Newton One Investments LLC

Newton One Investments LLC reported 150 holdings worth US$392M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 14, 2026

Newton One Investments LLC reported 150 holdings worth US$392M as of Sep 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Goldman Sachs Group, Inc. (the). Filed Oct 14, 2026 (Form 13F).

Holdings
150
Value as reported
US$392M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc10,504US$3.5M0.89%
Amazon.com, Inc.2,278US$568K0.14%
Goldman Sachs Group, Inc. (the)517US$466K0.12%
Deere & Company655US$440K0.11%
Meta Platforms, Inc.550US$399K0.10%
Constellation Energy Corporation1,525US$387K0.10%
Jp Morgan Chase & Co.1,101US$364K0.09%
Mcdonald's Corporation977US$226K0.06%
Oracle Corporation1,568US$215K0.05%
Exelon Corporation4,578US$185K0.05%
Unitedhealth Group Incorporated496US$182K0.05%
Philip Morris International Inc869US$166K0.04%
Procter & Gamble Company (the)908US$132K0.03%
International Business Machines Corporation393US$86,3940.02%
Alphabet Inc (google) Class C234US$80,4630.02%
Pepsico, Inc.524US$66,4380.02%
Emerson Electric Company400US$62,0330.02%
Berkshire Hathaway Inc.117US$58,2610.01%
Alphatec Holdings, Inc.5,500US$56,7600.01%
Chevron Corporation265US$54,1490.01%
Ppl Corporation1,524US$50,1250.01%
Johnson & Johnson174US$46,1730.01%
Verizon Communications Inc.989US$45,3530.01%
Microsoft Corp.75US$38,703<0.01%
Air Products And Chemicals, Inc.137US$38,021<0.01%
Nvidia Corporation150US$34,257<0.01%
Altria Group, Inc.432US$29,092<0.01%
Netflix, Inc.380US$26,441<0.01%
Automatic Data Processing, Inc.102US$26,397<0.01%
Utz Brands Inc1,760US$25,076<0.01%
Qualcomm Incorporated135US$24,823<0.01%
At&t Inc.950US$23,180<0.01%
Revolution Medicines, Inc.100US$20,526<0.01%
Ge Aerospace63US$19,710<0.01%
Cisco Systems, Inc.161US$17,334<0.01%
Home Depot, Inc. (the)61US$17,215<0.01%
3m Company104US$17,034<0.01%
Mondelez International, Inc.252US$14,551<0.01%
Lyft, Inc.962US$14,440<0.01%
Ge Vernova Inc.15US$14,312<0.01%
Ecolab Inc.52US$14,253<0.01%
Corteva, Inc.178US$13,794<0.01%
Wells Fargo & Company156US$12,488<0.01%
Unum Group140US$12,302<0.01%
Coca-cola Company (the)139US$11,929<0.01%
Comcast Corporation491US$10,685<0.01%
Tesla, Inc.30US$10,645<0.01%
Dominion Energy, Inc.156US$9,466<0.01%
Pinterest, Inc.500US$9,445<0.01%
Digital Realty Trust, Inc.52US$9,135<0.01%
Warner Bros. Discovery, Inc. - Series A229US$7,088<0.01%
Dow Inc.208US$5,730<0.01%
First Solar, Inc.30US$5,255<0.01%
Morgan Stanley25US$4,702<0.01%
Novo Nordisk A/s Class B115US$4,360<0.01%
Cvs Health Corporation50US$4,285<0.01%
Walt Disney Company (the)39US$4,114<0.01%
Texas Instruments Incorporated14US$3,922<0.01%
Bank Of America Corporation72US$3,919<0.01%
Chewy, Inc.200US$3,640<0.01%
Abbvie Inc.13US$3,401<0.01%
Jersey Mike's Subs Inc.200US$3,364<0.01%
United Parcel Service, Inc.35US$3,276<0.01%
Vodafone Group Public Limited Company187US$3,021<0.01%
Thermo Fisher Scientific Inc4US$2,835<0.01%
Taiwan Semiconductor Manufacturing Co., Ltd.6US$2,738<0.01%
Csx Corporation58US$2,683<0.01%
Eli Lilly And Company2US$2,315<0.01%
Hilton Worldwide Holdings Inc.7US$2,227<0.01%
Solventum Corporation24US$2,116<0.01%
The Kraft Heinz Company93US$2,115<0.01%
Asml Holding Nv1US$1,812<0.01%
Howmet Aerospace Inc.7US$1,634<0.01%
Ge Healthcare Technologies Inc.20US$1,316<0.01%
Old Dominion Freight Line, Inc.7US$1,217<0.01%
Versant Media Group, Inc.19US$603<0.01%
Peloton Interactive, Inc.100US$499<0.01%
Douglas Elliman Inc.69US$105<0.01%
Merck & Company, Inc.0US$00.00%
Nisource Inc0US$00.00%
Olin Corporation0US$00.00%
Pfizer, Inc.0US$00.00%
Quanta Services, Inc.0US$00.00%
Realty Income Corporation0US$00.00%
Rtx Corporation0US$00.00%
U.s. Bancorp0US$00.00%
Allstate Corporation (the)0US$00.00%
Beyond Meat, Inc.0US$00.00%
Bhp Group Ltd0US$00.00%
Carrier Global Corporation0US$00.00%
Charter Communications, Inc.0US$00.00%
Costco Wholesale Corporation0US$00.00%
Duke Energy Corporation (holding Company)0US$00.00%
Dupont De Nemours, Inc.0US$00.00%
Enbridge Inc.0US$00.00%
Exxon Mobil Corporation0US$00.00%
Kinder Morgan, Inc.0US$00.00%
Lowe's Companies, Inc.0US$00.00%
Mastec, Inc.0US$00.00%

Source

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