New England Research & Management, Inc. Diversified Active

CIK: 0001596077 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 20, 2022

Total Value ($000): $192,780 (100.0% shares, 0.0% debt)

Holdings (156)

AAPL Apple Computer 3.4%
Value ($000) $6,507 Shares 37,266 Est. Cost $84.14 Unrealized +95.9%
CHD Church and Dwight 3.2%
Value ($000) $6,117 Shares 61,550 Est. Cost $40.47 Unrealized +135.1%
CSCO Cisco Systems 2.8%
Value ($000) $5,408 Shares 96,982 Est. Cost $29.36 Unrealized +71.3%
JNJ Johnson & Johnson 2.4%
Value ($000) $4,615 Shares 26,042 Est. Cost $87.02 Unrealized +74.4%
Alphabet Inc Class A 2.2%
Value ($000) $4,306 Shares 1,548 Est. Cost $1294.47 Unrealized
MSFT Microsoft 2.2%
Value ($000) $4,261 Shares 13,821 Est. Cost $55.00 Unrealized +429.9%
PFE Pfizer 2.1%
Value ($000) $4,130 Shares 79,771 Est. Cost $24.39 Unrealized +74.1%
CSX CSX Corp 2.0%
Value ($000) $3,873 Shares 103,413 Est. Cost $25.26 Unrealized +32.6%
ABT Abbott Labs 1.9%
Value ($000) $3,665 Shares 30,963 Est. Cost $54.82 Unrealized +110.5%
URI United Rentals, Inc. 1.8%
Value ($000) $3,443 Shares 9,692 Est. Cost $205.50 Unrealized +53.9%
KO Coca-Cola 1.7%
Value ($000) $3,352 Shares 54,064 Est. Cost $37.54 Unrealized +44.0%
Waste Management Inc. 1.7%
Value ($000) $3,196 Shares 20,167 Est. Cost $105.03 Unrealized
UPS UPS 1.6%
Value ($000) $3,127 Shares 14,580 Est. Cost $82.15 Unrealized +115.7%
Zoetis Inc 1.6%
Value ($000) $3,041 Shares 16,123 Est. Cost $50.69 Unrealized
BRK/B Berkshire Hathaway B 1.5%
Value ($000) $2,968 Shares 8,411 Est. Cost $167.19 Unrealized +93.5%
WMT Walmart Inc. 1.5%
Value ($000) $2,913 Shares 19,563 Est. Cost $41.32 Unrealized +7.9%
Truist Financial Corp 1.5%
Value ($000) $2,853 Shares 50,324 Est. Cost $57.09 Unrealized
HON Honeywell Int'l. 1.3%
Value ($000) $2,588 Shares 13,301 Est. Cost $132.72 Unrealized +28.4%
KMB Kimberly Clark 1.3%
Value ($000) $2,582 Shares 20,963 Est. Cost $87.62 Unrealized +30.1%
BMY Bristol Myers Squibb 1.3%
Value ($000) $2,530 Shares 34,644 Est. Cost $46.31 Unrealized +22.7%
PB Prosperity Bancshares, Inc. 1.3%
Value ($000) $2,443 Shares 35,205 Est. Cost $64.40 Unrealized +0.2%
WASH Washington Trust 1.2%
Value ($000) $2,263 Shares 43,104 Est. Cost $24.85 Unrealized +71.2%
MS Morgan Stanley 1.1%
Value ($000) $2,184 Shares 24,993 Est. Cost $51.48 Unrealized +64.4%
Merck 1.1%
Value ($000) $2,181 Shares 26,585 Est. Cost $65.09 Unrealized
PEP Pepsico 1.1%
Value ($000) $2,171 Shares 12,970 Est. Cost $124.34 Unrealized +19.4%
MMM 3M Corp. 1.1%
Value ($000) $2,097 Shares 14,087 Est. Cost $107.31 Unrealized +6.8%
DIS Walt Disney 1.1%
Value ($000) $2,057 Shares 15,000 Est. Cost $150.70 Unrealized -6.3%
C.H. Robinson Worldwide 1.1%
Value ($000) $2,049 Shares 19,025 Est. Cost $107.70 Unrealized
Canadian Pacific 1.1%
