New England Research & Management, Inc. Diversified Active

Location: Chicago, IL

CIK: 0001596077 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 9, 2024

Total Value: $208M

Holdings (164)

AAPL Apple Computer 3.7%
Value $7.636M Shares 36,253 Est. Cost $104.74 Unrealized +76.7%
Alphabet Inc Class A 3.3%
Value $6.973M Shares 38,282 Est. Cost $141.48 Unrealized
MSFT Microsoft 2.9%
Value $5.969M Shares 13,355 Est. Cost $104.04 Unrealized +301.1%
CHD Church and Dwight 2.9%
Value $5.946M Shares 57,350 Est. Cost $40.47 Unrealized +156.4%
URI United Rentals, Inc. 2.3%
Value $4.889M Shares 7,560 Est. Cost $284.22 Unrealized +130.6%
JNJ Johnson & Johnson 2.0%
Value $4.175M Shares 28,562 Est. Cost $97.50 Unrealized +45.1%
Zoetis Inc 1.9%
Value $4.016M Shares 23,168 Est. Cost $96.33 Unrealized
CSX CSX Corp 1.8%
Value $3.759M Shares 112,381 Est. Cost $25.99 Unrealized +27.4%
Quanta Services 1.8%
Value $3.686M Shares 14,508 Est. Cost $148.21 Unrealized
Jacobs Solutions Inc. 1.6%
Value $3.229M Shares 23,115 Est. Cost $129.95 Unrealized
BRK/B Berkshire Hathaway B 1.5%
Value $3.191M Shares 7,845 Est. Cost $182.12 Unrealized +124.4%
UNH UnitedHealth Group 1.4%
Value $2.933M Shares 5,760 Est. Cost $485.80 Unrealized -2.6%
KMB Kimberly Clark 1.4%
Value $2.91M Shares 21,054 Est. Cost $91.50 Unrealized +36.9%
AVGO Broadcom 1.4%
Value $2.843M Shares 1,771 Est. Cost $126.88 Unrealized +8.5%
Blackrock 1.3%
Value $2.77M Shares 3,518 Est. Cost $824.88 Unrealized
UTHR United Therapeutics Corporatio 1.3%
Value $2.611M Shares 8,195 Est. Cost $227.59 Unrealized +16.3%
UPS UPS 1.2%
Value $2.596M Shares 18,968 Est. Cost $112.89 Unrealized +15.2%
AMGN Amgen 1.2%
Value $2.52M Shares 8,064 Est. Cost $244.88 Unrealized +14.1%
APD Air Prod.& Chem. 1.2%
Value $2.414M Shares 9,355 Est. Cost $253.79 Unrealized -4.5%
Carrier Global 1.1%
Value $2.351M Shares 37,275 Est. Cost $55.19 Unrealized
Canadian Pacific Kansas City L 1.1%
Value $2.331M Shares 29,609 Est. Cost $80.77 Unrealized
XOM Exxon Mobil 1.1%
Value $2.315M Shares 20,108 Est. Cost $58.97 Unrealized +86.7%
Merck 1.1%
Value $2.268M Shares 18,318 Est. Cost $77.96 Unrealized
BMY Bristol Myers Squibb 1.1%
Value $2.24M Shares 53,938 Est. Cost $52.25 Unrealized -21.5%
HON Honeywell Int'l. 1.1%
Value $2.204M Shares 10,322 Est. Cost $144.16 Unrealized +27.5%
KO Coca-Cola 1.1%
Value $2.193M Shares 34,449 Est. Cost $41.61 Unrealized +41.5%
SYK Stryker 1.0%
Value $2.181M Shares 6,410 Est. Cost $293.94 Unrealized +13.4%
Alphabet Inc Class C 1.0%
Value $2.108M Shares 11,494 Est. Cost $127.36 Unrealized
LEN Lennar 1.0%
Value $2.106M Shares 14,050 Est. Cost $114.92 Unrealized +29.3%
PFE Pfizer 1.0%
Value $2.078M Shares 74,252 Est. Cost $25.15 Unrealized -1.5%
AMD Advanced Micro Devices 1.0%
Value $1.983M Shares 12,225 Est. Cost $136.13 Unrealized +18.2%
AbbVie Inc. 0.9%
Value $1.968M Shares 11,476 Est. Cost $141.98 Unrealized
IBM Int'l Bus. Mach. 0.9%
Value $1.966M Shares 11,365 Est. Cost $128.65 Unrealized +28.9%
AMZN Amazon, Inc. 0.9%
Value $1.954M Shares 10,109 Est. Cost $131.32 Unrealized +39.9%
AIR AAR Corp. 0.9%
Value $1.897M Shares 26,100 Est. Cost $61.19 Unrealized +10.8%
SCHW Charles Schwab 0.9%
Value $1.886M Shares 25,600 Est. Cost $68.10 Unrealized +6.2%
ABT Abbott Labs 0.9%
Value $1.825M Shares 17,560 Est. Cost $59.22 Unrealized +73.8%
UNP Union Pacific 0.9%
Value $1.812M Shares 8,008 Est. Cost $176.58 Unrealized +27.7%
PCAR Paccar 0.9%
Value $1.783M Shares 17,321 Est. Cost $103.67 Unrealized 0.0%
SYY Sysco Corp 0.9%
Value $1.773M Shares 24,834 Est. Cost $61.86 Unrealized +15.0%
LLY Eli Lilly 0.9%
Value $1.771M Shares 1,956 Est. Cost $379.16 Unrealized +108.6%
DHI DR Horton 0.8%
Value $1.661M Shares 11,787 Est. Cost $144.49 Unrealized 0.0%
MS Morgan Stanley 0.8%
Value $1.652M Shares 17,000 Est. Cost $69.87 Unrealized +30.0%
AMAT Applied Materials 0.8%
Value $1.64M Shares 6,950 Est. Cost $211.43 Unrealized 0.0%
PPG PPG Industries 0.7%
Value $1.482M Shares 11,775 Est. Cost $131.38 Unrealized -3.1%
PEP Pepsico 0.7%
Value $1.448M Shares 8,781 Est. Cost $141.44 Unrealized +14.8%
SHW Sherwin-Williams 0.7%
Value $1.432M Shares 4,800 Est. Cost $286.57 Unrealized +6.5%
NextEra Energy Inc. 0.7%
Value $1.404M Shares 19,833 Est. Cost $70.71 Unrealized
Advanced Drainage Systems 0.7%
Value $1.403M Shares 8,750 Est. Cost $164.45 Unrealized
MCD McDonald's 0.7%
Value $1.393M Shares 5,467 Est. Cost $188.44 Unrealized +35.3%
PG Procter & Gamble 0.7%
Value $1.393M Shares 8,445 Est. Cost $76.22 Unrealized +106.2%
LHX L3Harris Technologies 0.7%
Value $1.358M Shares 6,045 Est. Cost $203.94 Unrealized +2.6%
ABNB Airbnb, Inc. 0.6%
Value $1.337M Shares 8,815 Est. Cost $143.95 Unrealized +6.2%
DCI Donaldson Company Inc. 0.6%
Value $1.318M Shares 18,425 Est. Cost $65.94 Unrealized +8.1%
Broadridge Financial Solutions 0.6%
Value $1.316M Shares 6,680 Est. Cost $204.90 Unrealized
DT Dynatrace, Inc. 0.6%
Value $1.314M Shares 29,375 Est. Cost $49.68 Unrealized -7.3%
Waste Management Inc. 0.6%
Value $1.307M Shares 6,128 Est. Cost $118.62 Unrealized
Invitation Homes Inc. 0.6%
Value $1.295M Shares 36,069 Est. Cost $31.28 Unrealized
Truist Financial Corp 0.6%
Value $1.283M Shares 33,024 Est. Cost $56.88 Unrealized
VRTX Vertex Pharmaceuticals 0.6%
Value $1.282M Shares 2,735 Est. Cost $422.74 Unrealized +2.7%
Medtronic PLC 0.6%
Value $1.262M Shares 16,037 Est. Cost $92.55 Unrealized
ASML ASML Holding N.V. 0.6%
Value $1.156M Shares 1,130 Est. Cost $1023.01 Unrealized
MHK Mohawk Industries 0.5%
Value $1.125M Shares 9,900 Est. Cost $114.25 Unrealized +1.8%
