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Portfolio (Quarterly) Guide ↗

New England Capital Financial Advisors LLC

· CIK 0001964652
13F Portfolio $418M AUM 432 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 40 New 113 Added 67 Reduced 35 Exited
Page 2 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 1,126.0 $563K 0.14% +200.0 +21.6% $500.39
22 KO COCA COLA CO Consumer Defensive 6,852.0 $557K 0.13% +700.0 +11.4% $81.27 +10.8%
23 GE GE AEROSPACE Industrials 1,237.0 $462K 0.11% +185.0 +17.6% $373.59 -5.1%
24 XLRE SELECT SECTOR SPDR TR 8,911.0 $392K 0.09% +60.0 +0.7% $44.03 +2.4%
25 T AT&T INC Communication Services 16,782.0 $347K 0.08% +2K +13.9% $20.70 +25.0%
26 GEV GE VERNOVA INC Utilities 279.0 $328K 0.08% +39.0 +16.2% $1175.03 -18.9%
27 GSEW GOLDMAN SACHS ETF TR 2,988.0 $282K 0.07% +785.0 +35.6% $94.43 +4.1%
28 MRK MERCK & CO INC Healthcare 2,193.0 $282K 0.07% +23.0 +1.1% $128.49 +19.2%
29 MFC MANULIFE FINL CORP Financial Services 6,752.0 $274K 0.07% +805.0 +13.5% $40.51 +6.7%
30 APH AMPHENOL CORP Technology 1,359.0 $240K 0.06% +329.0 +31.9% $176.28 -8.5%
31 JPM JPMORGAN CHASE & CO Financial Services 702.0 $230K 0.06% +471.0 +203.9% $327.22 +8.9%
32 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 548.0 $212K 0.05% +4.0 +0.7% $386.81 +4.1%
33 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 615.0 $180K 0.04% +4.0 +0.7% $293.10 +4.6%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 3,626.0 $154K 0.04% +615.0 +20.4% $42.34 +18.5%
35 PM PHILIP MORRIS INTL INC Consumer Defensive 821.0 $149K 0.04% +13.0 +1.6% $180.99 +7.2%
36 PEP PEPSICO INC Consumer Defensive 1,080.0 $146K 0.04% +22.0 +2.1% $135.46 +5.0%
37 DE DEERE & CO Industrials 148.0 $94K 0.02% +1.0 +0.7% $635.22 -0.1%
38 VGT VANGUARD WORLD FD 771.0 $92K 0.02% +675.0 +703.1% $119.54 -1.3%
39 PLD PROLOGIS INC. Real Estate 663.0 $90K 0.02% +9.0 +1.4% $135.42 +5.3%
40 CI THE CIGNA GROUP Healthcare 322.0 $89K 0.02% +2.0 +0.6% $275.78 +1.8%
Page 2 of 6  ·  113 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 19.6%
Industrials 17.4%
Financial Services 14.9%
Consumer Defensive 11.3%
Healthcare 9.5%
Consumer Cyclical 7.7%
Energy 6.9%
Communication Services 5.7%
Utilities 4.8%
Real Estate 1.2%