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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 16,173 $3.7M 0.44% SOLD
2 PUT STATE STR SPDR S&P 500 ETF T 1,100 $715K 0.09% SOLD
3 FNF FIDELITY NATL FINL INC Financial Services 13,600 $631K 0.08% SOLD
4 ACGL ARCH CAP GROUP LTD Financial Services 3,359 $322K 0.04% SOLD
5 INTU INTUIT Technology 726 $314K 0.04% SOLD
6 NEAR ISHARES U S ETF TR 5,041 $256K 0.03% SOLD
7 TLT ISHARES TR 2,735 $237K 0.03% SOLD
8 ISRG INTUITIVE SURGICAL INC Healthcare 491 $226K 0.03% SOLD
9 TM TOYOTA MOTOR CORP Consumer Cyclical 1,092 $225K 0.03% SOLD
10 CGMU CAPITAL GRP FIXED INCM ETF T 7,947 $216K 0.03% SOLD
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%