Holdings of Retirement Planning Co of New England, Inc.
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 226 in 8 countries
- Top ten
- 25.7 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 15.3 %
- Financials 9.6 %
- Health care 8.8 %
- Communication 7.6 %
- Industrials 6.3 %
- Consumer discretionary 4.8 %
- Consumer staples 3.9 %
- Energy 3.8 %
- Real estate 3.3 %
- Materials 2.9 %
- Funds 2.5 %
- Utilities 2.3 %
- Unattributed 28.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 97.6 %
- United Kingdom 1.0 %
- Israel 0.4 %
- Brazil 0.4 %
- Denmark 0.2 %
- Australia 0.2 %
- Taiwan 0.1 %
- Finland 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 216 | 222.9M $ | 97.62 % |
| 2 | United Kingdom | 4 | 2.4M $ | 1.03 % |
| 3 | Israel | 1 | 953.1K $ | 0.42 % |
| 4 | Brazil | 1 | 904K $ | 0.40 % |
| 5 | Denmark | 1 | 502.9K $ | 0.22 % |
| 6 | Australia | 1 | 375.6K $ | 0.16 % |
| 7 | Taiwan | 1 | 244.2K $ | 0.11 % |
| 8 | Finland | 1 | 95.8K $ | 0.04 % |
Cite this page
Titelia. "Holdings of Retirement Planning Co of New England, Inc.". https://titelia.com/en/funds/US13F1817693