Fund Universe

NEW ENGLAND ASSET MANAGEMENT INC

CIK 0001004244 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.604
AUM ($M)
863
Positions
131
Turnover
0.06
Top-10 wt
46%
Herfindahl
0.032
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 134 positions · portfolio value $863M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPY funds › STATE STR SPDR S&P 500 ETF T HOLD 8.8% +0.4% 76.1 101,954 +0 5
VOO funds › VANGUARD INDEX FDS TRIM 8.5% +0.3% 73.2 106,585 -630 5
IEFA funds › ISHARES TR ADD 6.8% -0.2% 58.8 609,070 +3,850 5
VYM funds › VANGUARD WHITEHALL FDS ADD 4.8% -0.1% 41.0 259,525 +1,900 5
IDEV funds › ISHARES TR ADD 4.6% -0.1% 39.6 445,140 +4,180 5
IVV funds › ISHARES TR ADD 3.6% +0.3% 30.8 41,085 +2,100 5
VTI funds › VANGUARD INDEX FDS ADD 2.9% +0.2% 25.4 68,570 +430 5
IJH funds › ISHARES TR ADD 2.6% +0.2% 22.0 285,535 +6,545 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 1.9% +0.0% 16.4 77,155 +1,025 5
CUSIP:949746804 funds › WELLS FARGO & CO HOLD 1.8% -0.2% 15.4 13,275 +0 5
JNJ funds › JOHNSON & JOHNSON TRIM 1.6% -0.1% 14.2 56,091 -888 5
JPM funds › JPMORGAN CHASE & CO ADD 1.6% +0.0% 14.1 43,147 +304 5
SYY funds › SYSCO CORP ADD 1.5% +0.3% 13.0 155,441 +20,350 5
CUSIP:060505682 funds › BANK OF AMER CORP HOLD 1.4% -0.1% 11.8 9,435 +0 5
ABT funds › ABBOTT LABORATORIES ADD 1.2% +0.7% 10.5 115,259 +76,294 5
USB funds › US BANCORP ADD 1.2% +0.1% 10.2 169,660 +1,350 5
PG funds › PROCTER & GAMBLE CO ADD 1.2% +0.1% 10.1 68,600 +12,980 5
CVS funds › CVS HEALTH CORP TRIM 1.1% +0.2% 9.9 95,580 -2,900 5
BAC funds › BANK OF AMER CORP ADD 1.1% +0.1% 9.7 170,210 +1,275 5
LAMR funds › LAMAR ADVERTISING CO ADD 1.1% +0.1% 9.4 60,325 +465 5
QCOM funds › QUALCOMM INC TRIM 1.1% +0.1% 9.1 49,460 -6,331 5
WFC funds › WELLS FARGO & CO TRIM 1.0% -0.3% 9.0 108,510 -22,855 5
MRK funds › MERCK & CO INC ADD 1.0% -0.0% 8.9 68,952 +585 5
VZ funds › VERIZON COMMUNICATIONS INC ADD 1.0% -0.3% 8.7 205,889 +1,649 5
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 1.0% +0.3% 8.6 38,606 +10,766 2
DUK funds › DUKE ENERGY CORP NEW ADD 1.0% -0.1% 8.5 67,005 +570 5
PPL funds › PPL CORP ADD 1.0% -0.1% 8.5 232,665 +1,915 5
UL funds › UNILEVER PLC ADD 1.0% +0.2% 8.4 140,518 +37,735 3
IJR funds › ISHARES TR TRIM 1.0% +0.1% 8.3 55,885 -50 5
CI funds › THE CIGNA GROUP ADD 1.0% -0.1% 8.3 30,027 +217 5
CSCO funds › CISCO SYS INC TRIM 0.9% +0.0% 8.2 69,570 -21,661 5
CRH funds › CRH PLC ADD 0.9% +0.0% 7.9 73,820 +8,190 5
FITB funds › FIFTH THIRD BANCORP TRIM 0.9% +0.1% 7.8 138,960 -1,040 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.9% -0.1% 7.7 15,065 +2,205 5
CSX funds › CSX CORP TRIM 0.9% -0.2% 7.7 161,310 -50,540 5
T funds › AT&T INC ADD 0.9% -0.4% 7.4 355,944 +2,565 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.8% +0.4% 7.3 25,975 +11,515 5
AMGN funds › AMGEN INC TRIM 0.8% -0.1% 7.2 19,820 -1,945 5
KEY funds › KEYCORP TRIM 0.8% -0.1% 7.1 309,400 -59,090 5
DVY funds › ISHARES TR ADD 0.8% +0.1% 7.0 45,050 +5,300 5
SHEL funds › SHELL PLC ADD 0.8% -0.2% 7.0 90,405 +765 5
PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD 0.7% -0.1% 6.4 78,343 +870 5
KO funds › COCA COLA CO TRIM 0.7% -0.1% 6.3 77,364 -11,967 5
ABBV funds › ABBVIE INC ADD 0.7% +0.0% 6.0 23,851 +160 5
EXC funds › EXELON CORP TRIM 0.7% -0.1% 5.8 123,992 -525 5
BDX funds › BECTON DICKINSON & CO ADD 0.6% -0.1% 5.6 36,945 +290 5
TXN funds › TEXAS INSTRS INC TRIM 0.6% +0.1% 5.5 18,395 -4,942 5
PNC funds › PNC FINL SVCS GROUP INC ADD 0.6% +0.0% 5.4 22,089 +165 5
CVX funds › CHEVRON CORPORATION ADD 0.6% -0.2% 5.3 31,809 +248 5
FE funds › FIRSTENERGY CORP TRIM 0.6% -0.1% 5.2 110,215 -500 5
LNT funds › ALLIANT ENERGY CORP TRIM 0.6% -0.2% 5.2 68,413 -18,275 5
VRSK funds › VERISK ANALYTICS INC HOLD 0.6% -0.1% 5.2 29,000 +0 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.6% -0.2% 5.1 37,272 +206 5
USHY funds › ISHARES TR ADD 0.6% +0.3% 5.0 136,245 +81,100 5
HD funds › HOME DEPOT INC ADD 0.6% +0.2% 5.0 14,194 +3,997 5
NXPI funds › NXP SEMICONDUCTORS N V TRIM 0.6% +0.0% 5.0 17,810 -4,490 5
EIX funds › EDISON INTL ADD 0.6% -0.0% 4.9 65,555 +505 4
CMS funds › CMS ENERGY CORP TRIM 0.6% -0.2% 4.8 62,360 -17,850 5
PFE funds › PFIZER INC ADD 0.5% -0.1% 4.6 192,273 +1,625 5
O funds › REALTY INCOME CORP ADD 0.5% -0.0% 4.6 74,465 +605 5
UNP funds › UNION PAC CORP ADD 0.5% +0.0% 4.5 16,656 +126 5
RTX funds › RTX CORPORATION ADD 0.5% -0.1% 4.3 22,887 +167 5
KHC funds › KRAFT HEINZ CO ADD 0.5% -0.0% 4.1 175,560 +1,415 5
INTU funds › INTUIT NEW 0.5% +0.5% 4.1 15,780 +15,780 1
MCD funds › MCDONALDS CORP ADD 0.5% +0.1% 4.1 15,226 +4,437 5
ARE funds › ALEXANDRIA REAL ESTATE EQ IN ADD 0.5% +0.1% 4.0 75,390 +8,540 4
PEP funds › PEPSICO INC ADD 0.5% -0.1% 4.0 29,329 +227 5
NKE funds › NIKE INC NEW 0.4% +0.4% 3.7 89,160 +89,160 1
TAP funds › MOLSON COORS BEVERAGE CO ADD 0.4% -0.1% 3.6 92,560 +715 5
KMI funds › KINDER MORGAN INC DEL TRIM 0.4% -0.2% 3.3 102,905 -22,585 5
QQQ funds › INVESCO QQQ TR HOLD 0.4% +0.1% 3.2 4,327 +0 5
AEP funds › AMERICAN ELEC PWR CO INC ADD 0.4% -0.0% 3.1 22,685 +250 5
USMV funds › ISHARES TR HOLD 0.3% -0.0% 2.9 29,950 +0 5
AXP funds › AMERICAN EXPRESS CO HOLD 0.3% +0.0% 2.8 8,340 +0 5
LQD funds › ISHARES TR HOLD 0.3% -0.0% 2.7 25,000 +0 5
BMY funds › BRISTOL-MYERS SQUIBB CO ADD 0.3% -0.0% 2.3 40,464 +428 5
VB funds › VANGUARD INDEX FDS HOLD 0.3% +0.0% 2.2 7,340 +0 5
HYG funds › ISHARES TR HOLD 0.2% -0.0% 2.0 25,470 +0 5
IEUR funds › ISHARES TR HOLD 0.2% -0.0% 2.0 26,290 +0 5
MSFT funds › MICROSOFT CORP ADD 0.2% -0.0% 1.6 4,240 +40 5
EOG funds › EOG RES INC HOLD 0.2% -0.0% 1.6 12,075 +0 5
JNK funds › SPDR SERIES TRUST HOLD 0.2% -0.0% 1.5 15,256 +0 5
MDT funds › MEDTRONIC PLC HOLD 0.2% -0.0% 1.4 18,390 +0 5
SPYM funds › SPDR SERIES TRUST HOLD 0.1% +0.0% 1.2 13,330 +0 4
SCHX funds › SCHWAB STRATEGIC TR HOLD 0.1% +0.0% 1.2 39,675 +0 4
DIS funds › DISNEY WALT CO HOLD 0.1% -0.0% 1.1 11,930 +0 5
IWM funds › ISHARES TR HOLD 0.1% +0.0% 1.1 3,770 +0 5
COP funds › CONOCOPHILLIPS HOLD 0.1% -0.1% 1.1 10,806 +0 5
MDLZ funds › MONDELEZ INTL INC HOLD 0.1% -0.0% 1.1 19,335 +0 5
AAPL funds › APPLE INC HOLD 0.1% +0.0% 1.0 3,382 +0 5
DIA funds › STATE STR SPDR DOW JONES IND HOLD 0.1% +0.0% 0.9 1,710 +0 5
GOOGL funds › ALPHABET INC TRIM 0.1% -0.1% 0.7 2,075 -1,920 5
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 0.6 2,490 +2,490 1
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 0.6 2,490 +2,490 1
IEMG funds › ISHARES INC HOLD 0.0% +0.0% 0.4 4,900 +0 5
ET funds › ENERGY TRANSFER L P HOLD 0.0% -0.0% 0.3 18,055 +0 2
VGT funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.3 2,120 +2,120 1
GIS funds › GENERAL MILLS INC TRIM 0.0% -0.1% 0.2 6,055 -24,880 5
PFF funds › ISHARES TR NEW 0.0% +0.0% 0.2 6,000 +6,000 1
CPB funds › THE CAMPBELLS COMPANY TRIM 0.0% -0.2% 0.2 7,745 -57,620 5
WMT funds › WALMART INC NEW 0.0% +0.0% 0.2 1,467 +1,467 1
WBD funds › WARNER BROS DISCOVERY INC NEW 0.0% +0.0% 0.1 4,935 +4,935 1
CIBR funds › FIRST TR EXCHANGE-TRADED FD NEW 0.0% +0.0% 0.1 1,150 +1,150 1
AVGO funds › BROADCOM INC TRIM 0.0% -0.3% 0.1 205 -6,400 5
BLK funds › BLACKROCK INC NEW 0.0% +0.0% 0.1 75 +75 1
SPLB funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.1 3,000 +3,000 1
GD funds › GENERAL DYNAMICS CORP NEW 0.0% +0.0% 0.1 185 +185 1
LLY funds › ELI LILLY & CO NEW 0.0% +0.0% 0.1 54 +54 1
SH funds › PROSHARES TR NEW 0.0% +0.0% 0.0 1,375 +1,375 1
MBB funds › ISHARES TR TRIM 0.0% -0.1% 0.0 384 -5,815 5
VCSH funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 0.0 75 +75 1
SPTS funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.0 200 +200 1
BIV funds › VANGUARD BD INDEX FDS NEW 0.0% +0.0% 0.0 75 +75 1
ANGL funds › VANECK ETF TRUST NEW 0.0% +0.0% 0.0 185 +185 1
HYDW funds › DBX ETF TR NEW 0.0% +0.0% 0.0 115 +115 1
GHYB funds › GOLDMAN SACHS ETF TR NEW 0.0% +0.0% 0.0 120 +120 1
BAB funds › INVESCO EXCH TRADED FD TR II NEW 0.0% +0.0% 0.0 200 +200 1
OWNS funds › QUAKER INVT TR NEW 0.0% +0.0% 0.0 300 +300 1
FLTR funds › VANECK ETF TRUST NEW 0.0% +0.0% 0.0 200 +200 1
FLOT funds › ISHARES TR NEW 0.0% +0.0% 0.0 100 +100 1
NEAR funds › ISHARES U S ETF TR NEW 0.0% +0.0% 0.0 100 +100 1
MINT funds › PIMCO ETF TR NEW 0.0% +0.0% 0.0 50 +50 1
SLQD funds › ISHARES TR NEW 0.0% +0.0% 0.0 100 +100 1
SPIB funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.0 150 +150 1
IGLB funds › ISHARES TR NEW 0.0% +0.0% 0.0 100 +100 1
BKLN funds › INVESCO EXCH TRADED FD TR II NEW 0.0% +0.0% 0.0 245 +245 1
PULS funds › PGIM ETF TR NEW 0.0% +0.0% 0.0 100 +100 1
AGG funds › ISHARES TR NEW 0.0% +0.0% 0.0 50 +50 1
BNDX funds › VANGUARD CHARLOTTE FDS NEW 0.0% +0.0% 0.0 100 +100 1
SCHZ funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.0 200 +200 1
BKAG funds › BNY MELLON ETF TRUST NEW 0.0% +0.0% 0.0 100 +100 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -4,980 0
WAT funds › WATERS CORP EXIT 0.0% -0.2% 0.0 0 -4,956 0
PRU funds › PRUDENTIAL FINL INC EXIT 0.0% -0.2% 0.0 0 -12,825 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 863 131 0.06 46% 0.032 0.602 in
2026Q1 786 99 0.05 45% 0.031 0.622 in
2025Q4 765 123 0.05 46% 0.032 0.573 in
2025Q3 765 126 0.12 44% 0.029 0.413 in
2025Q2 643 122 0.06 40% 0.029 0.525 entered
2025Q1 616 122 0.00 37% 0.028 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status