New England Research & Management, Inc. Diversified Active

Location: Chicago, IL

CIK: 0001596077 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 6, 2015

Total Value: $116M (100.0% shares, 0.0% debt)

Holdings (163)

JNJ Johnson & Johnson 2.6%
Value $3.039M Shares 30,208 Est. Cost $66.29 Unrealized +13.3%
CHD Church and Dwight 2.6%
Value $3.02M Shares 35,350 Est. Cost $27.25 Unrealized +32.3%
QCOM Qualcomm 2.0%
Value $2.35M Shares 33,890 Est. Cost $52.77 Unrealized -2.1%
XOM Exxon Mobil 2.0%
Value $2.298M Shares 27,039 Est. Cost $56.14 Unrealized -1.0%
AMGN Amgen 1.9%
Value $2.218M Shares 13,875 Est. Cost $96.88 Unrealized +18.7%
KMB Kimberly Clark 1.8%
Value $2.143M Shares 20,003 Est. Cost $71.21 Unrealized +7.2%
General Electric 1.8%
Value $2.057M Shares 82,905 Est. Cost $27.64 Unrealized
AB AllianceBernstein Holdings 1.8%
Value $2.042M Shares 66,161 Est. Cost $23.84 Unrealized
KLAC KLA Tencor 1.6%
Value $1.848M Shares 31,705 Est. Cost $52.02 Unrealized -0.0%
InterContinental Hotels 1.5%
Value $1.796M Shares 45,859 Est. Cost $38.78 Unrealized
BB&T 1.4%
Value $1.678M Shares 43,040 Est. Cost $37.82 Unrealized
UPS UPS 1.3%
Value $1.566M Shares 16,150 Est. Cost $67.51 Unrealized +2.8%
SYY Sysco Corp 1.3%
Value $1.557M Shares 41,270 Est. Cost $28.53 Unrealized +3.5%
Celgene 1.2%
Value $1.435M Shares 12,450 Est. Cost $132.04 Unrealized
Merck 1.2%
Value $1.347M Shares 23,442 Est. Cost $51.30 Unrealized
AVT Avnet 1.2%
Value $1.345M Shares 30,225 Est. Cost $33.06 Unrealized +5.1%
URI United Rentals, Inc. 1.1%
Value $1.288M Shares 14,125 Est. Cost $77.45 Unrealized +12.4%
Dow Chemical 1.1%
Value $1.286M Shares 26,800 Est. Cost $45.60 Unrealized
EMR Emerson Electric 1.1%
Value $1.267M Shares 22,370 Est. Cost $47.99 Unrealized -9.6%
PFE Pfizer 1.0%
Value $1.201M Shares 34,510 Est. Cost $17.77 Unrealized +13.1%
CSX CSX Corp 1.0%
Value $1.167M Shares 35,245 Est. Cost $8.27 Unrealized +17.3%
Con-way 1.0%
Value $1.155M Shares 26,175 Est. Cost $46.75 Unrealized
BK Bank of NY Mellon 1.0%
Value $1.143M Shares 28,400 Est. Cost $29.74 Unrealized 0.0%
TSN Tyson Foods 0.9%
Value $1.095M Shares 28,600 Est. Cost $31.39 Unrealized -0.9%
PG Procter & Gamble 0.9%
Value $1.089M Shares 13,294 Est. Cost $58.66 Unrealized +8.4%
FAST Fastenal 0.9%
Value $1.075M Shares 25,949 Est. Cost $8.58 Unrealized -5.6%
Walgreens Boots Alliance 0.9%
Value $1.039M Shares 12,275 Est. Cost $76.22 Unrealized
GlaxoSmithKline 0.9%
Value $1.035M Shares 22,420 Est. Cost $50.79 Unrealized
Canadian Pacific 0.9%
Value $1.035M Shares 5,667 Est. Cost $172.08 Unrealized
STLD Steel Dynamics 0.9%
Value $1.027M Shares 51,092 Est. Cost $15.88 Unrealized -7.1%
