New England Research & Management, Inc. Diversified Active

CIK: 0001596077 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 9, 2019

Total Value ($000): $147,376 (100.0% shares, 0.0% debt)

Holdings (163)

CHD Church and Dwight 3.9%
Value ($000) $5,680 Shares 77,750 Est. Cost $37.48 Unrealized +83.4%
JNJ Johnson & Johnson 3.1%
Value ($000) $4,572 Shares 32,827 Est. Cost $79.73 Unrealized +44.0%
CSCO Cisco Systems 3.1%
Value ($000) $4,564 Shares 83,400 Est. Cost $25.17 Unrealized +79.5%
WASH Washington Trust 2.6%
Value ($000) $3,766 Shares 72,172 Est. Cost $24.85 Unrealized +37.2%
DIS Walt Disney 2.1%
Value ($000) $3,069 Shares 21,980 Est. Cost $100.29 Unrealized +27.6%
INTC Intel 2.0%
Value ($000) $2,917 Shares 60,937 Est. Cost $34.89 Unrealized +23.5%
KMB Kimberly Clark 1.9%
Value ($000) $2,771 Shares 20,788 Est. Cost $78.68 Unrealized +29.9%
AAPL Apple Computer 1.5%
Value ($000) $2,235 Shares 11,294 Est. Cost $28.61 Unrealized +62.9%
ABT Abbott Labs 1.4%
Value ($000) $2,134 Shares 25,378 Est. Cost $40.29 Unrealized +74.3%
PFE Pfizer 1.4%
Value ($000) $2,118 Shares 48,884 Est. Cost $19.73 Unrealized +48.1%
EL Estee Lauder 1.4%
Value ($000) $2,115 Shares 11,550 Est. Cost $119.27 Unrealized +31.6%
KO Coca-Cola 1.4%
Value ($000) $2,104 Shares 41,325 Est. Cost $35.05 Unrealized +13.9%
Zoetis Inc 1.4%
Value ($000) $2,051 Shares 18,073 Est. Cost $50.02 Unrealized
MSFT Microsoft 1.4%
Value ($000) $2,001 Shares 14,934 Est. Cost $47.51 Unrealized +151.6%
Merck 1.4%
Value ($000) $1,991 Shares 23,745 Est. Cost $57.33 Unrealized
XOM Exxon Mobil 1.3%
Value ($000) $1,951 Shares 25,461 Est. Cost $54.39 Unrealized +4.6%
CVS C.V.S. Caremark 1.3%
Value ($000) $1,904 Shares 34,950 Est. Cost $55.21 Unrealized -21.1%
UAL United Airlines Holdings, Inc. 1.3%
Value ($000) $1,904 Shares 21,748 Est. Cost $84.41 Unrealized +0.3%
CSX CSX Corp 1.3%
Value ($000) $1,878 Shares 24,275 Est. Cost $9.62 Unrealized +144.8%
CCL Carnival Corp.-Cl A 1.2%
Value ($000) $1,827 Shares 39,253 Est. Cost $54.51 Unrealized -7.7%
AMGN Amgen 1.2%
Value ($000) $1,799 Shares 9,762 Est. Cost $141.75 Unrealized +3.1%
UPS UPS 1.1%
Value ($000) $1,629 Shares 15,776 Est. Cost $78.00 Unrealized +2.8%
BMY Bristol Myers Squibb 1.0%
Value ($000) $1,498 Shares 33,037 Est. Cost $40.77 Unrealized -11.4%
BRK/B Berkshire Hathaway B 1.0%
Value ($000) $1,489 Shares 6,986 Est. Cost $144.52 Unrealized +43.2%
PG Procter & Gamble 1.0%
Value ($000) $1,489 Shares 13,576 Est. Cost $66.69 Unrealized +35.7%
DAL Delta Airlines 1.0%
Value ($000) $1,457 Shares 25,675 Est. Cost $46.97 Unrealized +13.5%
PKG Packaging Corp of America 0.9%
Value ($000) $1,396 Shares 14,648 Est. Cost $89.47 Unrealized -11.9%
BA Boeing 0.9%
Value ($000) $1,367 Shares 3,755 Est. Cost $282.05 Unrealized +26.7%
ADI Analog Devices 0.9%
Value ($000) $1,357 Shares 12,025 Est. Cost $73.31 Unrealized +30.9%
