Institutions / Northeast Investment Management / Activity
Activity — Northeast Investment Management
45 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 464287465 Common stock | $1.7K | +18 +0.15% | 11,779 0.05% of portfolio | low |
| Q1 2026 as of | Add | ELI LILLY & Co Common stock | $5.5K | +6 +0.01% | 54,032 2.06% of portfolio | low |
| Q1 2026 as of | Add | 464287234 Common stock | $5.7K | +100 +0.43% | 23,134 0.05% of portfolio | low |
| Q1 2026 as of | Add | Sherwin Williams Co Common stock | $8.0K | +25 +0.07% | 34,042 0.45% of portfolio | low |
| Q1 2026 as of | Add | 921910733 Common stock | $8.2K | +73 +1.33% | 5,559 0.03% of portfolio | low |
| Q1 2026 as of | Add | Travelers Companies, Inc. Common stock | $9.3K | +32 +1.78% | 1,832 0.02% of portfolio | low |
| Q1 2026 as of | Add | Bristol Myers Squibb Co Common stock | $14.1K | +232 +3.76% | 6,407 0.02% of portfolio | low |
| Q1 2026 as of | Add | Intel Corp Common stock | $14.6K | +330 +1.24% | 26,960 0.05% of portfolio | low |
| Q1 2026 as of | Add | Sysco Corp Common stock | $21.4K | +300 +3.27% | 9,479 0.03% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $25.3K | +77 +0.69% | 11,195 0.15% of portfolio | low |
| Q1 2026 as of | Add | 921910725 Common stock | $27.6K | +385 +10.07% | 4,208 0.01% of portfolio | low |
| Q1 2026 as of | Add | Ecolab Inc. Common stock | $36.2K | +136 +2.36% | 5,889 0.06% of portfolio | low |
| Q1 2026 as of | Add | NB Bancorp, Inc. Common stock | $42.1K | +2K +8.70% | 25,000 0.02% of portfolio | low |
| Q1 2026 as of | Add | 464287598 Common stock | $50.9K | +238 +2.42% | 10,088 0.09% of portfolio | low |
| Q1 2026 as of | Add | Waste Management Inc Common stock | $52.6K | +229 +0.16% | 141,651 1.35% of portfolio | low |
| Q1 2026 as of | Add | General Electric Co Common stock | $66.7K | +235 +9.46% | 2,718 0.03% of portfolio | low |
| Q1 2026 as of | Add | Intuitive Surgical Inc Common stock | $95.4K | +207 +0.22% | 93,453 1.78% of portfolio | low |
| Q1 2026 as of | Add | US Bancorp \De Common stock | $96.0K | +2K +14.94% | 14,204 0.03% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $113.7K | +2K +11.09% | 22,677 0.05% of portfolio | low |
| Q1 2026 as of | Add | 922908744 Common stock | $117.7K | +600 +2.76% | 22,354 0.18% of portfolio | low |
| Q1 2026 as of | Add | Amgen Inc Common stock | $127.4K | +362 +8.19% | 4,783 0.07% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $144.1K | +490 +0.25% | 194,410 2.37% of portfolio | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $152.1K | +1K +19.76% | 6,302 0.04% of portfolio | low |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $161.6K | +1K +0.68% | 148,845 0.98% of portfolio | low |
| Q1 2026 as of | Add | Southern Co Common stock | $164.8K | +2K +23.99% | 8,821 0.04% of portfolio | low |
| Q1 2026 as of | Add | Merck & Co., Inc. Common stock | $167.3K | +1K +2.94% | 48,692 0.24% of portfolio | low |
| Q1 2026 as of | Add | ANET Arista Networks, Inc. Common Stock | $379.0K | +3K +20.14% | 18,414 0.09% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $385.5K | +1K +4.37% | 24,777 0.38% of portfolio | low |
| Q1 2026 as of | Add | N07059210 Common stock | $490.0K | +371 +1.11% | 33,717 1.84% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $492.1K | +4K +1.03% | 389,981 2.01% of portfolio | low |
| Q1 2026 as of | Add | 921910816 Common stock | $629.1K | +2K +3.89% | 45,713 0.69% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $668.2K | +1K +1.10% | 106,985 2.53% of portfolio | low |
| Q1 2026 as of | Add | 922908629 Common stock | $800.4K | +3K +3.84% | 75,379 0.90% of portfolio | low |
| Q1 2026 as of | Add | 922042858 Common stock | $836.2K | +15K +8.24% | 203,117 0.45% of portfolio | low |
| Q1 2026 as of | Add | 922908751 Common stock | $1.15M | +4K +3.41% | 132,988 1.44% of portfolio | low |
| Q1 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $1.21M | +1K +3.38% | 43,669 1.53% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $1.21M | +2K +1.80% | 114,956 2.84% of portfolio | low |
| Q1 2026 as of | Add | L8681T102 Common stock | $1.26M | +3K +10.88% | 26,446 0.53% of portfolio | low |
| Q1 2026 as of | Add | Vistra Corp. Common stock | $1.60M | +11K +121.55% | 19,439 0.12% of portfolio | low |
| Q1 2026 as of | Add | GE Vernova Inc. Common stock | $1.88M | +2K +22.05% | 11,922 0.43% of portfolio | low |
| Q1 2026 as of | Add | Constellation Energy Corp Common stock | $3.06M | +11K +131.78% | 19,277 0.22% of portfolio | low |
| Q1 2026 as of | Add | 921943858 Common stock | $3.08M | +48K +11.04% | 484,270 1.28% of portfolio | low |
| Q1 2026 as of | Add | 922042775 Common stock | $4.09M | +54K +72.69% | 129,441 0.40% of portfolio | low |
| Q1 2026 as of | Add | Quanta Services Inc Common stock | $5.74M | +10K +54.92% | 29,488 0.67% of portfolio | medium |
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $8.99M | +27K +369.16% | 33,798 0.47% of portfolio | medium |