Lazard 0.9%
Value $999K Shares 19,003 Est. Cost $50.15 Unrealized
EMC 0.9%
Value $994K Shares 38,875 Est. Cost $27.06 Unrealized
IBM Int'l Bus. Mach. 0.9%
Value $991K Shares 6,175 Est. Cost $106.40 Unrealized -9.3%
Unilever 0.8%
Value $972K Shares 23,300 Est. Cost $41.24 Unrealized
CSCO Cisco Systems 0.8%
Value $966K Shares 35,096 Est. Cost $15.95 Unrealized +26.0%
MSFT Microsoft 0.8%
Value $965K Shares 23,748 Est. Cost $33.76 Unrealized +10.3%
BAX Baxter International 0.8%
Value $964K Shares 14,074 Est. Cost $29.76 Unrealized +6.4%
GILD Gilead Sciences 0.8%
Value $957K Shares 9,750 Est. Cost $54.24 Unrealized +30.1%
HollyFrontier 0.8%
Value $945K Shares 23,465 Est. Cost $47.90 Unrealized
Seagate Technology PC 0.8%
Value $931K Shares 17,900 Est. Cost $60.64 Unrealized
AbbVie Inc. 0.8%
Value $931K Shares 15,907 Est. Cost $55.28 Unrealized
ADI Analog Devices 0.8%
Value $925K Shares 14,675 Est. Cost $40.45 Unrealized +12.3%
GAP The Gap Inc. 0.8%
Value $919K Shares 21,200 Est. Cost $26.66 Unrealized +6.9%
AXP American Express 0.8%
Value $904K Shares 11,575 Est. Cost $74.63 Unrealized -4.8%
INDB Independent Bank 0.8%
Value $901K Shares 20,528 Est. Cost $26.57 Unrealized +14.1%
Eaton 0.8%
Value $885K Shares 13,025 Est. Cost $73.39 Unrealized
NKE Nike Inc Class B 0.7%
Value $863K Shares 8,600 Est. Cost $32.70 Unrealized +27.4%
United Technologies 0.7%
Value $854K Shares 7,283 Est. Cost $109.74 Unrealized
TOL Toll Brothers 0.7%
Value $851K Shares 21,625 Est. Cost $33.71 Unrealized +8.4%
EAT Brinker International 0.7%
Value $847K Shares 13,766 Est. Cost $50.78 Unrealized 0.0%
GNRC Generac Holdings 0.7%
Value $836K Shares 17,175 Est. Cost $44.95 Unrealized +6.0%
ABT Abbott Labs 0.7%
Value $807K Shares 17,427 Est. Cost $29.52 Unrealized +26.8%
GIL Gildan Activewear 0.7%
Value $806K Shares 27,300 Est. Cost $24.86 Unrealized 0.0%
NSC Norfolk Southern 0.7%
Value $803K Shares 7,800 Est. Cost $75.30 Unrealized +11.8%
PB Prosperity Bancshares, Inc. 0.7%
Value $785K Shares 14,950 Est. Cost $44.75 Unrealized -16.2%
Kellogg 0.7%
Value $783K Shares 11,873 Est. Cost $38.63 Unrealized +8.0%
Pall 0.7%
Value $781K Shares 7,775 Est. Cost $84.39 Unrealized
Viacom Cl B 0.7%
Value $768K Shares 11,250 Est. Cost $73.72 Unrealized
INTC Intel 0.7%
Value $759K Shares 24,258 Est. Cost $23.51 Unrealized +10.6%
Kansas City So. 0.6%
Value $753K Shares 7,375 Est. Cost $112.93 Unrealized
AAPL Apple Computer 0.6%
Value $749K Shares 6,022 Est. Cost $20.77 Unrealized +29.2%
BRK/B Berkshire Hathaway B 0.6%
Value $739K Shares 5,123 Est. Cost $115.63 Unrealized +27.2%
SLB Schlumberger 0.6%
Value $718K Shares 8,607 Est. Cost $67.32 Unrealized -8.9%
