Institutional Fund
Retirement Planning Co Of New England, Inc.
Warwick, RICIK 18176936 filings on record
Portfolio Value
$245.84M
Q1 2026
Holdings
248
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-1.4%
from $249.29M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.7%
- Apple Inc3.6%
- Invesco Qqq Tr2.8%
- Zevra Therapeutics Inc2.5%
- Alphabet Inc2.2%
- Broadcom Inc1.9%
- Other83.3%
Portfolio Holdings
248 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 52.6K | $9.18M | 3.7% | −526 | Reduced |
| 2 | Apple Inc | 35.2K | $8.92M | 3.6% | +1.2K | Added |
| 3 | Invesco Qqq Tr | 11.8K | $6.83M | 2.8% | +29 | Added |
| 4 | Zevra Therapeutics Inc | 651.1K | $6.07M | 2.5% | −11.8K | Reduced |
| 5 | Alphabet Inc | 18.7K | $5.39M | 2.2% | +654 | Added |
| 6 | Broadcom Inc | 15.2K | $4.72M | 1.9% | +204 | Added |
| 7 | Alphabet Inc | 15.7K | $4.50M | 1.8% | +545 | Added |
| 8 | Abbvie Inc | 20.3K | $4.42M | 1.8% | +300 | Added |
| 9 | Amazon Com Inc | 20.8K | $4.33M | 1.8% | +169 | Added |
| 10 | Meta Platforms Inc | 7.4K | $4.25M | 1.7% | +557 | Added |
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