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Institutional

New England Research & Management, Inc.

CIK 0001596077
$236.6M
Reported AUM
143
Positions
Q1 2026
Period
2026-05-07
Filed

The Brief · New England Research & Management, Inc. · Q1 2026

AI · grounded in 13F

New England Research & Management, Inc. closed its position in META for a reduction of $2.88M. The fund also exited positions in H and DELL, totaling $2.15M and $1.79M respectively. On the buy side, the fund established new positions in DAL for $1.95M and C for $1.73M. Additionally, it accumulated shares in CRWD, increasing its position by 893%.

Portfolio · Q1 2026

GOOGL$11.9MAAPLURIJNJQUREMSFTABBVCSXCHDCOFGEVOther$158.3MNI

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$11.9M5.03%+1,841+4.7%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$9.6M4.06%+513+1.4%
3URIUNITED RENTALS INC$1067.77-1.55%52.37%235.99%$8.1M3.41%+2,255+25.6%
4JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$7.0M2.98%420−1.4%
5QUREQUANTA SVCS INC$26.45-5.50%53.16%-8.82%$6.7M2.83%325−2.6%
6MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$5.6M2.35%+53+0.4%
7ABBVABBVIE INC$227.231.02%23.60%135.68%$5.5M2.34%+3,929+18.2%
8CSXCSX CORP$46.991.64%47.86%55.59%$5.2M2.19%+8,913+7.6%
9CHDCHURCH & DWIGHT CO INC$96.742.78%-1.07%18.61%$4.8M2.03%1,300−2.5%
10COFCAPITAL ONE FINL CORP$180.67-1.38%-7.47%22.49%$4.8M2.01%+11,173+74.7%
11GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$4.6M1.96%1,388−20.7%
12BRK/BBERKSHIRE HATHAWAY INC DEL$4.6M1.92%+1,632+20.7%
13VVISA INC$323.571.06%-11.91%36.33%$4.2M1.78%+4,617+49.5%
14AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$4.1M1.71%6,162−24.0%
15AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$3.5M1.49%+616+5.7%
16AMGNAMGEN INC$349.581.15%24.03%69.41%$3.5M1.46%+3,315+51.0%
17NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$3.4M1.44%+7,575+27.1%
18UBERUBER TECHNOLOGIES INC$70.71-2.08%-17.39%62.70%$3.2M1.35%+6,064+15.8%
19MRKMERCK & CO INC$120.790.44%58.51%82.35%$3.2M1.35%2,709−9.3%
20AWKAMERICAN WTR WKS CO INC NEW$124.471.82%-8.78%-18.76%$3.1M1.31%+2,296+11.2%
21LLYELI LILLY & CO$1131.420.55%48.00%387.10%$2.9M1.23%+777+32.7%
22GOOGALPHABET INC$365.76-0.95%109.82%172.71%$2.8M1.20%243−2.4%
23XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$2.8M1.17%3,543−17.8%
24WMT2WELLS FARGO & CO$2.6M1.12%+15,045+83.1%
25GSGOLDMAN SACHS GROUP INC$1038.68-4.94%72.57%212.75%$2.6M1.08%1,228−28.9%
26KOCOCA COLA CO$79.483.46%14.62%60.54%$2.5M1.07%+10,450+45.7%
27IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%8.65%157.04%$2.4M1.03%+750+8.1%
28ZTSZOETIS INC$79.44-0.10%-52.59%-58.78%$2.4M1.02%+344+1.7%
29MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$2.4M1.01%90−1.2%
30NEENEXTERA ENERGY INC$85.840.19%23.39%25.67%$2.4M1.00%1,810−6.6%
31MSMORGAN STANLEY$211.93-2.90%$2.3M0.97%925−6.2%
32PANWPALO ALTO NETWORKS INC$272.05-2.58%$2.3M0.96%+1,500+11.9%
33ABTABBOTT LABORATORIES$91.070.32%$2.2M0.95%1,700−7.2%
34TFCTRUIST FINL CORP$49.200.04%$2.2M0.95%+4,825+11.0%
35CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$2.2M0.94%+5,135+893.0%
36UNPUNION PAC CORP$272.323.19%$2.2M0.93%+1,475+19.4%
37PGPROCTER & GAMBLE CO$146.544.09%$2.1M0.90%+1,426+10.6%
38IDXXIDEXX LABS INC$562.16-0.46%$2.1M0.90%+2,600+216.7%
39DHID R HORTON INC$145.60-0.55%$2.1M0.90%+11,150+253.4%
40CBCHUBB LTD SWITZ$326.273.74%$2.1M0.89%+385+6.3%
41KMBKIMBERLY-CLARK CORP$99.044.84%$2.1M0.88%627−2.8%
42JPMJPMORGAN CHASE & CO$312.370.48%$2.1M0.87%+5,887+540.6%
43DALDELTA AIR LINES INC$79.42-0.11%$1.9M0.82%+29,317NEW
44SYYSYSCO CORP$76.292.61%$1.8M0.74%11,770−32.3%
45SYKSTRYKER CORPORATION$305.661.48%$1.7M0.74%+995+23.1%
46CCITIGROUP INC$132.47-1.98%$1.7M0.73%+15,227NEW
47GEGE AEROSPACE$328.000.11%$1.7M0.72%+1,797+42.6%
48PBPROSPERITY BANCSHARES INC$69.360.89%$1.7M0.71%+6,400+34.4%
49IRINGERSOLL RAND INC$72.250.33%$1.6M0.69%+4,625+29.6%
50ETNEATON CORP PLC$395.94-5.42%$1.6M0.69%4,079−47.4%
51NVDANVIDIA CORPORATION$205.10-6.20%$1.6M0.68%+426+4.8%
52FSLRFIRST SOLAR INC$279.01-11.41%$1.5M0.65%+6,802+647.8%
53GILDGILEAD SCIENCES INC$129.16-0.02%$1.5M0.65%630−5.4%
54INCYINCYTE CORP$102.381.13%$1.5M0.65%1,050−6.0%
55CRHCRH PLC$105.06-1.42%$1.5M0.65%+5,700+64.1%
56AIRAAR CORP$116.650.97%$1.5M0.62%+4,400+49.0%
57RYROYAL BK CDA$194.04-0.48%$1.4M0.59%+2,400+38.1%
58WMWASTE MGMT INC DEL$220.400.63%$1.4M0.58%+97+1.6%
59CFGCITIZENS FINL GROUP INC$63.980.13%$1.4M0.57%670−2.9%
60PFEPFIZER INC$26.041.36%$1.3M0.56%8,863−15.9%
61NDAQNASDAQ INC$87.28-1.32%$1.3M0.55%+15,250NEW
62CPCANADIAN PACIFIC KANSAS CITY$89.930.48%$1.3M0.54%1,300−7.4%
63VRTVERTIV HOLDINGS CO$300.51-7.23%$1.2M0.52%3,479−41.3%
64MTHMERITAGE HOMES CORP$68.330.21%$1.1M0.48%+18,450NEW
65HLTHILTON WORLDWIDE HLDGS INC$343.101.46%$1.1M0.46%+3,600NEW
66FCXFREEPORT MCMORAN INC$63.37-9.07%$1.0M0.43%+17,125NEW
67MASMASCO CORP$69.41-0.72%$1.0M0.42%+16,650NEW
68UPSUNITED PARCEL SVCS INC$108.54-1.52%$1.0M0.42%395−3.7%
69WASHWASHINGTON TR BANCORP INC$33.400.54%$994K0.42%HELD
70INDBINDEPENDENT BK CORP MASS$79.571.05%$977K0.41%500−3.7%
71AVAVAEROVIRONMENT INC$185.92-9.04%$924K0.39%+5,050NEW
72NKENIKE INC$42.98-1.47%$893K0.38%226−1.3%
73CATCATERPILLAR INC$904.28-3.85%$886K0.37%81−6.1%
74NTRANATERA INC$215.31-3.06%$885K0.37%+4,425NEW
75INVHINVITATION HOMES INC$30.041.90%$878K0.37%8,162−18.8%
76CWENCLEARWAY ENERGY INC$39.74-1.58%$876K0.37%200−0.9%
77TTTRANE TECHNOLOGIES PLC$456.84-1.49%$875K0.37%+1,525+265.2%
78TDGTRANSDIGM GROUP INC$1238.740.87%$870K0.37%26−3.3%
79PPGPPG INDS INC$113.801.64%$853K0.36%+7,980NEW
80NCLHNORWEGIAN CRUISE LINE HLDGS$18.75-1.99%$850K0.36%+20,675+83.4%
81TOLTOLL BROTHERS INC$137.91-1.37%$850K0.36%1,625−20.7%
82FLSFLOWSERVE CORP$73.50-2.55%$823K0.35%+11,200NEW
83VEEVVEEVA SYS INC$172.61-3.35%$759K0.32%4,095−48.7%
84APOAPOLLO GLOBAL MGMT INC$128.03-0.30%$724K0.31%+6,500NEW
85PHPARKER-HANNIFIN CORP$882.341.16%$716K0.30%+800NEW
86VRTXVERTEX PHARMACEUTICALS INC$446.831.15%$714K0.30%+1,600NEW
87CLCOLGATE PALMOLIVE CO$88.584.09%$706K0.30%HELD
88TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$695K0.29%780−35.6%
89NTRNUTRIEN LTD$67.20-2.61%$683K0.29%+4,000+79.2%
90HOODROBINHOOD MKTS INC$82.47-6.63%$683K0.29%+4,800+95.0%
91PEPPEPSICO INC$141.92-0.16%$678K0.29%178−3.9%
92CSCOCISCO SYS INC$121.64-6.43%$672K0.28%HELD
93UTHRUNITED THERAPEUTICS CORP DEL$549.870.40%$670K0.28%3,310−74.5%
94AZNASTRAZENECA PLC$185.952.28%$650K0.27%+3,298NEW
95AMATAPPLIED MATLS INC$453.01-9.71%$649K0.27%+1,900NEW
96WMTWALMART INC$118.880.97%$642K0.27%50−1.0%
97LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%$621K0.26%HELD
98PATKPATRICK INDS INC$85.12-1.08%$620K0.26%HELD
99IBPINSTALLED BLDG PRODS INC$197.61-2.53%$616K0.26%HELD
100BABOEING CO$215.45-0.91%$609K0.26%+3,058NEW
101EMREMERSON ELEC CO$591K0.25%200−4.2%
102ISRGINTUITIVE SURGICAL INC$590K0.25%+1,279NEW
103LENLENNAR CORP$562K0.24%275−4.1%
104SPGSIMON PPTY GROUP INC NEW$561K0.24%HELD
105LITELUMENTUM HLDGS INC$527K0.22%+750NEW
106SHWSHERWIN WILLIAMS CO$506K0.21%+5+0.3%
107IQVIQVIA HLDGS INC$491K0.21%2,200−43.3%
108DOVDOVER CORP$485K0.20%+2,325NEW
109KEYKEYCORP$480K0.20%+13,525+130.0%
110MDTMEDTRONIC PLC$478K0.20%300−5.2%
111BWXTBWX TECHNOLOGIES INC$470K0.20%+2,300NEW
112AESAES CORP$459K0.19%+50+0.2%
113TTWOTAKE-TWO INTERACTIVE SOFTWAR$453K0.19%+2,295NEW
114SBUXSTARBUCKS CORP$451K0.19%5,800−53.5%
115GNRCGENERAC HLDGS INC$449K0.19%+2,300NEW
