New England Research & Management, Inc. Diversified Active

CIK: 0001596077 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 3, 2018

Total Value ($000): $153,737 (100.0% shares, 0.0% debt)

Holdings (158)

CHD Church and Dwight 3.5%
Value ($000) $5,441 Shares 91,650 Est. Cost $37.48 Unrealized +38.1%
JNJ Johnson & Johnson 3.4%
Value ($000) $5,180 Shares 37,493 Est. Cost $79.73 Unrealized +35.5%
CSCO Cisco Systems 2.7%
Value ($000) $4,191 Shares 86,150 Est. Cost $23.42 Unrealized +53.9%
WASH Washington Trust 2.6%
Value ($000) $4,054 Shares 73,304 Est. Cost $24.85 Unrealized +54.4%
AAPL Apple Computer 2.2%
Value ($000) $3,409 Shares 15,102 Est. Cost $28.61 Unrealized +72.2%
INTC Intel 2.1%
Value ($000) $3,219 Shares 68,067 Est. Cost $33.67 Unrealized +23.3%
KMB Kimberly Clark 1.5%
Value ($000) $2,374 Shares 20,888 Est. Cost $78.68 Unrealized +10.0%
XOM Exxon Mobil 1.5%
Value ($000) $2,367 Shares 27,842 Est. Cost $54.39 Unrealized +7.0%
ABT Abbott Labs 1.5%
Value ($000) $2,364 Shares 32,226 Est. Cost $40.29 Unrealized +43.5%
PFE Pfizer 1.5%
Value ($000) $2,289 Shares 51,939 Est. Cost $19.73 Unrealized +40.1%
INDB Independent Bank 1.5%
Value ($000) $2,244 Shares 27,165 Est. Cost $37.77 Unrealized +83.9%
PB Prosperity Bancshares, Inc. 1.5%
Value ($000) $2,230 Shares 32,159 Est. Cost $47.89 Unrealized +19.5%
DAL Delta Airlines 1.4%
Value ($000) $2,125 Shares 36,741 Est. Cost $46.98 Unrealized +9.4%
DIS Walt Disney 1.3%
Value ($000) $2,038 Shares 17,430 Est. Cost $96.89 Unrealized +10.0%
Merck 1.3%
Value ($000) $2,030 Shares 28,615 Est. Cost $57.33 Unrealized
CSX CSX Corp 1.3%
Value ($000) $2,026 Shares 27,355 Est. Cost $9.62 Unrealized +124.2%
MSFT Microsoft 1.3%
Value ($000) $1,971 Shares 17,232 Est. Cost $44.20 Unrealized +128.1%
MS Morgan Stanley 1.2%
Value ($000) $1,873 Shares 40,222 Est. Cost $40.45 Unrealized -3.7%
Atlas Air Worldwide 1.2%
Value ($000) $1,782 Shares 27,950 Est. Cost $63.76 Unrealized
Zoetis Inc 1.2%
Value ($000) $1,778 Shares 19,423 Est. Cost $50.02 Unrealized
PKG Packaging Corp of America 1.1%
Value ($000) $1,755 Shares 16,000 Est. Cost $91.20 Unrealized -1.4%
UPS UPS 1.1%
Value ($000) $1,748 Shares 14,975 Est. Cost $77.65 Unrealized +13.9%
BRK/B Berkshire Hathaway B 1.1%
Value ($000) $1,699 Shares 7,936 Est. Cost $144.52 Unrealized +42.0%
Seagate Technology PC 1.1%
Value ($000) $1,686 Shares 35,600 Est. Cost $47.36 Unrealized
EOG Resources 1.1%
Value ($000) $1,653 Shares 12,955 Est. Cost $125.82 Unrealized
WMT Walmart Inc. 1.1%
Value ($000) $1,635 Shares 17,412 Est. Cost $26.61 Unrealized +2.7%
SunTrust Banks 1.1%
Value ($000) $1,626 Shares 24,350 Est. Cost $65.75 Unrealized
BB&T 1.0%
Value ($000) $1,604 Shares 33,040 Est. Cost $37.32 Unrealized
FITB Fifth Third Bank 1.0%
Value ($000) $1,567 Shares 56,125 Est. Cost $22.52 Unrealized -2.3%
Kansas City So. 1.0%
Value ($000) $1,544 Shares 13,630 Est. Cost $105.87 Unrealized
Celgene 1.0%
Value ($000) $1,542 Shares 17,226 Est. Cost $111.15 Unrealized
IBM Int'l Bus. Mach. 1.0%
Value ($000) $1,465 Shares 9,687 Est. Cost $104.84 Unrealized -3.4%
Pioneer Natural Resources 0.9%
Value ($000) $1,454 Shares 8,350 Est. Cost $177.13 Unrealized
CRL Charles River Laboratories 0.9%
Value ($000) $1,453 Shares 10,800 Est. Cost $123.42 Unrealized 0.0%
URI United Rentals, Inc. 0.9%
Value ($000) $1,444 Shares 8,824 Est. Cost $94.34 Unrealized +59.8%
CFG Citizens Financial Group 0.9%
Value ($000) $1,387 Shares 35,950 Est. Cost $27.67 Unrealized +6.1%
AZTA Brooks Automation 0.9%
Value ($000) $1,324 Shares 37,800 Est. Cost $31.92 Unrealized 0.0%
PPG PPG Industries 0.9%
Value ($000) $1,307 Shares 11,975 Est. Cost $88.53 Unrealized +7.0%
JBHT J.B. Hunt Transport Services 0.8%
Value ($000) $1,302 Shares 10,950 Est. Cost $113.89 Unrealized -0.2%
Crane 0.8%
Value ($000) $1,293 Shares 13,150 Est. Cost $79.73 Unrealized
MMM 3M Corp. 0.8%
Value ($000) $1,290 Shares 6,124 Est. Cost $82.90 Unrealized +59.5%
AbbVie Inc. 0.8%
Value ($000) $1,280 Shares 13,533 Est. Cost $88.82 Unrealized
Lam Research 0.8%
Value ($000) $1,267 Shares 8,350 Est. Cost $170.27 Unrealized
AMN AMN Healthcare Services 0.8%
Value ($000) $1,266 Shares 23,147 Est. Cost $52.94 Unrealized +8.2%
R Ryder System, Inc. 0.8%
Value ($000) $1,233 Shares 16,875 Est. Cost $80.56 Unrealized -5.4%
SBUX Starbucks 0.8%
Value ($000) $1,199 Shares 21,100 Est. Cost $46.23 Unrealized -2.5%
AMGN Amgen 0.7%
Value ($000) $1,151 Shares 5,552 Est. Cost $131.17 Unrealized +20.0%
DE Deere 0.7%
Value ($000) $1,112 Shares 7,400 Est. Cost $129.88 Unrealized -1.0%
Facebook Inc 0.7%
Value ($000) $1,078 Shares 6,555 Est. Cost $166.34 Unrealized
Marathon Petroleum 0.7%
Value ($000) $1,073 Shares 13,417 Est. Cost $70.16 Unrealized
CCL Carnival Corp.-Cl A 0.7%
Value ($000) $1,070 Shares 16,775 Est. Cost $56.18 Unrealized +1.2%
EA Electronic Arts 0.7%
Value ($000) $1,063 Shares 8,825 Est. Cost $125.34 Unrealized 0.0%
Alphabet Inc Class A 0.7%
Value ($000) $1,045 Shares 866 Est. Cost $1010.47 Unrealized
PG Procter & Gamble 0.7%
Value ($000) $1,032 Shares 12,396 Est. Cost $64.51 Unrealized +5.1%
FDX FedEx 0.7%
Value ($000) $1,029 Shares 4,275 Est. Cost $214.15 Unrealized -0.9%
DVN Devon Energy 0.7%
Value ($000) $1,016 Shares 25,450 Est. Cost $27.23 Unrealized +11.5%
EL Estee Lauder 0.7%
Value ($000) $1,010 Shares 6,950 Est. Cost $113.62 Unrealized +11.3%
PayPal 0.6%
Value ($000) $993 Shares 11,300 Est. Cost $44.60 Unrealized
CVX Chevron Corporation 0.6%
Value ($000) $981 Shares 8,025 Est. Cost $87.23 Unrealized +0.8%
BMY Bristol Myers Squibb 0.6%