NetApp Inc. 0.6%
Value $707K Shares 19,950 Est. Cost $39.67 Unrealized
MMM 3M Corp. 0.6%
Value $699K Shares 4,240 Est. Cost $73.38 Unrealized +32.0%
COST Costco Wholesale 0.6%
Value $689K Shares 4,550 Est. Cost $117.00 Unrealized +3.3%
BMY Bristol Myers Squibb 0.6%
Value $687K Shares 10,650 Est. Cost $33.86 Unrealized +28.3%
PEP Pepsico 0.6%
Value $679K Shares 7,099 Est. Cost $69.70 Unrealized 0.0%
BDC Belden Inc. 0.6%
Value $678K Shares 7,250 Est. Cost $69.88 Unrealized +19.1%
Michael Kors 0.6%
Value $671K Shares 10,200 Est. Cost $65.78 Unrealized
T A T & T 0.5%
Value $635K Shares 19,450 Est. Cost $11.29 Unrealized +4.4%
Medtronic PLC 0.5%
Value $634K Shares 8,135 Est. Cost $77.93 Unrealized
MHK Mohawk Industries 0.5%
Value $632K Shares 3,400 Est. Cost $137.61 Unrealized +25.7%
TRN Trinity Industries 0.5%
Value $630K Shares 17,750 Est. Cost $17.01 Unrealized -8.0%
DaVita Inc. 0.5%
Value $618K Shares 7,600 Est. Cost $69.50 Unrealized
WhiteWave Foods 0.5%
Value $614K Shares 13,850 Est. Cost $39.51 Unrealized
Akamai Technologies 0.5%
Value $613K Shares 8,625 Est. Cost $56.10 Unrealized
WFC Wells Fargo 0.5%
Value $605K Shares 11,122 Est. Cost $39.85 Unrealized 0.0%
MS Morgan Stanley 0.5%
Value $601K Shares 16,850 Est. Cost $26.67 Unrealized 0.0%
GIS General Mills 0.5%
Value $567K Shares 10,025 Est. Cost $35.24 Unrealized +4.0%
MCD McDonald's 0.5%
Value $545K Shares 5,590 Est. Cost $70.03 Unrealized +3.0%
UNP Union Pacific 0.5%
Value $543K Shares 5,010 Est. Cost $91.85 Unrealized 0.0%
VASCO Data Security Int'l Inc. 0.5%
Value $529K Shares 24,542 Est. Cost $21.55 Unrealized
BA Boeing 0.5%
Value $525K Shares 3,500 Est. Cost $111.64 Unrealized +14.5%
Smith & Nephew 0.4%
Value $523K Shares 15,300 Est. Cost $36.72 Unrealized
Finish Line Inc 0.4%
Value $520K Shares 21,202 Est. Cost $24.53 Unrealized
Molson Coors Brewing 0.4%
Value $519K Shares 6,975 Est. Cost $74.55 Unrealized
EOG Resources 0.4%
Value $511K Shares 5,570 Est. Cost $91.95 Unrealized
SBUX Starbucks 0.4%
Value $492K Shares 5,200 Est. Cost $29.26 Unrealized +23.4%
Restaurant Brands Int'l 0.4%
Value $490K Shares 12,767 Est. Cost $39.04 Unrealized
LSTR Landstar System 0.4%
Value $484K Shares 7,300 Est. Cost $71.59 Unrealized
Parexel International Corp 0.4%
Value $481K Shares 6,975 Est. Cost $53.87 Unrealized
MTUS Timken Steel 0.4%
Value $474K Shares 17,890 Est. Cost $41.63 Unrealized -30.4%
Mastercard Inc 0.4%
Value $467K Shares 5,400 Est. Cost $79.55 Unrealized
Continental Resources, Inc. 0.4%
Value $467K Shares 10,700 Est. Cost $38.32 Unrealized
CMI Cummins 0.4%
Value $464K Shares 3,350 Est. Cost $98.67 Unrealized +6.2%
KO Coca-Cola 0.4%
Value $455K Shares 11,223 Est. Cost $29.61 Unrealized 0.0%
Zoetis Inc 0.4%
Value $454K Shares 9,800 Est. Cost $46.33 Unrealized
ARW Arrow Electronics 0.4%
Value $453K Shares 7,400 Est. Cost $55.61 Unrealized +7.0%
HON Honeywell Int'l. 0.4%
Value $452K Shares 4,337 Est. Cost $60.82 Unrealized +20.0%
Spirit Airlines 0.4%
Value $449K Shares 5,800 Est. Cost $77.41 Unrealized
W.P. Carey & Co. 0.4%
Value $441K Shares 6,484 Est. Cost $62.46 Unrealized
Century Bancorp 0.4%
Value $433K Shares 10,895 Est. Cost $33.61 Unrealized
Gentherm Inc. 0.4%
Value $429K Shares 8,495 Est. Cost $36.58 Unrealized
Linear Tech. 0.4%
Value $424K Shares 9,050 Est. Cost $45.58 Unrealized
MDLZ Mondelez International 0.4%
Value $423K Shares 11,723 Est. Cost $28.32 Unrealized +0.0%
Biomed Realty Trust 0.4%
Value $417K Shares 18,400 Est. Cost $19.12 Unrealized
Stericycle, Inc 0.3%
Value $407K Shares 2,900 Est. Cost $140.34 Unrealized
FLR Fluor 0.3%
Value $400K Shares 7,000 Est. Cost $67.58 Unrealized -24.4%
TROW T. R. Price 0.3%
Value $399K Shares 4,925 Est. Cost $50.51 Unrealized +8.1%
Kinder Morgan Inc 0.3%
Value $395K Shares 9,394 Est. Cost $42.26 Unrealized
FULT Fulton Financial 0.3%
Value $392K Shares 31,800 Est. Cost $7.87 Unrealized +1.5%
BNS Bank of Nova Scotia 0.3%
Value $391K Shares 7,775 Est. Cost $32.32 Unrealized -8.1%
UAA Under Armour, Inc. 0.3%
Value $388K Shares 4,800 Est. Cost $33.70 Unrealized +9.1%
St. Jude Medical 0.3%
Value $387K Shares 5,925 Est. Cost $65.32 Unrealized
WST West Pharmaceutical Services 0.3%
Value $374K Shares 6,206 Est. Cost $40.62 Unrealized +25.3%
Google Inc Class C 0.3%
Value $370K Shares 675 Est. Cost $526.11 Unrealized
Google Inc Class A 0.3%
Value $366K Shares 660 Est. Cost $539.53 Unrealized
Express Scripts 0.3%
Value $360K Shares 4,150 Est. Cost $86.75 Unrealized
Aerie Pharmaceuticals 0.3%
Value $360K Shares 11,500 Est. Cost $29.21 Unrealized
Discovery Communications Inc. 0.3%
Value $358K Shares 12,150 Est. Cost $33.74 Unrealized
Alcoa 0.3%
Value $337K Shares 26,100 Est. Cost $15.79 Unrealized
ADBE Adobe Systems 0.3%
Value $336K Shares 4,550 Est. Cost $71.92 Unrealized +3.7%
NextEra Energy Inc. 0.3%
Value $328K Shares 3,150 Est. Cost $85.75 Unrealized
SNY Sanofi 0.3%
Value $326K Shares 6,600 Est. Cost $45.61 Unrealized
ALGN Align Technology 0.3%
Value $325K Shares 6,050 Est. Cost $56.98 Unrealized 0.0%
Accenture Ltd 0.3%
Value $314K Shares 3,349 Est. Cost $90.58 Unrealized
Mylan Labs 0.3%
Value $307K Shares 5,175 Est. Cost $59.32 Unrealized
Tiffany & Co 0.3%
Value $306K Shares 3,475 Est. Cost $88.06 Unrealized
Anadarko Petroleum 0.3%
Value $306K Shares 3,700 Est. Cost $88.16 Unrealized
