New England Research & Management, Inc. Diversified Active

CIK: 0001596077 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 3, 2019

Total Value ($000): $148,032 (100.0% shares, 0.0% debt)

Holdings (164)

CHD Church and Dwight 3.8%
Value ($000) $5,698 Shares 80,000 Est. Cost $37.48 Unrealized +61.7%
JNJ Johnson & Johnson 3.3%
Value ($000) $4,872 Shares 34,851 Est. Cost $79.73 Unrealized +38.4%
CSCO Cisco Systems 3.1%
Value ($000) $4,541 Shares 84,100 Est. Cost $25.17 Unrealized +56.9%
WASH Washington Trust 2.3%
Value ($000) $3,475 Shares 72,172 Est. Cost $24.85 Unrealized +37.4%
INTC Intel 1.9%
Value ($000) $2,849 Shares 53,063 Est. Cost $33.67 Unrealized +30.2%
DIS Walt Disney 1.8%
Value ($000) $2,693 Shares 24,255 Est. Cost $100.29 Unrealized +7.6%
KMB Kimberly Clark 1.7%
Value ($000) $2,588 Shares 20,888 Est. Cost $78.68 Unrealized +16.0%
AAPL Apple Computer 1.5%
Value ($000) $2,288 Shares 12,044 Est. Cost $28.61 Unrealized +41.3%
PFE Pfizer 1.4%
Value ($000) $2,087 Shares 49,134 Est. Cost $19.73 Unrealized +48.2%
XOM Exxon Mobil 1.4%
Value ($000) $2,069 Shares 25,611 Est. Cost $54.39 Unrealized +1.9%
ABT Abbott Labs 1.4%
Value ($000) $2,061 Shares 25,778 Est. Cost $40.29 Unrealized +64.0%
Merck 1.4%
Value ($000) $2,021 Shares 24,295 Est. Cost $57.33 Unrealized
EL Estee Lauder 1.3%
Value ($000) $1,982 Shares 11,975 Est. Cost $119.27 Unrealized +12.8%
KO Coca-Cola 1.3%
Value ($000) $1,942 Shares 41,450 Est. Cost $35.05 Unrealized +7.8%
DAL Delta Airlines 1.3%
Value ($000) $1,890 Shares 36,600 Est. Cost $46.97 Unrealized -0.4%
AZTA Brooks Automation 1.2%
Value ($000) $1,842 Shares 62,817 Est. Cost $30.67 Unrealized -4.1%
AMGN Amgen 1.2%
Value ($000) $1,826 Shares 9,612 Est. Cost $141.68 Unrealized +9.2%
Zoetis Inc 1.2%
Value ($000) $1,819 Shares 18,073 Est. Cost $50.02 Unrealized
CSX CSX Corp 1.2%
Value ($000) $1,816 Shares 24,275 Est. Cost $9.62 Unrealized +119.3%
CVS C.V.S. Caremark 1.2%
Value ($000) $1,815 Shares 33,650 Est. Cost $55.66 Unrealized -11.1%
MSFT Microsoft 1.2%
Value ($000) $1,761 Shares 14,934 Est. Cost $47.51 Unrealized +115.3%
PKG Packaging Corp of America 1.2%
Value ($000) $1,756 Shares 17,673 Est. Cost $89.47 Unrealized -13.9%
CCL Carnival Corp.-Cl A 1.2%
Value ($000) $1,744 Shares 34,378 Est. Cost $55.10 Unrealized -4.2%
UNP Union Pacific 1.1%
Value ($000) $1,663 Shares 9,948 Est. Cost $111.82 Unrealized +23.5%
UAL United Continental Holdings 1.1%
Value ($000) $1,647 Shares 20,648 Est. Cost $84.40 Unrealized 0.0%
BMY Bristol Myers Squibb 1.1%
Value ($000) $1,610 Shares 33,737 Est. Cost $40.77 Unrealized -6.1%
UPS UPS 1.0%
Value ($000) $1,511 Shares 13,525 Est. Cost $77.65 Unrealized +4.3%
PG Procter & Gamble 1.0%
Value ($000) $1,441 Shares 13,851 Est. Cost $66.69 Unrealized +23.1%
BRK/B Berkshire Hathaway B 1.0%
Value ($000) $1,434 Shares 7,136 Est. Cost $144.52 Unrealized +39.7%
URI United Rentals, Inc. 1.0%
