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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 Research & Management, Inc.

Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0001596077-25-000004

Total Value
$210,518
Positions
147
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (147)

#IssuerTicker / CUSIPSharesValue% of Filing
1Alphabet Inc Class AGOOG49,015$8,6384.10%
2Apple ComputerAAPL35,886$7,3633.50%
3United Rentals, Inc.URI8,785$6,6193.14%
4MicrosoftMSFT12,630$6,2822.98%
5Church and DwightCHD54,600$5,2482.49%
6Amazon, Inc.AMZN23,879$5,2392.49%
7Goldman SachsGSCE6,794$4,8082.28%
8Quanta ServicesPWR12,481$4,7192.24%
9Johnson & JohnsonJNJ29,763$4,5462.16%
10Zoetis IncZTS24,788$3,8661.84%
11Berkshire Hathaway BBRK-A7,870$3,8231.82%
12AbbVie Inc.ABBV20,441$3,7941.80%
13CSX CorpCSX114,810$3,7461.78%
14Meta Platforms Inc.META4,830$3,5651.69%
15Dell Inc.DELL27,835$3,4131.62%
16Carrier GlobalCARR44,575$3,2621.55%
17Hyatt Hotels CorpH23,271$3,2501.54%
18Home DepotHD7,771$2,8491.35%
19Sysco CorpSYY36,949$2,7991.33%
20FortinetFTNT25,780$2,7251.29%
21BroadcomAVGO9,735$2,6831.27%
22Toll BrothersTOL23,010$2,6261.25%
23UnitedHealth GroupUNH8,120$2,5331.20%
24EatonETN7,044$2,5151.19%
25Int'l Bus. Mach.INTR8,070$2,3791.13%
26Morgan StanleyMS-PQ15,519$2,1861.04%
27Eli LillyLLY2,801$2,1831.04%
28Exxon MobilXOM19,852$2,1401.02%
29Uber TechnologiesUBER22,069$2,0590.98%
30NextEra Energy Inc.NEE-PW28,628$1,9870.94%
31Alphabet Inc Class CGOOG10,591$1,8790.89%
32American Water Works03042010313,500$1,8780.89%
33NetflixNFLX1,361$1,8230.87%
34Lennox International Inc.5261071073,170$1,8170.86%
35MerckMRK22,405$1,7740.84%
36Vertiv Holdings CoVRT12,780$1,6410.78%
37Ingersoll-RandIR19,612$1,6310.77%
38AgilentA13,775$1,6260.77%
39Coca-ColaKO22,858$1,6170.77%
40United Therapeutics CorporatioUTHR5,525$1,5880.75%
41TeradyneTER17,210$1,5480.74%
42VisaV4,354$1,5460.73%
43Canadian Pacific Kansas City LCP19,193$1,5210.72%
44Invitation Homes Inc.INVH46,214$1,5160.72%
45McDonald'sMCD5,159$1,5070.72%
46Union PacificUNP6,443$1,4820.70%
47Apollo Global ManagementAPOS10,100$1,4330.68%
48Abbott LabsABLZF10,334$1,4060.67%
49Truist Financial CorpTFC-PR32,075$1,3790.66%
50Bristol Myers SquibbCELG-RI29,569$1,3690.65%
51Waste Management Inc.WM5,985$1,3690.65%
52Palo Alto NetworksPANW6,668$1,3650.65%
53Procter & Gamble7427181098,420$1,3410.64%
54Delta AirlinesDAL27,275$1,3410.64%
55LennarLEN-B12,045$1,3320.63%
56AmgenAMGN4,620$1,2900.61%
57Kimberly ClarkKMB9,949$1,2830.61%
58UPSUPS12,660$1,2780.61%
59Astera Labs04626a10313,825$1,2500.59%
60ChubbCB4,282$1,2410.59%
61Nike Inc Class BNKE17,475$1,2410.59%
62PfizerPFE48,726$1,1810.56%
63Trimble IncTRMB15,340$1,1660.55%
64NvidiaNVDA7,253$1,1460.54%
65Boston ScientificBSX10,550$1,1330.54%
66AstrazenecaAZN15,950$1,1150.53%
67Washington Trust94061010839,229$1,1090.53%
68Linde PLCLIN2,330$1,0930.52%
69GE Aerospace3696043014,222$1,0870.52%
