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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 8 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NGG NATIONAL GRID PLC Utilities 4,779.0 $396K 0.03% +772.0 +19.3% $82.87 -2.7%
142 COP CONOCOPHILLIPS Energy 3,771.0 $392K 0.03% +48.0 +1.3% $103.96 +25.6%
143 EMR EMERSON ELEC CO Industrials 2,685.0 $384K 0.03% +454.0 +20.4% $143.18 +10.1%
144 IRM IRON MTN INC DEL Real Estate 3,037.0 $384K 0.03% +722.0 +31.2% $126.31 -3.3%
145 SPDW SPDR INDEX SHS FDS 7,588.0 $382K 0.03% +275.0 +3.8% $50.39 +2.5%
146 TIP ISHARES TR 3,494.0 $382K 0.03% +97.0 +2.9% $109.43 -1.8%
147 APH AMPHENOL CORP Technology 2,156.0 $380K 0.03% +348.0 +19.2% $176.32 -11.5%
148 NOC NORTHROP GRUMMAN CORP Industrials 739.0 $377K 0.03% +109.0 +17.3% $509.51 +14.4%
149 GM GENERAL MTRS CO Consumer Cyclical 4,767.0 $367K 0.03% +123.0 +2.6% $77.08 +10.2%
150 NET CLOUDFLARE INC Technology 1,467.0 $360K 0.03% +71.0 +5.1% $245.28 +19.1%
151 TGT TARGET CORP Consumer Defensive 2,734.0 $357K 0.03% +685.0 +33.4% $130.63 +21.7%
152 J P MORGAN EXCHANGE TRADED F 4,931.0 $356K 0.03% +2K +47.6% $72.28
153 PBA PEMBINA PIPELINE CORP Energy 7,612.0 $352K 0.03% +120.0 +1.6% $46.25 +4.9%
154 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,579.0 $347K 0.03% +57.0 +1.6% $96.88 +2.2%
155 SBUX STARBUCKS CORP Consumer Cyclical 3,376.0 $345K 0.03% +454.0 +15.5% $102.18 +2.7%
156 DHR DANAHER CORP DEL Healthcare 1,781.0 $339K 0.03% +41.0 +2.4% $190.48 +11.0%
157 ITW ILLINOIS TOOL WKS INC Industrials 1,216.0 $329K 0.03% +129.0 +11.9% $270.43 +5.1%
158 ILCV ISHARES TR 3,159.0 $320K 0.03% +83.0 +2.7% $101.24 +7.1%
159 XLI SELECT SECTOR SPDR TR 1,724.0 $319K 0.03% +26.0 +1.5% $185.23 -1.8%
160 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,218.0 $318K 0.03% +102.0 +9.1% $261.37 +28.3%
Page 8 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%