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Portfolio (Quarterly) Guide ↗

Mayflower Financial Advisors, LLC

· CIK 0001852930
13F Portfolio $1.2B AUM 499 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 184 Added 168 Reduced 10 Exited
Page 7 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DSI ISHARES TR 3,955.0 $563K 0.05% +67.0 +1.7% $142.39 +2.3%
122 LRCX LAM RESEARCH CORP Technology 1,295.0 $561K 0.05% +8.0 +0.6% $433.33 -28.3%
123 CSX CSX CORP Industrials 11,625.0 $553K 0.05% +73.0 +0.6% $47.53 +7.2%
124 CGBL CAPITAL GROUP CORE BALANCED 14,540.0 $552K 0.05% +1K +9.0% $37.96 +0.3%
125 ANET ARISTA NETWORKS INC Technology 3,089.0 $525K 0.04% +46.0 +1.5% $169.88 +8.2%
126 MDT MEDTRONIC PLC Healthcare 6,406.0 $501K 0.04% +627.0 +10.8% $78.22 +18.0%
127 IJJ ISHARES TR 3,294.0 $487K 0.04% +428.0 +14.9% $147.72 +0.2%
128 HYG ISHARES TR 6,055.0 $484K 0.04% +580.0 +10.6% $79.97 -0.5%
129 DE DEERE & CO Industrials 762.0 $483K 0.04% +12.0 +1.6% $634.14 -2.1%
130 F FORD MTR CO Consumer Cyclical 34,442.0 $479K 0.04% +420.0 +1.2% $13.90 +0.6%
131 CW CURTISS WRIGHT CORP Industrials 625.0 $474K 0.04% +5.0 +0.8% $757.76 -14.4%
132 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,528.0 $465K 0.04% +142.0 +1.9% $61.76 -8.2%
133 ET ENERGY TRANSFER L P Energy 24,135.0 $461K 0.04% +7K +40.9% $19.12 +10.9%
134 SMMD ISHARES TR 4,897.0 $449K 0.04% +51.0 +1.1% $91.63 -0.3%
135 SLV ISHARES SILVER TR Financial Services 8,113.0 $434K 0.04% +2K +33.2% $53.47 +15.3%
136 XLF SELECT SECTOR SPDR TR 8,088.0 $434K 0.04% +2K +30.2% $53.61 +6.2%
137 AON AON PLC Financial Services 1,286.0 $427K 0.04% +25.0 +2.0% $331.69 +6.1%
138 VLO VALERO ENERGY CORP Energy 1,637.0 $426K 0.04% +425.0 +35.1% $260.45 +31.1%
139 KEY KEYCORP Financial Services 18,151.0 $418K 0.04% +162.0 +0.9% $23.05 -5.2%
140 VXF VANGUARD INDEX FDS 1,687.0 $415K 0.04% +220.0 +15.0% $246.14 -1.1%
Page 7 of 10  ·  184 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.1%
Financial Services 14.9%
Healthcare 11.4%
Utilities 11.3%
Consumer Defensive 9.8%
Consumer Cyclical 8.7%
Energy 7.7%
Communication Services 7.3%
Industrials 6.3%
Basic Materials 1.1%