New England Research & Management, Inc.
•CIK: 1596077•Filing: Q4 2025
**New England Research & Management, Inc.** manages $229M across a portfolio of 144 positions, exhibiting a concentrated focus on mega-cap technology and defensive sectors. Top holdings reveal significant allocations to technology leaders, notably GOOGL ($12.4M) and AAPL ($10.2M), which together account for over 21% of reported exposure. The strategy diversifies into industrials (URI at $7.1M) and healthcare (JNJ at $6.0M), signaling a blend of growth and stability mandates. This structure suggests a disciplined, large-cap tilt with tactical exposure to cyclical value plays.
Total AUM
$228.6M
QoQ Performance
+5.0%
Positions
143
Top 10 Concentration
29.7%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
GOOGL5.4%
AAPL4.4%
MSFT3.2%
URI3.1%
JNJ2.6%
AMZN2.6%
PWR2.3%
ABBV2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other42.5%
Technology19.7%
Healthcare12.2%
Financial9.1%
Consumer8.3%
Industrial2.5%
Energy1.5%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
—
Alphabet Inc Class A
SOLD
$9.7M
—
Quanta Services
SOLD
$5.4M
—
Meta Platforms Inc.
SOLD
$3.8M
+60 more exited positions
Changes from Q3 2025
NEW63 new positions
↑24 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023