Retirement Planning Co of New England, Inc.
•CIK: 1817693•Filing: Q4 2025
**Retirement Planning Co of New England, Inc.** manages $249M across a diversified portfolio of 245 positions. The fund exhibits a clear technology and growth tilt, evidenced by top holdings including NVDA ($9.9M) and AAPL ($9.2M). Significant allocations are also maintained in NDQ ($7.2M), ZVRA ($5.9M), and GOOGL ($5.7M). This concentration suggests a strategic focus on high-growth, market-leading technology names.
Total AUM
$249.3M
QoQ Performance
+0.3%
Positions
198
Top 10 Concentration
26.0%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA4.0%
AAPL3.7%
NDQ2.9%
ZVRA2.4%
GOOGL2.3%
AVGO2.1%
BA2.0%
AMZN1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.3%
Technology20.6%
Healthcare8.0%
Financial6.1%
Industrial5.3%
Consumer3.9%
Real Estate1.2%
Materials1.0%
🚪 Exited Positionssold since Q3 2025
+44 more exited positions
Changes from Q3 2025
NEW3 new positions
↑72 increased
↓120 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023