Value ($000) $2,028 Shares 24,565 Est. Cost $79.24 Unrealized
PRU Prudential Financial 1.0%
Value ($000) $1,962 Shares 16,606 Est. Cost $88.16 Unrealized +6.8%
Meta Platforms Inc. 1.0%
Value ($000) $1,925 Shares 8,655 Est. Cost $229.76 Unrealized
Alphabet Inc Class C 1.0%
Value ($000) $1,871 Shares 670 Est. Cost $720.99 Unrealized
UNP Union Pacific 1.0%
Value ($000) $1,849 Shares 6,766 Est. Cost $145.43 Unrealized +58.5%
HLT Hilton Hotels 0.9%
Value ($000) $1,741 Shares 11,475 Est. Cost $145.63 Unrealized 0.0%
Medtronic PLC 0.9%
Value ($000) $1,730 Shares 15,597 Est. Cost $97.73 Unrealized
Invitation Homes Inc. 0.9%
Value ($000) $1,706 Shares 42,450 Est. Cost $30.02 Unrealized
NKE Nike Inc Class B 0.9%
Value ($000) $1,691 Shares 12,569 Est. Cost $75.10 Unrealized +75.7%
AVT Avnet 0.9%
Value ($000) $1,688 Shares 41,580 Est. Cost $35.04 Unrealized +6.4%
XOM Exxon Mobil 0.8%
Value ($000) $1,637 Shares 19,825 Est. Cost $54.39 Unrealized +24.8%
DE Deere 0.8%
Value ($000) $1,618 Shares 3,895 Est. Cost $356.56 Unrealized +1.8%
ELV Anthem 0.8%
Value ($000) $1,592 Shares 3,240 Est. Cost $300.80 Unrealized +43.8%
AME Ametek 0.8%
Value ($000) $1,592 Shares 11,955 Est. Cost $130.90 Unrealized 0.0%
MCD McDonald's 0.8%
Value ($000) $1,478 Shares 5,977 Est. Cost $153.61 Unrealized +48.3%
CNI Canadian Natl Rail 0.7%
Value ($000) $1,419 Shares 10,580 Est. Cost $101.04 Unrealized +14.5%
PG Procter & Gamble 0.7%
Value ($000) $1,397 Shares 9,144 Est. Cost $75.61 Unrealized +88.0%
Corteva 0.7%
Value ($000) $1,393 Shares 24,238 Est. Cost $44.05 Unrealized
IBM Int'l Bus. Mach. 0.7%
Value ($000) $1,367 Shares 10,510 Est. Cost $103.13 Unrealized +8.7%
DVN Devon Energy 0.7%
Value ($000) $1,365 Shares 23,077 Est. Cost $44.56 Unrealized 0.0%
SYY Sysco Corp 0.7%
Value ($000) $1,354 Shares 16,584 Est. Cost $57.25 Unrealized +26.9%
GIS General Mills 0.7%
Value ($000) $1,284 Shares 18,963 Est. Cost $40.66 Unrealized +44.6%
Iron Mountain Inc REIT 0.7%
Value ($000) $1,268 Shares 22,880 Est. Cost $43.56 Unrealized
ODFL Old Dominion Freight Line 0.6%
Value ($000) $1,240 Shares 4,150 Est. Cost $152.53 Unrealized 0.0%
H Hyatt Hotels Corp 0.6%
Value ($000) $1,212 Shares 12,700 Est. Cost $92.73 Unrealized 0.0%
Carrier Global 0.6%
Value ($000) $1,211 Shares 26,400 Est. Cost $39.23 Unrealized
Synchrony Financial 0.6%
Value ($000) $1,202 Shares 34,520 Est. Cost $39.14 Unrealized
CFG Citizens Financial Group 0.6%
Value ($000) $1,198 Shares 26,425 Est. Cost $40.21 Unrealized +7.7%
INDB Independent Bank 0.6%
Value ($000) $1,189 Shares 14,558 Est. Cost $40.20 Unrealized +82.4%
SPG Simon Property Group 0.6%
Value ($000) $1,187 Shares 9,025 Est. Cost $92.82 Unrealized +23.3%
Marathon Petroleum 0.6%
Value ($000) $1,120 Shares 13,100 Est. Cost $68.36 Unrealized
MRVL Marvell Technologies 0.6%
Value ($000) $1,111 Shares 15,492 Est. Cost $47.96 Unrealized +47.8%
JPM J.P. Morgan Chase 0.6%
Value ($000) $1,099 Shares 8,060 Est. Cost $137.57 Unrealized -2.8%
NTDOY Nintendo Co 0.6%
Value ($000) $1,082 Shares 17,205 Est. Cost $72.08 Unrealized
LHX L3Harris Technologies 0.6%
Value ($000) $1,081 Shares 4,350 Est. Cost $199.97 Unrealized +7.3%
EL Estee Lauder 0.6%
Value ($000) $1,072 Shares 3,938 Est. Cost $230.59 Unrealized +22.4%
WAB Wabtec 0.6%
Value ($000) $1,066 Shares 11,089 Est. Cost $81.73 Unrealized +10.8%
LII Lennox International Inc. 0.6%
Value ($000) $1,066 Shares 4,135 Est. Cost $297.39 Unrealized -12.0%
VZ Verizon Comm. 0.5%
Value ($000) $984 Shares 19,315 Est. Cost $39.68 Unrealized +4.6%
AbbVie Inc. 0.5%
Value ($000) $978 Shares 6,030 Est. Cost $89.50 Unrealized
AMZN Amazon, Inc. 0.5%
Value ($000) $971 Shares 298 Est. Cost $150.50 Unrealized +2.7%
Quanta Services 0.5%
Value ($000) $964 Shares 7,325 Est. Cost $36.07 Unrealized
Kellogg 0.5%
Value ($000) $955 Shares 14,810 Est. Cost $48.73 Unrealized +7.9%
NextEra Energy Inc. 0.5%
Value ($000) $946 Shares 11,165 Est. Cost $76.07 Unrealized
CFR Cullen/Frost Bankers 0.5%
Value ($000) $907 Shares 6,550 Est. Cost $123.52 Unrealized 0.0%
TD Toronto-Dominion Bank 0.5%
Value ($000) $899 Shares 11,325 Est. Cost $69.96 Unrealized +15.2%
SBUX Starbucks 0.5%
Value ($000) $881 Shares 9,690 Est. Cost $67.87 Unrealized +26.6%
HD Home Depot 0.5%
Value ($000) $875 Shares 2,924 Est. Cost $271.08 Unrealized +15.8%
GS Goldman Sachs 0.4%
Value ($000) $864 Shares 2,618 Est. Cost $321.48 Unrealized -0.5%
Blackstone Inc 0.4%
Value ($000) $863 Shares 6,800 Est. Cost $126.91 Unrealized
MET MetLife 0.4%
Value ($000) $805 Shares 11,450 Est. Cost $60.10 Unrealized 0.0%
QCOM Qualcomm 0.4%
Value ($000) $773 Shares 5,055 Est. Cost $147.09 Unrealized +4.4%
TER Teradyne 0.4%
Value ($000) $769 Shares 6,504 Est. Cost $103.38 Unrealized +20.5%
AZN Astrazeneca 0.4%
Value ($000) $766 Shares 11,550 Est. Cost $47.90 Unrealized
Diamondback Energy Inc 0.4%
Value ($000) $727 Shares 5,300 Est. Cost $137.17 Unrealized
MAR Marriott 0.4%
Value ($000) $726 Shares 4,132 Est. Cost $160.33 Unrealized 0.0%
Biomarin Pharmaceutical 0.4%
Value ($000) $722 Shares 9,363 Est. Cost $83.15 Unrealized
Elanco Animal Health 0.4%
Value ($000) $708 Shares 27,150 Est. Cost $28.29 Unrealized
CL Colgate-Palmolive 0.4%
Value ($000) $678 Shares 8,938 Est. Cost $53.64 Unrealized +34.8%
AMD Advanced Micro Devices 0.3%
Value ($000) $666 Shares 6,091 Est. Cost $93.64 Unrealized +27.5%
Regeneron Pharmaceuticals 0.3%
Value ($000) $661 Shares 946 Est. Cost $564.96 Unrealized
Hewlett Packard Enterprise 0.3%
Value ($000) $660 Shares 39,525 Est. Cost $16.70 Unrealized
AMGN Amgen 0.3%
Value ($000) $643 Shares 2,660 Est. Cost $212.50 Unrealized -4.3%
NDAQ Nasdaq Inc 0.3%
