New England Research & Management, Inc. Diversified Active

Location: Chicago, IL

CIK: 0001596077 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 9, 2026

Total Value: $257M (100.0% shares, 0.0% debt)

Holdings (134)

New Positions (24)

ULTA ULTA BEAUTY INC 0.8%
Value $1.94M Shares 4,303 Est. Cost $450.93 Unrealized
COP CONOCOPHILLIPS 0.7%
Value $1.786M Shares 17,175 Est. Cost $103.96 Unrealized
SCHW SCHWAB CHARLES CORP 0.6%
Value $1.506M Shares 16,325 Est. Cost $92.27 Unrealized
NEM NEWMONT CORP 0.6%
Value $1.466M Shares 15,700 Est. Cost $93.40 Unrealized
TECK TECK RESOURCES LTD 0.5%
Value $1.231M Shares 20,700 Est. Cost $59.46 Unrealized
PNR PENTAIR PLC 0.5%
Value $1.167M Shares 15,225 Est. Cost $76.66 Unrealized
LNG CHENIERE ENERGY INC 0.4%
Value $1.123M Shares 4,700 Est. Cost $239.01 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.3%
Value $777K Shares 9,975 Est. Cost $77.87 Unrealized
MHK MOHAWK INDS INC 0.3%
Value $731K Shares 6,025 Est. Cost $121.33 Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.3%
Value $682K Shares 2,325 Est. Cost $293.18 Unrealized
META META PLATFORMS INC 0.2%
Value $578K Shares 1,026 Est. Cost $563.02 Unrealized
DELL DELL TECHNOLOGIES INC 0.2%
Value $572K Shares 1,325 Est. Cost $431.46 Unrealized
PRIM PRIMORIS SVCS CORP 0.2%
Value $486K Shares 4,900 Est. Cost $99.12 Unrealized
MRNA MODERNA INC 0.2%
Value $480K Shares 6,850 Est. Cost $70.03 Unrealized
CIEN CIENA CORP 0.2%
Value $454K Shares 925 Est. Cost $490.56 Unrealized
HD HOME DEPOT INC 0.1%
Value $378K Shares 1,073 Est. Cost $352.68 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $348K Shares 2,050 Est. Cost $169.88 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $348K Shares 875 Est. Cost $397.17 Unrealized
SNPS SYNOPSYS INC 0.1%
Value $346K Shares 775 Est. Cost $446.07 Unrealized
AXSM AXSOME THERAPEUTICS INC. 0.1%
Value $318K Shares 1,300 Est. Cost $244.77 Unrealized
EVR EVERCORE INC 0.1%
Value $284K Shares 831 Est. Cost $341.44 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $276K Shares 475 Est. Cost $580.91 Unrealized
WMS ADVANCED DRAIN SYS INC DEL 0.1%
Value $228K Shares 1,450 Est. Cost $156.96 Unrealized
MET METLIFE INC 0.1%
Value $209K Shares 2,475 Est. Cost $84.61 Unrealized

Increased Positions (39)

