StockDriftsStockDriftsTop 50 Retirement Planning CO Of New England INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3.88% | 44.7K | $10.2M | -4.99%(-2.35K) | $33.47(+548.69%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.87% | 30.6K | $10.2M | -4.26%(-1.36K) | $166.32(+106.19%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 3.14% | 11.1K | $8.2M | -5.21%(-613) | $377.37(+90.36%) | 2026-09-30 | |
| ZVRA | ZEVRA THERAPEUTICS INC | 2.55% | 612.3K | $6.7M | -3.48%(-22.08K) | $7.45(+36.37%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.25% | 17.2K | $5.9M | -3.07%(-544) | $145.84(+135.99%) | 2026-09-30 | |
| META | META PLATFORMS INC | 2.08% | 7.5K | $5.5M | -2.93%(-227) | $341.69(+106.46%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 1.92% | 19.4K | $5.1M | -4.34%(-879) | $133.83(+111.22%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.9% | 9.8K | $5.0M | -1.53%(-152) | $321.45(+65.97%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.84% | 19.4K | $4.8M | -2.83%(-564) | $157.57(+66.57%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 1.82% | 14.0K | $4.8M | -4.54%(-667) | $143.44(+137.14%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.37% | +92.39% | — | — | +64.49% |
| Top 20 Holdings Unweighted | +21.63% | +79.94% | — | — | +51.68% |
Retirement Planning CO Of New England INC reports $263.05M in US-listed equity holdings across 256 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (3.9%), AAPL (3.9%) and QQQ (3.1%). The top 20 holdings account for 38.04% of reported assets. Its disclosed equity book has returned +92.39% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Retirement Planning CO Of New England INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1817693). View Retirement Planning CO Of New England INC’s 13F filings on SEC