WASH Washington Trust 0.5%
Value $1.101M Shares 40,174 Est. Cost $24.85 Unrealized -8.6%
Dell Inc. 0.5%
Value $1.086M Shares 7,875 Est. Cost $114.12 Unrealized
IR Ingersoll-Rand 0.5%
Value $1.065M Shares 11,725 Est. Cost $66.38 Unrealized +38.3%
MLM Martin Marietta Materials, Inc 0.5%
Value $1.057M Shares 1,950 Est. Cost $518.85 Unrealized +11.0%
MRVL Marvell Technologies 0.5%
Value $1.031M Shares 14,750 Est. Cost $56.12 Unrealized +24.2%
SPG Simon Property Group 0.5%
Value $1.029M Shares 6,780 Est. Cost $92.78 Unrealized +46.1%
NKE Nike Inc Class B 0.5%
Value $999K Shares 13,250 Est. Cost $88.50 Unrealized +1.4%
Fortinet 0.5%
Value $994K Shares 16,500 Est. Cost $59.57 Unrealized
DHR Danaher 0.5%
Value $952K Shares 3,810 Est. Cost $225.49 Unrealized +11.0%
VRT Vertiv Holdings Co 0.4%
Value $926K Shares 10,700 Est. Cost $90.84 Unrealized 0.0%
WDAY Workday, Inc. 0.4%
Value $923K Shares 4,130 Est. Cost $242.46 Unrealized -0.7%
ELV Elevance Health Inc. 0.4%
Value $921K Shares 1,700 Est. Cost $373.71 Unrealized +37.5%
ENS EnerSys 0.4%
Value $914K Shares 8,825 Est. Cost $100.17 Unrealized -3.6%
Meta Platforms Inc. 0.4%
Value $875K Shares 1,735 Est. Cost $408.79 Unrealized
TDG TransDigm Group Incorporated 0.4%
Value $862K Shares 675 Est. Cost $628.51 Unrealized +80.8%
MCK McKesson 0.4%
Value $826K Shares 1,415 Est. Cost $503.45 Unrealized +9.8%
CL Colgate-Palmolive 0.4%
Value $804K Shares 8,288 Est. Cost $53.64 Unrealized +66.0%
GXO Logistics 0.4%
Value $799K Shares 15,825 Est. Cost $56.43 Unrealized
ADI Analog Devices 0.4%
Value $798K Shares 3,498 Est. Cost $176.91 Unrealized +17.4%
PRU Prudential Financial 0.4%
Value $794K Shares 6,779 Est. Cost $87.80 Unrealized +21.6%
NUE Nucor 0.4%
Value $771K Shares 4,875 Est. Cost $153.29 Unrealized +10.2%
TKR Timken 0.4%
Value $765K Shares 9,550 Est. Cost $73.88 Unrealized +16.7%
CMCO Columbus McKinnon Corporation 0.4%
Value $764K Shares 22,105 Est. Cost $37.02 Unrealized +7.0%
GSK GlaxoSmithKline ADS 0.4%
Value $754K Shares 19,592 Est. Cost $29.69 Unrealized
Biomarin Pharmaceutical 0.4%
Value $747K Shares 9,075 Est. Cost $87.36 Unrealized
CSCO Cisco Systems 0.4%
Value $738K Shares 15,529 Est. Cost $31.04 Unrealized +45.9%
SWK Stanley Black & Decker 0.4%
Value $737K Shares 9,225 Est. Cost $80.71 Unrealized +1.8%
Visa 0.3%
Value $722K Shares 2,752 Est. Cost $262.35 Unrealized
INDB Independent Bank 0.3%
Value $714K Shares 14,083 Est. Cost $41.03 Unrealized +14.3%
H Hyatt Hotels Corp 0.3%
Value $703K Shares 4,625 Est. Cost $118.19 Unrealized +26.1%
CTSH Cognizant Technology Solutions 0.3%
Value $699K Shares 10,276 Est. Cost $74.12 Unrealized -10.9%
MAS Masco Corp 0.3%
Value $697K Shares 10,450 Est. Cost $55.52 Unrealized +23.4%
Ulta Beauty 0.3%
Value $679K Shares 1,760 Est. Cost $509.60 Unrealized
GIS General Mills 0.3%
Value $678K Shares 10,725 Est. Cost $63.79 Unrealized +1.0%
VZ Verizon Comm. 0.3%
Value $677K Shares 16,404 Est. Cost $39.68 Unrealized -8.1%
PANW Palo Alto Networks 0.3%
Value $661K Shares 1,950 Est. Cost $153.87 Unrealized -2.8%
MongoDB 0.3%
Value $657K Shares 2,630 Est. Cost $354.02 Unrealized
GEHC GE HealthCare Technologies Inc 0.3%
Value $643K Shares 8,252 Est. Cost $75.51 Unrealized +7.7%
Celsius Holdings 0.3%
Value $637K Shares 11,150 Est. Cost $70.29 Unrealized
Restaurant Brands Int'l 0.3%
Value $633K Shares 8,999 Est. Cost $65.71 Unrealized
TMO Thermo Fisher Scientific Inc. 0.3%
Value $630K Shares 1,140 Est. Cost $563.42 Unrealized +1.1%
IDXX Idexx Laboratories 0.3%
Value $624K Shares 1,280 Est. Cost $493.66 Unrealized +1.7%
CME Group 0.3%
Value $605K Shares 3,075 Est. Cost $196.75 Unrealized
PATK Patrick Industries 0.3%
Value $600K Shares 5,525 Est. Cost $51.67 Unrealized +37.7%
FLR Fluor 0.3%
Value $586K Shares 13,450 Est. Cost $40.42 Unrealized +2.9%
LYV Live Nation Entertainment 0.3%
Value $579K Shares 6,175 Est. Cost $87.14 Unrealized +8.5%
Akamai Technologies 0.3%
Value $574K Shares 6,375 Est. Cost $108.69 Unrealized
TRMB Trimble Inc 0.3%
Value $566K Shares 10,125 Est. Cost $57.72 Unrealized 0.0%
Mastercard Inc 0.3%
Value $551K Shares 1,250 Est. Cost $440.80 Unrealized
EL Estee Lauder 0.3%
Value $541K Shares 5,085 Est. Cost $216.79 Unrealized -41.5%
WMT Walmart Inc. 0.3%
Value $536K Shares 7,923 Est. Cost $50.48 Unrealized +22.8%
Lam Research 0.3%
Value $532K Shares 500 Est. Cost $708.72 Unrealized
American Tower Corp 0.3%
Value $528K Shares 2,717 Est. Cost $194.33 Unrealized
Marathon Petroleum 0.3%
Value $525K Shares 3,025 Est. Cost $173.55 Unrealized
SNOW Snowflake 0.3%
Value $523K Shares 3,875 Est. Cost $193.91 Unrealized -23.8%
MOD Modine Manufacturing 0.3%
Value $523K Shares 5,225 Est. Cost $96.01 Unrealized 0.0%
SBUX Starbucks 0.2%
Value $513K Shares 6,594 Est. Cost $83.65 Unrealized -6.7%
CRL Charles River Laboratories 0.2%
Value $506K Shares 2,450 Est. Cost $226.59 Unrealized 0.0%
SONY Sony Group Corporation 0.2%
Value $497K Shares 5,850 Est. Cost $82.35 Unrealized
CFG Citizens Financial Group 0.2%
Value $496K Shares 13,755 Est. Cost $38.92 Unrealized -15.7%
VLO Valero 0.2%
Value $494K Shares 3,150 Est. Cost $153.50 Unrealized 0.0%
EMR Emerson Electric 0.2%
Value $493K Shares 4,478 Est. Cost $63.71 Unrealized +68.7%
RHHBY Roche Holdings Ltd 0.2%
Value $481K Shares 13,875 Est. Cost $37.83 Unrealized
GS Goldman Sachs 0.2%
Value $480K Shares 1,062 Est. Cost $423.71 Unrealized 0.0%
AZN Astrazeneca 0.2%
Value $480K Shares 6,150 Est. Cost $47.90 Unrealized
CNI Canadian Natl Rail 0.2%
Value $473K Shares 4,000 Est. Cost $109.08 Unrealized +11.0%
