StockDriftsStockDriftsTop 50 New England Research & Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 5.03% | 41.4K | $11.9M | +4.66%(+1.84K) | $114.70(+213.78%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.06% | 37.9K | $9.6M | +1.37%(+513) | $84.57(+264.94%) | 2026-03-31 | |
| URI | UNITED RENTALS INC | 3.41% | 11.1K | $8.1M | +25.58%(+2.25K) | $500.46(+119.52%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.98% | 28.8K | $7.0M | -1.44%(-420) | $113.08(+132.61%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 2.83% | 12.2K | $6.7M | -2.60%(-325) | $179.57(+272.17%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.35% | 15.0K | $5.6M | +0.35%(+53) | $177.24(+120.32%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.34% | 25.5K | $5.5M | +18.21%(+3.93K) | $179.17(+45.71%) | 2026-03-31 | |
| CSX | CSX CORP | 2.19% | 126.5K | $5.2M | +7.58%(+8.91K) | $20.50(+138.47%) | 2026-03-31 | |
| CHD | CHURCH & DWIGHT CO INC | 2.03% | 51.5K | $4.8M | -2.46%(-1.30K) | $40.88(+141.20%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 2.01% | 26.1K | $4.8M | +74.73%(+11.17K) | $217.10(-5.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.61% | +39.03% |
| Top 20 Holdings Unweighted | +11.01% | +36.82% |
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