Value ($000) $1,414 Shares 12,374 Est. Cost $101.30 Unrealized +18.1%
Atlas Air Worldwide 1.0%
Value ($000) $1,409 Shares 27,875 Est. Cost $63.23 Unrealized
MKC McCormick & Company 1.0%
Value ($000) $1,408 Shares 9,350 Est. Cost $59.09 Unrealized 0.0%
IBM Int'l Bus. Mach. 0.9%
Value ($000) $1,364 Shares 9,665 Est. Cost $104.84 Unrealized -9.7%
Marathon Petroleum 0.9%
Value ($000) $1,341 Shares 22,400 Est. Cost $62.87 Unrealized
VIRT Virtu Financial, Inc. 0.9%
Value ($000) $1,327 Shares 55,868 Est. Cost $25.62 Unrealized 0.0%
INDB Independent Bank 0.9%
Value ($000) $1,316 Shares 16,240 Est. Cost $37.77 Unrealized +68.8%
ADI Analog Devices 0.9%
Value ($000) $1,316 Shares 12,500 Est. Cost $73.31 Unrealized +20.6%
Kansas City So. 0.9%
Value ($000) $1,300 Shares 11,205 Est. Cost $105.87 Unrealized
T A T & T 0.9%
Value ($000) $1,272 Shares 40,555 Est. Cost $13.43 Unrealized +5.5%
MMM 3M Corp. 0.8%
Value ($000) $1,225 Shares 5,895 Est. Cost $83.80 Unrealized +56.4%
VMC Vulcan Materials 0.8%
Value ($000) $1,172 Shares 9,900 Est. Cost $101.79 Unrealized 0.0%
FITB Fifth Third Bank 0.8%
Value ($000) $1,158 Shares 45,925 Est. Cost $22.52 Unrealized -9.9%
FDX FedEx 0.8%
Value ($000) $1,156 Shares 6,370 Est. Cost $204.63 Unrealized -23.8%
GIS General Mills 0.8%
Value ($000) $1,148 Shares 22,175 Est. Cost $36.11 Unrealized -0.9%
SunTrust Banks 0.8%
Value ($000) $1,126 Shares 19,000 Est. Cost $65.75 Unrealized
PB Prosperity Bancshares, Inc. 0.7%
Value ($000) $1,110 Shares 16,075 Est. Cost $47.89 Unrealized +19.8%
Alphabet Inc Class A 0.7%
Value ($000) $1,107 Shares 941 Est. Cost $1023.69 Unrealized
CLX Clorox Company 0.7%
Value ($000) $1,067 Shares 6,650 Est. Cost $126.88 Unrealized 0.0%
EA Electronic Arts 0.7%
Value ($000) $1,039 Shares 10,225 Est. Cost $119.94 Unrealized -23.2%
MCD McDonald's 0.7%
Value ($000) $1,038 Shares 5,467 Est. Cost $112.92 Unrealized +36.9%
BA Boeing 0.7%
Value ($000) $1,028 Shares 2,695 Est. Cost $252.47 Unrealized +48.6%
Kellogg 0.7%
Value ($000) $1,014 Shares 17,673 Est. Cost $43.60 Unrealized -4.9%
VLO Valero 0.7%
Value ($000) $1,002 Shares 11,812 Est. Cost $65.55 Unrealized -4.8%
VZ Verizon Comm. 0.7%
Value ($000) $992 Shares 16,770 Est. Cost $36.73 Unrealized +6.0%
NKE Nike Inc Class B 0.7%
Value ($000) $982 Shares 11,660 Est. Cost $57.96 Unrealized +30.0%
AYI Acuity Brands 0.7%
Value ($000) $966 Shares 8,051 Est. Cost $121.61 Unrealized 0.0%
AMN AMN Healthcare Services 0.6%
Value ($000) $941 Shares 19,980 Est. Cost $55.44 Unrealized 0.0%
SWKS Skyworks Solutions Inc 0.6%
Value ($000) $938 Shares 11,375 Est. Cost $65.62 Unrealized 0.0%
CFG Citizens Financial Group 0.6%
Value ($000) $936 Shares 28,800 Est. Cost $27.67 Unrealized -7.3%
HD Home Depot 0.6%
Value ($000) $911 Shares 4,749 Est. Cost $125.23 Unrealized +23.5%
BDX Becton Dickinson 0.6%
Value ($000) $897 Shares 3,590 Est. Cost $208.19 Unrealized +2.2%
STT State Street 0.6%
