New England Research & Management, Inc. ETN — Eaton

Ownership history in New England Research & Management, Inc.  ·  24 quarters on record

AI Ownership Summary

New England Research & Management, Inc. reported Eaton (ETN) in 24 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 1.62% in 2025 Q3. The latest visible filing shows ETN at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ETN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New England Research & Management, Inc.'s position in Eaton, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ETN was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ETN stock page New England Research & Management, Inc. fund profile New England Research & Management, Inc. full holdings
How New England Research & Management, Inc. held ETN — position size vs. price
% of Fund (quarterly)    ETN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,770 -2,765 -61.0% 0.29% $754K 2026-07-09 $405.83
2026 Q1 REDUCED 47.4% +14.5% ❌ 4,535 -4,079 -47.4% 0.69% $1.6M 2026-05-07 $398.05
2025 Q4 REDUCED 8.8% +12.7% ❌ 8,614 -830 -8.8% 1.20% $2.7M 2026-01-07 $320.78
2025 Q3 ADDED — — — 9,444 +2,400 +34.1% 1.62% $3.5M 2025-10-06 $376.75
2025 Q2 ADDED — — — 7,044 +2,100 +42.5% 1.19% $2.5M 2025-07-09 $355.65
2025 Q1 ADDED — — — 4,944 +1,875 +61.1% 0.68% $1.3M 2025-04-16 $265.15
2024 Q4 ADDED — — — 3,069 +1,725 +128.3% 0.52% $1.0M 2025-01-23 $362.85
2024 Q3 REDUCED 68.0% +0.6% ❌ 1,344 -2,856 -68.0% 0.21% $445K 2024-10-07 $327.52
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ETN

As of 2026 Q2 — sorted by position size

SPRING CAPITAL MANAGEMENT, LLC 3Y 6.51% Two Point Capital Management, Inc. 3Y 6.27% J. L. Bainbridge & Co., Inc. 3Y 7Y 5.25% Westhampton Capital, LLC 3Y 4.41% Ayrshire Capital Management LLC 3Y 4.1% WealthBridge Investment Counsel Inc. 3Y 4.03% CAMPBELL NEWMAN ASSET MANAGEMENT INC 3Y 7Y 3.69% Raub Brock Capital Management LP 3Y 7Y 3.61% HENDLEY & CO INC 3Y 7Y 3.52% Reliant Investment Management, LLC 3Y 7Y 3.4%

FAQ About New England Research & Management, Inc. and ETN

These are the practical questions this page is built to answer before you even open the full history table.

How long has New England Research & Management, Inc. reported owning ETN?

New England Research & Management, Inc. reported ETN across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported ETN position in New England Research & Management, Inc.'s portfolio?

The largest reported portfolio weight for ETN was 1.62% in 2025 Q3.

What is the latest reported ETN position on this page?

The most recent filing on this page is 2026 Q2, when New England Research & Management, Inc. reported 1,770 shares, equal to 0.29% of portfolio, with an estimated market value of $754K.

What does the chart on this ETN ownership page compare?

The chart compares New England Research & Management, Inc.'s quarterly ETN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did New England Research & Management, Inc. time their ETN position?

Based on 13F filing dates vs. subsequent ETN price moves, New England Research & Management, Inc. correctly timed 10 out of 21 reported position changes (48%). The annualised alpha on ETN relative to SPY over the holding period was -8.8%.

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