Value ($000) $979 Shares 15,767 Est. Cost $42.30 Unrealized +6.3%
KEY KeyCorp 0.6%
Value ($000) $964 Shares 48,445 Est. Cost $11.93 Unrealized +22.7%
UNP Union Pacific 0.6%
Value ($000) $952 Shares 5,848 Est. Cost $83.79 Unrealized +52.5%
BA Boeing 0.6%
Value ($000) $930 Shares 2,500 Est. Cost $224.26 Unrealized +51.2%
PH Parker Hannifin 0.6%
Value ($000) $924 Shares 5,025 Est. Cost $168.05 Unrealized -8.6%
Kellogg 0.6%
Value ($000) $921 Shares 13,160 Est. Cost $42.66 Unrealized +20.3%
HON Honeywell Int'l. 0.6%
Value ($000) $894 Shares 5,374 Est. Cost $80.06 Unrealized +51.9%
Alphabet Inc Class C 0.6%
Value ($000) $884 Shares 741 Est. Cost $720.99 Unrealized
Fortune Brands & Home Security 0.6%
Value ($000) $882 Shares 16,838 Est. Cost $60.72 Unrealized
ARW Arrow Electronics 0.6%
Value ($000) $874 Shares 11,850 Est. Cost $78.04 Unrealized -1.6%
Agilent 0.5%
Value ($000) $834 Shares 11,825 Est. Cost $60.30 Unrealized
GILD Gilead Sciences 0.5%
Value ($000) $804 Shares 10,415 Est. Cost $56.27 Unrealized +1.0%
T A T & T 0.5%
Value ($000) $803 Shares 23,910 Est. Cost $12.98 Unrealized +11.6%
STT State Street 0.5%
Value ($000) $775 Shares 9,250 Est. Cost $69.30 Unrealized 0.0%
TEX Terex 0.5%
Value ($000) $767 Shares 19,210 Est. Cost $41.63 Unrealized -2.3%
EW Edwards Lifesciences 0.5%
Value ($000) $757 Shares 4,350 Est. Cost $48.91 Unrealized 0.0%
NKE Nike Inc Class B 0.5%
Value ($000) $742 Shares 8,760 Est. Cost $47.41 Unrealized +53.9%
KO Coca-Cola 0.5%
Value ($000) $741 Shares 16,046 Est. Cost $30.68 Unrealized +18.3%
Noble Energy 0.5%
Value ($000) $735 Shares 23,550 Est. Cost $31.21 Unrealized
ITT 0.5%
Value ($000) $729 Shares 11,900 Est. Cost $61.26 Unrealized
IFF Int'l Flvrs & Frag. 0.5%
Value ($000) $710 Shares 5,100 Est. Cost $108.33 Unrealized 0.0%
MHK Mohawk Industries 0.5%
Value ($000) $710 Shares 4,050 Est. Cost $176.93 Unrealized +10.9%
American Airlines Group Inc. 0.5%
Value ($000) $700 Shares 16,937 Est. Cost $42.42 Unrealized
Blackstone Mortgage Trust 0.5%
Value ($000) $692 Shares 20,650 Est. Cost $31.26 Unrealized
EMR Emerson Electric 0.4%
Value ($000) $690 Shares 9,007 Est. Cost $47.42 Unrealized +30.6%
HD Home Depot 0.4%
Value ($000) $683 Shares 3,299 Est. Cost $110.93 Unrealized +51.4%
Sensata Technologies 0.4%
Value ($000) $666 Shares 13,450 Est. Cost $49.52 Unrealized
GIS General Mills 0.4%
Value ($000) $641 Shares 14,925 Est. Cost $38.26 Unrealized -8.6%
STZ Constellation Brands 0.4%
Value ($000) $634 Shares 2,940 Est. Cost $188.58 Unrealized 0.0%
CL Colgate-Palmolive 0.4%
Value ($000) $615 Shares 9,188 Est. Cost $53.64 Unrealized +4.3%
Pentair 0.4%
Value ($000) $607 Shares 14,000 Est. Cost $49.78 Unrealized
M.D.C. Holdings, Inc. 0.4%
Value ($000) $600 Shares 20,292 Est. Cost $30.61 Unrealized
RHHBY Roche Holdings Ltd 0.4%
Value ($000) $594 Shares 19,707 Est. Cost $31.00 Unrealized
H&E Equipment Services 0.4%
Value ($000) $593 Shares 15,701 Est. Cost $37.77 Unrealized
General Electric 0.4%
Value ($000) $564 Shares 49,974 Est. Cost $28.75 Unrealized
MCD McDonald's 0.4%
Value ($000) $563 Shares 3,367 Est. Cost $86.93 Unrealized +55.1%
Canadian Pacific 0.4%
Value ($000) $563 Shares 2,655 Est. Cost $169.96 Unrealized
WY Weyerhaeuser 0.4%
Value ($000) $559 Shares 17,325 Est. Cost $24.61 Unrealized +5.3%
SLB Schlumberger 0.4%
Value ($000) $545 Shares 8,948 Est. Cost $65.87 Unrealized -21.0%
Walgreens Boots Alliance 0.4%
Value ($000) $543 Shares 7,450 Est. Cost $65.24 Unrealized
ALK Alaska Air 0.4%
Value ($000) $539 Shares 7,825 Est. Cost $72.92 Unrealized -14.1%
Biomarin Pharmaceutical 0.3%
Value ($000) $533 Shares 5,500 Est. Cost $96.91 Unrealized
DY Dycom Industries 0.3%
Value ($000) $533 Shares 6,300 Est. Cost $96.76 Unrealized -10.6%
ADI Analog Devices 0.3%
Value ($000) $509 Shares 5,500 Est. Cost $69.59 Unrealized +20.4%
SYY Sysco Corp 0.3%
Value ($000) $505 Shares 6,900 Est. Cost $34.13 Unrealized +73.6%
AME Ametek 0.3%
Value ($000) $483 Shares 6,100 Est. Cost $72.84 Unrealized 0.0%
Restaurant Brands Int'l 0.3%
Value ($000) $467 Shares 7,877 Est. Cost $39.04 Unrealized
SVB Financial Group 0.3%
Value ($000) $451 Shares 1,450 Est. Cost $311.03 Unrealized
Eaton 0.3%
Value ($000) $444 Shares 5,125 Est. Cost $74.73 Unrealized
Axalta Coating Systems 0.3%
Value ($000) $434 Shares 14,900 Est. Cost $30.20 Unrealized
Splunk 0.3%
Value ($000) $417 Shares 3,450 Est. Cost $120.87 Unrealized
NOC Northrop Grumman 0.3%
Value ($000) $413 Shares 1,300 Est. Cost $269.78 Unrealized 0.0%
LPX Louisiana Pacific 0.3%
Value ($000) $411 Shares 15,516 Est. Cost $27.48 Unrealized +3.7%
VZ Verizon Comm. 0.3%
Value ($000) $394 Shares 7,380 Est. Cost $33.03 Unrealized +7.9%
COF Capital One Finl. 0.2%
Value ($000) $380 Shares 4,000 Est. Cost $86.85 Unrealized -1.4%
MUR Murphy Oil 0.2%
Value ($000) $377 Shares 11,300 Est. Cost $24.29 Unrealized 0.0%
WisdomTree Financial 0.2%
Value ($000) $377 Shares 44,400 Est. Cost $10.31 Unrealized
MO Altria Group 0.2%
Value ($000) $362 Shares 6,000 Est. Cost $30.64 Unrealized +9.5%
Harris 0.2%
Value ($000) $338 Shares 2,000 Est. Cost $144.50 Unrealized
DowDuPont Inc 0.2%
Value ($000) $335 Shares 5,211 Est. Cost $67.64 Unrealized
Summit Materials Inc 0.2%
Value ($000) $329 Shares 18,108 Est. Cost $31.20 Unrealized
Tower Semiconductor 0.2%
Value ($000) $328 Shares 15,054 Est. Cost $21.98 Unrealized
PEP Pepsico 0.2%
Value ($000) $323 Shares 2,887 Est. Cost $71.61 Unrealized +26.1%
Waste Management Inc. 0.2%
Value ($000) $312 Shares 3,450 Est. Cost $54.85 Unrealized
SYK Stryker 0.2%
Value ($000) $302 Shares 1,700 Est. Cost $154.79 Unrealized +1.8%