70Thermo Fisher Scientific Inc.TMO2,548$1,0330.49%
71Masco CorpMAS15,850$1,0200.48%
72Marriott5719032023,725$1,0180.48%
73StarbucksSBUX11,087$1,0160.48%
74TimkenTKR13,350$9690.46%
75Mastercard IncMA1,715$9640.46%
76Moelis & CoMC15,375$9580.46%
77Airbnb, Inc.ABNB7,000$9260.44%
78Mondelez International60920710513,627$9190.44%
79Fiserv Inc.FISV5,195$8960.43%
80TransDigm Group IncorporatedTDG575$8740.42%
81Independent Bank45383610813,765$8660.41%
82Royal Bank of Canada7800871026,300$8290.39%
83PentairPNR8,050$8260.39%
84Marvell TechnologiesMRVL10,425$8070.38%
85AAR Corp.AIR11,325$7790.37%
86Lam ResearchLRCX7,850$7640.36%
87Colgate-PalmoliveCL8,288$7530.36%
88Jacobs Solutions Inc.J5,515$7250.34%
89American Tower CorpAMT3,150$6960.33%
90Citizens Financial GroupCIA14,837$6640.32%
91PepsicoPEP4,976$6570.31%
92Datadog, Inc.DDOG4,800$6450.31%
93Southwest Airlines84474110819,757$6410.30%
94BallBALL11,270$6320.30%
95Emerson ElectricEMR4,708$6280.30%
96ASML Holding N.V.ASMLF761$6100.29%
97Modine Manufacturing6078281006,175$6080.29%
98Cisco SystemsCSCO8,740$6060.29%
99Medtronic PLCMDT6,788$5920.28%
100Air Prod.& Chem.AIIR2,025$5710.27%
101Walmart Inc.WMT5,599$5470.26%
102Jazz Pharmaceuticals plcJAZZ5,027$5330.25%
103Restaurant Brands Int'lQSR7,949$5270.25%
104Tetra Tech, Inc.TTEK14,525$5220.25%
105Patrick Industries7033431035,661$5220.25%
1063M Corp.MMM3,375$5140.24%
107Donaldson Company Inc.DCI7,279$5050.24%
108Simon Property Group8288061093,100$4980.24%
109Vertex PharmaceuticalsVRTX1,060$4720.22%
110Virtu Financial, Inc.92825410110,500$4700.22%
111Newmont MiningNEMCL7,950$4630.22%
112Intuit Inc.INTU586$4620.22%
113L3Harris TechnologiesLHX1,800$4520.21%
114Fair Isaac Corp.FICO245$4480.21%
115General Mills3703341048,125$4210.20%
116Ansys, Inc.03662q1051,150$4040.19%
117AllianceBernstein Holdings01881G1069,900$4040.19%
118AllstateALL-PJ2,000$4030.19%
119CarMax, Inc.KMX5,750$3860.18%
120GE Vernova Inc.GEV710$3760.18%
121Hershey FoodsHSY2,250$3730.18%
122Xylem IncXYL2,744$3550.17%
123Darden RestaurantsDRI1,591$3470.16%
124Installed Building Products InIBP1,925$3470.16%
125CME GroupCME1,225$3380.16%
126Honeywell Int'l.4385161061,423$3310.16%
127AvnetAVT6,225$3300.16%
128Regeneron PharmaceuticalsREGN605$3180.15%
129J.P. Morgan ChaseVYLD1,089$3160.15%
130HubSpotHUBS560$3120.15%
131PoolPOOL1,050$3060.15%
132Alliant EnergyLNT5,050$3050.14%
133Host Hotels and ResortsHST19,500$3000.14%
134EquifaxEFX1,050$2720.13%
135Canadian Natl Rail1363751022,600$2710.13%
136ToastTOST6,100$2700.13%
137KellanovaBEKE3,310$2630.12%
138Natera, Inc.NTRA1,550$2620.12%
139W.W. Grainger, Inc384802104250$2600.12%
140Idexx Laboratories45168D104445$2390.11%
141Cullen/Frost BankersCFR-PB1,800$2310.11%
142Estee Lauder5184391042,785$2250.11%
143RedditRDDT1,450$2180.10%
144Comcast Corp Cl ACCZ6,065$2160.10%
145Travelers, Inc.TRV787$2110.10%
146Prosperity Bancshares, Inc.PB2,975$2090.10%
147Compass, IncCOMP13,525$850.04%