New England Professional Planning Group Inc.
New England Professional Planning Group Inc. reported 50 holdings worth US$268M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
New England Professional Planning Group Inc. reported 50 holdings worth US$268M as of Jun 30, 2026. Largest: Raymond James Financial, Inc., Apple Inc and Union Pacific Corporation. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$268M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Raymond James Financial, Inc. | 46,999 | US$7.15M | 2.7% |
| Apple Inc | 4,860 | US$1.41M | 0.52% |
| Union Pacific Corporation | 4,047 | US$1.1M | 0.41% |
| Exxon Mobil Corporation | 7,519 | US$1.03M | 0.38% |
| Cisco Systems, Inc. | 5,945 | US$698K | 0.26% |
| Nvidia Corporation | 3,299 | US$660K | 0.25% |
| Broadcom Inc. | 1,556 | US$588K | 0.22% |
| Analog Devices, Inc. | 1,432 | US$569K | 0.21% |
| Berkshire Hathaway Inc. | 1,092 | US$546K | 0.20% |
| Texas Instruments Incorporated | 1,654 | US$493K | 0.18% |
| Pfizer, Inc. | 19,167 | US$462K | 0.17% |
| Bank Of America Corporation | 7,816 | US$445K | 0.17% |
| Jp Morgan Chase & Co. | 1,341 | US$439K | 0.16% |
| Rtx Corporation | 2,106 | US$400K | 0.15% |
| Cummins Inc. | 500 | US$357K | 0.13% |
| Deere & Company | 500 | US$317K | 0.12% |
| Abbvie Inc. | 1,250 | US$315K | 0.12% |
| Brookfield Corporation | 6,750 | US$287K | 0.11% |
| Ge Vernova Inc. | 210 | US$247K | 0.09% |
| Ge Aerospace | 655 | US$245K | 0.09% |
| International Business Machines Corporation | 850 | US$239K | 0.09% |
| Qualcomm Incorporated | 1,165 | US$215K | 0.08% |
| Tetra Tech, Inc. | 7,415 | US$214K | 0.08% |
| Or Royalties Inc. | 6,482 | US$205K | 0.08% |
| Marsh | 1,211 | US$202K | 0.08% |
| Lifevantage Corporation | 11,658 | US$72,746 | 0.03% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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