SONY Sony Corp 0.2%
Value ($000) $288 Shares 4,752 Est. Cost $51.36 Unrealized
Foot Locker, Inc. 0.2%
Value ($000) $288 Shares 5,650 Est. Cost $50.97 Unrealized
Century Bancorp 0.2%
Value ($000) $284 Shares 3,926 Est. Cost $33.61 Unrealized
LLY Eli Lilly 0.2%
Value ($000) $284 Shares 2,650 Est. Cost $71.42 Unrealized +26.4%
RF Regions Financial 0.2%
Value ($000) $265 Shares 14,425 Est. Cost $10.58 Unrealized +31.8%
DRI Darden Restaurants 0.2%
Value ($000) $264 Shares 2,375 Est. Cost $74.14 Unrealized +23.9%
Blackrock 0.2%
Value ($000) $259 Shares 550 Est. Cost $470.91 Unrealized
KWR Quaker Chemical 0.2%
Value ($000) $253 Shares 1,250 Est. Cost $174.71 Unrealized 0.0%
WFC Wells Fargo 0.2%
Value ($000) $252 Shares 4,800 Est. Cost $40.57 Unrealized +14.6%
BNS Bank of Nova Scotia 0.2%
Value ($000) $250 Shares 4,200 Est. Cost $32.21 Unrealized +22.5%
HSBC Holdings Pfd A 0.2%
Value ($000) $249 Shares 9,700 Est. Cost $24.74 Unrealized
Brookline Bancorp 0.2%
Value ($000) $244 Shares 14,606 Est. Cost $15.92 Unrealized
C Citigroup 0.2%
Value ($000) $244 Shares 3,400 Est. Cost $55.40 Unrealized -1.1%
MTRN Materion Corp 0.2%
Value ($000) $242 Shares 4,000 Est. Cost $60.17 Unrealized 0.0%
NVS Novartis AG ADS 0.2%
Value ($000) $240 Shares 2,780 Est. Cost $79.12 Unrealized
CFR Cullen/Frost Bankers 0.2%
Value ($000) $240 Shares 2,300 Est. Cost $88.90 Unrealized 0.0%
AZN Astrazeneca 0.2%
Value ($000) $238 Shares 6,007 Est. Cost $31.47 Unrealized
GAP The Gap Inc. 0.2%
Value ($000) $236 Shares 8,175 Est. Cost $25.97 Unrealized -11.2%
Comcast Corp Cl A 0.2%
Value ($000) $235 Shares 6,646 Est. Cost $32.80 Unrealized
NextEra Energy Inc. 0.2%
Value ($000) $235 Shares 1,400 Est. Cost $146.43 Unrealized
Restaurant Brands NZ Ltd 0.2%
Value ($000) $233 Shares 45,000 Est. Cost $5.29 Unrealized
SHW Sherwin-Williams 0.1%
Value ($000) $228 Shares 500 Est. Cost $120.91 Unrealized +14.7%
ROP Roper Technologies Inc 0.1%
Value ($000) $222 Shares 750 Est. Cost $282.40 Unrealized 0.0%
SCHW Charles Schwab 0.1%
Value ($000) $222 Shares 4,519 Est. Cost $46.06 Unrealized 0.0%
Accenture Ltd 0.1%
Value ($000) $221 Shares 1,300 Est. Cost $163.85 Unrealized
ASB Associated Banc-Corp 0.1%
Value ($000) $221 Shares 8,500 Est. Cost $20.03 Unrealized +2.5%
Activision Blizzard 0.1%
Value ($000) $213 Shares 2,560 Est. Cost $83.20 Unrealized
Westshore Terminals Investmen 0.1%
Value ($000) $210 Shares 10,120 Est. Cost $18.08 Unrealized
Xylem Inc 0.1%
Value ($000) $208 Shares 2,600 Est. Cost $80.00 Unrealized
SNY Sanofi 0.1%
Value ($000) $205 Shares 4,592 Est. Cost $44.64 Unrealized
Tellurian 0.1%
Value ($000) $99 Shares 11,000 Est. Cost $8.36 Unrealized
Kingmaker Footwear Holdings 0.0%
Value ($000) $29 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