Massachusetts Wealth Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Massachusetts Wealth Management reported 93 stock positions worth $214.9 million. Its top holding was SS Technology Select Sector (XLK) at 5.7% of the portfolio, followed by JPMorgan Ultra-Short Income (JPST, 5.1%) and JPMorgan Chase (JPM, 3.0%). Compared with Q3 2025, it opened 1 new position, sold out of 4, added to 44 and reduced 38. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +207%) and the biggest sale an exit from Kellanova (K).
- Most Recent 13F
- Q2 2026
- Location
- NORTH ANDOVER, MA
- CIK
- 0001966011
- Portfolio Value
- $214.9M (Q4 2025)
- SEC Filing
- 0001966011-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 93 stocks · $214.9M
| XLK SS Technology Select Sector | 5.66% | 84,496 | $12.2M | Reduce -1.9% |
| JPST JPMorgan Ultra-Short Income | 5.09% | 216,155 | $10.9M | Add +207.5% |
| JPM JPMorgan Chase & Co. | 2.99% | 19,940 | $6.4M | Reduce -2.1% |
| C Citigroup Inc. | 2.78% | 51,215 | $6.0M | Add +0.3% |
| XLI SS Industrial Select Sector | 2.75% | 38,100 | $5.9M | Add +1.1% |
| AAPL Apple Inc. | 2.74% | 21,650 | $5.9M | Reduce -0.5% |
| XLF SS Financial Select Sector | 2.65% | 104,101 | $5.7M | Add +1.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.39% | 64,401 | $5.1M | Add +7.2% |
| MSFT Microsoft Corp. | 2.17% | 9,624 | $4.7M | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 2.12% | 14,770 | $4.5M | Add +0.3% |
| XOM Exxon Mobil Corp. | 2.02% | 36,094 | $4.3M | Reduce -3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.93% | 75,230 | $4.1M | Add +0.4% |
| GEV GE Vernova Inc. | 1.84% | 6,056 | $4.0M | Add +0.1% |
| NVDA Nvidia Corp. | 1.73% | 19,887 | $3.7M | Reduce -7.9% |
| JNJ Johnson & Johnson | 1.70% | 17,605 | $3.6M | Reduce -0.4% |
| CAT Caterpillar Inc. | 1.69% | 6,356 | $3.6M | Reduce -1.9% |
| XLV SS Health Care Select Sector | 1.68% | 23,298 | $3.6M | Add +10.5% |
| WMT Walmart Inc. | 1.58% | 30,428 | $3.4M | Add +2.4% |
| LLY Eli Lilly & Co. | 1.48% | 2,950 | $3.2M | Add +4.1% |
| XLE SS Energy Select Sector | 1.47% | 70,553 | $3.2M | Reduce -4.0% |
| WFC Wells Fargo & Co. | 1.43% | 33,050 | $3.1M | Add +1.0% |
| CVX Chevron Corp. | 1.43% | 20,194 | $3.1M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.37% | 4,798 | $2.9M | Reduce -5.3% |
| STT State Street Corp. | 1.30% | 21,625 | $2.8M | Add +0.2% |
| COP Conocophillips | 1.26% | 28,978 | $2.7M | Reduce -0.3% |
| IGV iShares Expanded Tech-Softwa | 1.25% | 25,428 | $2.7M | Reduce -7.3% |
| PFE Pfizer Inc. | 1.25% | 107,665 | $2.7M | Add +7.0% |
| EMR Emerson Electric Co. | 1.22% | 19,797 | $2.6M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.21% | 5,152 | $2.6M | Reduce -3.3% |
| GOOG Alphabet Inc. Class C | 1.18% | 8,066 | $2.5M | Add +3.0% |
| CMI Cummins Inc. | 1.17% | 4,930 | $2.5M | Reduce -0.1% |
| KO The Coca-Cola Co. | 1.16% | 35,538 | $2.5M | Add +0.5% |
| MU Micron Technology Inc. | 1.16% | 8,698 | $2.5M | Reduce -7.2% |
| MMM 3M Co. | 1.14% | 15,247 | $2.4M | Add +0.1% |
| MRK Merck & Co. Inc. | 1.13% | 23,007 | $2.4M | Add +3.6% |
| DE Deere & Co. | 1.10% | 5,081 | $2.4M | Reduce -1.0% |
