New England Research & Management, Inc. Diversified Active

CIK: 0001596077 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 5, 2018

Total Value ($000): $151,244 (100.0% shares, 0.0% debt)

Holdings (166)

CHD Church and Dwight 3.3%
Value ($000) $5,058 Shares 95,150 Est. Cost $37.48 Unrealized +17.7%
JNJ Johnson & Johnson 3.1%
Value ($000) $4,747 Shares 39,118 Est. Cost $79.73 Unrealized +26.3%
WASH Washington Trust 2.8%
Value ($000) $4,310 Shares 74,188 Est. Cost $24.85 Unrealized +51.8%
CSCO Cisco Systems 2.5%
Value ($000) $3,711 Shares 86,250 Est. Cost $23.42 Unrealized +48.4%
AAPL Apple Computer 1.9%
Value ($000) $2,802 Shares 15,138 Est. Cost $28.61 Unrealized +49.4%
XOM Exxon Mobil 1.5%
Value ($000) $2,343 Shares 28,317 Est. Cost $54.39 Unrealized +3.2%
KMB Kimberly Clark 1.5%
Value ($000) $2,332 Shares 22,138 Est. Cost $78.68 Unrealized +0.9%
PB Prosperity Bancshares, Inc. 1.5%
Value ($000) $2,292 Shares 33,534 Est. Cost $47.89 Unrealized +20.5%
DIS Walt Disney 1.5%
Value ($000) $2,207 Shares 21,054 Est. Cost $96.89 Unrealized +0.3%
INDB Independent Bank 1.4%
Value ($000) $2,141 Shares 27,315 Est. Cost $37.77 Unrealized +60.1%
INTC Intel 1.4%
Value ($000) $2,046 Shares 41,167 Est. Cost $28.54 Unrealized +57.8%
DAL Delta Airlines 1.3%
Value ($000) $1,911 Shares 38,581 Est. Cost $46.98 Unrealized +5.1%
PFE Pfizer 1.2%
Value ($000) $1,883 Shares 51,889 Est. Cost $19.73 Unrealized +23.2%
Merck 1.2%
Value ($000) $1,813 Shares 29,865 Est. Cost $57.33 Unrealized
BEN Franklin Resources 1.2%
Value ($000) $1,794 Shares 55,990 Est. Cost $26.57 Unrealized -11.4%
CSX CSX Corp 1.2%
Value ($000) $1,745 Shares 27,355 Est. Cost $9.62 Unrealized +93.2%
RPM RPM International 1.1%
Value ($000) $1,736 Shares 29,766 Est. Cost $50.92 Unrealized -1.5%
MSFT Microsoft 1.1%
Value ($000) $1,729 Shares 17,529 Est. Cost $44.20 Unrealized +103.1%
UPS UPS 1.1%
Value ($000) $1,694 Shares 15,950 Est. Cost $77.65 Unrealized +7.9%
Zoetis Inc 1.1%
Value ($000) $1,667 Shares 19,573 Est. Cost $50.02 Unrealized
BB&T 1.1%
Value ($000) $1,661 Shares 32,940 Est. Cost $37.32 Unrealized
MS Morgan Stanley 1.1%
Value ($000) $1,624 Shares 34,272 Est. Cost $40.72 Unrealized +1.8%
Marathon Petroleum 1.0%
Value ($000) $1,582 Shares 22,550 Est. Cost $70.16 Unrealized
DY Dycom Industries 1.0%
Value ($000) $1,571 Shares 16,625 Est. Cost $96.76 Unrealized +5.8%
M.D.C. Holdings, Inc. 1.0%
Value ($000) $1,564 Shares 50,829 Est. Cost $30.61 Unrealized
SBUX Starbucks 1.0%
Value ($000) $1,538 Shares 31,475 Est. Cost $46.23 Unrealized +4.0%
R Ryder System, Inc. 1.0%
Value ($000) $1,525 Shares 21,225 Est. Cost $80.56 Unrealized -13.0%
AbbVie Inc. 1.0%
Value ($000) $1,499 Shares 16,183 Est. Cost $88.82 Unrealized
WMT Walmart Inc. 1.0%
Value ($000) $1,489 Shares 17,387 Est. Cost $26.61 Unrealized -5.1%
Celgene 1.0%
Value ($000) $1,483 Shares 18,676 Est. Cost $111.15 Unrealized
IBM Int'l Bus. Mach. 1.0%
