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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 5 of 25  ·  499 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VO VANGUARD INDEX FDS 45,244.0 $3.6M 0.32% +34K +295.9% $80.57 +3.1%
82 CSCO CISCO SYS INC Technology 30,972.0 $3.6M 0.31% $117.46 -5.9%
83 VTV VANGUARD INDEX FDS 16,390.0 $3.6M 0.31% -891.0 -5.2% $217.93 +4.1%
84 CGDG CAPITAL GROUP DIVIDEND GROWE 94,017.0 $3.5M 0.30% +664.0 +0.7% $37.51 +3.5%
85 MU MICRON TECHNOLOGY INC Technology 3,038.0 $3.5M 0.30% -744.0 -19.7% $1154.25 -18.8%
86 KVYO KLAVIYO INC Technology 226,700.0 $3.4M 0.30% $15.10 +20.5%
87 VXUS VANGUARD STAR FDS 39,689.0 $3.4M 0.29% -578.0 -1.4% $85.49 +1.7%
88 TSLA TESLA INC Consumer Cyclical 7,512.0 $3.2M 0.27% +988.0 +15.1% $420.60 -16.5%
89 SHLD GLOBAL X FDS 52,688.0 $3.1M 0.27% +5K +9.6% $59.71 +15.9%
90 AMD ADVANCED MICRO DEVICES INC Technology 5,376.0 $3.1M 0.27% -157.0 -2.8% $580.91 -19.7%
91 GGOV BLACKROCK ETF TRUST II 61,213.0 $3.1M 0.27% NEW $50.29 -0.2%
92 GLW CORNING INC Technology 11,454.0 $2.9M 0.25% $255.43 -40.3%
93 IYW ISHARES TR 11,542.0 $2.9M 0.25% -2K -12.2% $252.24 -1.8%
94 PLTR PALANTIR TECHNOLOGIES INC Technology 24,845.0 $2.9M 0.25% +181.0 +0.7% $116.67 +50.2%
95 BAC BANK OF AMER CORP Financial Services 50,107.0 $2.9M 0.25% +686.0 +1.4% $56.98 +10.9%
96 MATIV HOLDINGS INC 375,246.0 $2.8M 0.24% $7.57
97 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,694.0 $2.7M 0.23% +102.0 +1.8% $477.60 -13.7%
98 INTC INTEL CORP Technology 19,259.0 $2.7M 0.23% +2K +14.2% $139.63 -33.5%
99 PM PHILIP MORRIS INTL INC Consumer Defensive 14,595.0 $2.6M 0.23% -588.0 -3.9% $180.91 +5.0%
100 IWB ISHARES TR 6,413.0 $2.6M 0.23% -495.0 -7.2% $409.52 +2.9%
Page 5 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 21.1%
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%