Retirement Planning Co of New England, Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Retirement Planning Co of New England, Inc. opened 15 positions, added to 57, reduced 96, sold out of 6 and left 3 unchanged. The largest increase in value was ZVRA (+$3,028,740); the largest decrease was HONZZZZ (-$1,047,116).
- UNH: Country of operation United States; Class COM; Shares 2026-03-31 2,646; Shares 2026-06-30 6,551.
- BA: Country of operation United States; Class COM; Shares 2026-03-31 20,540; Shares 2026-06-30 23,187.
- FISV: Country of operation United States; Class COM; Shares 2026-03-31 14,688; Shares 2026-06-30 29,702.
- WIX: Country of operation —; Class SHS; Shares 2026-03-31 2,364; Shares 2026-06-30 16,977.
Two Form 13F-HR filings compared (SEC CIK 1817693): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-07-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 2,646 | 6,551 | +3,905 | $716,080 | $2,722,997 | +$2,006,917 |
|---|
BA
BOEING CO | United States | COM | 20,540 | 23,187 | +2,647 | $4,087,999 | $5,019,205 | +$931,206 |
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FISV
FISERV INC | United States | COM | 14,688 | 29,702 | +15,014 | $819,590 | $1,456,883 | +$637,293 |
|---|
WIX
WIX COM LTD | | SHS | 2,364 | 16,977 | +14,613 | $212,925 | $770,246 | +$557,321 |
|---|
DOW
DOW HLDGS INC | United States | COM | 23,426 | 25,271 | +1,845 | $975,675 | $691,427 | -$284,248 |
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LYB
LYONDELLBASELL INDUSTRIES NV | | SHS - A - | 10,024 | 10,945 | +921 | $807,494 | $576,228 | -$231,266 |
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PM
PHILIP MORRIS INTL INC | United States | COM | 12,594 | 12,648 | +54 | $2,082,231 | $2,288,090 | +$205,859 |
|---|
COLD
AMERICOLD REALTY TRUST INC | United States | COM | 36,799 | 39,646 | +2,847 | $421,722 | $623,230 | +$201,508 |
|---|
FOUR
SHIFT4 PMTS INC | United States | CL A | 5,817 | 9,327 | +3,510 | $254,377 | $453,665 | +$199,288 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 3,944 | 3,975 | +31 | $955,990 | $1,117,742 | +$161,752 |
|---|
MCD
MCDONALDS CORP | United States | COM | 4,763 | 4,922 | +159 | $1,480,361 | $1,330,377 | -$149,984 |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 6,298 | 6,691 | +393 | $607,593 | $734,447 | +$126,854 |
|---|
HD
HOME DEPOT INC | United States | COM | 4,259 | 4,316 | +57 | $1,400,749 | $1,522,132 | +$121,383 |
|---|
PEP
PEPSICO INC | United States | COM | 5,995 | 5,999 | +4 | $931,003 | $812,286 | -$118,717 |
|---|
META
META PLATFORMS INC | United States | CL A | 7,433 | 7,757 | +324 | $4,252,845 | $4,369,451 | +$116,606 |
|---|
PODD
INSULET CORP | United States | COM | 2,492 | 2,678 | +186 | $522,921 | $407,726 | -$115,195 |
|---|
PSA
PUBLIC STORAGE | United States | COM | 2,099 | 2,108 | +9 | $568,473 | $670,972 | +$102,499 |
|---|
SYM
SYMBOTIC INC | United States | CLASS A COM | 17,221 | 18,137 | +916 | $916,157 | $815,258 | -$100,899 |
|---|
ABT
ABBOTT LABORATORIES | United States | COM | 11,465 | 11,883 | +418 | $1,177,097 | $1,078,223 | -$98,874 |
|---|
CLX
CLOROX CO DEL | United States | COM | 4,766 | 6,202 | +1,436 | $493,882 | $591,915 | +$98,033 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 19,762 | 21,130 | +1,368 | $992,065 | $894,651 | -$97,414 |
|---|
MRK
MERCK & CO INC | United States | COM | 10,566 | 10,597 | +31 | $1,271,021 | $1,361,766 | +$90,745 |
|---|
PGR
PROGRESSIVE CORP | United States | COM | 2,747 | 2,908 | +161 | $544,555 | $635,150 | +$90,595 |
|---|
ZTS
ZOETIS INC | United States | CL A | 5,683 | 10,597 | +4,914 | $671,824 | $761,485 | +$89,661 |
|---|
MBLY
MOBILEYE GLOBAL INC | | COMMON CLASS A | 18,765 | 22,330 | +3,565 | $128,916 | $216,154 | +$87,238 |
|---|
STZ
CONSTELLATION BRANDS INC | United States | CL A | 4,033 | 4,966 | +933 | $604,928 | $690,742 | +$85,814 |
|---|
CPNG
COUPANG INC | United States | CL A | 10,536 | 16,083 | +5,547 | $198,920 | $279,362 | +$80,442 |
|---|
GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 4,480 | 6,178 | +1,698 | $318,877 | $395,484 | +$76,607 |
|---|
TPG
TPG INC | United States | COM CL A | 6,285 | 8,132 | +1,847 | $254,594 | $329,767 | +$75,173 |
|---|
COP
CONOCOPHILLIPS | United States | COM | 2,624 | 2,628 | +4 | $346,345 | $273,169 | -$73,176 |
|---|
KBH
KB HOME | United States | COM | 6,612 | 6,635 | +23 | $342,162 | $415,294 | +$73,132 |
|---|
UPS
UNITED PARCEL SVCS INC | United States | CL B | 2,476 | 2,812 | +336 | $243,549 | $302,243 | +$58,694 |
|---|
SHW
SHERWIN WILLIAMS CO | United States | COM | 2,427 | 2,428 | +1 | $778,105 | $835,851 | +$57,746 |
|---|
QXO
QXO INC | United States | COM NEW | 21,288 | 27,238 | +5,950 | $413,413 | $470,673 | +$57,260 |
|---|
IOT
SAMSARA INC | United States | COM CL A | 14,419 | 15,699 | +1,280 | $456,938 | $509,119 | +$52,181 |
|---|
RYN
RAYONIER INC | United States | COM | 15,426 | 17,121 | +1,695 | $318,083 | $364,341 | +$46,258 |
|---|
PRU
PRUDENTIAL FINL INC | United States | COM | 3,684 | 3,751 | +67 | $359,937 | $404,840 | +$44,903 |
|---|
WEX
WEX INC | United States | COM | 3,625 | 3,627 | +2 | $554,770 | $511,733 | -$43,037 |
|---|
ILPT
INDUSTRIAL LOGISTICS PPTYS T | United States | COM SHS BEN INT | 10,272 | 10,988 | +716 | $58,344 | $97,461 | +$39,117 |
|---|
FDX
FEDEX CORP | United States | COM | 885 | 886 | +1 | $315,318 | $277,436 | -$37,882 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 9,882 | 9,903 | +21 | $3,657,980 | $3,694,164 | +$36,184 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 918 | 920 | +2 | $277,719 | $311,139 | +$33,420 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 4,758 | 4,827 | +69 | $313,956 | $347,328 | +$33,372 |
|---|
AMT
AMERICAN TOWER CORP | United States | COM | 4,146 | 4,554 | +408 | $715,565 | $744,962 | +$29,397 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 940 | 971 | +31 | $462,096 | $486,597 | +$24,501 |
|---|
GIS
GENERAL MILLS INC | United States | COM | 6,826 | 7,988 | +1,162 | $254,051 | $277,989 | +$23,938 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 942 | 962 | +20 | $470,589 | $494,276 | +$23,687 |
|---|
BDX
BECTON DICKINSON & CO | United States | COM | 3,455 | 3,719 | +264 | $543,183 | $562,772 | +$19,589 |
|---|
CG
CARLYLE GROUP INC | United States | COM | 9,915 | 10,971 | +1,056 | $479,772 | $461,990 | -$17,782 |
|---|
WYNN
WYNN RESORTS LTD | United States | COM | 3,219 | 3,221 | +2 | $326,935 | $312,745 | -$14,190 |
|---|
AMGN
AMGEN INC | United States | COM | 1,085 | 1,089 | +4 | $381,654 | $394,487 | +$12,833 |
|---|
CHWY
CHEWY INC | United States | CL A | 12,950 | 17,274 | +4,324 | $349,650 | $339,434 | -$10,216 |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 3,082 | 3,298 | +216 | $267,018 | $257,973 | -$9,045 |
|---|
CCI
CROWN CASTLE INC | United States | COM | 9,997 | 10,626 | +629 | $812,876 | $804,733 | -$8,143 |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 3,551 | 3,646 | +95 | $204,656 | $210,861 | +$6,205 |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 3,776 | 3,868 | +92 | $354,894 | $356,884 | +$1,990 |
|---|
GXO
GXO LOGISTICS INCORPORATED | United States | COMMON STOCK | 16,570 | 16,975 | +405 | $859,155 | $860,633 | +$1,478 |
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