| TT Trane Technologies PLC | 1.10% | 6,065 | $2.4M | Reduce -0.6% |
| XLP SS Consumer Staples Sel Sect | 1.04% | 28,732 | $2.2M | Add +1.1% |
| BSV Vanguard Short-Term Bond ETF | 1.04% | 28,255 | $2.2M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 1.03% | 2,575 | $2.2M | Reduce -1.6% |
| IR Ingersoll-Rand Inc. | 1.01% | 27,470 | $2.2M | Reduce -0.2% |
| ABBV Abbvie Inc. | 1.01% | 9,465 | $2.2M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.98% | 9,135 | $2.1M | Add +2.8% |
| AMGN Amgen Inc. | 0.95% | 6,242 | $2.0M | Reduce -0.1% |
| GLW Corning Inc. | 0.95% | 23,265 | $2.0M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.92% | 13,801 | $2.0M | Add +1.7% |
| ITW Illinois Tool Works | 0.91% | 7,968 | $2.0M | Add +1.2% |
| HD Home Depot Inc. | 0.87% | 5,445 | $1.9M | Add +0.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.87% | 48,625 | $1.9M | Reduce -1.1% |
| KTB Kontoor Brands Inc. | 0.81% | 28,510 | $1.7M | Add +4.0% |
| NSC Norfolk Southern Corp. | 0.80% | 5,990 | $1.7M | Add +0.1% |
| ITA iShares U.S. Aerospace & Def | 0.80% | 7,992 | $1.7M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 0.80% | 2,596 | $1.7M | Add +5.2% |
| PG The Procter & Gamble Co. | 0.72% | 10,750 | $1.5M | Add +1.0% |
| VMC Vulcan Materials Co. | 0.71% | 5,370 | $1.5M | Reduce -1.8% |
| RTX RTX Corp. | 0.70% | 8,215 | $1.5M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.69% | 5,028 | $1.5M | Add +1.7% |
| UNP Union Pacific Corp. | 0.69% | 6,405 | $1.5M | Add +0.3% |
| PBE Invesco Biotechnology & Geno | 0.68% | 17,919 | $1.5M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 2,068 | $1.4M | Add +0.4% |
| CSX CSX Corp. | 0.64% | 38,160 | $1.4M | Add +0.5% |
| BA The Boeing Co. | 0.63% | 6,270 | $1.4M | Add +5.2% |
| IHE iShares US Pharmaceuticals E | 0.60% | 15,230 | $1.3M | Reduce -1.6% |
| BKR Baker Hughes Co. | 0.57% | 27,025 | $1.2M | Reduce -2.9% |
| IYT iShares US Transportation Et | 0.56% | 16,225 | $1.2M | Reduce -1.4% |
| CARR Carrier Global Corp. | 0.55% | 22,510 | $1.2M | Reduce -0.4% |
| GEHC GE Healthcare Technology | 0.55% | 14,331 | $1.2M | Add +0.7% |
| SHW The Sherwin-Williams Co. | 0.54% | 3,570 | $1.2M | Add +0.4% |
| HSY The Hershey Co. | 0.53% | 6,295 | $1.1M | Add +2.0% |
| HAL Halliburton Co. | 0.52% | 39,500 | $1.1M | Reduce -0.9% |
| CL Colgate-Palmolive Co. | 0.47% | 12,878 | $1.0M | Add +0.8% |
| UBS UBS Group AG-Reg | 0.45% | 21,080 | $976K | No change |
| GIS General Mills Inc. | 0.43% | 19,875 | $924K | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.43% | 4,824 | $924K | Add +2.2% |
| TSLA Tesla Inc. | 0.40% | 1,913 | $860K | No change |
| QCOM Qualcomm Inc. | 0.32% | 4,073 | $697K | Reduce -10.9% |
| IBB iShares Biotechnology ETF | 0.32% | 4,015 | $678K | Add +23.4% |
| SWX Southwest Gas Holdings Inc. | 0.30% | 8,105 | $649K | Add +0.3% |
| BIIB Biogen Inc. | 0.25% | 2,999 | $528K | Add +4.3% |
| PEG Public Service Enterprise GP | 0.20% | 5,250 | $422K | Add +0.5% |
| AVGO Broadcom Inc. | 0.18% | 1,090 | $377K | No change |
| FDX FedEx Corp. | 0.17% | 1,290 | $373K | Reduce -0.8% |
| GS Goldman Sachs Group Inc. | 0.15% | 375 | $330K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.15% | 722 | $327K | No change |
| FCX Freeport-McMoran Inc. | 0.14% | 6,050 | $307K | Reduce -11.3% |
| MS Morgan Stanley | 0.14% | 1,725 | $306K | Reduce -1.4% |
| CW Curtiss-Wright Corp. | 0.14% | 545 | $300K | No change |
| ORCL Oracle Corp. | 0.13% | 1,450 | $283K | No change |
| V Visa Inc. Class A | 0.13% | 799 | $280K | No change |
| XLB SS Materials Select Sector | 0.12% | 5,760 | $261K | Reduce -4.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.12% | 2,800 | $257K | No change |
| ALLE Allegion PLC | 0.11% | 1,519 | $242K | No change |
| TD Toronto-Dominion Bank | 0.11% | 2,410 | $227K | New |
Portfolio Sells Q3 2025 → Q4 2025
| K Kellanova | Sold out | 0.00% | −0.54 |
| XLK SS Technology Select Sector | Reduce -1.9% | 5.66% | −0.36 |
| IGV iShares Expanded Tech-Softwa | Reduce -7.3% | 1.25% | −0.31 |
| NVDA Nvidia Corp. | Reduce -7.9% | 1.73% | −0.27 |
| JPM JPMorgan Chase & Co. | Reduce -2.1% | 2.99% | −0.20 |
| TT Trane Technologies PLC | Reduce -0.6% | 1.10% | −0.18 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 1.03% | −0.17 |
| XLE SS Energy Select Sector | Reduce -4.0% | 1.47% | −0.16 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.3% | 1.37% | −0.14 |
| CVX Chevron Corp. | Reduce -0.2% | 1.43% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 1.21% | −0.12 |
| VMC Vulcan Materials Co. | Reduce -1.8% | 0.71% | −0.12 |
| CARR Carrier Global Corp. | Reduce -0.4% | 0.55% | −0.12 |
| IR Ingersoll-Rand Inc. | Reduce -0.2% | 1.01% | −0.12 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.11 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.10 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.10 |
| COP Conocophillips | Reduce -0.3% | 1.26% | −0.10 |
| BKR Baker Hughes Co. | Reduce -2.9% | 0.57% | −0.10 |
| ABBV Abbvie Inc. | Reduce -0.4% | 1.01% | −0.09 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.1% | 1.04% | −0.07 |
| EMR Emerson Electric Co. | Reduce -0.4% | 1.22% | −0.07 |
| DE Deere & Co. | Reduce -1.0% | 1.10% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -3.0% | 2.02% | −0.06 |
| ITA iShares U.S. Aerospace & Def | Reduce -2.6% | 0.80% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -10.9% | 0.32% | −0.05 |
| IYT iShares US Transportation Et | Reduce -1.4% | 0.56% | −0.02 |
| XLB SS Materials Select Sector | Reduce -4.2% | 0.12% | −0.01 |
| AAPL Apple Inc. | Reduce -0.5% | 2.74% | −0.01 |
| GLW Corning Inc. | Reduce -0.6% | 0.95% | −0.00 |
| MS Morgan Stanley | Reduce -1.4% | 0.14% | +0.00 |
| FCX Freeport-McMoran Inc. | Reduce -11.3% | 0.14% | +0.01 |
| FDX FedEx Corp. | Reduce -0.8% | 0.17% | +0.02 |
| SLB SLB Ltd. | Reduce -1.1% | 0.87% | +0.03 |
| HAL Halliburton Co. | Reduce -0.9% | 0.52% | +0.03 |
| IHE iShares US Pharmaceuticals E | Reduce -1.6% | 0.60% | +0.04 |
| PBE Invesco Biotechnology & Geno | Reduce -2.3% | 0.68% | +0.05 |
| JNJ Johnson & Johnson | Reduce -0.4% | 1.70% | +0.07 |
| AMGN Amgen Inc. | Reduce -0.1% | 0.95% | +0.08 |
| CMI Cummins Inc. | Reduce -0.1% | 1.17% | +0.14 |
| CAT Caterpillar Inc. | Reduce -1.9% | 1.69% | +0.16 |
| MU Micron Technology Inc. | Reduce -7.2% | 1.16% | +0.38 |