CLX Clorox Company 0.9%
Value ($000) $1,344 Shares 8,775 Est. Cost $126.59 Unrealized -0.7%
IBM Int'l Bus. Mach. 0.9%
Value ($000) $1,309 Shares 9,490 Est. Cost $104.84 Unrealized -5.9%
NKE Nike Inc Class B 0.9%
Value ($000) $1,262 Shares 15,035 Est. Cost $62.25 Unrealized +23.8%
Restaurant Brands Int'l 0.9%
Value ($000) $1,261 Shares 18,137 Est. Cost $54.59 Unrealized
T A T & T 0.9%
Value ($000) $1,260 Shares 37,605 Est. Cost $13.43 Unrealized +12.3%
United Technologies 0.9%
Value ($000) $1,256 Shares 9,650 Est. Cost $130.16 Unrealized
INDB Independent Bank 0.8%
Value ($000) $1,229 Shares 16,141 Est. Cost $37.77 Unrealized +66.8%
URI United Rentals, Inc. 0.8%
Value ($000) $1,215 Shares 9,164 Est. Cost $101.30 Unrealized +21.4%
VIRT Virtu Financial, Inc. 0.8%
Value ($000) $1,214 Shares 55,718 Est. Cost $25.62 Unrealized -8.3%
FITB Fifth Third Bank 0.8%
Value ($000) $1,122 Shares 40,200 Est. Cost $22.52 Unrealized -6.5%
Atlas Air Worldwide 0.8%
Value ($000) $1,113 Shares 24,925 Est. Cost $63.23 Unrealized
Alphabet Inc Class A 0.8%
Value ($000) $1,108 Shares 1,023 Est. Cost $1028.46 Unrealized
VZ Verizon Comm. 0.7%
Value ($000) $1,101 Shares 19,270 Est. Cost $37.16 Unrealized +7.7%
M.D.C. Holdings, Inc. 0.7%
Value ($000) $1,095 Shares 33,408 Est. Cost $31.40 Unrealized
AMN AMN Healthcare Services 0.7%
Value ($000) $1,082 Shares 19,949 Est. Cost $55.44 Unrealized -8.5%
MMM 3M Corp. 0.7%
Value ($000) $1,065 Shares 6,145 Est. Cost $85.30 Unrealized +41.4%
PB Prosperity Bancshares, Inc. 0.7%
Value ($000) $1,040 Shares 15,750 Est. Cost $47.89 Unrealized +16.9%
Marathon Petroleum 0.7%
Value ($000) $1,020 Shares 18,250 Est. Cost $62.87 Unrealized
LLY Eli Lilly 0.7%
Value ($000) $1,019 Shares 9,200 Est. Cost $108.01 Unrealized 0.0%
CRL Charles River Laboratories 0.7%
Value ($000) $990 Shares 6,975 Est. Cost $135.63 Unrealized 0.0%
LEN Lennar 0.7%
Value ($000) $962 Shares 19,850 Est. Cost $45.88 Unrealized 0.0%
HD Home Depot 0.6%
Value ($000) $956 Shares 4,599 Est. Cost $125.23 Unrealized +35.4%
UNH United Healthcare 0.6%
Value ($000) $933 Shares 3,825 Est. Cost $215.47 Unrealized 0.0%
HON Honeywell Int'l. 0.6%
Value ($000) $932 Shares 5,337 Est. Cost $80.06 Unrealized +73.2%
Foot Locker, Inc. 0.6%
Value ($000) $902 Shares 21,525 Est. Cost $41.90 Unrealized
SunTrust Banks 0.6%
Value ($000) $895 Shares 14,240 Est. Cost $65.75 Unrealized
IFF Int'l Flvrs & Frag. 0.6%
Value ($000) $874 Shares 6,025 Est. Cost $112.97 Unrealized +3.0%
UNP Union Pacific 0.6%
Value ($000) $874 Shares 5,167 Est. Cost $111.82 Unrealized +32.2%
Kellogg 0.6%
Value ($000) $862 Shares 16,093 Est. Cost $43.60 Unrealized -4.4%
EA Electronic Arts 0.6%
Value ($000) $853 Shares 8,425 Est. Cost $119.94 Unrealized -22.8%
Facebook Inc 0.6%
Value ($000) $840 Shares 4,350 Est. Cost $176.74 Unrealized
JPM J.P. Morgan Chase 0.6%
Value ($000) $834 Shares 7,458 Est. Cost $87.50 Unrealized +5.2%
Blackstone Mortgage Trust 0.6%
Value ($000) $827 Shares 23,250 Est. Cost $31.83 Unrealized
BDX Becton Dickinson 0.6%
Value ($000) $823 Shares 3,265 Est. Cost $208.19 Unrealized +0.7%
BB&T 0.5%
Value ($000) $802 Shares 16,325 Est. Cost $37.32 Unrealized
FDX FedEx 0.5%
Value ($000) $800 Shares 4,870 Est. Cost $204.63 Unrealized -24.3%
PRA Health Sciences, Inc. 0.5%
Value ($000) $800 Shares 8,071 Est. Cost $99.12 Unrealized
Fabrinet 0.5%
Value ($000) $795 Shares 16,008 Est. Cost $51.59 Unrealized
Alphabet Inc Class C 0.5%
Value ($000) $774 Shares 716 Est. Cost $720.99 Unrealized
Kansas City So. 0.5%
Value ($000) $774 Shares 6,354 Est. Cost $105.87 Unrealized
Juniper 0.5%
Value ($000) $762 Shares 28,600 Est. Cost $26.91 Unrealized
Fortinet 0.5%
Value ($000) $761 Shares 9,900 Est. Cost $76.87 Unrealized
Medtronic PLC 0.5%
Value ($000) $760 Shares 7,800 Est. Cost $90.97 Unrealized
PEP Pepsico 0.5%
Value ($000) $752 Shares 5,738 Est. Cost $86.72 Unrealized +20.8%
Sensata Technologies 0.5%
Value ($000) $751 Shares 15,325 Est. Cost $48.13 Unrealized
DLR Digital Realty Trust 0.5%
Value ($000) $736 Shares 6,248 Est. Cost $90.88 Unrealized +4.0%
SYY Sysco Corp 0.5%
Value ($000) $725 Shares 10,254 Est. Cost $41.48 Unrealized +43.6%
GIS General Mills 0.5%
Value ($000) $710 Shares 13,525 Est. Cost $36.11 Unrealized +14.1%
MCD McDonald's 0.5%
Value ($000) $699 Shares 3,367 Est. Cost $112.92 Unrealized +50.3%
TRN Trinity Industries 0.5%
Value ($000) $697 Shares 33,600 Est. Cost $17.24 Unrealized -4.6%
HCA Holdings 0.5%
Value ($000) $676 Shares 5,000 Est. Cost $126.38 Unrealized
Salesforce.com 0.5%
Value ($000) $671 Shares 4,420 Est. Cost $154.51 Unrealized
RHHBY Roche Holdings Ltd 0.5%
Value ($000) $671 Shares 19,107 Est. Cost $31.00 Unrealized
TEX Terex 0.5%
Value ($000) $670 Shares 21,350 Est. Cost $30.70 Unrealized 0.0%
XYZ Square 0.5%
Value ($000) $667 Shares 9,200 Est. Cost $70.82 Unrealized -1.3%
CL Colgate-Palmolive 0.4%
Value ($000) $651 Shares 9,088 Est. Cost $53.64 Unrealized +13.4%
STZ Constellation Brands 0.4%
Value ($000) $645 Shares 3,275 Est. Cost $180.20 Unrealized -2.8%
PH Parker Hannifin 0.4%
Value ($000) $639 Shares 3,760 Est. Cost $168.05 Unrealized -6.9%
GILD Gilead Sciences 0.4%
Value ($000) $637 Shares 9,430 Est. Cost $56.27 Unrealized -9.7%
Cheniere Energy, Inc. 0.4%
Value ($000) $633 Shares 9,250 Est. Cost $68.43 Unrealized
CFG Citizens Financial Group 0.4%
Value ($000) $612 Shares 17,295 Est. Cost $27.67 Unrealized -6.0%
STT State Street 0.4%
Value ($000) $608 Shares 10,840 Est. Cost $65.28 Unrealized -23.4%
WFC Wells Fargo 0.4%
Value ($000) $580 Shares 12,250 Est. Cost $40.76 Unrealized -4.1%
EMR Emerson Electric 0.4%
Value ($000) $561 Shares 8,408 Est. Cost $47.42 Unrealized +21.2%
KEY KeyCorp 0.4%
Value ($000) $557 Shares 31,395 Est. Cost $11.95 Unrealized +2.7%
R Ryder System, Inc. 0.4%
