§ 13F · FUND PROFILE
NEW ENGLAND ASSET MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $765.1T (13F)Positions · 127Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 103K | $70.2T | 9.2% | +3% |
| 2 | VOO | VANGUARD INDEX FDS | 96K | $60.1T | 7.9% | +3% |
| 3 | IEFA | ISHARES TR | 577K | $51.6T | 6.8% | +3% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 251K | $36.0T | 4.7% | ±0% |
| 5 | IDEV | ISHARES TR | 421K | $34.7T | 4.5% | ±0% |
| 6 | IVV | ISHARES TR | 39K | $26.7T | 3.5% | ±0% |
| 7 | VTI | VANGUARD INDEX FDS | 68K | $22.8T | 3.0% | −10% |
| 8 | IJH | ISHARES TR | 257K | $17.0T | 2.2% | +7% |
| 9 | WFC 7.5 PERP L | WELLS FARGO CO NEW | 13K | $16.1T | 2.1% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO. | 43K | $13.9T | 1.8% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEW SIGNAL
AC read
NEW ENGLAND ASSET MANAGEMENT INC is a Other fund managing $765101.1 trillion in assets. The fund runs a portfolio of 127 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed