MondegarAI
New England Research & Management, Inc.

Q2 2025 · 13F-HR

New England Research & Management, Inc.holdings as filed

Filed 2025-07-09 · accession 0001596077-25-000004

$210,518
Reported value
147
Positions
2025-06-30
Period end
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The Brief · New England Research & Management, Inc. · Q2 2025

AI · grounded in 13F

New England Research & Management, Inc. established a new position in Alphabet Inc Class A valued at $8,638. The fund also initiated new stakes in AAPL for $7,363 and URI for $6,619. Additional new positions include MSFT at $6,282 and CHD at $5,248.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079k305Alphabet Inc Class A$8,6384.10%49,015CommonSOLE
037833100AAPLApple Computer$7,3633.50%35,886CommonSOLE
911363109URIUnited Rentals, Inc.$6,6193.14%8,785CommonSOLE
594918104MSFTMicrosoft$6,2822.98%12,630CommonSOLE
171340102CHDChurch and Dwight$5,2482.49%54,600CommonSOLE
023135106AMZNAmazon, Inc.$5,2392.49%23,879CommonSOLE
38141G104GSGoldman Sachs$4,8082.28%6,794CommonSOLE
74762e102Quanta Services$4,7192.24%12,481CommonSOLE
478160104JNJJohnson & Johnson$4,5462.16%29,763CommonSOLE
98978v103Zoetis Inc$3,8661.84%24,788CommonSOLE
084670702BRK/BBerkshire Hathaway B$3,8231.82%7,870CommonSOLE
00287y109AbbVie Inc.$3,7941.80%20,441CommonSOLE
126408103CSXCSX Corp$3,7461.78%114,810CommonSOLE
30303m102Meta Platforms Inc.$3,5651.69%4,830CommonSOLE
24702R101Dell Inc.$3,4131.62%27,835CommonSOLE
14448c104Carrier Global$3,2621.55%44,575CommonSOLE
448579102HHyatt Hotels Corp$3,2501.54%23,271CommonSOLE
437076102HDHome Depot$2,8491.35%7,771CommonSOLE
871829107SYYSysco Corp$2,7991.33%36,949CommonSOLE
34959e109Fortinet$2,7251.29%25,780CommonSOLE
11135F101AVGOBroadcom$2,6831.27%9,735CommonSOLE
889478103TOLToll Brothers$2,6261.25%23,010CommonSOLE
91324P102UNHUnitedHealth Group$2,5331.20%8,120CommonSOLE
g29183103Eaton$2,5151.19%7,044CommonSOLE
459200101IBMInt'l Bus. Mach.$2,3791.13%8,070CommonSOLE
617446448MSMorgan Stanley$2,1861.04%15,519CommonSOLE
532457108LLYEli Lilly$2,1831.04%2,801CommonSOLE
30231G102XOMExxon Mobil$2,1401.02%19,852CommonSOLE
90353T100UBERUber Technologies$2,0590.98%22,069CommonSOLE
65339f101NextEra Energy Inc.$1,9870.94%28,628CommonSOLE
02079k107Alphabet Inc Class C$1,8790.89%10,591CommonSOLE
030420103AWKAmerican Water Works$1,8780.89%13,500CommonSOLE
64110l106Netflix$1,8230.87%1,361CommonSOLE
526107107LIILennox International Inc.$1,8170.86%3,170CommonSOLE
58933y105Merck$1,7740.84%22,405CommonSOLE
92537N108VRTVertiv Holdings Co$1,6410.78%12,780CommonSOLE
45687V106IRIngersoll-Rand$1,6310.77%19,612CommonSOLE
00846u101Agilent$1,6260.77%13,775CommonSOLE
191216100KOCoca-Cola$1,6170.77%22,858CommonSOLE
91307C102UTHRUnited Therapeutics Corporatio$1,5880.75%5,525CommonSOLE
880770102TERTeradyne$1,5480.74%17,210CommonSOLE
92826c839Visa$1,5460.73%4,354CommonSOLE
13646k108Canadian Pacific Kansas City L$1,5210.72%19,193CommonSOLE
46187w107Invitation Homes Inc.$1,5160.72%46,214CommonSOLE
580135101MCDMcDonald's$1,5070.72%5,159CommonSOLE
907818108UNPUnion Pacific$1,4820.70%6,443CommonSOLE
03769m106Apollo Global Management$1,4330.68%10,100CommonSOLE
002824100ABTAbbott Labs$1,4060.67%10,334CommonSOLE
89832q109Truist Financial Corp$1,3790.66%32,075CommonSOLE
110122108BMYBristol Myers Squibb$1,3690.65%29,569CommonSOLE
94106l109Waste Management Inc.$1,3690.65%5,985CommonSOLE
697435105PANWPalo Alto Networks$1,3650.65%6,668CommonSOLE
742718109PGProcter & Gamble$1,3410.64%8,420CommonSOLE
247361702DALDelta Airlines$1,3410.64%27,275CommonSOLE
526057104LENLennar$1,3320.63%12,045CommonSOLE
031162100AMGNAmgen$1,2900.61%4,620CommonSOLE
494368103KMBKimberly Clark$1,2830.61%9,949CommonSOLE
911312106UPSUPS$1,2780.61%12,660CommonSOLE
04626a103Astera Labs$1,2500.59%13,825CommonSOLE
h1467j104Chubb$1,2410.59%4,282CommonSOLE
654106103NKENike Inc Class B$1,2410.59%17,475CommonSOLE
717081103PFEPfizer$1,1810.56%48,726CommonSOLE
896239100TRMBTrimble Inc$1,1660.55%15,340CommonSOLE
67066G104NVDANvidia$1,1460.54%7,253CommonSOLE
101137107BSXBoston Scientific$1,1330.54%10,550CommonSOLE
046353108AZNNAstrazeneca$1,1150.53%15,950CommonSOLE
940610108WASHWashington Trust$1,1090.53%39,229CommonSOLE
g54950103Linde PLC$1,0930.52%2,330CommonSOLE
369604301GEGE Aerospace$1,0870.52%4,222CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$1,0330.49%2,548CommonSOLE
574599106MASMasco Corp$1,0200.48%15,850CommonSOLE
571903202MARMarriott$1,0180.48%3,725CommonSOLE
855244109SBUXStarbucks$1,0160.48%11,087CommonSOLE
887389104TKRTimken$9690.46%13,350CommonSOLE
57636q104Mastercard Inc$9640.46%1,715CommonSOLE
60786m105Moelis & Co$9580.46%15,375CommonSOLE
009066101ABNBAirbnb, Inc.$9260.44%7,000CommonSOLE
609207105MDLZMondelez International$9190.44%13,627CommonSOLE
337738108FISVFiserv Inc.$8960.43%5,195CommonSOLE
893641100TDGTransDigm Group Incorporated$8740.42%575CommonSOLE
453836108INDBIndependent Bank$8660.41%13,765CommonSOLE
780087102RYRoyal Bank of Canada$8290.39%6,300CommonSOLE
g7s00t104Pentair$8260.39%8,050CommonSOLE
573874104MRVLMarvell Technologies$8070.38%10,425CommonSOLE
000361105AIRAAR Corp.$7790.37%11,325CommonSOLE
512807108LRCXEURLam Research$7640.36%7,850CommonSOLE
194162103CLColgate-Palmolive$7530.36%8,288CommonSOLE
46982l108Jacobs Solutions Inc.$7250.34%5,515CommonSOLE
03027x100American Tower Corp$6960.33%3,150CommonSOLE
174610105CFGCitizens Financial Group$6640.32%14,837CommonSOLE
713448108PEPPepsico$6570.31%4,976CommonSOLE
23804L103DDOGDatadog, Inc.$6450.31%4,800CommonSOLE
844741108LUVSouthwest Airlines$6410.30%19,757CommonSOLE
058498106BALLBall$6320.30%11,270CommonSOLE
291011104EMREmerson Electric$6280.30%4,708CommonSOLE
N07059210ASMLASML Holding N.V.$6100.29%761CommonSOLE
607828100MODModine Manufacturing$6080.29%6,175CommonSOLE
17275R102CSCOCisco Systems$6060.29%8,740CommonSOLE
g5960l103Medtronic PLC$5920.28%6,788CommonSOLE
009158106APDAir Prod.& Chem.$5710.27%2,025CommonSOLE
931142103WMTWalmart Inc.$5470.26%5,599CommonSOLE
G50871105JAZZJazz Pharmaceuticals plc$5330.25%5,027CommonSOLE
76131d103Restaurant Brands Int'l$5270.25%7,949CommonSOLE
703343103PATKPatrick Industries$5220.25%5,661CommonSOLE
88162G103TTEKTetra Tech, Inc.$5220.25%14,525CommonSOLE
88579Y101MMM3M Corp.$5140.24%3,375CommonSOLE
257651109DCIDonaldson Company Inc.$5050.24%7,279CommonSOLE
828806109SPGSimon Property Group$4980.24%3,100CommonSOLE
92532F100VRTXVertex Pharmaceuticals$4720.22%1,060CommonSOLE
928254101VIRTVirtu Financial, Inc.$4700.22%10,500CommonSOLE
651639106NEMNewmont Mining$4630.22%7,950CommonSOLE
461202103INTUIntuit Inc.$4620.22%586CommonSOLE
502431109LHXL3Harris Technologies$4520.21%1,800CommonSOLE
303250104FICOFair Isaac Corp.$4480.21%245CommonSOLE
370334104GISGeneral Mills$4210.20%8,125CommonSOLE
01881G106ABAllianceBernstein Holdings$4040.19%9,900CommonSOLE
03662q105Ansys, Inc.$4040.19%1,150CommonSOLE
020002101ALLAllstate$4030.19%2,000CommonSOLE
143130102KMXCarMax, Inc.$3860.18%5,750CommonSOLE
36828A101GEVGE Vernova Inc.$3760.18%710CommonSOLE
427866108HSYHershey Foods$3730.18%2,250CommonSOLE
98419m100Xylem Inc$3550.17%2,744CommonSOLE
45780r101Installed Building Products In$3470.16%1,925CommonSOLE
237194105DRIDarden Restaurants$3470.16%1,591CommonSOLE
12572q105CME Group$3380.16%1,225CommonSOLE
438516106HONHoneywell Int'l.$3310.16%1,423CommonSOLE
053807103AVTAvnet$3300.16%6,225CommonSOLE
75886f107Regeneron Pharmaceuticals$3180.15%605CommonSOLE
46625H100JPMJ.P. Morgan Chase$3160.15%1,089CommonSOLE
443573100HUBSHubSpot$3120.15%560CommonSOLE
73278L105POOLPool$3060.15%1,050CommonSOLE
018802108LNTAlliant Energy$3050.14%5,050CommonSOLE
44107p104Host Hotels and Resorts$3000.14%19,500CommonSOLE
294429105EFXEquifax$2720.13%1,050CommonSOLE
136375102CNICanadian Natl Rail$2710.13%2,600CommonSOLE
888787108TOSTToast$2700.13%6,100CommonSOLE
487836108KKellanova$2630.12%3,310CommonSOLE
632307104NTRANatera, Inc.$2620.12%1,550CommonSOLE
384802104GWWW.W. Grainger, Inc$2600.12%250CommonSOLE
45168D104IDXXIdexx Laboratories$2390.11%445CommonSOLE
229899109CFRCullen/Frost Bankers$2310.11%1,800CommonSOLE
518439104ELEstee Lauder$2250.11%2,785CommonSOLE
75734b100Reddit$2180.10%1,450CommonSOLE
20030n101Comcast Corp Cl A$2160.10%6,065CommonSOLE
89417E109TRVTravelers, Inc.$2110.10%787CommonSOLE
743606105PBProsperity Bancshares, Inc.$2090.10%2,975CommonSOLE
20464u100Compass, Inc$850.04%13,525CommonSOLE

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.