New England Research & Management, Inc. Diversified Active

CIK: 0001596077 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 7, 2021

Total Value ($000): $161,675 (100.0% shares, 0.0% debt)

Holdings (150)

CHD Church and Dwight 3.6%
Value ($000) $5,801 Shares 66,500 Est. Cost $37.48 Unrealized +122.4%
JNJ Johnson & Johnson 3.4%
Value ($000) $5,508 Shares 34,997 Est. Cost $83.92 Unrealized +52.0%
AAPL Apple Computer 3.2%
Value ($000) $5,098 Shares 38,424 Est. Cost $84.14 Unrealized +39.1%
CSCO Cisco Systems 2.6%
Value ($000) $4,185 Shares 93,512 Est. Cost $28.06 Unrealized +25.7%
MSFT Microsoft 1.9%
Value ($000) $2,992 Shares 13,450 Est. Cost $47.51 Unrealized +333.7%
KO Coca-Cola 1.8%
Value ($000) $2,972 Shares 54,200 Est. Cost $37.36 Unrealized +18.5%
CSX CSX Corp 1.8%
Value ($000) $2,922 Shares 32,200 Est. Cost $12.57 Unrealized +113.4%
ABT Abbott Labs 1.8%
Value ($000) $2,831 Shares 25,853 Est. Cost $42.14 Unrealized +135.6%
Alphabet Inc Class A 1.7%
Value ($000) $2,804 Shares 1,600 Est. Cost $1273.03 Unrealized
KMB Kimberly Clark 1.7%
Value ($000) $2,803 Shares 20,788 Est. Cost $78.68 Unrealized +47.4%
UPS UPS 1.7%
Value ($000) $2,787 Shares 16,550 Est. Cost $82.15 Unrealized +66.7%
Zoetis Inc 1.7%
Value ($000) $2,755 Shares 16,646 Est. Cost $50.69 Unrealized
PFE Pfizer 1.7%
Value ($000) $2,709 Shares 73,588 Est. Cost $22.38 Unrealized +27.9%
MMM 3M Corp. 1.6%
Value ($000) $2,558 Shares 14,637 Est. Cost $104.28 Unrealized +12.7%
Merck 1.5%
Value ($000) $2,406 Shares 29,408 Est. Cost $64.11 Unrealized
Waste Management Inc. 1.5%
Value ($000) $2,361 Shares 20,018 Est. Cost $103.86 Unrealized
MS Morgan Stanley 1.3%
Value ($000) $2,145 Shares 31,300 Est. Cost $42.90 Unrealized +13.8%
VZ Verizon Comm. 1.3%
Value ($000) $2,133 Shares 36,310 Est. Cost $38.84 Unrealized +13.2%
ADI Analog Devices 1.3%
Value ($000) $2,129 Shares 14,410 Est. Cost $92.20 Unrealized +31.4%
WMT Walmart Inc. 1.3%
Value ($000) $2,093 Shares 14,522 Est. Cost $39.46 Unrealized +14.6%
WASH Washington Trust 1.2%
Value ($000) $1,988 Shares 44,380 Est. Cost $24.85 Unrealized +12.4%
HON Honeywell Int'l. 1.2%
Value ($000) $1,933 Shares 9,087 Est. Cost $108.57 Unrealized +50.8%
PPG PPG Industries 1.2%
Value ($000) $1,904 Shares 13,203 Est. Cost $102.36 Unrealized +23.1%
LOW Lowes 1.2%
Value ($000) $1,898 Shares 11,825 Est. Cost $148.05 Unrealized 0.0%
APD Air Prod.& Chem. 1.2%
Value ($000) $1,865 Shares 6,825 Est. Cost $247.58 Unrealized 0.0%
BRK/B Berkshire Hathaway B 1.1%
Value ($000) $1,788 Shares 7,711 Est. Cost $151.52 Unrealized +45.3%
AZTA Brooks Automation 1.1%
Value ($000) $1,739 Shares 25,625 Est. Cost $39.24 Unrealized +58.1%
Visa 1.1%
Value ($000) $1,720 Shares 7,862 Est. Cost $169.54 Unrealized
AbbVie Inc. 1.0%
Value ($000) $1,684 Shares 15,720 Est. Cost $89.50 Unrealized
GIS General Mills 1.0%
Value ($000) $1,564 Shares 26,600 Est. Cost $40.52 Unrealized +25.5%
MCD McDonald's 1.0%
Value ($000) $1,559 Shares 7,267 Est. Cost $153.61 Unrealized +25.8%
NKE Nike Inc Class B 0.9%
Value ($000) $1,528 Shares 10,800 Est. Cost $63.81 Unrealized +93.1%
Kansas City So. 0.9%
Value ($000) $1,481 Shares 7,257 Est. Cost $149.64 Unrealized
SBUX Starbucks 0.9%
Value ($000) $1,481 Shares 13,845 Est. Cost $62.53 Unrealized +36.2%
BMY Bristol Myers Squibb 0.9%
Value ($000) $1,407 Shares 22,687 Est. Cost $42.33 Unrealized +18.2%
Facebook Inc 0.9%
Value ($000) $1,395 Shares 5,106 Est. Cost $198.29 Unrealized
Salesforce.com 0.9%
Value ($000) $1,375 Shares 6,180 Est. Cost $193.98 Unrealized
IBM Int'l Bus. Mach. 0.8%
Value ($000) $1,357 Shares 10,777 Est. Cost $103.13 Unrealized -9.4%
Carrier Global 0.8%
Value ($000) $1,345 Shares 35,650 Est. Cost $37.73 Unrealized
Activision Blizzard 0.8%
Value ($000) $1,320 Shares 14,220 Est. Cost $88.04 Unrealized
Truist Financial Corp 0.8%
Value ($000) $1,314 Shares 27,409 Est. Cost $56.33 Unrealized
CCI Crown Castle International Cor 0.8%
Value ($000) $1,297 Shares 8,150 Est. Cost $128.49 Unrealized -0.5%
URI United Rentals, Inc. 0.8%
Value ($000) $1,290 Shares 5,564 Est. Cost $101.30 Unrealized +102.0%
PG Procter & Gamble 0.8%
Value ($000) $1,265 Shares 9,094 Est. Cost $66.69 Unrealized +84.7%
Marvell Technologies 0.8%
Value ($000) $1,253 Shares 26,357 Est. Cost $25.04 Unrealized
UNP Union Pacific 0.8%
Value ($000) $1,240 Shares 5,955 Est. Cost $131.95 Unrealized +34.9%
Alphabet Inc Class C 0.8%
Value ($000) $1,228 Shares 701 Est. Cost $720.99 Unrealized
OSK Oshkosh Corp 0.8%
Value ($000) $1,223 Shares 14,213 Est. Cost $69.16 Unrealized +5.6%
AMWD American Woodmark Corporation 0.7%
Value ($000) $1,206 Shares 12,845 Est. Cost $76.52 Unrealized +18.8%
KNX Knight Swift Transportation 0.7%
Value ($000) $1,174 Shares 28,075 Est. Cost $34.81 Unrealized +10.7%
Invitation Homes Inc. 0.7%
Value ($000) $1,162 Shares 39,125 Est. Cost $28.81 Unrealized
SYY Sysco Corp 0.7%
Value ($000) $1,107 Shares 14,904 Est. Cost $47.33 Unrealized +26.8%
INDB Independent Bank 0.7%
Value ($000) $1,075 Shares 14,721 Est. Cost $40.20 Unrealized +36.1%
AZN Astrazeneca 0.7%
Value ($000) $1,074 Shares 21,475 Est. Cost $45.05 Unrealized
PEP Pepsico 0.7%
Value ($000) $1,066 Shares 7,188 Est. Cost $104.19 Unrealized +16.4%
NTDOY Nintendo Co 0.6%
Value ($000) $1,027 Shares 12,750 Est. Cost $74.48 Unrealized
KMX CarMax, Inc. 0.6%
Value ($000) $1,025 Shares 10,850 Est. Cost $93.77 Unrealized 0.0%
DHI DR Horton 0.6%
Value ($000) $1,004 Shares 14,563 Est. Cost $64.40 Unrealized +7.5%
Kellogg 0.6%
Value ($000) $992 Shares 15,935 Est. Cost $45.63 Unrealized +9.6%
LLY Eli Lilly 0.6%
Value ($000) $956 Shares 5,665 Est. Cost $145.78 Unrealized -3.0%
Medtronic PLC 0.6%
Value ($000) $948 Shares 8,094 Est. Cost $90.85 Unrealized
INTC Intel 0.6%
Value ($000) $943 Shares 18,936 Est. Cost $35.16 Unrealized +25.2%
Avangrid, Inc. 0.6%
Value ($000) $909 Shares 19,993 Est. Cost $47.99 Unrealized
Camping World 0.6%
Value ($000) $897 Shares 34,450 Est. Cost $27.26 Unrealized
SNA Snap-On Tools 0.5%
Value ($000) $865 Shares 5,055 Est. Cost $146.41 Unrealized 0.0%
FDX FedEx 0.5%
Value ($000) $850 Shares 3,275 Est. Cost $204.63 Unrealized +22.7%
ECL Ecolab 0.5%
Value ($000) $833 Shares 3,850 Est. Cost $180.80 Unrealized +9.2%
ProLogis 0.5%
Value ($000) $825 Shares 8,275 Est. Cost $100.52 Unrealized
XOM Exxon Mobil 0.5%
Value ($000) $824 Shares 20,000 Est. Cost $54.39 Unrealized -44.2%
AMZN Amazon, Inc. 0.5%
Value ($000) $814 Shares 250 Est. Cost $125.05 Unrealized +27.6%
AZEK Company 0.5%
Value ($000) $798 Shares 20,750 Est. Cost $38.46 Unrealized
GNRC Generac Holdings 0.5%
Value ($000) $773 Shares 3,400 Est. Cost $215.21 Unrealized 0.0%
CL Colgate-Palmolive 0.5%
Value ($000) $764 Shares 8,938 Est. Cost $53.64 Unrealized +36.9%
TER Teradyne 0.5%
Value ($000) $762 Shares 6,354 Est. Cost $82.97 Unrealized +20.6%
EL Estee Lauder 0.5%
Value ($000) $734 Shares 2,758 Est. Cost $137.50 Unrealized +62.6%
HD Home Depot 0.4%
Value ($000) $725 Shares 2,731 Est. Cost $142.81 Unrealized +69.8%
SONY Sony Corp 0.4%
Value ($000) $723 Shares 7,150 Est. Cost $101.12 Unrealized
FLGT Fulgent Diagnostics 0.4%
Value ($000) $719 Shares 13,800 Est. Cost $41.79 Unrealized 0.0%
CIEN Ciena Corporation 0.4%
Value ($000) $709 Shares 13,410 Est. Cost $52.62 Unrealized -15.6%
Synchrony Financial 0.4%
Value ($000) $687 Shares 19,800 Est. Cost $34.70 Unrealized
PATK Patrick Industries 0.4%
Value ($000) $678 Shares 9,925 Est. Cost $38.38 Unrealized 0.0%
IDEX Corp. 0.4%
Value ($000) $677 Shares 3,400 Est. Cost $199.12 Unrealized
IFF Int'l Flvrs & Frag. 0.4%
Value ($000) $656 Shares 6,030 Est. Cost $111.03 Unrealized -12.2%
BDX Becton Dickinson 0.4%
Value ($000) $638 Shares 2,550 Est. Cost $222.57 Unrealized -3.6%
DIS Walt Disney 0.4%
Value ($000) $638 Shares 3,520 Est. Cost $104.50 Unrealized +34.2%
Raytheon Technologies 0.4%
Value ($000) $633 Shares 8,850 Est. Cost $71.53 Unrealized
Qorvo Inc 0.4%
Value ($000) $594 Shares 3,575 Est. Cost $114.54 Unrealized
ADBE Adobe Systems 0.4%
Value ($000) $593 Shares 1,185 Est. Cost $365.07 Unrealized +32.3%
Biomarin Pharmaceutical 0.4%
Value ($000) $592 Shares 6,750 Est. Cost $87.70 Unrealized
MRNA Moderna, Inc. 0.4%
Value ($000) $590 Shares 5,650 Est. Cost $101.17 Unrealized 0.0%
T A T & T 0.4%
Value ($000) $586 Shares 20,370 Est. Cost $16.44 Unrealized -6.4%
Lam Research 0.4%
Value ($000) $579 Shares 1,225 Est. Cost $472.65 Unrealized
CAG ConAgra Foods 0.4%
Value ($000) $578 Shares 15,950 Est. Cost $28.88 Unrealized 0.0%
SJM J.M. Smucker Company 0.4%
Value ($000) $567 Shares 4,908 Est. Cost $93.44 Unrealized +5.1%
Regeneron Pharmaceuticals 0.3%
Value ($000) $548 Shares 1,135 Est. Cost $559.50 Unrealized
Quanta Services 0.3%
Value ($000) $546 Shares 7,575 Est. Cost $31.72 Unrealized
PHM Pulte 0.3%
Value ($000) $533 Shares 12,350 Est. Cost $42.08 Unrealized 0.0%
AVT Avnet 0.3%
Value ($000) $521 Shares 14,850 Est. Cost $26.05 Unrealized 0.0%
Alibaba 0.3%
Value ($000) $513 Shares 2,205 Est. Cost $232.65 Unrealized
Elanco Animal Health 0.3%
Value ($000) $494 Shares 16,100 Est. Cost $28.33 Unrealized
Johnson Controls International 0.3%
Value ($000) $492 Shares 10,550 Est. Cost $46.64 Unrealized
UPBD Rent-A-Center, Inc. 0.3%
Value ($000) $483 Shares 12,625 Est. Cost $33.96 Unrealized 0.0%
DXCM DexCom, Inc. 0.3%
Value ($000) $481 Shares 1,300 Est. Cost $89.29 Unrealized 0.0%
HZO MarineMax 0.3%
Value ($000) $476 Shares 13,600 Est. Cost $31.32 Unrealized 0.0%
EBS Emergent Biosolutions 0.3%
Value ($000) $452 Shares 5,050 Est. Cost $91.78 Unrealized 0.0%
PayPal 0.3%
Value ($000) $451 Shares 1,925 Est. Cost $101.75 Unrealized
Juniper 0.3%
Value ($000) $431 Shares 19,125 Est. Cost $24.61 Unrealized
TWLO Twilio Inc. 0.3%
Value ($000) $415 Shares 1,225 Est. Cost $312.48 Unrealized 0.0%
Iridium Communications 0.3%
Value ($000) $413 Shares 10,502 Est. Cost $25.42 Unrealized
Lordstown Motors 0.2%
Value ($000) $402 Shares 20,055 Est. Cost $20.04 Unrealized
Restaurant Brands Int'l 0.2%
Value ($000) $385 Shares 6,294 Est. Cost $55.81 Unrealized
Citrix Systems 0.2%
Value ($000) $381 Shares 2,925 Est. Cost $147.88 Unrealized
KR Kroger 0.2%
Value ($000) $372 Shares 11,725 Est. Cost $29.06 Unrealized 0.0%
CVS C.V.S. Caremark 0.2%
Value ($000) $371 Shares 5,435 Est. Cost $55.22 Unrealized +0.0%
GOOS Canada Goose Holdings 0.2%
Value ($000) $368 Shares 12,345 Est. Cost $33.35 Unrealized 0.0%
RHHBY Roche Holdings Ltd 0.2%
Value ($000) $366 Shares 8,350 Est. Cost $31.00 Unrealized
AME Ametek 0.2%
Value ($000) $363 Shares 3,000 Est. Cost $108.90 Unrealized 0.0%
EMR Emerson Electric 0.2%
Value ($000) $363 Shares 4,518 Est. Cost $47.42 Unrealized +40.9%
R Ryder System, Inc. 0.2%
Value ($000) $361 Shares 5,850 Est. Cost $80.56 Unrealized -30.9%
FISV Fiserv Inc. 0.2%
Value ($000) $358 Shares 3,146 Est. Cost $99.60 Unrealized +8.2%
Comcast Corp Cl A 0.2%
Value ($000) $348 Shares 6,646 Est. Cost $32.80 Unrealized
Verisk Analytics 0.2%
Value ($000) $348 Shares 1,675 Est. Cost $170.36 Unrealized
EW Edwards Lifesciences 0.2%
Value ($000) $345 Shares 3,780 Est. Cost $71.42 Unrealized +16.1%
LHX L3Harris Technologies 0.2%
Value ($000) $340 Shares 1,800 Est. Cost $179.17 Unrealized -8.0%
GlaxoSmithKline 0.2%
Value ($000) $339 Shares 9,200 Est. Cost $41.79 Unrealized
CTAS Cintas 0.2%
Value ($000) $336 Shares 950 Est. Cost $82.61 Unrealized 0.0%
Canadian Pacific 0.2%
Value ($000) $331 Shares 955 Est. Cost $248.93 Unrealized
Lumentum Holdings 0.2%
Value ($000) $327 Shares 3,450 Est. Cost $77.94 Unrealized
OC Owens Corning 0.2%
Value ($000) $316 Shares 4,175 Est. Cost $55.95 Unrealized +30.2%
SHW Sherwin-Williams 0.2%
Value ($000) $312 Shares 425 Est. Cost $171.57 Unrealized +32.1%
TRN Trinity Industries 0.2%
Value ($000) $306 Shares 11,583 Est. Cost $17.08 Unrealized +8.0%
CRUS Cirrus Logic 0.2%
Value ($000) $306 Shares 3,725 Est. Cost $68.33 Unrealized +10.0%
BA Boeing 0.2%
Value ($000) $305 Shares 1,425 Est. Cost $192.22 Unrealized 0.0%
IDXX Idexx Laboratories 0.2%
Value ($000) $300 Shares 600 Est. Cost $260.97 Unrealized +71.5%
EVRG Evergy, Inc. 0.2%
Value ($000) $300 Shares 5,400 Est. Cost $45.07 Unrealized -0.9%
NextEra Energy Inc. 0.2%
Value ($000) $291 Shares 3,775 Est. Cost $77.09 Unrealized
JPM J.P. Morgan Chase 0.2%
Value ($000) $276 Shares 2,173 Est. Cost $81.74 Unrealized +20.1%
STZ Constellation Brands 0.2%
Value ($000) $274 Shares 1,250 Est. Cost $167.00 Unrealized +8.3%
General Electric 0.2%
Value ($000) $273 Shares 25,240 Est. Cost $23.73 Unrealized
Jacobs Engineering 0.2%
Value ($000) $272 Shares 2,500 Est. Cost $82.04 Unrealized
Xylem Inc 0.2%
Value ($000) $265 Shares 2,600 Est. Cost $84.23 Unrealized
BBY Best Buy Co Inc. 0.2%
Value ($000) $254 Shares 2,550 Est. Cost $89.94 Unrealized 0.0%
SWKS Skyworks Solutions Inc 0.2%
Value ($000) $248 Shares 1,625 Est. Cost $92.62 Unrealized +38.6%
BSX Boston Scientific 0.2%
Value ($000) $247 Shares 6,875 Est. Cost $37.88 Unrealized -4.8%
Pentair 0.1%
Value ($000) $223 Shares 4,191 Est. Cost $53.21 Unrealized
ALL Allstate 0.1%
Value ($000) $220 Shares 2,000 Est. Cost $86.64 Unrealized 0.0%
EA Electronic Arts 0.1%
Value ($000) $215 Shares 1,500 Est. Cost $118.95 Unrealized +5.4%
INTU Intuit Inc. 0.1%
Value ($000) $209 Shares 550 Est. Cost $340.30 Unrealized 0.0%
DRI Darden Restaurants 0.1%
Value ($000) $208 Shares 1,750 Est. Cost $91.43 Unrealized 0.0%
The FRS Company 0.0%
Value ($000) $0 Shares 114,324 Est. Cost Unrealized