New England Professional Planning Group Inc.
SEC Form 13F institutional filer · CIK 0001540867
13F-HR · 30 reported holdings · 2026-03-31
Reported long-US-equity value
$0.18B
Top-10 concentration
96.3%
New England Professional Planning Group Inc. — $175M AUM allocation strategy
New England Professional Planning Group Inc. files SEC Form 13F and reports $175M of long US equity value across 30 reported holdings for 2026-03-31.
Its largest sector bet is Financials 4.9%, followed by Information Technology 2.1% and Industrials 1.0%.
The top 10 holdings account for 96% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
New England Professional Planning Group Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$175M
total across 30 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
96% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +14.7K sh · −$18.5K+$RJF +145 sh · −$717K+$IWM +34 sh · −$54.1K
Biggest trims (shares)
−$PFE −4.09K sh · −$39.4K−$XOM −1.3K sh · +$263K−$WMT −661 sh · −$51.1K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage3.8%—
- Semiconductors1.1%—
- Integrated Oil & Gas0.8%—
- Technology Hardware, Storage & Peripherals0.7%—
- Rail Transportation0.6%—
- Diversified Banks0.5%—
- Pharmaceuticals0.3%—
- Multi-Sector Holdings0.3%—
- Other holdings91.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $RJF | Raymond James Financial Inc | 46.8K | $6.78M | +145 | 3.9% |
| $XOM | ExxonMobil Holdings Corporation | 8.49K | $1.44M | -1.3K | 0.8% |
| $AAPL | Apple Inc | 4.86K | $1.23M | +28 | 0.7% |
| $UNP | Union Pacific Corporation | 4.12K | $999K | +0 | 0.6% |
| $NVDA | NVIDIA Corporation | 3.47K | $605K | +0 | 0.3% |
| $PFE | Pfizer Inc | 19.6K | $551K | -4.09K | 0.3% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 1.09K | $523K | +0 | 0.3% |
…and 23 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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