4,300 | 0 | 1,511,321 | +1,511,321 |
| JACOBS SOLUTIONS INC | 0 | 11,268 | +11,268 | 0 | 1,492,559 | +1,492,559 |
| GILEAD SCIENCES INC | 0 | 11,700 | +11,700 | 0 | 1,436,058 | +1,436,058 |
| PFIZER INC | 0 | 55,773 | +55,773 | 0 | 1,388,748 | +1,388,748 |
| VERTIV HOLDINGS CO | 0 | 8,429 | +8,429 | 0 | 1,365,582 | +1,365,582 |
| CITIZENS FINL GROUP INC | 0 | 23,187 | +23,187 | 0 | 1,354,353 | +1,354,353 |
| CANADIAN PACIFIC KANSAS CITY | 0 | 17,680 | +17,680 | 0 | 1,301,778 | +1,301,778 |
| GE AEROSPACE | 0 | 4,222 | +4,222 | 0 | 1,300,503 | +1,300,503 |
| WASTE MGMT INC DEL | 0 | 5,910 | +5,910 | 0 | 1,298,486 | +1,298,486 |
| PROSPERITY BANCSHARES INC | 0 | 18,625 | +18,625 | 0 | 1,287,174 | +1,287,174 |
| THERMO FISHER SCIENTIFIC INC | 0 | 2,193 | +2,193 | 0 | 1,270,734 | +1,270,734 |
| INGERSOLL RAND INC | 0 | 15,634 | +15,634 | 0 | 1,238,525 | +1,238,525 |
| EQT CORP | 0 | 22,955 | +22,955 | 0 | 1,230,388 | +1,230,388 |
| INVITATION HOMES INC | 0 | 43,475 | +43,475 | 0 | 1,208,170 | +1,208,170 |
| BLACKROCK INC | 0 | 1,125 | +1,125 | 0 | 1,204,133 | +1,204,133 |
| IQVIA HLDGS INC | 0 | 5,080 | +5,080 | 0 | 1,145,083 | +1,145,083 |
| CRH PLC | 0 | 8,892 | +8,892 | 0 | 1,109,722 | +1,109,722 |
| EOG RES INC | 0 | 10,475 | +10,475 | 0 | 1,099,980 | +1,099,980 |
| NIKE INC | 0 | 17,125 | +17,125 | 0 | 1,091,034 | +1,091,034 |
| ROYAL BK CDA | 0 | 6,300 | +6,300 | 0 | 1,074,087 | +1,074,087 |
| TOLL BROTHERS INC | 0 | 7,850 | +7,850 | 0 | 1,061,477 | +1,061,477 |
| UNITED PARCEL SERVICE INC | 0 | 10,610 | +10,610 | 0 | 1,052,406 | +1,052,406 |
| COSTCO WHSL CORP NEW | 0 | 1,215 | +1,215 | 0 | 1,047,743 | +1,047,743 |
| TRANSDIGM GROUP INC | 0 | 777 | +777 | 0 | 1,033,293 | +1,033,293 |
| INSULET CORP | 0 | 3,600 | +3,600 | 0 | 1,023,264 | +1,023,264 |
| INDEPENDENT BK CORP MASS | 0 | 13,492 | +13,492 | 0 | 985,995 | +985,995 |
| MASTERCARD INCORPORATED | 0 | 1,705 | +1,705 | 0 | 973,350 | +973,350 |
| ROPER TECHNOLOGIES INC | 0 | 2,105 | +2,105 | 0 | 936,999 | +936,999 |
| MARVELL TECHNOLOGY INC | 0 | 11,000 | +11,000 | 0 | 934,780 | +934,780 |
| STARBUCKS CORP | 0 | 10,834 | +10,834 | 0 | 912,331 | +912,331 |
| WASHINGTON TR BANCORP INC | 0 | 29,700 | +29,700 | 0 | 877,635 | +877,635 |
| IDEXX LABS INC | 0 | 1,200 | +1,200 | 0 | 811,836 | +811,836 |
| BRISTOL-MYERS SQUIBB CO | 0 | 14,955 | +14,955 | 0 | 806,673 | +806,673 |
| CATERPILLAR INC | 0 | 1,331 | +1,331 | 0 | 762,490 | +762,490 |
| ROYAL CARIBBEAN GROUP | 0 | 2,725 | +2,725 | 0 | 760,057 | +760,057 |
| CLEARWAY ENERGY INC | 0 | 22,500 | +22,500 | 0 | 748,350 | +748,350 |
| AAR CORP | 0 | 8,975 | +8,975 | 0 | 743,040 | +743,040 |
| LENNAR CORP | 0 | 6,745 | +6,745 | 0 | 693,386 | +693,386 |
| CISCO SYS INC | 0 | 8,665 | +8,665 | 0 | 667,465 | +667,465 |
| COLGATE PALMOLIVE CO | 0 | 8,288 | +8,288 | 0 | 654,918 | +654,918 |
| PEPSICO INC | 0 | 4,546 | +4,546 | 0 | 652,442 | +652,442 |
| D R HORTON INC | 0 | 4,400 | +4,400 | 0 | 633,732 | +633,732 |
| EMERSON ELEC CO | 0 | 4,708 | +4,708 | 0 | 624,846 | +624,846 |
| ASTRAZENECA PLC | 0 | 6,697 | +6,697 | 0 | 615,655 | +615,655 |
| SUNCOR ENERGY INC NEW | 0 | 13,730 | +13,730 | 0 | 609,063 | +609,063 |
| PATRICK INDS INC | 0 | 5,586 | +5,586 | 0 | 605,690 | +605,690 |
| INSTALLED BLDG PRODS INC | 0 | 2,325 | +2,325 | 0 | 603,082 | +603,082 |
| EMCOR GROUP INC | 0 | 978 | +978 | 0 | 598,331 | +598,331 |
| WALMART INC | 0 | 5,217 | +5,217 | 0 | 581,226 | +581,226 |
| ROBINHOOD MKTS INC | 0 | 5,050 | +5,050 | 0 | 571,155 | +571,155 |
| MOHAWK INDS INC | 0 | 5,175 | +5,175 | 0 | 565,628 | +565,628 |
| MEDTRONIC PLC | 0 | 5,813 | +5,813 | 0 | 558,397 | +558,397 |
| SIMON PPTY GROUP INC NEW | 0 | 3,010 | +3,010 | 0 | 557,181 | +557,181 |