PWR QUANTA SVCS INC 4.0%
Value $10.34M (+54.5%) Shares 14,367 (+17.8%) Est. Cost $481.75 Unrealized
GEV GE VERNOVA INC 3.0%
Value $7.633M (+64.4%) Shares 6,497 (+22.1%) Est. Cost $687.08 Unrealized
AAPL APPLE INC 4.7%
Value $12.05M (+25.4%) Shares 41,639 (+10.0%) Est. Cost $131.35 Unrealized
AZN ASTRAZENECA PLC 1.2%
Value $3.014M (+363.3%) Shares 15,893 (+381.9%) Est. Cost $189.78 Unrealized
EMR EMERSON ELEC CO 1.0%
Value $2.489M (+321.4%) Shares 17,388 (+285.7%) Est. Cost $124.80 Unrealized
REGN REGENERON PHARMACEUTICALS 0.8%
Value $2.167M (+387.7%) Shares 3,475 (+504.3%) Est. Cost $634.62 Unrealized
VRT VERTIV HOLDINGS CO 1.1%
Value $2.789M (+124.9%) Shares 8,330 (+68.3%) Est. Cost $199.56 Unrealized
UNP UNION PAC CORP 1.4%
Value $3.646M (+65.8%) Shares 13,403 (+47.9%) Est. Cost $219.46 Unrealized
LLY ELI LILLY & CO 1.7%
Value $4.265M (+47.1%) Shares 3,556 (+12.8%) Est. Cost $732.63 Unrealized
CSCO CISCO SYS INC 0.8%
Value $2.028M (+201.6%) Shares 17,265 (+99.2%) Est. Cost $74.09 Unrealized
NTR NUTRIEN LTD 0.7%
Value $1.829M (+167.8%) Shares 29,050 (+221.0%) Est. Cost $62.95 Unrealized
GILD GILEAD SCIENCES INC 1.0%
Value $2.662M (+72.5%) Shares 21,070 (+90.3%) Est. Cost $123.47 Unrealized
V VISA INC 2.1%
Value $5.316M (+26.1%) Shares 15,495 (+11.1%) Est. Cost $337.31 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.4%
Value $3.478M (+43.3%) Shares 12,368 (+23.5%) Est. Cost $194.82 Unrealized
FCX FREEPORT MCMORAN INC 0.8%
Value $1.97M (+95.7%) Shares 31,320 (+82.9%) Est. Cost $61.92 Unrealized
SYY SYSCO CORP 1.0%
Value $2.671M (+51.6%) Shares 31,954 (+29.3%) Est. Cost $70.00 Unrealized
AMGN AMGEN INC 1.7%
Value $4.302M (+24.6%) Shares 11,880 (+21.1%) Est. Cost $314.12 Unrealized
MS MORGAN STANLEY 1.2%
Value $3.021M (+31.6%) Shares 14,450 (+3.6%) Est. Cost $76.39 Unrealized
PPG PPG INDS INC 0.6%
Value $1.562M (+83.2%) Shares 12,880 (+61.4%) Est. Cost $118.55 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.7%
Value $1.76M (+60.7%) Shares 5,325 (+47.9%) Est. Cost $313.31 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 1.4%
Value $3.721M (+19.9%) Shares 28,277 (+24.0%) Est. Cost $136.38 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value $1.298M (+86.8%) Shares 2,588 (+83.2%) Est. Cost $513.11 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.5%
Value $1.279M (+79.0%) Shares 2,575 (+60.9%) Est. Cost $478.60 Unrealized
PH PARKER-HANNIFIN CORP 0.5%
Value $1.267M (+76.9%) Shares 1,295 (+61.9%) Est. Cost $965.57 Unrealized
MOD MODINE MFG CO 0.3%
Value $761K (+165.0%) Shares 2,850 (+115.1%) Est. Cost $212.13 Unrealized
JNJ JOHNSON & JOHNSON 2.9%
Value $7.499M (+6.5%) Shares 29,527 (+2.5%) Est. Cost $105.07 Unrealized
MSFT MICROSOFT CORP 2.3%
Value $5.941M (+6.9%) Shares 15,927 (+6.1%) Est. Cost $182.66 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.6%
Value $1.62M (+25.7%) Shares 18,698 (+14.2%) Est. Cost $75.22 Unrealized
CB CHUBB LIMITED 0.9%
Value $2.436M (+15.7%) Shares 7,150 (+10.7%) Est. Cost $298.35 Unrealized
MRK MERCK & CO INC 1.4%
Value $3.505M (+9.8%) Shares 27,279 (+2.8%) Est. Cost $94.21 Unrealized
KEY KEYCORP 0.3%
Value $781K (+62.9%) Shares 33,900 (+41.7%) Est. Cost $21.10 Unrealized
SYK STRYKER CORPORATION 0.8%
Value $2.032M (+16.8%) Shares 6,455 (+21.9%) Est. Cost $354.91 Unrealized
NVDA NVIDIA CORPORATION 0.7%
Value $1.866M (+16.0%) Shares 9,327 (+1.1%) Est. Cost $135.61 Unrealized
UTHR UNITED THERAPEUTICS CORP DEL 0.4%
Value $910K (+35.8%) Shares 1,680 (+48.7%) Est. Cost $330.47 Unrealized
NFLX NETFLIX INC. 1.4%
Value $3.54M (+3.8%) Shares 49,574 (+39.7%) Est. Cost $93.80 Unrealized
DOV DOVER CORP 0.2%
Value $600K (+23.8%) Shares 2,675 (+15.1%) Est. Cost $215.92 Unrealized
AES AES CORP 0.2%
Value $553K (+20.3%) Shares 37,690 (+15.6%) Est. Cost $14.12 Unrealized
WM WASTE MGMT INC DEL 0.6%
Value $1.467M (+6.3%) Shares 6,582 (+9.6%) Est. Cost $213.66 Unrealized
CWEN CLEARWAY ENERGY INC 0.3%
Value $808K (-7.8%) Shares 23,625 (+5.9%) Est. Cost $33.07 Unrealized

Exited Positions (33)

