§ 13F · FUND PROFILE
Retirement Planning Co of New England, Inc..
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $249M (13F)Positions · 246Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 53K | $9M | 3.7% | −1% |
| 2 | AAPL | APPLE INC | 35K | $9M | 3.6% | +4% |
| 3 | QQQ | INVESCO QQQ TR | 12K | $7M | 2.8% | ±0% |
| 4 | ZVRA | ZEVRA THERAPEUTICS INC | 651K | $6M | 2.5% | −2% |
| 5 | GOOGL | ALPHABET INC | 19K | $5M | 2.2% | +4% |
| 6 | AVGO | BROADCOM INC | 15K | $5M | 1.9% | +1% |
| 7 | GOOG | ALPHABET INC | 16K | $5M | 1.8% | +4% |
| 8 | ABBV | ABBVIE INC | 20K | $4M | 1.8% | +2% |
| 9 | AMZN | AMAZON COM INC | 21K | $4M | 1.8% | +1% |
| 10 | META | META PLATFORMS INC | 7K | $4M | 1.7% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RETIREMENT SIGNAL
AC read
Retirement Planning Co of New England, Inc. is a Income / Defensive fund managing $249 million in assets. The fund runs a broad portfolio of 246 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed