MondegarAI
New England Research & Management, Inc.

Q4 2025 · 13F-HR

New England Research & Management, Inc.holdings as filed

Filed 2026-01-07 · accession 0001951757-26-000024

$228.6M
Reported value
144
Positions
2025-12-31
Period end
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The Brief · New England Research & Management, Inc. · Q4 2025

AI · grounded in 13F

New England Research & Management, Inc. established a new position in GOOGL valued at $12.37M. The fund also opened new stakes in QURE for $5.28M and ABBV for $4.93M. These additions occurred alongside the closure of several positions, including Alphabet Inc Class A at a loss of $9.69M and Quanta Services at $5.35M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
02079K305GOOGLALPHABET INC$12.4M5.41%39,509CommonSOLE
037833100AAPLAPPLE INC$10.2M4.44%37,338CommonSOLE
594918104MSFTMICROSOFT CORP$7.2M3.16%14,955CommonSOLE
911363109URIUNITED RENTALS INC$7.1M3.12%8,816CommonSOLE
478160104JNJJOHNSON & JOHNSON$6.0M2.65%29,233CommonSOLE
023135106AMZNAMAZON COM INC$5.9M2.59%25,634CommonSOLE
74762E102QUREQUANTA SVCS INC$5.3M2.31%12,518CommonSOLE
00287Y109ABBVABBVIE INC$4.9M2.16%21,581CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$4.4M1.94%52,850CommonSOLE
36828A101GEVGE VERNOVA INC$4.4M1.92%6,708CommonSOLE
126408103CSXCSX CORP$4.3M1.86%117,560CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M1.73%7,870CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$3.7M1.63%4,251CommonSOLE
11135F101AVGOBROADCOM INC$3.7M1.63%10,755CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$3.6M1.59%14,952CommonSOLE
92826C839VVISA INC$3.3M1.43%9,329CommonSOLE
02079K107GOOGALPHABET INC$3.2M1.39%10,113CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3.1M1.37%38,309CommonSOLE
58933Y105MRKMERCK & CO INC$3.1M1.35%29,238CommonSOLE
002824100ABTABBOTT LABS$3.0M1.29%23,574CommonSOLE
30303M102METAMETA PLATFORMS INC$2.9M1.26%4,363CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.7M1.20%9,265CommonSOLE
G29183103ETNEATON CORP PLC$2.7M1.20%8,614CommonSOLE
871829107SYYSYSCO CORP$2.7M1.18%36,474CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$2.7M1.17%20,500CommonSOLE
617446448MSMORGAN STANLEY$2.6M1.16%14,875CommonSOLE
64110L106NFLXNETFLIX INC$2.6M1.14%27,905CommonSOLE
532457108LLYELI LILLY & CO$2.6M1.12%2,376CommonSOLE
98978V103ZTSZOETIS INC$2.5M1.10%20,047CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.4M1.04%19,852CommonSOLE
580135101MCDMCDONALDS CORP$2.4M1.04%7,809CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$2.3M1.02%12,654CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$2.3M0.99%22,324CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.2M0.96%27,381CommonSOLE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$2.2M0.95%4,440CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.2M0.94%43,842CommonSOLE
448579102HHYATT HOTELS CORP$2.1M0.94%13,405CommonSOLE
031162100AMGNAMGEN INC$2.1M0.93%6,495CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.9M0.84%13,395CommonSOLE
H1467J104CBCHUBB LIMITED$1.9M0.83%6,075CommonSOLE
922475108VEEVVEEVA SYS INC$1.9M0.82%8,415CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.8M0.78%14,236CommonSOLE
907818108UNPUNION PAC CORP$1.8M0.77%7,588CommonSOLE
45337C102INCYINCYTE CORP$1.7M0.75%17,400CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.7M0.74%18,105CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.6M0.72%8,801CommonSOLE
191216100KOCOCA COLA CO$1.6M0.70%22,858CommonSOLE
863667101SYKSTRYKER CORPORATION$1.5M0.66%4,300CommonSOLE
46982L108JJACOBS SOLUTIONS INC$1.5M0.65%11,268CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.4M0.63%11,700CommonSOLE
717081103PFEPFIZER INC$1.4M0.61%55,773CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.4M0.60%8,429CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.4M0.59%23,187CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$1.3M0.57%17,680CommonSOLE
369604301GEGE AEROSPACE$1.3M0.57%4,222CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.3M0.57%5,910CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$1.3M0.56%18,625CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.3M0.56%2,193CommonSOLE
45687V106IRINGERSOLL RAND INC$1.2M0.54%15,634CommonSOLE
26884L109EQTEQT CORP$1.2M0.54%22,955CommonSOLE
46187W107INVHINVITATION HOMES INC$1.2M0.53%43,475CommonSOLE
09290D101BLKBLACKROCK INC$1.2M0.53%1,125CommonSOLE
46266C105IQVIQVIA HLDGS INC$1.1M0.50%5,080CommonSOLE
G25508105CRHCRH PLC$1.1M0.49%8,892CommonSOLE
26875P101EOGEOG RES INC$1.1M0.48%10,475CommonSOLE
654106103NKENIKE INC$1.1M0.48%17,125CommonSOLE
780087102RYROYAL BK CDA$1.1M0.47%6,300CommonSOLE
889478103TOLTOLL BROTHERS INC$1.1M0.46%7,850CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$1.1M0.46%10,610CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.0M0.46%1,215CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.0M0.45%777CommonSOLE
45784P101PODDINSULET CORP$1.0M0.45%3,600CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$985,9950.43%13,492CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$973,3500.43%1,705CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$936,9990.41%2,105CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$934,7800.41%11,000CommonSOLE
855244109SBUXSTARBUCKS CORP$912,3310.40%10,834CommonSOLE
940610108WASHWASHINGTON TR BANCORP INC$877,6350.38%29,700CommonSOLE
45168D104IDXXIDEXX LABS INC$811,8360.36%1,200CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$806,6730.35%14,955CommonSOLE
149123101CATCATERPILLAR INC$762,4900.33%1,331CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$760,0570.33%2,725CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$748,3500.33%22,500CommonSOLE
000361105AIRAAR CORP$743,0400.33%8,975CommonSOLE
526057104LENLENNAR CORP$693,3860.30%6,745CommonSOLE
17275R102CSCOCISCO SYS INC$667,4650.29%8,665CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$654,9180.29%8,288CommonSOLE
713448108PEPPEPSICO INC$652,4420.29%4,546CommonSOLE
23331A109DHID R HORTON INC$633,7320.28%4,400CommonSOLE
291011104EMREMERSON ELEC CO$624,8460.27%4,708CommonSOLE
046353108AZNNASTRAZENECA PLC$615,6550.27%6,697CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$609,0630.27%13,730CommonSOLE
703343103PATKPATRICK INDS INC$605,6900.26%5,586CommonSOLE
45780R101IBPINSTALLED BLDG PRODS INC$603,0820.26%2,325CommonSOLE
29084Q100EMEEMCOR GROUP INC$598,3310.26%978CommonSOLE
931142103WMTWALMART INC$581,2260.25%5,217CommonSOLE
770700102HOODROBINHOOD MKTS INC$571,1550.25%5,050CommonSOLE
608190104MHKMOHAWK INDS INC$565,6280.25%5,175CommonSOLE
G5960L103MDTMEDTRONIC PLC$558,3970.24%5,813CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$557,1810.24%3,010CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$553,5360.24%24,800CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$528,4260.23%1,800CommonSOLE
34959E109FTNTFORTINET INC$523,7090.23%6,595CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$510,3470.22%1,575CommonSOLE
88579Y101MMM3M CO$496,3100.22%3,100CommonSOLE
235851102DHRDANAHER CORPORATION$479,5870.21%2,095CommonSOLE
00130H105AESAES CORP$466,6240.20%32,540CommonSOLE
607828100MODMODINE MFG CO$460,6100.20%3,450CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$437,2510.19%8,275CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$427,6450.19%3,875CommonSOLE
020002101ALLALLSTATE CORP$416,3000.18%2,000CommonSOLE
60786M105MCMOELIS & CO$412,4400.18%6,000CommonSOLE
136385101CNQCANADIAN NAT RES LTD$409,5850.18%12,100CommonSOLE
518439104ELLAUDER ESTEE COS INC$395,8420.17%3,780CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$385,9350.17%500CommonSOLE
609207105MDLZMONDELEZ INTL INC$385,5300.17%7,162CommonSOLE
15643U104LEUCENTRUS ENERGY CORP$381,1330.17%1,570CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$380,9520.17%9,900CommonSOLE
461202103INTUINTUIT$380,8920.17%575CommonSOLE
76131D103QSRRESTAURANT BRANDS INTL INC$378,6080.17%5,549CommonSOLE
98419M100XYLXYLEM INC$373,6780.16%2,744CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$350,8980.15%1,089CommonSOLE
143658300CCL1EURCARNIVAL CORP$338,9940.15%11,100CommonSOLE
370334104GISGENERAL MLS INC$334,8000.15%7,200CommonSOLE
67077M108NTRNUTRIEN LTD$311,6860.14%5,050CommonSOLE
526107107LIILENNOX INTL INC$308,3430.13%635CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$292,7760.13%1,591CommonSOLE
336433107FSLRFIRST SOLAR INC$274,2920.12%1,050CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$269,5370.12%575CommonSOLE
438516106HONHONEYWELL INTL INC$266,8830.12%1,368CommonSOLE
427866108HSYHERSHEY CO$259,3220.11%1,425CommonSOLE
75524B104RBCRBC BEARINGS INC$257,8470.11%575CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$255,8350.11%775CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$248,8320.11%4,050CommonSOLE
268150109DTDYNATRACE INC$239,4540.10%5,525CommonSOLE
06738E204BCSBARCLAYS PLC$230,3230.10%9,050CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$228,2770.10%787CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$227,9340.10%1,800CommonSOLE
00790R104WMSADVANCED DRAIN SYS INC DEL$224,4870.10%1,550CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$223,7900.10%575CommonSOLE
493267108KEYKEYCORP$214,6560.09%10,400CommonSOLE
12572Q105CMECME GROUP INC$200,7140.09%735CommonSOLE
53190C102LTHLIFE TIME GROUP HOLDINGS INC$200,6790.09%7,550CommonSOLE
20464U100COMPCOMPASS INC$106,0170.05%10,030CommonSOLE

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.