COF CAPITAL ONE FINL CORP 1.9%
Value $4.766M Shares 26,125 Est. Cost $221.48 Unrealized
UBER UBER TECHNOLOGIES INC 1.2%
Value $3.192M Shares 44,373 Est. Cost $79.72 Unrealized
PANW PALO ALTO NETWORKS INC 0.9%
Value $2.269M Shares 14,154 Est. Cost $186.66 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.9%
Value $2.229M Shares 5,710 Est. Cost $438.98 Unrealized
DHI D R HORTON INC 0.8%
Value $2.134M Shares 15,550 Est. Cost $156.14 Unrealized
DAL DELTA AIR LINES INC 0.8%
Value $1.949M Shares 29,317 Est. Cost $69.85 Unrealized
FSLR FIRST SOLAR INC 0.6%
Value $1.549M Shares 7,852 Est. Cost $239.14 Unrealized
NDAQ NASDAQ INC 0.5%
Value $1.295M Shares 15,250 Est. Cost $91.74 Unrealized
AVAV AEROVIRONMENT INC 0.4%
Value $924K Shares 5,050 Est. Cost $296.44 Unrealized
CAT CATERPILLAR INC 0.3%
Value $886K Shares 1,250 Est. Cost $555.50 Unrealized
TT TRANE TECHNOLOGIES PLC 0.3%
Value $875K Shares 2,100 Est. Cost $423.37 Unrealized
TOL TOLL BROTHERS INC 0.3%
Value $850K Shares 6,225 Est. Cost $146.88 Unrealized
FLS FLOWSERVE CORP 0.3%
Value $823K Shares 11,200 Est. Cost $80.71 Unrealized
APO APOLLO GLOBAL MGMT INC 0.3%
Value $724K Shares 6,500 Est. Cost $133.41 Unrealized
HOOD ROBINHOOD MKTS INC 0.3%
Value $683K Shares 9,850 Est. Cost $113.34 Unrealized
BA BOEING CO 0.2%
Value $609K Shares 3,058 Est. Cost $238.54 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value $590K Shares 1,279 Est. Cost $520.97 Unrealized
LITE LUMENTUM HLDGS INC 0.2%
Value $527K Shares 750 Est. Cost $467.14 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value $491K Shares 2,880 Est. Cost $217.58 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $478K Shares 5,513 Est. Cost $97.14 Unrealized
BWXT BWX TECHNOLOGIES INC 0.2%
Value $470K Shares 2,300 Est. Cost $202.99 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.2%
Value $453K Shares 2,295 Est. Cost $224.98 Unrealized
GNRC GENERAC HLDGS INC 0.2%
Value $449K Shares 2,300 Est. Cost $183.13 Unrealized
VLTO VERALTO CORP 0.1%
Value $376K Shares 4,258 Est. Cost $97.50 Unrealized
PODD INSULET CORP 0.1%
Value $315K Shares 1,500 Est. Cost $312.66 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $309K Shares 1,368 Est. Cost $145.14 Unrealized
HWM HOWMET AEROSPACE INC 0.1%
Value $303K Shares 1,315 Est. Cost $226.53 Unrealized
LII LENNOX INTL INC 0.1%
Value $272K Shares 585 Est. Cost $557.37 Unrealized
GIS GENERAL MILLS INC 0.1%
Value $268K Shares 7,200 Est. Cost $64.77 Unrealized
NOW SERVICENOW INC 0.1%
Value $267K Shares 2,550 Est. Cost $121.19 Unrealized
INTU INTUIT 0.1%
Value $260K Shares 601 Est. Cost $358.16 Unrealized
CME CME GROUP INC 0.1%
Value $217K Shares 735 Est. Cost $270.74 Unrealized
J JACOBS SOLUTIONS INC 0.1%
Value $204K Shares 1,600 Est. Cost $146.41 Unrealized

Decreased Positions (51)

