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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 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LHX L3HARRIS TECHNOLOGIES INC Industrials 300.0 $87K 0.02% +130.0 +76.5% $291.01 -9.6%
42 MO ALTRIA GROUP INC Consumer Defensive 1,038.0 $75K 0.02% +31.0 +3.1% $71.98 -4.0%
43 QQQ INVESCO QQQ TR Financial Services 101.0 $74K 0.02% +2.0 +2.0% $732.85 -2.9%
44 COP CONOCOPHILLIPS Energy 677.0 $70K 0.02% +5.0 +0.7% $104.03 +25.6%
45 FIS FIDELITY NATL INFORMATION SV Technology 1,796.0 $70K 0.02% +407.0 +29.3% $38.89 +4.5%
46 MRSH MARSH & MCLENNAN COS INC Financial Services 412.0 $69K 0.02% +4.0 +1.0% $166.64 +16.0%
47 QCOM QUALCOMM INC Technology 345.0 $64K 0.01% +3.0 +0.9% $184.92 -11.5%
48 CPSR CALAMOS ETF TR 2,293.0 $59K 0.01% +967.0 +72.9% $25.85 +1.0%
49 PSX PHILLIPS 66 Energy 331.0 $56K 0.01% +3.0 +0.9% $168.99 +43.3%
50 BK BANK OF NY MELLON CORP Financial Services 340.0 $49K 0.01% +2.0 +0.6% $144.45 -0.4%
51 AHR AMERICAN HEALTHCARE REIT INC Real Estate 924.0 $48K 0.01% +10.0 +1.1% $52.13 +9.6%
52 NFG NATIONAL FUEL GAS CO Energy 602.0 $46K 0.01% +4.0 +0.7% $77.17 +8.2%
53 CPSU CALAMOS ETF TR 1,665.0 $46K 0.01% +1K +453.2% $27.64 +0.9%
54 DELL DELL TECHNOLOGIES INC Technology 102.0 $44K 0.01% +10.0 +10.9% $431.03 +7.7%
55 YUM YUM BRANDS INC Consumer Cyclical 275.0 $44K 0.01% +2.0 +0.7% $159.69 -3.3%
56 SPG SIMON PPTY GROUP INC NEW Real Estate 186.0 $42K 0.01% +4.0 +2.2% $223.35 -2.8%
57 VOOG VANGUARD ADMIRAL FDS INC 500.0 $41K 0.01% +331.0 +195.9% $82.62 +0.9%
58 NXTG FIRST TR EXCHANGE-TRADED FD 264.0 $40K 0.01% +2.0 +0.8% $153.26 -0.8%
59 IWD ISHARES TR 163.0 $39K 0.01% +1.0 +0.6% $241.70 +6.9%
60 HPE HEWLETT PACKARD ENTERPRISE C Technology 852.0 $38K 0.01% +6.0 +0.7% $45.09 +22.5%
Page 3 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%