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New England Research & Management, Inc.

Q1 2024 · 13F-HR

New England Research & Management, Inc.holdings as filed

Filed 2024-04-16 · accession 0001596077-24-000002

$203,780
Reported value
158
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
171340102CHDChurch and Dwight$6,0502.97%58,000CommonSOLE
02079k305Alphabet Inc Class A$5,9882.94%39,672CommonSOLE
594918104MSFTMicrosoft$5,7982.85%13,782CommonSOLE
037833100AAPLApple Computer$5,6082.75%32,702CommonSOLE
911363109URIUnited Rentals, Inc.$4,8932.40%6,785CommonSOLE
478160104JNJJohnson & Johnson$4,7182.32%29,822CommonSOLE
126408103CSXCSX Corp$4,3412.13%117,106CommonSOLE
98978v103Zoetis Inc$4,2462.08%25,093CommonSOLE
911312106UPSUPS$3,9171.92%26,356CommonSOLE
74762e102Quanta Services$3,8011.87%14,631CommonSOLE
46982l108Jacobs Solutions Inc.$3,4971.72%22,750CommonSOLE
084670702BRK/BBerkshire Hathaway B$3,3161.63%7,885CommonSOLE
91324P102UNHUnitedHealth Group$2,9341.44%5,930CommonSOLE
191216100KOCoca-Cola$2,8711.41%46,932CommonSOLE
494368103KMBKimberly Clark$2,8071.38%21,704CommonSOLE
110122108BMYBristol Myers Squibb$2,7121.33%50,007CommonSOLE
13646k108Canadian Pacific Kansas City L$2,6541.30%30,097CommonSOLE
09247X101BLKCHFBlackrock$2,5491.25%3,058CommonSOLE
031162100AMGNAmgen$2,5461.25%8,953CommonSOLE
438516106HONHoneywell Int'l.$2,5261.24%12,307CommonSOLE
617446448MSMorgan Stanley$2,4671.21%26,205CommonSOLE
009158106APDAir Prod.& Chem.$2,4481.20%10,105CommonSOLE
808513105SCHWCharles Schwab$2,3971.18%33,130CommonSOLE
91307C102UTHRUnited Therapeutics Corporatio$2,3961.18%10,430CommonSOLE
526057104LENLennar$2,3171.14%13,475CommonSOLE
30231G102XOMExxon Mobil$2,3041.13%19,823CommonSOLE
717081103PFEPfizer$2,2271.09%80,269CommonSOLE
871829107SYYSysco Corp$2,1171.04%26,084CommonSOLE
58933y105Merck$2,0851.02%15,799CommonSOLE
002824100ABTAbbott Labs$2,0751.02%18,260CommonSOLE
907818108UNPUnion Pacific$2,0481.01%8,329CommonSOLE
459200101IBMInt'l Bus. Mach.$1,9940.98%10,440CommonSOLE
14448c104Carrier Global$1,9500.96%33,550CommonSOLE
254687106DISWalt Disney$1,8670.92%15,262CommonSOLE
02079k107Alphabet Inc Class C$1,7500.86%11,494CommonSOLE
713448108PEPPepsico$1,7280.85%9,874CommonSOLE
023135106AMZNAmazon, Inc.$1,6980.83%9,413CommonSOLE
532457108LLYEli Lilly$1,6970.83%2,181CommonSOLE
863667101SYKStryker$1,6410.81%4,585CommonSOLE
000361105AIRAAR Corp.$1,6340.80%27,300CommonSOLE
24702R101Dell Inc.$1,6320.80%14,301CommonSOLE
032654105ADIAnalog Devices$1,6090.79%8,133CommonSOLE
g5960l103Medtronic PLC$1,5820.78%18,149CommonSOLE
580135101MCDMcDonald's$1,5560.76%5,517CommonSOLE
11135F101AVGOBroadcom$1,5390.76%1,161CommonSOLE
257651109DCIDonaldson Company Inc.$1,5090.74%20,200CommonSOLE
742718109PGProcter & Gamble$1,5000.74%9,246CommonSOLE
552676108MDC1USDM.D.C. Holdings, Inc.$1,5000.74%23,846CommonSOLE
11133t103Broadridge Financial Solutions$1,4650.72%7,150CommonSOLE
94106l109Waste Management Inc.$1,3540.66%6,353CommonSOLE
09061g101Biomarin Pharmaceutical$1,3410.66%15,350CommonSOLE
89832q109Truist Financial Corp$1,3270.65%34,050CommonSOLE
502431109LHXL3Harris Technologies$1,3240.65%6,215CommonSOLE
46187w107Invitation Homes Inc.$1,3070.64%36,694CommonSOLE
654106103NKENike Inc Class B$1,2830.63%13,650CommonSOLE
375558103GILDGilead Sciences$1,2320.60%16,825CommonSOLE
693506107PPGPPG Industries$1,2100.59%8,350CommonSOLE
92532F100VRTXVertex Pharmaceuticals$1,1850.58%2,835CommonSOLE
20825C104COPConocoPhillips$1,1630.57%9,135CommonSOLE
45687V106IRIngersoll-Rand$1,1560.57%12,175CommonSOLE
573874104MRVLMarvell Technologies$1,1290.55%15,925CommonSOLE
940610108WASHWashington Trust$1,0810.53%40,224CommonSOLE
828806109SPGSimon Property Group$1,0770.53%6,880CommonSOLE
009066101ABNBAirbnb, Inc.$1,0600.52%6,425CommonSOLE
036752103ELVElevance Health Inc.$1,0500.52%2,025CommonSOLE
199333105CMCOColumbus McKinnon Corporation$1,0380.51%23,255CommonSOLE
670346105NUENucor$1,0240.50%5,175CommonSOLE
60937p106MongoDB$9990.49%2,785CommonSOLE
268150109DTDynatrace, Inc.$9870.48%21,250CommonSOLE
007903107AMDAdvanced Micro Devices$9840.48%5,450CommonSOLE
235851102DHRDanaher$9640.47%3,860CommonSOLE
887389104TKRTimken$9640.47%11,025CommonSOLE
854502101SWKStanley Black & Decker$9620.47%9,825CommonSOLE
90384s303Ulta Beauty$9540.47%1,825CommonSOLE
65339f101NextEra Energy Inc.$9480.47%14,833CommonSOLE
36262g101GXO Logistics$9340.46%17,375CommonSOLE
00287y109AbbVie Inc.$9230.45%5,068CommonSOLE
37733W204GSKGlaxoSmithKline ADS$9060.44%21,138CommonSOLE
29275Y102ENSEnerSys$9000.44%9,525CommonSOLE
744320102PRUPrudential Financial$8860.43%7,549CommonSOLE
880770102TERTeradyne$8600.42%7,625CommonSOLE
98138H101WDAYWorkday, Inc.$8520.42%3,125CommonSOLE
192446102CTSHCognizant Technology Solutions$8520.42%11,626CommonSOLE
34959e109Fortinet$8520.42%12,475CommonSOLE
58155Q103MCKMcKesson$8320.41%1,550CommonSOLE
574599106MASMasco Corp$8240.40%10,450CommonSOLE
17275R102CSCOCisco Systems$8200.40%16,439CommonSOLE
518439104ELEstee Lauder$7960.39%5,165CommonSOLE
370334104GISGeneral Mills$7780.38%11,125CommonSOLE
00971t101Akamai Technologies$7690.38%7,075CommonSOLE
487836108KKellanova$7640.37%13,335CommonSOLE
76131d103Restaurant Brands Int'l$7470.37%9,399CommonSOLE
194162103CLColgate-Palmolive$7460.37%8,288CommonSOLE
453836108INDBIndependent Bank$7380.36%14,183CommonSOLE
45168D104IDXXIdexx Laboratories$7320.36%1,355CommonSOLE
703343103PATKPatrick Industries$7200.35%6,025CommonSOLE
92343V104VZVerizon Comm.$6900.34%16,434CommonSOLE
893641100TDGTransDigm Group Incorporated$6840.34%555CommonSOLE
608190104MHKMohawk Industries$6710.33%5,125CommonSOLE
166764100CVXChevron Corporation$6580.32%4,169CommonSOLE
833445109SNOWSnowflake$6500.32%4,025CommonSOLE
538034109LYVLive Nation Entertainment$6500.32%6,150CommonSOLE
855244109SBUXStarbucks$6320.31%6,910CommonSOLE