GOOGL ALPHABET INC 5.7%
Value $14.59M (+22.7%) Shares 40,825 (-1.3%) Est. Cost $287.28 Unrealized
URI UNITED RENTALS INC 4.0%
Value $10.39M (+28.8%) Shares 9,169 (-17.2%) Est. Cost $519.25 Unrealized
IDXX IDEXX LABS INC 0.1%
Value $292K (-86.3%) Shares 555 (-85.4%) Est. Cost $673.67 Unrealized
WFC WELLS FARGO & CO 0.4%
Value $1.151M (-56.4%) Shares 13,927 (-58.0%) Est. Cost $85.49 Unrealized
INCY INCYTE CORP 0.2%
Value $405K (-73.7%) Shares 3,575 (-78.1%) Est. Cost $96.76 Unrealized
ZTS ZOETIS INC 0.5%
Value $1.327M (-45.0%) Shares 18,461 (-9.5%) Est. Cost $130.19 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value $1.694M (-38.8%) Shares 12,389 (-24.0%) Est. Cost $63.08 Unrealized
ETN EATON CORP PLC 0.3%
Value $754K (-53.5%) Shares 1,770 (-61.0%) Est. Cost $354.39 Unrealized
PFE PFIZER INC 0.2%
Value $516K (-60.8%) Shares 21,427 (-54.3%) Est. Cost $25.13 Unrealized
AVGO BROADCOM INC 1.6%
Value $4.222M (+19.9%) Shares 11,176 (-1.7%) Est. Cost $184.46 Unrealized
CSX CSX CORP 2.3%
Value $5.89M (+13.5%) Shares 123,926 (-2.0%) Est. Cost $27.33 Unrealized
ABBV ABBVIE INC 2.4%
Value $6.234M (+12.4%) Shares 24,774 (-2.9%) Est. Cost $226.78 Unrealized
GOOG ALPHABET INC 1.3%
Value $3.399M (+20.1%) Shares 9,620 (-2.5%) Est. Cost $286.33 Unrealized
NKE NIKE INC 0.1%
Value $377K (-57.8%) Shares 9,175 (-45.7%) Est. Cost $84.21 Unrealized
MCD MCDONALDS CORP 0.7%
Value $1.884M (-21.5%) Shares 6,969 (-9.7%) Est. Cost $229.94 Unrealized
NTRA NATERA INC 0.2%
Value $387K (-56.3%) Shares 1,425 (-67.8%) Est. Cost $225.87 Unrealized
GS GOLDMAN SACHS GROUP INC 1.1%
Value $2.949M (+15.3%) Shares 2,916 (-3.5%) Est. Cost $705.41 Unrealized
VEEV VEEVA SYS INC 0.2%
Value $406K (-46.6%) Shares 2,285 (-47.1%) Est. Cost $269.65 Unrealized
ABT ABBOTT LABORATORIES 0.7%
Value $1.921M (-14.4%) Shares 21,174 (-3.2%) Est. Cost $104.32 Unrealized
MTH MERITAGE HOMES CORP 0.3%
Value $820K (-28.1%) Shares 9,784 (-47.0%) Est. Cost $74.25 Unrealized
MAS MASCO CORP 0.5%
Value $1.306M (+29.9%) Shares 16,050 (-3.6%) Est. Cost $70.60 Unrealized
CFG CITIZENS FINL GROUP INC 0.6%
Value $1.558M (+15.4%) Shares 22,232 (-1.3%) Est. Cost $43.05 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $452K (-30.4%) Shares 625 (-67.1%) Est. Cost $326.57 Unrealized
IBP INSTALLED BLDG PRODS INC 0.2%
Value $442K (-28.2%) Shares 1,925 (-17.2%) Est. Cost $258.27 Unrealized
C CITIGROUP INC 0.7%
Value $1.883M (+9.0%) Shares 13,452 (-11.7%) Est. Cost $116.18 Unrealized
GE GE AEROSPACE 0.7%
Value $1.854M (+8.6%) Shares 4,961 (-17.6%) Est. Cost $203.04 Unrealized
KO COCA COLA CO 1.0%
Value $2.665M (+5.2%) Shares 32,796 (-1.5%) Est. Cost $52.01 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.2%
Value $565K (+26.6%) Shares 7,700 (-2.8%) Est. Cost $55.53 Unrealized
TDG TRANSDIGM GROUP INC 0.4%
Value $977K (+12.3%) Shares 734 (-2.3%) Est. Cost $1024.58 Unrealized
PEP PEPSICO INC 0.2%
Value $575K (-15.3%) Shares 4,243 (-2.9%) Est. Cost $141.44 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value $297K (-24.3%) Shares 5,141 (-24.6%) Est. Cost $62.54 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS 0.3%
Value $757K (-11.0%) Shares 35,854 (-21.2%) Est. Cost $23.64 Unrealized
INDB INDEPENDENT BK CORP MASS 0.4%
Value $1.066M (+9.1%) Shares 12,730 (-2.0%) Est. Cost $41.03 Unrealized
KMB KIMBERLY-CLARK CORP 0.8%
Value $2.161M (+3.3%) Shares 19,688 (-9.3%) Est. Cost $100.87 Unrealized
IR INGERSOLL RAND INC 0.6%
Value $1.556M (-4.1%) Shares 18,984 (-6.3%) Est. Cost $80.23 Unrealized
CRH CRH PLC 0.6%
Value $1.468M (-4.3%) Shares 13,717 (-6.0%) Est. Cost $121.16 Unrealized
AIR AAR CORP 0.6%
Value $1.529M (+4.5%) Shares 10,700 (-20.0%) Est. Cost $75.99 Unrealized
RY ROYAL BK CDA 0.6%
Value $1.469M (+4.4%) Shares 7,100 (-18.4%) Est. Cost $135.45 Unrealized
UPS UNITED PARCEL SVCS INC 0.4%
Value $1.063M (+5.8%) Shares 9,890 (-3.2%) Est. Cost $112.89 Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value $2.085M (-2.6%) Shares 14,221 (-4.0%) Est. Cost $109.76 Unrealized
CHD CHURCH & DWIGHT CO INC 1.9%
Value $4.863M (+1.1%) Shares 50,200 (-2.6%) Est. Cost $40.47 Unrealized
INVH INVITATION HOMES INC 0.4%
Value $930K (+6.0%) Shares 30,788 (-12.8%) Est. Cost $27.64 Unrealized
SBUX STARBUCKS CORP 0.2%
Value $503K (+11.5%) Shares 4,921 (-2.2%) Est. Cost $84.55 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.8%
Value $4.605M (+1.1%) Shares 9,203 (-3.1%) Est. Cost $235.60 Unrealized
PB PROSPERITY BANCSHARES INC 0.7%
Value $1.714M (+2.0%) Shares 23,475 (-6.2%) Est. Cost $69.33 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value $484K (-4.5%) Shares 1,405 (-11.1%) Est. Cost $334.11 Unrealized
AMZN AMAZON COM INC 1.6%
Value $4.071M (+0.4%) Shares 17,079 (-12.3%) Est. Cost $174.38 Unrealized
LEN LENNAR CORP 0.2%
Value $574K (+2.2%) Shares 6,345 (-1.9%) Est. Cost $132.10 Unrealized
JPM JPMORGAN CHASE & CO 0.8%
Value $2.046M (-0.3%) Shares 6,251 (-10.4%) Est. Cost $292.56 Unrealized
PRU PRUDENTIAL FINL INC 0.1%
Value $322K (-1.1%) Shares 2,986 (-10.5%) Est. Cost $107.39 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value $432K (-0.2%) Shares 841 (-2.9%) Est. Cost $558.95 Unrealized

