New England Research & Management, Inc. Q1 2023 vs. Q2 2023: A Detailed Analysis of Fund Holdings

Introduction

In the ever-changing world of finance, it is crucial for investors to stay on top of the latest trends and shifts in the market. One way to gain valuable insights into investor behavior and market movements is by analyzing 13F filings. These filings provide a snapshot of the holdings of institutional investment managers and give us a glimpse into their investment strategies.

In this article, we will delve into the Q1 2023 and Q2 2023 13F holdings comparison for New England Research & Management, Inc. We will analyze the changes in holdings, highlight significant shifts, and discuss potential implications for investors. So let's dive in!

Church and Dwight (CHD)

Church and Dwight remained unchanged in the first and second quarters of 2023, with 59,000 shares held by New England Research & Management, Inc.

Apple Computer (AAPL)

New England Research & Management, Inc. also maintained its position in Apple Computer, with 28,657 shares held in Q1 2023 and 29,606 shares in Q2 2023.

Johnson & Johnson (JNJ)

Similarly, there was no significant change in the holdings of Johnson & Johnson by New England Research & Management, Inc. The fund held 30,538 shares in Q1 2023 and 30,613 shares in Q2 2023.

Microsoft (MSFT)

New England Research & Management, Inc. slightly reduced its holdings in Microsoft, with 15,664 shares held in Q1 2023 and 14,098 shares held in Q2 2023.

UPS (UPS)

Moving on to UPS, we noticed an increase in holdings by New England Research & Management, Inc. The fund held 19,587 shares in Q1 2023, which rose to 21,482 shares in Q2 2023.

CSX Corp (CSX)

There was a minor decrease in the holdings of CSX Corp by New England Research & Management, Inc. The fund held 109,894 shares in Q1 2023, which slightly decreased to 108,819 shares in Q2 2023.

Alphabet Inc Class A (GOOGL)

New England Research & Management, Inc. maintained its position in Alphabet Inc Class A, with 29,916 shares held in Q1 2023 and 30,081 shares held in Q2 2023.

Honeywell Int'l. (HON)

Similarly, there was no significant change in the holdings of Honeywell Int'l. by New England Research & Management, Inc. The fund held 16,469 shares in Q1 2023 and 16,189 shares in Q2 2023.

Coca-Cola (KO)

New England Research & Management, Inc. reduced its holdings in Coca-Cola, with 58,338 shares held in Q1 2023, which decreased to 54,813 shares in Q2 2023.

Kimberly Clark (KMB)

There was a minor decrease in the holdings of Kimberly Clark by New England Research & Management, Inc. The fund held 24,413 shares in Q1 2023, which slightly decreased to 23,513 shares in Q2 2023.

Jacobs Solutions Inc. (J)

The holdings of Jacobs Solutions Inc. by New England Research & Management, Inc. also witnessed a minor decrease. The fund held 25,800 shares in Q1 2023, which decreased to 26,725 shares in Q2 2023.

Amgen (AMGN)

New England Research & Management, Inc. significantly increased its holdings in Amgen, with 10,055 shares held in Q1 2023 and 14,230 shares held in Q2 2023.

Zoetis Inc (ZTS)

Moving on to Zoetis Inc, we noticed an increase in holdings by New England Research & Management, Inc. The fund held 17,103 shares in Q1 2023, which rose to 18,253 shares in Q2 2023.

Bristol Myers Squibb (BMY)

There was a substantial increase in the holdings of Bristol Myers Squibb by New England Research & Management, Inc. The fund held 42,747 shares in Q1 2023, which increased to 48,152 shares in Q2 2023.

Conclusion

Analyzing the Q1 2023 and Q2 2023 13F filings of New England Research & Management, Inc. provides us with valuable insights into their investment strategies. While some holdings remained unchanged, others witnessed slight changes or significant increases. By staying aware of such shifts, investors can make informed decisions and adapt their own strategies accordingly.

Please note that this analysis is based on historical data and should not be considered as financial advice. Investors are advised to conduct thorough research and consult with their financial advisors before making any investment decisions.