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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

NEW ENGLAND ASSET MANAGEMENT INC

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001004244-26-000002

Total Value
$764.8M
Positions
128
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (128)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY103,004$70.2M9.18%
2VANGUARD INDEX FDS92290836395,755$60.1M7.85%
3ISHARES TR46432F842577,270$51.6M6.75%
4VANGUARD WHITEHALL FDS921946406250,940$36.0M4.71%
5ISHARES TR46435G326420,585$34.7M4.54%
6ISHARES TR46428720038,985$26.7M3.49%
7VANGUARD INDEX FDS92290876968,140$22.8M2.99%
8ISHARES TR464287507257,375$17.0M2.22%
9WELLS FARGO CO NEW94974680413,275$16.1M2.10%
10JPMORGAN CHASE & CO.VYLD43,000$13.9M1.81%
11JOHNSON & JOHNSONJNJ64,129$13.3M1.74%
12INVESCO EXCHANGE TRADED FD TIVZ69,255$13.3M1.73%
13WELLS FARGO CO NEW949746101131,365$12.2M1.60%
14BANK AMERICA CORP0605056829,435$11.8M1.54%
15SYSCO CORPSYY134,120$9.9M1.29%
16BANK AMERICA CORP060505104168,935$9.3M1.21%
17LOCKHEED MARTIN CORPLMT18,840$9.1M1.19%
18US BANCORP DELUSB-PS168,310$9.0M1.17%
19CISCO SYS INCCSCO110,981$8.5M1.12%
20VERIZON COMMUNICATIONS INCVZ204,240$8.3M1.09%
21CRH PLCCRH65,630$8.2M1.07%
22PPL CORPPPLC230,750$8.1M1.06%
23QUALCOMM INCQCOM46,766$8.0M1.05%
24CVS HEALTH CORPCVS98,480$7.8M1.02%
25DUKE ENERGY CORP NEWDUKB66,435$7.8M1.02%
26AT&T INCT-PC312,810$7.8M1.02%
27CSX CORPCSX211,850$7.7M1.00%
28KEYCORP493267108368,490$7.6M0.99%
29LAMAR ADVERTISING CO NEWLAMR59,860$7.6M0.99%
30AMGEN INCAMGN21,765$7.1M0.93%
31BECTON DICKINSON & COBDX36,655$7.1M0.93%
32THE CIGNA GROUP12552310025,805$7.1M0.93%
33MERCK & CO INCMRK67,325$7.1M0.93%
34PROCTER AND GAMBLE CO74271810947,970$6.9M0.90%
35FIFTH THIRD BANCORPFITBM144,515$6.8M0.88%
36UNILEVER PLCUNLYF102,785$6.7M0.88%
37SHELL PLCRYDAF89,640$6.6M0.86%
38COCA COLA COKO92,921$6.5M0.85%
39VERISK ANALYTICS INCVRSK29,000$6.5M0.85%
40ISHARES TR46428780451,800$6.2M0.81%
41PUBLIC SVC ENTERPRISE GRP IN74457310677,473$6.2M0.81%
42CMS ENERGY CORPCMS-PC83,465$5.8M0.76%
43ALLIANT ENERGY CORPLNT85,940$5.6M0.73%
44CHEVRON CORP NEWCVX35,305$5.4M0.70%
45EXELON CORPEXC122,295$5.3M0.70%
46ABBVIE INCABBV23,115$5.3M0.69%
47RTX CORPORATIONRTX28,700$5.3M0.69%
48ISHARES TR46428716836,925$5.2M0.68%
49EXXON MOBIL CORPXOM41,600$5.0M0.65%
50FIRSTENERGY CORPFE110,715$5.0M0.65%
51NXP SEMICONDUCTORS N VNXPI22,300$4.8M0.63%
52PFIZER INCPFE190,648$4.7M0.62%
53PNC FINL SVCS GROUP INC69347510521,440$4.5M0.59%
54MOLSON COORS BEVERAGE COTAP-A91,845$4.3M0.56%
55INTERNATIONAL BUSINESS MACHSINTR14,460$4.3M0.56%
56TEXAS INSTRS INC88250810424,667$4.3M0.56%
57PEPSICO INCPEP29,102$4.2M0.55%
58REALTY INCOME CORPO73,860$4.2M0.54%
59AMERICAN ELEC PWR CO INC02553710134,355$4.0M0.52%
60EDISON INTL28102010765,050$3.9M0.51%
61KRAFT HEINZ COKHC160,830$3.9M0.51%
62UNION PAC CORPUNP16,530$3.8M0.50%
63KINDER MORGAN INC DELEP-PC125,490$3.4M0.45%
64MCDONALDS CORPMCD10,497$3.2M0.42%
65HOME DEPOT INCHD9,164$3.2M0.41%
66AMERICAN EXPRESS COAXP8,340$3.1M0.40%
67ALEXANDRIA REAL ESTATE EQ IN01527110960,825$3.0M0.39%
68ISHARES TR46428724225,000$2.8M0.36%
69ISHARES TR46429B69729,150$2.7M0.36%
70INVESCO QQQ TRIVZ4,327$2.7M0.35%
71BROADCOM INCAVGO6,400$2.2M0.29%
72BRISTOL-MYERS SQUIBB COCELG-RI40,036$2.2M0.28%
73ISHARES TR46428851325,400$2.0M0.27%
74ISHARES TR46435U85353,000$2.0M0.26%
75ABBOTT LABSABLZF15,135$1.9M0.25%
76VANGUARD INDEX FDS9229087517,340$1.9M0.25%
77ISHARES TR46434V73826,290$1.9M0.24%
78THE CAMPBELLS COMPANYCPB65,365$1.8M0.24%
79MICROSOFT CORPMSFT3,725$1.8M0.24%
80MEDTRONIC PLCMDT18,390$1.8M0.23%
81SPDR SERIES TRUST78468R62215,200$1.5M0.19%
82GENERAL MLS INC37033410430,935$1.4M0.19%
83DISNEY WALT CO25468710611,930$1.4M0.18%
84EOG RES INCEOG12,075$1.3M0.17%
85ALPHABET INCGOOG3,995$1.3M0.16%
86CONOCOPHILLIPSCOP12,550$1.2M0.15%
87SPDR SERIES TRUST78464A85413,330$1.1M0.14%
88SCHWAB STRATEGIC TR80852420139,675$1.1M0.14%
89MONDELEZ INTL INC60920710519,335$1.0M0.14%
90HONEYWELL INTL INC4385161064,980$971,5480.13%
91ISHARES TR4642876553,770$928,0230.12%
92APPLE INCAAPL3,382$919,4310.12%
93SPDR DOW JONES INDL AVERAGE78467X1091,710$821,7750.11%
94ISHARES TR4642885886,149$585,5080.08%
95ISHARES TR4642871682,825$398,7210.05%
96MAGNUM ICE CREAM CO NVMICC23,127$366,5630.05%
97ISHARES INC46434G1034,900$329,3780.04%
98VANGUARD WORLD FD92204A702265$199,7520.03%
99ISHARES TR4642886876,000$185,7600.02%
100VANGUARD INTL EQUITY INDEX F9220427752,500$183,9000.02%
101WARNER BROS DISCOVERY INCWBD4,935$142,2270.02%
102FIRST TR EXCHANGE TRADED FD33734X8461,150$82,1680.01%
103SPDR SERIES TRUST78464A3673,000$67,7400.01%
104VANGUARD SCOTTSDALE FDS92206C40975$5,9800.00%
105SPDR SERIES TRUST78468R101200$5,8560.00%
106VANGUARD BD INDEX FDS92193781975$5,8410.00%
107ISHARES TR46428851370$5,6440.00%
108SPDR SERIES TRUST78468R62256$5,4440.00%
109INVESCO EXCH TRADED FD TR IIIVZ200$5,4400.00%
110GOLDMAN SACHS ETF TRNVGLF120$5,4380.00%
111VANECK ETF TRUST92189F437185$5,4330.00%
112DBX ETF TR233051267115$5,4260.00%
113ISHARES TR46435U853145$5,4220.00%
114TIDAL TRUST III74741A106300$5,2380.00%
115INVESCO EXCH TRADED FD TR IIIVZ245$5,1450.00%
116ISHARES U S ETF TR46431W507100$5,1100.00%
117VANECK ETF TRUST92189F486200$5,0960.00%
118ISHARES TR46429B655100$5,0860.00%
119SPDR SERIES TRUST78464A375150$5,0720.00%
120ISHARES TR46434V100100$5,0700.00%
121ISHARES TR464289511100$5,0450.00%
122PIMCO ETF TR72201R83350$5,0170.00%
123ISHARES TR46428722650$4,9940.00%
124PGIM ETF TR69344A107100$4,9590.00%
125VANGUARD CHARLOTTE FDS92203J407100$4,8320.00%
126ISHARES TR46428858850$4,7610.00%
127SCHWAB STRATEGIC TR808524839200$4,6740.00%
128BNY MELLON ETF TRUST09661T602100$4,2380.00%