Value ($000) $872 Shares 13,250 Est. Cost $65.28 Unrealized -15.1%
Medtronic PLC 0.6%
Value ($000) $856 Shares 9,400 Est. Cost $90.97 Unrealized
HON Honeywell Int'l. 0.6%
Value ($000) $848 Shares 5,337 Est. Cost $80.06 Unrealized +51.3%
Alphabet Inc Class C 0.6%
Value ($000) $840 Shares 716 Est. Cost $720.99 Unrealized
Sensata Technologies 0.6%
Value ($000) $834 Shares 18,525 Est. Cost $48.13 Unrealized
BB&T 0.6%
Value ($000) $825 Shares 17,725 Est. Cost $37.32 Unrealized
JPM J.P. Morgan Chase 0.6%
Value ($000) $816 Shares 8,058 Est. Cost $87.50 Unrealized -2.5%
ARE Alexandria Real Estate 0.5%
Value ($000) $795 Shares 5,575 Est. Cost $93.31 Unrealized +8.9%
PH Parker Hannifin 0.5%
Value ($000) $727 Shares 4,235 Est. Cost $168.05 Unrealized -10.9%
Juniper 0.5%
Value ($000) $721 Shares 27,250 Est. Cost $26.92 Unrealized
Restaurant Brands Int'l 0.5%
Value ($000) $711 Shares 10,927 Est. Cost $44.74 Unrealized
Blackstone Mortgage Trust 0.5%
Value ($000) $700 Shares 20,250 Est. Cost $31.28 Unrealized
TMUS T-Mobile US, Inc. 0.5%
Value ($000) $698 Shares 10,100 Est. Cost $64.84 Unrealized +4.2%
SYY Sysco Corp 0.5%
Value ($000) $698 Shares 10,454 Est. Cost $41.48 Unrealized +30.5%
XYZ Square 0.5%
Value ($000) $693 Shares 9,250 Est. Cost $70.82 Unrealized +2.3%
HCA Holdings 0.5%
Value ($000) $678 Shares 5,200 Est. Cost $126.38 Unrealized
MHK Mohawk Industries 0.4%
Value ($000) $659 Shares 5,225 Est. Cost $156.35 Unrealized -16.7%
AbbVie Inc. 0.4%
Value ($000) $658 Shares 8,159 Est. Cost $88.52 Unrealized
RHHBY Roche Holdings Ltd 0.4%
Value ($000) $657 Shares 19,107 Est. Cost $31.00 Unrealized
GILD Gilead Sciences 0.4%
Value ($000) $644 Shares 9,905 Est. Cost $56.27 Unrealized -9.6%
R Ryder System, Inc. 0.4%
Value ($000) $638 Shares 10,300 Est. Cost $80.56 Unrealized -27.4%
CL Colgate-Palmolive 0.4%
Value ($000) $630 Shares 9,188 Est. Cost $53.64 Unrealized +2.5%
NOC Northrop Grumman 0.4%
Value ($000) $627 Shares 2,325 Est. Cost $258.37 Unrealized -5.7%
WFC Wells Fargo 0.4%
Value ($000) $618 Shares 12,800 Est. Cost $40.76 Unrealized 0.0%
GlaxoSmithKline 0.4%
Value ($000) $606 Shares 14,500 Est. Cost $41.79 Unrealized
Fabrinet 0.4%
Value ($000) $602 Shares 11,500 Est. Cost $52.35 Unrealized
AME Ametek 0.4%
Value ($000) $597 Shares 7,200 Est. Cost $72.00 Unrealized +0.8%
KEY KeyCorp 0.4%
Value ($000) $594 Shares 37,695 Est. Cost $11.95 Unrealized +0.1%
EMR Emerson Electric 0.4%
Value ($000) $593 Shares 8,658 Est. Cost $47.42 Unrealized +18.1%
PHM Pulte 0.4%
Value ($000) $587 Shares 21,000 Est. Cost $25.30 Unrealized 0.0%
Pioneer Natural Resources 0.4%
Value ($000) $548 Shares 3,600 Est. Cost $177.13 Unrealized
TRN Trinity Industries 0.4%
Value ($000) $529 Shares 24,350 Est. Cost $17.54 Unrealized 0.0%
EOG Resources 0.4%
Value ($000) $521 Shares 5,470 Est. Cost $125.82 Unrealized
ETRADE Financial Corp 0.3%
Value ($000) $506 Shares 10,900 Est. Cost $46.42 Unrealized