Unchanged Positions (20)

TFC TRUIST FINL CORP 0.9%
Value $2.431M Shares 48,790 Est. Cost $46.33 Unrealized
NEE NEXTERA ENERGY INC 0.9%
Value $2.248M Shares 25,611 Est. Cost $82.50 Unrealized
PATK PATRICK INDS INC 0.2%
Value $502K Shares 5,586 Est. Cost $62.47 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value $673K Shares 3,010 Est. Cost $104.28 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value $523K Shares 1,800 Est. Cost $203.94 Unrealized
WASH WASHINGTON TR BANCORP INC 0.4%
Value $1.083M Shares 29,700 Est. Cost $24.85 Unrealized
ALL ALLSTATE CORP 0.2%
Value $476K Shares 2,000 Est. Cost $86.64 Unrealized
WMT WALMART INC 0.2%
Value $585K Shares 5,167 Est. Cost $54.79 Unrealized
COMP COMPASS INC 0.1%
Value $133K Shares 10,797 Est. Cost $9.31 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value $760K Shares 8,288 Est. Cost $53.64 Unrealized
TIGO MILLICOM INTL CELLULAR S A 0.1%
Value $279K Shares 3,075 Est. Cost $61.08 Unrealized
MMM 3M CO 0.2%
Value $455K Shares 2,810 Est. Cost $109.37 Unrealized
BK BANK OF NY MELLON CORP 0.1%
Value $246K Shares 1,700 Est. Cost $120.15 Unrealized
FAF FIRST AMERN FINL CORP 0.1%
Value $271K Shares 3,950 Est. Cost $62.32 Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value $278K Shares 1,800 Est. Cost $104.96 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value $260K Shares 787 Est. Cost $245.41 Unrealized
SLB SLB LIMITED 0.1%
Value $223K Shares 4,792 Est. Cost $48.30 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value $328K Shares 1,591 Est. Cost $112.18 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.2%
Value $402K Shares 5,549 Est. Cost $68.91 Unrealized
XYL XYLEM INC 0.1%
Value $324K Shares 2,744 Est. Cost $143.58 Unrealized