Portfolio Buys Q3 2025 → Q4 2025
| JPST JPMorgan Ultra-Short Income | Add +207.5% | 5.09% | +3.32 |
| LLY Eli Lilly & Co. | Add +4.1% | 1.48% | +0.40 |
| GOOG Alphabet Inc. Class C | Add +3.0% | 1.18% | +0.23 |
| XLV SS Health Care Select Sector | Add +10.5% | 1.68% | +0.22 |
| C Citigroup Inc. | Add +0.3% | 2.78% | +0.21 |
| MRK Merck & Co. Inc. | Add +3.6% | 1.13% | +0.20 |
| TD Toronto-Dominion Bank | New | 0.11% | +0.11 |
| IBB iShares Biotechnology ETF | Add +23.4% | 0.32% | +0.08 |
| WFC Wells Fargo & Co. | Add +1.0% | 1.43% | +0.07 |
| WMT Walmart Inc. | Add +2.4% | 1.58% | +0.06 |
| STT State Street Corp. | Add +0.2% | 1.30% | +0.06 |
| BIIB Biogen Inc. | Add +4.3% | 0.25% | +0.05 |
| RTX RTX Corp. | Add +0.2% | 0.70% | +0.02 |
| GEHC GE Healthcare Technology | Add +0.7% | 0.55% | +0.02 |
| AMZN Amazon.com Inc. | Add +2.8% | 0.98% | +0.01 |
| BAC Bank of America Corp. | Add +0.4% | 1.93% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +7.2% | 2.39% | +0.01 |
| IBM Intl Business Machines Corp. | Add +1.7% | 0.69% | +0.00 |
| GEV GE Vernova Inc. | Add +0.1% | 1.84% | −0.00 |
| BA The Boeing Co. | Add +5.2% | 0.63% | −0.00 |
| KO The Coca-Cola Co. | Add +0.5% | 1.16% | −0.01 |
| SWX Southwest Gas Holdings Inc. | Add +0.3% | 0.30% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +2.2% | 0.43% | −0.01 |
| PEG Public Service Enterprise GP | Add +0.5% | 0.20% | −0.02 |
| PEP Pepsico Inc. | Add +1.7% | 0.92% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 0.66% | −0.02 |
| PFE Pfizer Inc. | Add +7.0% | 1.25% | −0.03 |
| CSX CSX Corp. | Add +0.5% | 0.64% | −0.03 |
| CL Colgate-Palmolive Co. | Add +0.8% | 0.47% | −0.03 |
| MMM 3M Co. | Add +0.1% | 1.14% | −0.04 |
| HSY The Hershey Co. | Add +2.0% | 0.53% | −0.04 |
| UNP Union Pacific Corp. | Add +0.3% | 0.69% | −0.06 |
| GIS General Mills Inc. | Add +0.7% | 0.43% | −0.06 |
| XLP SS Consumer Staples Sel Sect | Add +1.1% | 1.04% | −0.07 |
| SHW The Sherwin-Williams Co. | Add +0.4% | 0.54% | −0.07 |
| GE General Electric | Add +0.3% | 2.12% | −0.08 |
| XLF SS Financial Select Sector | Add +1.6% | 2.65% | −0.09 |
| NSC Norfolk Southern Corp. | Add +0.1% | 0.80% | −0.09 |
| PG The Procter & Gamble Co. | Add +1.0% | 0.72% | −0.09 |
| META Meta Platforms Inc. Class A | Add +5.2% | 0.80% | −0.10 |
| ITW Illinois Tool Works | Add +1.2% | 0.91% | −0.11 |
| XLI SS Industrial Select Sector | Add +1.1% | 2.75% | −0.13 |
| HD Home Depot Inc. | Add +0.4% | 0.87% | −0.22 |
| KTB Kontoor Brands Inc. | Add +4.0% | 0.81% | −0.27 |
| MSFT Microsoft Corp. | Add +0.2% | 2.17% | −0.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 98 | $262.5M | JPST, XLK, MU, XLI, GEV |
| Q1 2026 | 98 | $230.7M | JPST, XLK, XOM, XLI, JPM |
| Q4 2025 | 93 | $214.9M | XLK, JPST, JPM, C, XLI |
| Q3 2025 | 96 | $201.5M | XLK, JPM, XLI, AAPL, XLF |
| Q2 2025 | 94 | $177.3M | XLK, JPM, XLI, MSFT, XLF |
| Q1 2025 | 83 | $145.8M | XLK, JPM, VCSH, XLF, XOM |
| Q4 2024 | 90 | $162.0M | XLK, AAPL, JPM, VCSH, MSFT |
| Q3 2024 | 88 | $158.6M | XLK, AAPL, VCSH, JPM, MSFT |
| Q2 2024 | 93 | $149.0M | XLK, AAPL, VCSH, JPM, MSFT |
| Q1 2024 | 91 | $141.9M | XLK, JPM, XOM, MSFT, COP |