Value ($000) $557 Shares 9,550 Est. Cost $80.56 Unrealized -26.1%
TMUS T-Mobile US, Inc. 0.4%
Value ($000) $552 Shares 7,450 Est. Cost $64.84 Unrealized +10.7%
Bio Telemetry, Inc. 0.4%
Value ($000) $549 Shares 11,400 Est. Cost $48.16 Unrealized
BAX Baxter International 0.4%
Value ($000) $520 Shares 6,350 Est. Cost $68.49 Unrealized 0.0%
AbbVie Inc. 0.3%
Value ($000) $515 Shares 7,080 Est. Cost $88.52 Unrealized
Visa 0.3%
Value ($000) $497 Shares 2,862 Est. Cost $131.89 Unrealized
MHK Mohawk Industries 0.3%
Value ($000) $490 Shares 3,325 Est. Cost $156.35 Unrealized -11.5%
Century Bancorp 0.3%
Value ($000) $488 Shares 5,549 Est. Cost $49.50 Unrealized
CBS 0.3%
Value ($000) $474 Shares 9,500 Est. Cost $44.09 Unrealized
SBUX Starbucks 0.3%
Value ($000) $472 Shares 5,625 Est. Cost $48.26 Unrealized +40.8%
Akamai Technologies 0.3%
Value ($000) $469 Shares 5,850 Est. Cost $61.08 Unrealized
GlaxoSmithKline 0.3%
Value ($000) $468 Shares 11,700 Est. Cost $41.79 Unrealized
Fortune Brands & Home Security 0.3%
Value ($000) $460 Shares 8,050 Est. Cost $60.40 Unrealized
MS Morgan Stanley 0.3%
Value ($000) $455 Shares 10,375 Est. Cost $40.34 Unrealized -10.1%
OSK Oshkosh Corp 0.3%
Value ($000) $455 Shares 5,450 Est. Cost $70.53 Unrealized 0.0%
PPG PPG Industries 0.3%
Value ($000) $451 Shares 3,865 Est. Cost $88.53 Unrealized +13.4%
H&E Equipment Services 0.3%
Value ($000) $445 Shares 15,301 Est. Cost $37.23 Unrealized
ARE Alexandria Real Estate 0.3%
Value ($000) $445 Shares 3,152 Est. Cost $93.31 Unrealized +20.2%
VRTX Vertex Pharmaceuticals 0.3%
Value ($000) $431 Shares 2,350 Est. Cost $180.08 Unrealized -2.9%
WY Weyerhaeuser 0.3%
Value ($000) $427 Shares 16,225 Est. Cost $24.61 Unrealized -19.9%
Hilton Hotels 0.3%
Value ($000) $425 Shares 4,350 Est. Cost $97.70 Unrealized
DRI Darden Restaurants 0.3%
Value ($000) $417 Shares 3,423 Est. Cost $81.77 Unrealized +21.1%
EBAY eBay 0.3%
Value ($000) $415 Shares 10,500 Est. Cost $33.63 Unrealized 0.0%
Pioneer Natural Resources 0.3%
Value ($000) $408 Shares 2,650 Est. Cost $177.13 Unrealized
SONY Sony Corp 0.3%
Value ($000) $398 Shares 7,602 Est. Cost $48.25 Unrealized
Waste Management Inc. 0.3%
Value ($000) $398 Shares 3,450 Est. Cost $54.85 Unrealized
Nektar Therapeutics 0.3%
Value ($000) $395 Shares 11,105 Est. Cost $33.67 Unrealized
General Electric 0.3%
Value ($000) $390 Shares 37,177 Est. Cost $28.75 Unrealized
Harris 0.3%
Value ($000) $378 Shares 2,000 Est. Cost $144.50 Unrealized
AZTA Brooks Automation 0.3%
Value ($000) $376 Shares 9,700 Est. Cost $30.67 Unrealized +14.6%
TTWO Take Two Interactive Software 0.3%
Value ($000) $372 Shares 3,275 Est. Cost $115.13 Unrealized -10.6%
American Airlines Group Inc. 0.3%
Value ($000) $370 Shares 11,337 Est. Cost $42.42 Unrealized
SWKS Skyworks Solutions Inc 0.2%
Value ($000) $365 Shares 4,725 Est. Cost $65.62 Unrealized +3.2%
NOC Northrop Grumman 0.2%
