NORTHEAST INVESTMENT MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.12M | $195.62M |
 | AAPL | 620K | $157.39M |
 | AMZN | 526K | $109.51M |
 | GOOGL | 491K | $141.15M |
 | WMT | 390K | $48.47M |
 | NEE | 372K | $34.57M |
 | MSFT | 254K | $94.17M |
 | V | 238K | $71.96M |
 | JPM | 194K | $57.19M |
 | NFLX | 189K | $18.15M |
 | BX | 176K | $20.24M |
 | UNP | 172K | $41.84M |
 | JNJ | 170K | $41.62M |
 | XOM | 165K | $28.03M |
 | DHR | 157K | $29.79M |
 | LOW | 157K | $37.02M |
 | PANW | 151K | $24.27M |
 | TJX | 149K | $23.77M |
 | BAC | 146K | $7.09M |
 | AMT | 144K | $24.80M |
NVIDIA Corporation
NVDA
Shares Held
1.12M
Value
$195.62M
Apple Inc.
AAPL
Shares Held
620K
Value
$157.39M
Amazon.com, Inc.
AMZN
Shares Held
526K
Value
$109.51M
Alphabet Inc.
GOOGL
Shares Held
491K
Value
$141.15M
Walmart Inc.
WMT
Shares Held
390K
Value
$48.47M
NextEra Energy, Inc.
NEE
Shares Held
372K
Value
$34.57M
Microsoft Corporation
MSFT
Shares Held
254K
Value
$94.17M
Visa Inc.
V
Shares Held
238K
Value
$71.96M
JPMorgan Chase & Co.
JPM
Shares Held
194K
Value
$57.19M
Netflix, Inc.
NFLX
Shares Held
189K
Value
$18.15M
Blackstone Inc.
BX
Shares Held
176K
Value
$20.24M
Union Pacific Corporation
UNP
Shares Held
172K
Value
$41.84M
Johnson & Johnson
JNJ
Shares Held
170K
Value
$41.62M
Exxon Mobil Corporation
XOM
Shares Held
165K
Value
$28.03M
Danaher Corporation
DHR
Shares Held
157K
Value
$29.79M
Lowe's Companies, Inc.
LOW
Shares Held
157K
Value
$37.02M
Palo Alto Networks, Inc.
PANW
Shares Held
151K
Value
$24.27M
The TJX Companies, Inc.
TJX
Shares Held
149K
Value
$23.77M
Bank of America Corporation
BAC
Shares Held
146K
Value
$7.09M
American Tower Corporation
AMT
Shares Held
144K
Value
$24.80M