Value ($000) $637 Shares 3,575 Est. Cost $55.99 Unrealized 0.0%
FDX FedEx 0.3%
Value ($000) $627 Shares 2,711 Est. Cost $223.83 Unrealized -3.5%
IR Ingersoll-Rand 0.3%
Value ($000) $622 Shares 12,350 Est. Cost $53.32 Unrealized 0.0%
INTC Intel 0.3%
Value ($000) $611 Shares 12,333 Est. Cost $45.52 Unrealized +1.5%
FCX Freeport McMoran 0.3%
Value ($000) $586 Shares 11,788 Est. Cost $41.84 Unrealized 0.0%
TROW T. R. Price 0.3%
Value ($000) $565 Shares 3,735 Est. Cost $129.03 Unrealized 0.0%
Lam Research 0.3%
Value ($000) $562 Shares 1,045 Est. Cost $545.77 Unrealized
Axalta Coating Systems 0.3%
Value ($000) $562 Shares 22,875 Est. Cost $33.11 Unrealized
BEN Franklin Resources 0.3%
Value ($000) $547 Shares 19,590 Est. Cost $24.87 Unrealized 0.0%
Amcor plc 0.3%
Value ($000) $533 Shares 47,015 Est. Cost $9.62 Unrealized +3.3%
KNX Knight Swift Transportation 0.3%
Value ($000) $530 Shares 10,495 Est. Cost $36.49 Unrealized +44.2%
VNO Vornado Realty Trust 0.3%
Value ($000) $528 Shares 11,645 Est. Cost $45.34 Unrealized
CVS C.V.S. Caremark 0.3%
Value ($000) $526 Shares 5,195 Est. Cost $60.72 Unrealized +51.5%
COF Capital One Finl. 0.3%
Value ($000) $522 Shares 3,975 Est. Cost $143.40 Unrealized -5.2%
Cameco 0.3%
Value ($000) $509 Shares 17,475 Est. Cost $29.13 Unrealized
ADI Analog Devices 0.3%
Value ($000) $508 Shares 3,077 Est. Cost $94.33 Unrealized +60.3%
WSM Williams Sonoma 0.3%
Value ($000) $505 Shares 3,485 Est. Cost $85.90 Unrealized -18.4%
CTRA Coterra Energy 0.3%
Value ($000) $504 Shares 18,675 Est. Cost $19.24 Unrealized 0.0%
Summit Materials Inc 0.3%
Value ($000) $502 Shares 16,150 Est. Cost $40.12 Unrealized
BA Boeing 0.3%
Value ($000) $502 Shares 2,620 Est. Cost $219.04 Unrealized -8.4%
GlaxoSmithKline 0.3%
Value ($000) $496 Shares 11,385 Est. Cost $40.46 Unrealized
WY Weyerhaeuser 0.3%
Value ($000) $493 Shares 13,020 Est. Cost $34.12 Unrealized 0.0%
ALB Albemarle Corp. 0.3%
Value ($000) $487 Shares 2,200 Est. Cost $152.58 Unrealized +31.6%
PCAR Paccar 0.3%
Value ($000) $482 Shares 5,470 Est. Cost $49.21 Unrealized +6.5%
DuPont Inc 0.2%
Value ($000) $481 Shares 6,532 Est. Cost $73.64 Unrealized
Evoqua Water Technologies 0.2%
Value ($000) $478 Shares 10,175 Est. Cost $37.56 Unrealized
GE General Electric 0.2%
Value ($000) $477 Shares 5,212 Est. Cost $58.52 Unrealized 0.0%
Expedia 0.2%
Value ($000) $460 Shares 2,350 Est. Cost $195.74 Unrealized
Walgreens Boots Alliance 0.2%
Value ($000) $458 Shares 10,240 Est. Cost $52.59 Unrealized
EMR Emerson Electric 0.2%
Value ($000) $443 Shares 4,518 Est. Cost $47.42 Unrealized +84.4%
SWKS Skyworks Solutions Inc 0.2%
Value ($000) $422 Shares 3,165 Est. Cost $155.23 Unrealized -19.4%
LLY Eli Lilly 0.2%
Value ($000) $411 Shares 1,434 Est. Cost $177.08 Unrealized +40.3%
CTAS Cintas 0.2%