116CARRCARRIER GLOBAL CORPORATION$446K0.19%350−4.2%
117REGNREGENERON PHARMACEUTICALS$444K0.19%+75+15.0%
118MAMASTERCARD INCORPORATED$433K0.18%839−49.2%
119ALLALLSTATE CORP$415K0.18%HELD
120QSRRESTAURANT BRANDS INTL INC$410K0.17%HELD
121MMM3M CO$408K0.17%290−9.4%
122MDLZMONDELEZ INTL INC$393K0.17%346−4.8%
123VLTOVERALTO CORP$376K0.16%+4,258NEW
124XYLXYLEM INC$328K0.14%HELD
125PRUPRUDENTIAL FINL INC$326K0.14%+3,336NEW
126PODDINSULET CORP$315K0.13%2,100−58.3%
127DRIDARDEN RESTAURANTS INC$312K0.13%HELD
128HONHONEYWELL INTL INC$309K0.13%HELD
129HWMHOWMET AEROSPACE INC$303K0.13%+1,315NEW
130MODMODINE MFG CO$287K0.12%2,125−61.6%
131LIILENNOX INTL INC$272K0.11%50−7.9%
132GISGENERAL MILLS INC$268K0.11%HELD
133NOWSERVICENOW INC$267K0.11%+2,550NEW
134INTUINTUIT$260K0.11%+26+4.5%
135CFRCULLEN FROST BANKERS INC$247K0.10%HELD
136SLBSLB LIMITED$246K0.10%+4,792NEW
137FAFFIRST AMERN FINL CORP$238K0.10%100−2.5%
138TIGOMILLICOM INTL CELLULAR S A$230K0.10%+3,075NEW
139TRVTRAVELERS COMPANIES INC$230K0.10%HELD
140CMECME GROUP INC$217K0.09%HELD
141JJACOBS SOLUTIONS INC$204K0.09%9,668−85.8%
142BKBANK NEW YORK MELLON CORP$202K0.09%+1,700NEW
143COMPCOMPASS INC$79K0.03%+767+7.6%
144METAMETA PLATFORMS INC4,363EXITED
145HHYATT HOTELS CORP13,405EXITED
146DELLDELL TECHNOLOGIES INC14,236EXITED
147EQTEQT CORP22,955EXITED
148BLKBLACKROCK INC1,125EXITED
149EOGEOG RES INC10,475EXITED
150COSTCOSTCO WHSL CORP NEW1,215EXITED
151ROPROPER TECHNOLOGIES INC2,105EXITED
152MRVLMARVELL TECHNOLOGY INC11,000EXITED
153BMYBRISTOL-MYERS SQUIBB CO14,955EXITED
154RCLROYAL CARIBBEAN GROUP2,725EXITED
155AZNNASTRAZENECA PLC6,697EXITED
156SUSUNCOR ENERGY INC NEW13,730EXITED
157EMEEMCOR GROUP INC978EXITED
158MHKMOHAWK INDS INC5,175EXITED
159FTNTFORTINET INC6,595EXITED
160DHRDANAHER CORPORATION2,095EXITED
161EXEEXPAND ENERGY CORPORATION3,875EXITED
162MCMOELIS & CO6,000EXITED
163CNQCANADIAN NAT RES LTD12,100EXITED
164ELLAUDER ESTEE COS INC3,780EXITED
165LEUCENTRUS ENERGY CORP1,570EXITED
166ABALLIANCEBERNSTEIN HLDG L P9,900EXITED
167CCL1EURCARNIVAL CORP11,100EXITED
168HSYHERSHEY CO1,425EXITED
169RBCRBC BEARINGS INC575EXITED
170UNHUNITEDHEALTH GROUP INC775EXITED
171DTDYNATRACE INC5,525EXITED
172BCSBARCLAYS PLC9,050EXITED
173WMSADVANCED DRAIN SYS INC DEL1,550EXITED
174LTHLIFE TIME GROUP HOLDINGS INC7,550EXITED

Source: SEC EDGAR · accession 0001951757-26-000789. 13F discloses long positions only — shorts, foreign equities, and options are excluded.