448579102HHyatt Hotels Corp$6270.31%3,925CommonSOLE
773903109ROKRockwell Automation$6160.30%2,115CommonSOLE
70450y103PayPal$5860.29%8,755CommonSOLE
291011104EMREmerson Electric$5460.27%4,814CommonSOLE
30303m102Meta Platforms Inc.$5340.26%1,100CommonSOLE
136375102CNICanadian Natl Rail$5270.26%4,000CommonSOLE
00790r104Advanced Drainage Systems$5250.26%3,050CommonSOLE
573284106MLMMartin Marietta Materials, Inc$5220.26%850CommonSOLE
174610105CFGCitizens Financial Group$5120.25%14,105CommonSOLE
835699307SONYSony Group Corporation$5020.25%5,850CommonSOLE
369604301GEGeneral Electric$5000.25%2,847CommonSOLE
45780r101Installed Building Products In$4980.24%1,925CommonSOLE
36266G107GEHCGE HealthCare Technologies Inc$4940.24%5,438CommonSOLE
526107107LIILennox International Inc.$4890.24%1,000CommonSOLE
512807108LRCXEURLam Research$4860.24%500CommonSOLE
771195104RHHBYRoche Holdings Ltd$4780.23%14,975CommonSOLE
931142103WMTWalmart Inc.$4770.23%7,923CommonSOLE
15118v207Celsius Holdings$4710.23%5,675CommonSOLE
046353108AZNNAstrazeneca$4300.21%6,350CommonSOLE
871607107SNPSSynopsys, Inc$4290.21%750CommonSOLE
824348106SHWSherwin-Williams$4250.21%1,225CommonSOLE
g1151c101Accenture Ltd$4110.20%1,185CommonSOLE
00108j109ACM Research$3760.18%12,904CommonSOLE
461202103INTUIntuit Inc.$3740.18%575CommonSOLE
01881G106ABAllianceBernstein Holdings$3670.18%10,550CommonSOLE
88579Y101MMM3M Corp.$3630.18%3,420CommonSOLE
g7s00t104Pentair$3630.18%4,250CommonSOLE
053807103AVTAvnet$3590.18%7,250CommonSOLE
98419m100Xylem Inc$3550.17%2,744CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$3490.17%600CommonSOLE
020002101ALLAllstate$3470.17%2,006CommonSOLE
68622v106Organon$3430.17%18,269CommonSOLE
88160R101TSLATesla, Inc.$3360.16%1,911CommonSOLE
26875p101EOG Resources$3260.16%2,550CommonSOLE
64110l106Netflix$3150.15%519CommonSOLE
20030n101Comcast Corp Cl A$3030.15%6,996CommonSOLE
001744101AMNAMN Healthcare Services$2980.15%4,765CommonSOLE
775711104ROLRollins$2960.15%6,400CommonSOLE
595017104MCHPMicrochip Technology$2920.14%3,250CommonSOLE
697435105PANWPalo Alto Networks$2910.14%1,025CommonSOLE
666807102NOCNorthrop Grumman$2880.14%602CommonSOLE
896522109TRNTrinity Industries$2850.14%10,250CommonSOLE
237194105DRIDarden Restaurants$2660.13%1,591CommonSOLE
806857108SLBSchlumberger$2630.13%4,792CommonSOLE
35671D857FCXFreeport McMoran$2630.13%5,594CommonSOLE
66987V109NVSNovartis AG ADS$2610.13%2,695CommonSOLE
49338l103Keysight Technologies$2580.13%1,650CommonSOLE
437076102HDHome Depot$2230.11%582CommonSOLE
29250N105ENBEnbridge Inc$2220.11%6,125CommonSOLE
29446M102EQNREquinor ASA$2190.11%8,095CommonSOLE
343412102FLRFluor$2080.10%4,925CommonSOLE
25179M103DVNDevon Energy$2070.10%4,125CommonSOLE
28618m106Element Solutions$2020.10%8,100CommonSOLE
90214j1012U Inc$40.00%10,550CommonSOLE
aci076053The FRS Company$0114,324CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.