DowDuPont Inc 0.3%
Value ($000) $499 Shares 9,361 Est. Cost $60.95 Unrealized
PPG PPG Industries 0.3%
Value ($000) $487 Shares 4,315 Est. Cost $88.53 Unrealized +6.1%
American Airlines Group Inc. 0.3%
Value ($000) $485 Shares 15,262 Est. Cost $42.42 Unrealized
Akamai Technologies 0.3%
Value ($000) $484 Shares 6,750 Est. Cost $61.08 Unrealized
CBS 0.3%
Value ($000) $482 Shares 10,150 Est. Cost $44.09 Unrealized
MS Morgan Stanley 0.3%
Value ($000) $476 Shares 11,275 Est. Cost $40.34 Unrealized -15.7%
FCX Freeport McMoran 0.3%
Value ($000) $467 Shares 36,200 Est. Cost $11.12 Unrealized 0.0%
ITT 0.3%
Value ($000) $458 Shares 7,890 Est. Cost $61.26 Unrealized
STZ Constellation Brands 0.3%
Value ($000) $451 Shares 2,575 Est. Cost $181.56 Unrealized -17.1%
Visa 0.3%
Value ($000) $447 Shares 2,862 Est. Cost $131.89 Unrealized
Raytheon 0.3%
Value ($000) $446 Shares 2,450 Est. Cost $153.47 Unrealized
Fortune Brands & Home Security 0.3%
Value ($000) $445 Shares 9,350 Est. Cost $60.40 Unrealized
IFF Int'l Flvrs & Frag. 0.3%
Value ($000) $438 Shares 3,400 Est. Cost $110.40 Unrealized 0.0%
NVDA Nividia 0.3%
Value ($000) $431 Shares 2,400 Est. Cost $3.85 Unrealized 0.0%
WY Weyerhaeuser 0.3%
Value ($000) $427 Shares 16,225 Est. Cost $24.61 Unrealized -21.6%
CIEN Ciena Corporation 0.3%
Value ($000) $426 Shares 11,400 Est. Cost $32.35 Unrealized +20.0%
PEP Pepsico 0.3%
Value ($000) $421 Shares 3,438 Est. Cost $74.67 Unrealized +23.8%
ALB Albemarle Corp. 0.3%
Value ($000) $414 Shares 5,050 Est. Cost $85.43 Unrealized -13.0%
H&E Equipment Services 0.3%
Value ($000) $404 Shares 16,101 Est. Cost $37.23 Unrealized
Facebook Inc 0.3%
Value ($000) $404 Shares 2,425 Est. Cost $163.75 Unrealized
SLB Schlumberger 0.3%
Value ($000) $387 Shares 8,874 Est. Cost $65.87 Unrealized -45.7%
SBUX Starbucks 0.3%
Value ($000) $379 Shares 5,100 Est. Cost $46.23 Unrealized +28.2%
General Electric 0.3%
Value ($000) $374 Shares 37,455 Est. Cost $28.75 Unrealized
TOL Toll Brothers 0.3%
Value ($000) $373 Shares 10,300 Est. Cost $35.94 Unrealized 0.0%
TTWO Take Two Interactive Software 0.2%
Value ($000) $368 Shares 3,900 Est. Cost $115.13 Unrealized -15.8%
Nektar Therapeutics 0.2%
Value ($000) $365 Shares 10,855 Est. Cost $33.63 Unrealized
SONY Sony Corp 0.2%
Value ($000) $363 Shares 8,602 Est. Cost $48.25 Unrealized
M.D.C. Holdings, Inc. 0.2%
Value ($000) $359 Shares 12,358 Est. Cost $29.05 Unrealized
Waste Management Inc. 0.2%
Value ($000) $358 Shares 3,450 Est. Cost $54.85 Unrealized
DLR Digital Realty Trust 0.2%
Value ($000) $339 Shares 2,848 Est. Cost $86.49 Unrealized +1.5%
Harris 0.2%
Value ($000) $319 Shares 2,000 Est. Cost $144.50 Unrealized
Catalent 0.2%
Value ($000) $313 Shares 7,700 Est. Cost $31.17 Unrealized
Biomarin Pharmaceutical 0.2%
Value ($000) $311 Shares 3,500 Est. Cost $88.86 Unrealized
DXCM DexCom, Inc. 0.2%