Value ($000) $393 Shares 925 Est. Cost $81.65 Unrealized +15.0%
RHHBY Roche Holdings Ltd 0.2%
Value ($000) $378 Shares 7,650 Est. Cost $31.00 Unrealized
LyondellBasell Industries 0.2%
Value ($000) $368 Shares 3,575 Est. Cost $98.44 Unrealized
VLO Valero 0.2%
Value ($000) $360 Shares 3,550 Est. Cost $76.96 Unrealized 0.0%
Restaurant Brands Int'l 0.2%
Value ($000) $353 Shares 6,049 Est. Cost $60.71 Unrealized
EOG Resources 0.2%
Value ($000) $331 Shares 2,780 Est. Cost $119.06 Unrealized
Comcast Corp Cl A 0.2%
Value ($000) $323 Shares 6,900 Est. Cost $45.86 Unrealized
IDXX Idexx Laboratories 0.2%
Value ($000) $315 Shares 575 Est. Cost $260.97 Unrealized +101.6%
SHW Sherwin-Williams 0.2%
Value ($000) $312 Shares 1,250 Est. Cost $232.48 Unrealized +14.6%
KKR & Co 0.2%
Value ($000) $307 Shares 5,250 Est. Cost $58.48 Unrealized
The First of Long Island Corpo 0.2%
Value ($000) $298 Shares 15,325 Est. Cost $19.45 Unrealized
ORCL Oracle 0.2%
Value ($000) $292 Shares 3,534 Est. Cost $88.20 Unrealized -12.7%
COST Costco Wholesale 0.1%
Value ($000) $289 Shares 501 Est. Cost $359.04 Unrealized +39.5%
DCI Donaldson Company Inc. 0.1%
Value ($000) $279 Shares 5,375 Est. Cost $55.32 Unrealized -7.6%
ALL Allstate 0.1%
Value ($000) $277 Shares 2,000 Est. Cost $86.64 Unrealized +31.9%
INTU Intuit Inc. 0.1%
Value ($000) $264 Shares 550 Est. Cost $340.30 Unrealized +46.8%
HWM Howmet Aerospace Inc. 0.1%
Value ($000) $261 Shares 7,250 Est. Cost $33.73 Unrealized 0.0%
TGT Target 0.1%
Value ($000) $260 Shares 1,225 Est. Cost $191.32 Unrealized 0.0%
Madison Square Garden 0.1%
Value ($000) $252 Shares 3,025 Est. Cost $83.98 Unrealized
FSLR First Solar 0.1%
Value ($000) $237 Shares 2,835 Est. Cost $88.25 Unrealized -13.2%
DXCM DexCom, Inc. 0.1%
Value ($000) $235 Shares 460 Est. Cost $89.29 Unrealized +22.5%
SLB Schlumberger 0.1%
Value ($000) $233 Shares 5,651 Est. Cost $35.90 Unrealized 0.0%
PayPal 0.1%
Value ($000) $230 Shares 1,990 Est. Cost $124.55 Unrealized
Ulta Beauty 0.1%
Value ($000) $229 Shares 575 Est. Cost $412.17 Unrealized
BK Bank of NY Mellon 0.1%
Value ($000) $225 Shares 4,525 Est. Cost $38.28 Unrealized +32.6%
ILMN Illumina 0.1%
Value ($000) $223 Shares 638 Est. Cost $459.88 Unrealized -26.6%
Xylem Inc 0.1%
Value ($000) $222 Shares 2,600 Est. Cost $84.23 Unrealized
Allegion 0.1%
Value ($000) $220 Shares 2,000 Est. Cost $132.50 Unrealized
FFIV F5 Inc. 0.1%
Value ($000) $214 Shares 1,025 Est. Cost $209.87 Unrealized 0.0%
DRI Darden Restaurants 0.1%
Value ($000) $213 Shares 1,600 Est. Cost $91.43 Unrealized +33.0%
XIFR NextEra Energy Partners, LP 0.1%
Value ($000) $205 Shares 2,460 Est. Cost $83.68 Unrealized -8.1%
VIRT Virtu Financial, Inc. 0.1%
Value ($000) $204 Shares 5,481 Est. Cost $33.05 Unrealized 0.0%
The FRS Company 0.0%
Value ($000) $0 Shares 114,324 Est. Cost Unrealized