Value ($000) $1,474 Shares 10,550 Est. Cost $104.84 Unrealized -4.7%
LEN Lennar 1.0%
Value ($000) $1,446 Shares 27,550 Est. Cost $49.42 Unrealized -2.9%
NEM Newmont Mining 1.0%
Value ($000) $1,446 Shares 38,350 Est. Cost $30.68 Unrealized +2.2%
Kansas City So. 1.0%
Value ($000) $1,444 Shares 13,630 Est. Cost $105.87 Unrealized
PPG PPG Industries 0.9%
Value ($000) $1,426 Shares 13,750 Est. Cost $88.53 Unrealized +3.5%
URI United Rentals, Inc. 0.9%
Value ($000) $1,391 Shares 9,424 Est. Cost $94.34 Unrealized +67.7%
ABT Abbott Labs 0.9%
Value ($000) $1,328 Shares 21,777 Est. Cost $31.88 Unrealized +66.7%
Crane 0.9%
Value ($000) $1,298 Shares 16,200 Est. Cost $79.73 Unrealized
PG Procter & Gamble 0.9%
Value ($000) $1,295 Shares 16,596 Est. Cost $64.51 Unrealized -4.2%
CFG Citizens Financial Group 0.9%
Value ($000) $1,291 Shares 33,200 Est. Cost $27.53 Unrealized +9.5%
Lam Research 0.8%
Value ($000) $1,270 Shares 7,350 Est. Cost $172.79 Unrealized
BRK/B Berkshire Hathaway B 0.8%
Value ($000) $1,257 Shares 6,736 Est. Cost $133.71 Unrealized +45.8%
PRU Prudential Financial 0.8%
Value ($000) $1,250 Shares 13,370 Est. Cost $74.30 Unrealized -6.2%
FITB Fifth Third Bank 0.8%
Value ($000) $1,249 Shares 43,525 Est. Cost $22.66 Unrealized +4.3%
MMM 3M Corp. 0.8%
Value ($000) $1,224 Shares 6,221 Est. Cost $82.90 Unrealized +57.0%
LPX Louisiana Pacific 0.8%
Value ($000) $1,166 Shares 42,841 Est. Cost $27.48 Unrealized +4.8%
Fortune Brands & Home Security 0.8%
Value ($000) $1,164 Shares 21,688 Est. Cost $60.72 Unrealized
General Motors 0.7%
Value ($000) $1,130 Shares 28,675 Est. Cost $39.71 Unrealized
ARW Arrow Electronics 0.7%
Value ($000) $1,118 Shares 14,850 Est. Cost $78.04 Unrealized -2.5%
EMR Emerson Electric 0.7%
Value ($000) $1,117 Shares 16,158 Est. Cost $47.42 Unrealized +23.7%
C Citigroup 0.7%
Value ($000) $1,044 Shares 15,595 Est. Cost $55.40 Unrealized -4.3%
KEY KeyCorp 0.7%
Value ($000) $1,031 Shares 52,745 Est. Cost $11.93 Unrealized +17.2%
CVX Chevron Corporation 0.7%
Value ($000) $1,030 Shares 8,150 Est. Cost $87.23 Unrealized +2.2%
DVN Devon Energy 0.7%
Value ($000) $989 Shares 22,500 Est. Cost $26.82 Unrealized +2.9%
Walgreens Boots Alliance 0.7%
Value ($000) $984 Shares 16,400 Est. Cost $65.24 Unrealized
PH Parker Hannifin 0.6%
Value ($000) $966 Shares 6,200 Est. Cost $168.05 Unrealized -9.6%
AMN AMN Healthcare Services 0.6%
Value ($000) $947 Shares 16,165 Est. Cost $51.07 Unrealized +16.9%
ORCL Oracle 0.6%
Value ($000) $921 Shares 20,900 Est. Cost $42.37 Unrealized -2.8%
Kellogg 0.6%
Value ($000) $919 Shares 13,160 Est. Cost $42.66 Unrealized +5.4%
EOG Resources 0.6%
Value ($000) $911 Shares 7,320 Est. Cost $124.45 Unrealized
Eaton 0.6%
Value ($000) $893 Shares 11,950 Est. Cost $74.73 Unrealized
AMGN Amgen 0.6%
Value ($000) $877 Shares 4,752 Est. Cost $126.76 Unrealized +10.6%
BMY Bristol Myers Squibb 0.6%
Value ($000) $875 Shares 15,817 Est. Cost $42.30 Unrealized -3.9%
VZ Verizon Comm. 0.6%
Value ($000) $873 Shares 17,350 Est. Cost $33.03 Unrealized -2.5%
JBHT J.B. Hunt Transport Services 0.6%
Value ($000) $869 Shares 7,150 Est. Cost $114.01 Unrealized 0.0%
PayPal 0.6%
Value ($000) $854 Shares 10,250 Est. Cost $40.17 Unrealized
Alphabet Inc Class A 0.6%
Value ($000) $848 Shares 751 Est. Cost $980.42 Unrealized
FNB FNB Corp 0.6%
Value ($000) $844 Shares 62,900 Est. Cost $10.31 Unrealized -3.6%
AECOM Technology Corp 0.6%
Value ($000) $832 Shares 25,200 Est. Cost $33.13 Unrealized
UNP Union Pacific 0.5%
Value ($000) $829 Shares 5,848 Est. Cost $83.79 Unrealized +40.5%
Alphabet Inc Class C 0.5%
Value ($000) $827 Shares 741 Est. Cost $720.99 Unrealized
TEX Terex 0.5%
Value ($000) $823 Shares 19,510 Est. Cost $41.63 Unrealized -4.6%
Quanta Services 0.5%
Value ($000) $779 Shares 23,326 Est. Cost $33.79 Unrealized
General Electric 0.5%
Value ($000) $775 Shares 56,924 Est. Cost $28.75 Unrealized
HON Honeywell Int'l. 0.5%
Value ($000) $769 Shares 5,337 Est. Cost $80.06 Unrealized +41.9%
Agilent 0.5%
Value ($000) $762 Shares 12,325 Est. Cost $60.30 Unrealized
SunTrust Banks 0.5%
Value ($000) $739 Shares 11,200 Est. Cost $64.55 Unrealized
GILD Gilead Sciences 0.5%
Value ($000) $738 Shares 10,415 Est. Cost $56.27 Unrealized -6.3%
KO Coca-Cola 0.5%
Value ($000) $701 Shares 15,973 Est. Cost $30.68 Unrealized +10.9%
NKE Nike Inc Class B 0.5%
Value ($000) $698 Shares 8,760 Est. Cost $47.41 Unrealized +34.7%
United Technologies 0.5%
Value ($000) $688 Shares 5,503 Est. Cost $114.79 Unrealized
AMWD American Woodmark Corporation 0.5%
Value ($000) $687 Shares 7,500 Est. Cost $108.26 Unrealized -14.7%
Energen Corp. 0.5%
Value ($000) $685 Shares 9,400 Est. Cost $72.87 Unrealized
MHK Mohawk Industries 0.4%
Value ($000) $670 Shares 3,125 Est. Cost $171.24 Unrealized +27.8%
WY Weyerhaeuser 0.4%
Value ($000) $668 Shares 18,325 Est. Cost $24.61 Unrealized +10.0%
RF Regions Financial 0.4%
Value ($000) $663 Shares 37,290 Est. Cost $10.58 Unrealized +30.5%
GIS General Mills 0.4%
Value ($000) $661 Shares 14,925 Est. Cost $38.26 Unrealized -12.6%
WisdomTree Financial 0.4%
Value ($000) $659 Shares 72,550 Est. Cost $10.31 Unrealized
RHHBY Roche Holdings Ltd 0.4%
Value ($000) $651 Shares 23,557 Est. Cost $31.00 Unrealized
Blackstone Mortgage Trust 0.4%
Value ($000) $649 Shares 20,650 Est. Cost $31.26 Unrealized
HD Home Depot 0.4%
Value ($000) $644 Shares 3,299 Est. Cost $110.93 Unrealized +39.7%
CCL Carnival Corp.-Cl A 0.4%
Value ($000) $640 Shares 11,175 Est. Cost $55.84 Unrealized +5.5%
ALK Alaska Air 0.4%
Value ($000) $639 Shares 10,575 Est. Cost $72.92 Unrealized -18.4%
Pentair 0.4%
Value ($000) $631 Shares 15,000 Est. Cost $49.78 Unrealized
Axalta Coating Systems 0.4%
Value ($000) $621 Shares 20,500 Est. Cost $30.20 Unrealized
SLB Schlumberger 0.4%
Value ($000) $611 Shares 9,111 Est. Cost $65.87 Unrealized -16.4%
GS Goldman Sachs 0.4%
Value ($000) $601 Shares 2,725 Est. Cost $206.84 Unrealized -3.0%