Value ($000) $304 Shares 2,550 Est. Cost $35.14 Unrealized 0.0%
Salesforce.com 0.2%
Value ($000) $289 Shares 1,825 Est. Cost $158.36 Unrealized
DRI Darden Restaurants 0.2%
Value ($000) $288 Shares 2,373 Est. Cost $74.14 Unrealized +22.2%
Century Bancorp 0.2%
Value ($000) $287 Shares 3,926 Est. Cost $33.61 Unrealized
ALK Alaska Air 0.2%
Value ($000) $285 Shares 5,075 Est. Cost $72.65 Unrealized -18.0%
Cheniere Energy, Inc. 0.2%
Value ($000) $284 Shares 4,150 Est. Cost $68.43 Unrealized
Installed Building Products In 0.2%
Value ($000) $278 Shares 5,725 Est. Cost $48.56 Unrealized
NextEra Energy Inc. 0.2%
Value ($000) $271 Shares 1,400 Est. Cost $154.70 Unrealized
WMT Walmart Inc. 0.2%
Value ($000) $269 Shares 2,762 Est. Cost $26.61 Unrealized +9.9%
Restaurant Brands NZ Ltd 0.2%
Value ($000) $269 Shares 45,000 Est. Cost $5.29 Unrealized
Comcast Corp Cl A 0.2%
Value ($000) $266 Shares 6,646 Est. Cost $32.80 Unrealized
SVB Financial Group 0.2%
Value ($000) $261 Shares 1,175 Est. Cost $222.13 Unrealized
Logitech International S.A. 0.2%
Value ($000) $261 Shares 6,640 Est. Cost $31.32 Unrealized
CF CF Industries 0.2%
Value ($000) $258 Shares 6,300 Est. Cost $39.16 Unrealized -8.7%
NVS Novartis AG ADS 0.2%
Value ($000) $253 Shares 2,630 Est. Cost $79.12 Unrealized
Axalta Coating Systems 0.2%
Value ($000) $252 Shares 10,000 Est. Cost $30.20 Unrealized
HSBC Holdings Pfd A 0.2%
Value ($000) $250 Shares 9,700 Est. Cost $24.74 Unrealized
CME Group 0.2%
Value ($000) $248 Shares 1,505 Est. Cost $164.78 Unrealized
RMD ResMed Inc 0.2%
Value ($000) $244 Shares 2,350 Est. Cost $97.04 Unrealized 0.0%
XPO XPO Logistics Inc 0.2%
Value ($000) $239 Shares 4,450 Est. Cost $19.20 Unrealized 0.0%
AZN Astrazeneca 0.2%
Value ($000) $239 Shares 5,907 Est. Cost $31.47 Unrealized
Citrix Systems 0.2%
Value ($000) $239 Shares 2,400 Est. Cost $99.58 Unrealized
ROK Rockwell Automation 0.2%
Value ($000) $237 Shares 1,350 Est. Cost $146.34 Unrealized +2.5%
National Vision Holdings Inc 0.2%
Value ($000) $236 Shares 7,500 Est. Cost $28.31 Unrealized
VEEV Veeva Systems Inc 0.2%
Value ($000) $235 Shares 1,850 Est. Cost $112.79 Unrealized 0.0%
VRTX Vertex Pharmaceuticals 0.2%
Value ($000) $230 Shares 1,250 Est. Cost $184.70 Unrealized 0.0%
Summit Materials Inc 0.2%
Value ($000) $224 Shares 14,123 Est. Cost $31.20 Unrealized
MTRN Materion Corp 0.1%
Value ($000) $215 Shares 3,775 Est. Cost $52.02 Unrealized 0.0%
BC Brunswick 0.1%
Value ($000) $206 Shares 4,100 Est. Cost $44.22 Unrealized 0.0%
Xylem Inc 0.1%
Value ($000) $206 Shares 2,600 Est. Cost $79.23 Unrealized
Canadian Pacific 0.1%
Value ($000) $205 Shares 995 Est. Cost $169.96 Unrealized
Westshore Terminals Investmen 0.1%
Value ($000) $152 Shares 10,120 Est. Cost $18.08 Unrealized
Tellurian 0.1%
Value ($000) $123 Shares 11,000 Est. Cost $8.36 Unrealized
Kingmaker Footwear Holdings 0.0%
Value ($000) $26 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