LII Lennox International Inc. 0.2%
Value $471K Shares 880 Est. Cost $446.79 Unrealized +8.5%
GE General Electric 0.2%
Value $463K Shares 2,910 Est. Cost $60.67 Unrealized +160.3%
SNPS Synopsys, Inc 0.2%
Value $446K Shares 750 Est. Cost $521.75 Unrealized +8.4%
DXCM DexCom, Inc. 0.2%
Value $444K Shares 3,915 Est. Cost $126.43 Unrealized 0.0%
ADBE Adobe Systems 0.2%
Value $431K Shares 775 Est. Cost $484.22 Unrealized 0.0%
Cheniere Energy, Inc. 0.2%
Value $411K Shares 2,350 Est. Cost $174.89 Unrealized
Cardinal Health 0.2%
Value $396K Shares 4,025 Est. Cost $98.39 Unrealized
Installed Building Products In 0.2%
Value $396K Shares 1,925 Est. Cost $114.29 Unrealized
PH Parker Hannifin 0.2%
Value $395K Shares 780 Est. Cost $527.65 Unrealized 0.0%
INTU Intuit Inc. 0.2%
Value $378K Shares 575 Est. Cost $347.16 Unrealized +76.9%
Xylem Inc 0.2%
Value $372K Shares 2,744 Est. Cost $85.72 Unrealized
GILD Gilead Sciences 0.2%
Value $370K Shares 5,387 Est. Cost $72.06 Unrealized -12.4%
Trade Desk 0.2%
Value $359K Shares 3,675 Est. Cost $97.69 Unrealized
AB AllianceBernstein Holdings 0.2%
Value $356K Shares 10,550 Est. Cost $31.00 Unrealized
Netflix 0.2%
Value $350K Shares 519 Est. Cost $418.47 Unrealized
MMM 3M Corp. 0.2%
Value $349K Shares 3,420 Est. Cost $107.31 Unrealized -12.2%
Organon 0.2%
Value $349K Shares 16,844 Est. Cost $25.35 Unrealized
Accenture Ltd 0.2%
Value $322K Shares 1,060 Est. Cost $351.24 Unrealized
ALL Allstate 0.2%
Value $320K Shares 2,006 Est. Cost $86.64 Unrealized +86.3%
TRN Trinity Industries 0.1%
Value $307K Shares 10,250 Est. Cost $22.74 Unrealized +19.4%
Pentair 0.1%
Value $295K Shares 3,850 Est. Cost $72.73 Unrealized
AVT Avnet 0.1%
Value $293K Shares 5,700 Est. Cost $45.30 Unrealized +8.2%
NVS Novartis AG ADS 0.1%
Value $276K Shares 2,595 Est. Cost $102.04 Unrealized
Comcast Corp Cl A 0.1%
Value $274K Shares 6,996 Est. Cost $45.82 Unrealized
MCHP Microchip Technology 0.1%
Value $270K Shares 2,950 Est. Cost $77.99 Unrealized +12.1%
ROL Rollins 0.1%
Value $243K Shares 4,975 Est. Cost $39.17 Unrealized +15.5%
DRI Darden Restaurants 0.1%
Value $241K Shares 1,591 Est. Cost $112.18 Unrealized +29.1%
LOW Lowes 0.1%
Value $231K Shares 1,050 Est. Cost $221.35 Unrealized 0.0%
SLB Schlumberger 0.1%
Value $226K Shares 4,792 Est. Cost $37.74 Unrealized +21.8%
NOC Northrop Grumman 0.1%
Value $219K Shares 502 Est. Cost $440.13 Unrealized +0.9%
HD Home Depot 0.1%
Value $218K Shares 632 Est. Cost $346.88 Unrealized -5.6%
AMN AMN Healthcare Services 0.1%
Value $218K Shares 4,265 Est. Cost $94.18 Unrealized -39.8%
JPM J.P. Morgan Chase 0.1%
Value $215K Shares 1,065 Est. Cost $189.18 Unrealized 0.0%
ECL Ecolab 0.1%
Value $214K Shares 900 Est. Cost $227.14 Unrealized 0.0%
The FRS Company 0.0%
Value $0 Shares 114,324 Est. Cost Unrealized