American Airlines Group Inc. 0.4%
Value ($000) $600 Shares 15,812 Est. Cost $42.50 Unrealized
CL Colgate-Palmolive 0.4%
Value ($000) $595 Shares 9,188 Est. Cost $53.64 Unrealized +1.8%
PKG Packaging Corp of America 0.4%
Value ($000) $553 Shares 4,950 Est. Cost $93.99 Unrealized -1.6%
ADI Analog Devices 0.4%
Value ($000) $547 Shares 5,700 Est. Cost $69.59 Unrealized +17.7%
BA Boeing 0.4%
Value ($000) $545 Shares 1,625 Est. Cost $162.44 Unrealized +103.4%
Berry Global Group, Inc. 0.4%
Value ($000) $538 Shares 11,720 Est. Cost $53.19 Unrealized
MCD McDonald's 0.3%
Value ($000) $528 Shares 3,367 Est. Cost $86.93 Unrealized +55.9%
Summit Materials Inc 0.3%
Value ($000) $515 Shares 19,628 Est. Cost $31.20 Unrealized
Canadian Pacific 0.3%
Value ($000) $504 Shares 2,755 Est. Cost $169.96 Unrealized
TRN Trinity Industries 0.3%
Value ($000) $501 Shares 14,622 Est. Cost $18.24 Unrealized 0.0%
SNA Snap-On Tools 0.3%
Value ($000) $498 Shares 3,100 Est. Cost $136.25 Unrealized -8.7%
DE Deere 0.3%
Value ($000) $482 Shares 3,450 Est. Cost $131.34 Unrealized 0.0%
PHM Pulte 0.3%
Value ($000) $480 Shares 16,700 Est. Cost $28.19 Unrealized -1.9%
SYY Sysco Corp 0.3%
Value ($000) $478 Shares 7,000 Est. Cost $34.13 Unrealized +53.1%
Facebook Inc 0.3%
Value ($000) $476 Shares 2,450 Est. Cost $169.50 Unrealized
Restaurant Brands Int'l 0.3%
Value ($000) $475 Shares 7,877 Est. Cost $39.04 Unrealized
LECO Lincoln Electric Holdings 0.3%
Value ($000) $474 Shares 5,400 Est. Cost $89.06 Unrealized 0.0%
ALB Albemarle Corp. 0.3%
Value ($000) $472 Shares 5,000 Est. Cost $98.71 Unrealized -12.6%
MaxLinear, Inc. 0.3%
Value ($000) $461 Shares 29,550 Est. Cost $25.05 Unrealized
T A T & T 0.3%
Value ($000) $450 Shares 14,005 Est. Cost $11.91 Unrealized +22.0%
Tenneco Inc New 0.3%
Value ($000) $446 Shares 10,150 Est. Cost $53.87 Unrealized
FDX FedEx 0.3%
Value ($000) $443 Shares 1,950 Est. Cost $216.45 Unrealized 0.0%
Genesee and Wyoming 0.3%
Value ($000) $429 Shares 5,270 Est. Cost $74.11 Unrealized
GAP The Gap Inc. 0.3%
Value ($000) $414 Shares 12,775 Est. Cost $25.97 Unrealized -9.6%
Xilinx Corp 0.3%
Value ($000) $380 Shares 5,825 Est. Cost $68.45 Unrealized
AA Alcoa Corp 0.2%
Value ($000) $359 Shares 7,650 Est. Cost $48.03 Unrealized 0.0%
COF Capital One Finl. 0.2%
Value ($000) $358 Shares 3,900 Est. Cost $86.88 Unrealized -4.5%
Tower Semiconductor 0.2%
Value ($000) $354 Shares 16,104 Est. Cost $21.98 Unrealized
MO Altria Group 0.2%
Value ($000) $347 Shares 6,114 Est. Cost $30.64 Unrealized +5.1%
Abaxis 0.2%
Value ($000) $344 Shares 4,150 Est. Cost $82.89 Unrealized
DowDuPont Inc 0.2%
Value ($000) $344 Shares 5,211 Est. Cost $67.64 Unrealized
Century Bancorp 0.2%
Value ($000) $311 Shares 4,074 Est. Cost $33.61 Unrealized
PEP Pepsico 0.2%
Value ($000) $309 Shares 2,838 Est. Cost $71.29 Unrealized +14.6%
Pioneer Natural Resources 0.2%
Value ($000) $308 Shares 1,625 Est. Cost $189.54 Unrealized
Wyndham Hotels & Resorts 0.2%
