New England Research & Management, Inc. — 13F holdings

New England Research & Management, Inc. reported 131 holdings worth $259M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

1. GOOGL ALPHABET INC — $14.5M (5.6%)
2. AAPL APPLE INC — $14.0M (5.4%)
3. PWR QUANTA SVCS INC — $11.1M (4.3%)
4. URI UNITED RENTALS INC — $9.13M (3.5%)
5. JNJ JOHNSON & JOHNSON — $7.85M (3.0%)
6. MSFT MICROSOFT CORP — $7.25M (2.8%)
7. ABBV ABBVIE INC — $6.68M (2.6%)
8. GEV GE VERNOVA INC — $6.43M (2.5%)
9. V Visa Inc — $6.14M (2.4%)
10. AMGN AMGEN INC — $5.99M (2.3%)