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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 15 of 25  ·  499 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MDT MEDTRONIC PLC Healthcare 6,406.0 $501K 0.04% +627.0 +10.8% $78.22 +19.3%
282 CMC COMMERCIAL METALS CO Basic Materials 7,985.0 $501K 0.04% -449.0 -5.3% $62.75 +5.7%
283 MTB M & T BK CORP Financial Services 2,057.0 $490K 0.04% $238.01 +1.0%
284 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 507.0 $489K 0.04% NEW $965.00 -11.9%
285 SU SUNCOR ENERGY INC NEW Energy 9,075.0 $487K 0.04% $53.68 +27.5%
286 FERG FERGUSON ENTERPRISES INC Industrials 2,052.0 $487K 0.04% -217.0 -9.6% $237.33 +2.1%
287 IJJ ISHARES TR 3,294.0 $487K 0.04% +428.0 +14.9% $147.72 +0.9%
288 HYG ISHARES TR 6,055.0 $484K 0.04% +580.0 +10.6% $79.97 -0.5%
289 PTLC PACER FDS TR 8,310.0 $484K 0.04% $58.26 +2.4%
290 DE DEERE & CO Industrials 762.0 $483K 0.04% +12.0 +1.6% $634.14 +2.1%
291 DFUS DIMENSIONAL ETF TRUST 5,891.0 $483K 0.04% $81.94 +2.1%
292 F FORD MTR CO Consumer Cyclical 34,442.0 $479K 0.04% +420.0 +1.2% $13.90 +3.7%
293 PSX PHILLIPS 66 Energy 2,803.0 $474K 0.04% -37.0 -1.3% $169.05 +43.7%
294 CW CURTISS WRIGHT CORP Industrials 625.0 $474K 0.04% +5.0 +0.8% $757.76 -16.2%
295 RKLB ROCKET LAB CORP Industrials 4,646.0 $472K 0.04% NEW $101.65 -28.6%
296 STIP ISHARES TR 4,597.0 $470K 0.04% $102.17 -1.2%
297 NOW SERVICENOW INC Technology 4,695.0 $466K 0.04% -402.0 -7.9% $99.28 +29.4%
298 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,528.0 $465K 0.04% +142.0 +1.9% $61.76 -9.0%
299 ET ENERGY TRANSFER L P Energy 24,135.0 $461K 0.04% +7K +40.9% $19.12 +10.8%
300 KLAC KLA CORP Technology 1,521.0 $459K 0.04% NEW $301.71 -39.0%
Page 15 of 25  ·  499 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 21.6%
Financial Services 15.2%
Healthcare 11.7%
Utilities 11.6%
Consumer Defensive 10.1%
Consumer Cyclical 8.9%
Energy 7.7%
Industrials 6.4%
Communication Services 5.4%
Basic Materials 1.2%