Arkolith/Funds/New England Asset Management Inc

New England Asset Management Inc

CIK 1004244
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

New England Asset Management Inc holds a focused book of 131 reported positions worth $863.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Intuit Inc and trimmed Vanguard S&P 500 ETF. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 9% of the reported non-option book. Cloning the disclosed picks since 2025 would be +19% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
34
bought for the first time
+31 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.6%
+17.0%/yr · since Aug '25
Their reported book
+19.5%
held from quarter-end
S&P 500
+19.5%
same window
$10K$10K$11K$12K$12KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
New England Asset Management Inc (copied at disclosure) S&P 500

Growth of $10,000 cloning New England Asset Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
46%
Top 20 holdings
59%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

48% mapped to company sectors

ETFs / funds
49%
Health Care
8%
Financials
8%
Utilities
6%
Information Technology
5%
Industrials
4%
Materials
3%
Consumer Staples
3%

+5 sectors below the cut, 12% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as New England Asset Management Inc

Manager / fundShared namesTheir $ in those
Swiss Re Ltd37 / 80$1.0B
Planning Project LLC8 / 80$412.8M
Roth Financial Partners LLC13 / 80$266.2M
Mann Financial Group, Inc.11 / 80$86.4M
Kearns & Associates LLC12 / 80$152.2M
Toews Corp32 / 80$486.2M
Marest Capital, LLC8 / 80$138.0M
Shulman DeMeo Asset Management LLC33 / 80$365.9M

Ranked by the share of each fund's own book sitting in the names it shares with New England Asset Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

131 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$76.1M102.0K
8.8%
Held
2Vanguard Index FDS
S&P 500 ETF SHS
$73.2M106.6K
8.5%
−0.6%
Reduced · −630 sh
3Ishares TR
CORE MSCI EAFE
$58.8M609.1K
6.8%
+0.6%
Added · +4K sh
4Vanguard Whitehall FDS
HIGH DIV YLD
$41.0M259.5K
4.8%
+0.7%
Added · +2K sh
5Ishares TR
CORE MSCI INTL
$39.6M445.1K
4.6%
+0.9%
Added · +4K sh
6Ishares TR
CORE S&P500 ETF
$30.8M41.1K
3.6%
+5.4%
Added · +2K sh
7Vanguard Index FDS
TOTAL STK MKT
$25.4M68.6K
2.9%
+0.6%
Added · +430 sh
8Ishares TR
CORE S&P MCP ETF
$22.0M285.5K
2.6%
+2.3%
Added · +7K sh
9Invesco Exchange Traded FD T
S&P500 EQL WGT
$16.4M77.2K
1.9%
+1.3%
Added · +1K sh
10Wells Fargo & Co
PERP PFD CNV A
$15.4M13.3K
1.8%
Held
11Johnson & Johnson
COM
$14.2M56.1K
1.6%
−1.6%
Reduced · −888 sh
12JPMorgan Chase & Co
COM
$14.1M43.1K
1.6%
+0.7%
Added · +304 sh
13Sysco Corp
COM
$13.0M155.4K
1.5%
+15%
Added · +20K sh
14Bank Of Amer Corp
7.25%CNV PFD L
$11.8M9.4K
1.4%
Held
15Abbott Laboratories
COM
$10.5M115.3K
1.2%
+196%
Added · +76K sh
16US Bancorp
COM NEW
$10.2M169.7K
1.2%
+0.8%
Added · +1K sh
17Procter & Gamble Co
COM
$10.1M68.6K
1.2%
+23%
Added · +13K sh
18CVS Health Corp
COM
$9.9M95.6K
1.1%
−2.9%
Reduced · −3K sh
19Bank Of Amer Corp
COM
$9.7M170.2K
1.1%
+0.8%
Added · +1K sh
20Lamar Advertising Co
CL A
$9.4M60.3K
1.1%
+0.8%
Added · +465 sh
21Qualcomm Inc
COM
$9.1M49.5K
1.1%
−11%
Reduced · −6K sh
22Wells Fargo & Co
COM
$9.0M108.5K
1.0%
−17%
Reduced · −23K sh
23Merck & Co Inc
COM
$8.9M69.0K
1.0%
+0.8%
Added · +585 sh
24Verizon Communications Inc
COM
$8.7M205.9K
1.0%
+0.8%
Added · +2K sh
25Automatic Data Processing In
COM
$8.6M38.6K
1.0%
+39%
Added · +11K sh
26Duke Energy Corp New
COM NEW
$8.5M67.0K
1.0%
+0.8%
Added · +570 sh
27PPL Corp
COM
$8.5M232.7K
1.0%
+0.8%
Added · +2K sh
28Unilever PLC
SPON ADR NEW
$8.4M140.5K
1.0%
+37%
Added · +38K sh
29Ishares TR
CORE S&P SCP ETF
$8.3M55.9K
1.0%
−0.1%
Reduced · −50 sh
30The Cigna Group
COM
$8.3M30.0K
1.0%
+0.7%
Added · +217 sh
31Cisco Sys Inc
COM
$8.2M69.6K
0.9%
−24%
Reduced · −22K sh
32CRH PLC
ORD
$7.9M73.8K
0.9%
+12%
Added · +8K sh
33Fifth Third Bancorp
COM
$7.8M139.0K
0.9%
−0.7%
Reduced · −1K sh
34Lockheed Martin Corp
COM
$7.7M15.1K
0.9%
+17%
Added · +2K sh
35CSX Corp
COM
$7.7M161.3K
0.9%
−24%
Reduced · −51K sh
36AT&T Inc
COM
$7.4M355.9K
0.9%
+0.7%
Added · +3K sh
37International Business Machs
COM
$7.3M26.0K
0.8%
+80%
Added · +12K sh
38Amgen Inc
COM
$7.2M19.8K
0.8%
−8.9%
Reduced · −2K sh
39Keycorp
COM
$7.1M309.4K
0.8%
−16%
Reduced · −59K sh
40Ishares TR
SELECT DIVID ETF
$7.0M45.0K
0.8%
+13%
Added · +5K sh
41Shell PLC
SPON ADS
$7.0M90.4K
0.8%
+0.8%
Added · +765 sh
42Public SVC Enterprise Group
COM
$6.4M78.3K
0.7%
+1.1%
Added · +870 sh
43Coca Cola Co
COM
$6.3M77.4K
0.7%
−13%
Reduced · −12K sh
44Abbvie Inc
COM
$6.0M23.9K
0.7%
+0.7%
Added · +160 sh
45Exelon Corp
COM
$5.8M124.0K
0.7%
−0.4%
Reduced · −525 sh
46Becton Dickinson & Co
COM
$5.6M36.9K
0.6%
+0.8%
Added · +290 sh
47Texas Instrs Inc
COM
$5.5M18.4K
0.6%
−21%
Reduced · −5K sh
48PNC Finl Svcs Group Inc
COM
$5.4M22.1K
0.6%
+0.8%
Added · +165 sh
49Chevron Corporation
COM
$5.3M31.8K
0.6%
+0.8%
Added · +248 sh
50Firstenergy Corp
COM
$5.2M110.2K
0.6%
−0.5%
Reduced · −500 sh
Showing 50 of 131 positions
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Filing history

As-of date vs the date the SEC received each filing

$863.4M · Q2 2026Q2 2025 · $642.7MQ2 2026 · $863.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d137$863.4M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d104$786.2M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d128$764.8M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d127$765.1M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d123$642.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.