Retirement Planning Co of New England, Inc.
PensionTop Portfolio Positions
180 positions ·
$190,593,682 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
52,641 | $9,180,590 | 4.82% | |
| AAPL |
Apple Inc.
Technology
|
35,158 | $8,922,748 | 4.68% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
11,829 | $6,827,462 | 3.58% | |
| ZVRA |
Zevra Therapeutics, Inc.
Healthcare
|
651,148 | $6,068,699 | 3.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,727 | $5,385,136 | 2.83% | |
| AVGO |
Broadcom Inc.
Technology
|
15,237 | $4,716,003 | 2.47% | |
| ABBV |
AbbVie Inc.
Healthcare
|
20,341 | $4,423,964 | 2.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,778 | $4,327,434 | 2.27% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,433 | $4,252,642 | 2.23% | |
| BA |
Boeing Co
Industrials
|
20,540 | $4,088,076 | 2.14% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ELME
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,651 | 11,767 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $222,789 | 12,804 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $212,790 | 12,621 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $195,331 | 12,285 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $210,714 | 12,110 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $186,049 | 12,184 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $213,313 | 12,127 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $199,586 | 12,529 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $179,581 | 12,901 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $198,793 | 13,616 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $205,909 | 15,096 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $266,952 | 16,238 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $300,726 | 16,838 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $313,422 | 17,608 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $374,238 | 21,312 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $428,331 | 20,100 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $496,791 | 19,482 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $473,649 | 18,323 | Shares | Sole | 2022-02-08 | |
| No 13F history on record for this holder in this stock. | ||||||