Value ($000) $303 Shares 5,150 Est. Cost $58.83 Unrealized
SYK Stryker 0.2%
Value ($000) $296 Shares 1,750 Est. Cost $154.79 Unrealized 0.0%
Harris 0.2%
Value ($000) $289 Shares 2,000 Est. Cost $144.50 Unrealized
ASB Associated Banc-Corp 0.2%
Value ($000) $287 Shares 10,500 Est. Cost $20.03 Unrealized 0.0%
CMA Comerica 0.2%
Value ($000) $282 Shares 3,100 Est. Cost $67.40 Unrealized 0.0%
WFC Wells Fargo 0.2%
Value ($000) $281 Shares 5,072 Est. Cost $40.57 Unrealized +6.8%
Waste Management Inc. 0.2%
Value ($000) $281 Shares 3,450 Est. Cost $54.85 Unrealized
Control4 Corp 0.2%
Value ($000) $272 Shares 11,200 Est. Cost $21.48 Unrealized
HSBC Holdings Pfd A 0.2%
Value ($000) $258 Shares 9,700 Est. Cost $24.74 Unrealized
Mazor Robotics Ltd. 0.2%
Value ($000) $255 Shares 4,600 Est. Cost $55.43 Unrealized
DRI Darden Restaurants 0.2%
Value ($000) $254 Shares 2,375 Est. Cost $74.14 Unrealized 0.0%
TGT Target 0.2%
Value ($000) $252 Shares 3,316 Est. Cost $56.13 Unrealized +6.3%
SONY Sony Corp 0.2%
Value ($000) $243 Shares 4,731 Est. Cost $51.36 Unrealized
BNS Bank of Nova Scotia 0.2%
Value ($000) $240 Shares 4,200 Est. Cost $32.21 Unrealized +25.0%
Restaurant Brands NZ Ltd 0.2%
Value ($000) $238 Shares 45,000 Est. Cost $5.29 Unrealized
EPAM Systems Inc 0.2%
Value ($000) $236 Shares 1,900 Est. Cost $124.21 Unrealized
EL Estee Lauder 0.2%
Value ($000) $235 Shares 1,650 Est. Cost $72.44 Unrealized +85.6%
NextEra Energy Inc. 0.2%
Value ($000) $234 Shares 1,400 Est. Cost $146.43 Unrealized
Brookline Bancorp 0.2%
Value ($000) $233 Shares 12,506 Est. Cost $15.79 Unrealized
Wyndham Destinations 0.2%
Value ($000) $228 Shares 5,150 Est. Cost $44.27 Unrealized
LLY Eli Lilly 0.1%
Value ($000) $226 Shares 2,650 Est. Cost $71.42 Unrealized +3.2%
Comcast Corp Cl A 0.1%
Value ($000) $218 Shares 6,646 Est. Cost $32.80 Unrealized
Installed Building Products In 0.1%
Value ($000) $218 Shares 3,850 Est. Cost $56.62 Unrealized
Accenture Ltd 0.1%
Value ($000) $213 Shares 1,300 Est. Cost $163.85 Unrealized
AZN Astrazeneca 0.1%
Value ($000) $211 Shares 6,007 Est. Cost $31.47 Unrealized
NVS Novartis AG ADS 0.1%
Value ($000) $210 Shares 2,780 Est. Cost $79.12 Unrealized
JPM J.P. Morgan Chase 0.1%
Value ($000) $208 Shares 1,996 Est. Cost $89.02 Unrealized 0.0%
SHW Sherwin-Williams 0.1%
Value ($000) $204 Shares 500 Est. Cost $120.91 Unrealized 0.0%
Royal Dutch 0.1%
Value ($000) $204 Shares 2,945 Est. Cost $60.51 Unrealized
NVDA Nividia 0.1%
Value ($000) $200 Shares 845 Est. Cost $6.01 Unrealized 0.0%
Westshore Terminals Investmen 0.1%
Value ($000) $183 Shares 10,120 Est. Cost $18.08 Unrealized
Tellurian 0.1%
Value ($000) $92 Shares 11,000 Est. Cost $8.36 Unrealized
Kingmaker Footwear Holdings 0.0%
Value ($000) $30 Shares 120,000 Est. Cost $0.25 Unrealized
Huadian Power International C 0.0%
Value ($000) $16 Shares 40,000 Est. Cost $0.40 Unrealized
The FRS Company 0.0%
Value ($000) $0 Shares 114,324 Est. Cost Unrealized