Value ($000) $355 Shares 1,100 Est. Cost $258.37 Unrealized +3.4%
SLB Schlumberger 0.2%
Value ($000) $353 Shares 8,874 Est. Cost $65.87 Unrealized -48.9%
TOL Toll Brothers 0.2%
Value ($000) $346 Shares 9,450 Est. Cost $35.94 Unrealized +3.9%
EW Edwards Lifesciences 0.2%
Value ($000) $323 Shares 1,750 Est. Cost $60.47 Unrealized 0.0%
Elanco Animal Health 0.2%
Value ($000) $321 Shares 9,500 Est. Cost $33.79 Unrealized
FCX Freeport McMoran 0.2%
Value ($000) $319 Shares 27,500 Est. Cost $11.12 Unrealized -3.4%
Kimco Realty Corp. 0.2%
Value ($000) $305 Shares 16,500 Est. Cost $18.48 Unrealized
WMT Walmart Inc. 0.2%
Value ($000) $305 Shares 2,762 Est. Cost $26.61 Unrealized +17.6%
Raytheon 0.2%
Value ($000) $304 Shares 1,750 Est. Cost $153.47 Unrealized
CIEN Ciena Corporation 0.2%
Value ($000) $303 Shares 7,375 Est. Cost $32.35 Unrealized +18.9%
NextEra Energy Inc. 0.2%
Value ($000) $287 Shares 1,400 Est. Cost $154.70 Unrealized
Restaurant Brands NZ Ltd 0.2%
Value ($000) $283 Shares 45,000 Est. Cost $5.29 Unrealized
Comcast Corp Cl A 0.2%
Value ($000) $281 Shares 6,646 Est. Cost $32.80 Unrealized
Healthequity 0.2%
Value ($000) $277 Shares 4,240 Est. Cost $65.33 Unrealized
Biomarin Pharmaceutical 0.2%
Value ($000) $270 Shares 3,150 Est. Cost $88.86 Unrealized
NVDA Nvidia 0.2%
Value ($000) $264 Shares 1,610 Est. Cost $3.85 Unrealized +6.9%
HSBC Holdings Pfd A 0.2%
Value ($000) $254 Shares 9,700 Est. Cost $24.74 Unrealized
CTRA Cabot Oil & Gas 0.2%
Value ($000) $250 Shares 10,900 Est. Cost $18.97 Unrealized 0.0%
ALK Alaska Air 0.2%
Value ($000) $246 Shares 3,850 Est. Cost $72.65 Unrealized -17.9%
AZN Astrazeneca 0.2%
Value ($000) $244 Shares 5,907 Est. Cost $31.47 Unrealized
CME Group 0.2%
Value ($000) $239 Shares 1,230 Est. Cost $164.78 Unrealized
INTU Intuit Inc. 0.2%
Value ($000) $235 Shares 900 Est. Cost $243.45 Unrealized 0.0%
SVB Financial Group 0.2%
Value ($000) $230 Shares 1,025 Est. Cost $222.13 Unrealized
AVGO Broadcom 0.2%
Value ($000) $230 Shares 800 Est. Cost $24.38 Unrealized 0.0%
ALB Albemarle Corp. 0.2%
Value ($000) $225 Shares 3,200 Est. Cost $85.43 Unrealized -21.1%
Xylem Inc 0.1%
Value ($000) $217 Shares 2,600 Est. Cost $79.23 Unrealized
SHW Sherwin-Williams 0.1%
Value ($000) $206 Shares 450 Est. Cost $140.92 Unrealized 0.0%
ALL Allstate 0.1%
Value ($000) $203 Shares 2,000 Est. Cost $83.49 Unrealized 0.0%
MAR Marriott 0.1%
Value ($000) $203 Shares 1,450 Est. Cost $126.24 Unrealized 0.0%
Canadian Pacific 0.1%
Value ($000) $201 Shares 855 Est. Cost $169.96 Unrealized
Zuora 0.1%
Value ($000) $198 Shares 12,894 Est. Cost $15.36 Unrealized
Westshore Terminals Investmen 0.1%
Value ($000) $170 Shares 10,120 Est. Cost $18.08 Unrealized
Tellurian 0.1%
Value ($000) $86 Shares 11,000 Est. Cost $8.36 Unrealized
Kingmaker Footwear Holdings 0.0%
Value ($000) $19 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