New England Research & Management Portfolio Changes in Q2 2026

According to filings from New England Research & Management, Inc., there were notable changes in its portfolio holdings during the second quarter of 2026. The firm's total assets remained substantial at approximately $253.9 million as of June 30th.

Significant Purchases

New England Research & Management demonstrated significant buying activity in several sectors this quarter:

• VRTX, the biotechnology company, saw a large increase of over 207,500 shares.
• They significantly boosted their position in GILD (Gilead Sciences), adding nearly 10,000 shares to the portfolio.
• The firm also made a substantial purchase of EMR, increasing its holdings by approximately 12,880 shares (or about 285.7% in terms of percentage change).
• Additionally, they acquired a large stake in REGN, adding over 14,094 shares.
• And notably, they purchased nearly 25,700 shares of CSCO.

Significant Sales

In contrast to the buying activity, New England Research & Management also reported substantial sales during Q2 2026:

• The firm sold a significant portion of its holdings in WFC (Wells Fargo), reducing the position by nearly 19,223 shares.
• They also disposed of their entire investment in PFE (Pfizer).
• The sale of META shares was also substantial, though the exact number isn't provided in the changed holdings list.
• Furthermore, they sold a large stake in DELL, removing nearly all of its shares from the portfolio.
• The firm also exited their position in ETN.

These changes reflect a dynamic investment strategy focused on capitalizing on perceived opportunities and managing risk. The portfolio's overall allocation remains dominated by Technology, Communication Services, Healthcare, and Industrials sectors.