PCRX Pacira Pharmaceuticals 0.3%
Value $302K Shares 3,400 Est. Cost $101.46 Unrealized 0.0%
Sigma-Aldrich 0.3%
Value $300K Shares 2,168 Est. Cost $94.10 Unrealized
FUL HB Fuller 0.3%
Value $300K Shares 7,000 Est. Cost $41.29 Unrealized -9.8%
Amsurg Corp 0.3%
Value $298K Shares 4,844 Est. Cost $61.52 Unrealized
State Street Preferred C 0.3%
Value $294K Shares 11,900 Est. Cost $23.11 Unrealized
SIGI Selective Insurance Group 0.3%
Value $291K Shares 10,000 Est. Cost $23.31 Unrealized 0.0%
VEEV Veeva Systems Inc 0.2%
Value $288K Shares 11,300 Est. Cost $28.18 Unrealized 0.0%
CMA Comerica 0.2%
Value $283K Shares 6,275 Est. Cost $33.11 Unrealized -10.2%
CFR Cullen/Frost Bankers 0.2%
Value $282K Shares 4,075 Est. Cost $48.75 Unrealized 0.0%
Private Bancorp 0.2%
Value $280K Shares 7,950 Est. Cost $28.98 Unrealized
Marathon Oil 0.2%
Value $278K Shares 10,650 Est. Cost $35.32 Unrealized
HSBC Holdings Pfd A 0.2%
Value $274K Shares 10,700 Est. Cost $24.74 Unrealized
KWR Quaker Chemical 0.2%
Value $268K Shares 3,125 Est. Cost $75.22 Unrealized +11.2%
BMO Bank of Montreal 0.2%
Value $265K Shares 4,425 Est. Cost $41.22 Unrealized -3.2%
ViaSat, Inc. 0.2%
Value $259K Shares 4,350 Est. Cost $59.54 Unrealized
MET MetLife 0.2%
Value $258K Shares 5,100 Est. Cost $31.21 Unrealized 0.0%
Royal Dutch 0.2%
Value $252K Shares 4,230 Est. Cost $59.57 Unrealized
LECO Lincoln Electric Holdings 0.2%
Value $250K Shares 3,825 Est. Cost $67.81 Unrealized -0.1%
DORM Dorman Products, Inc. 0.2%
Value $234K Shares 4,700 Est. Cost $53.95 Unrealized -12.7%
Benchmark Electronics 0.2%
Value $233K Shares 9,700 Est. Cost $22.17 Unrealized
Chicago Bridge & Iron 0.2%
Value $232K Shares 4,700 Est. Cost $71.29 Unrealized
NVO Novo Nordisk 0.2%
Value $230K Shares 4,300 Est. Cost $42.30 Unrealized
Fortune Brands & Home Security 0.2%
Value $228K Shares 4,800 Est. Cost $47.50 Unrealized
CVX Chevron Corporation 0.2%
Value $228K Shares 2,175 Est. Cost $71.07 Unrealized -5.9%
AZN Astrazeneca 0.2%
Value $226K Shares 3,300 Est. Cost $74.11 Unrealized
PFS Provident Financial 0.2%
Value $226K Shares 12,100 Est. Cost $10.58 Unrealized +4.4%
LUV Southwest Airlines 0.2%
Value $226K Shares 5,100 Est. Cost $38.60 Unrealized 0.0%
WMT Wal-Mart Stores 0.2%
Value $224K Shares 2,719 Est. Cost $20.61 Unrealized +11.8%
Raytheon 0.2%
Value $208K Shares 1,900 Est. Cost $109.47 Unrealized
Jacobs Engineering 0.2%
Value $202K Shares 4,475 Est. Cost $58.64 Unrealized
Ply Gem Holdings Inc 0.1%
Value $137K Shares 10,500 Est. Cost $13.05 Unrealized
RF Regions Financial 0.1%
Value $118K Shares 12,500 Est. Cost $6.91 Unrealized -6.4%
The FRS Company 0.0%
Value $0 Shares 114,324 Est. Cost Unrealized