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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CPSM CALAMOS ETF TR 1,306.0 $38K 0.01% +1K +621.5% $29.26 +1.0%
62 MGK VANGUARD WORLD FD 400.0 $35K 0.01% +227.0 +131.2% $87.91 +1.1%
63 QQQM INVESCO EXCH TRADED FD TR II 112.0 $34K 0.01% +64.0 +133.3% $301.81 -3.0%
64 WBS WEBSTER FINL CORP Financial Services 438.0 $33K 0.01% +312.0 +247.6% $76.42 +1.5%
65 EFC ELLINGTON FINANCIAL INC Real Estate 2,432.0 $33K 0.01% +141.0 +6.2% $13.61 -1.1%
66 SO SOUTHERN CO Utilities 303.0 $29K 0.01% +70.0 +30.0% $95.64 -6.1%
67 MDLZ MONDELEZ INTL INC Consumer Defensive 496.0 $29K 0.01% +7.0 +1.4% $57.88 +8.9%
68 DEO DIAGEO PLC Consumer Defensive 311.0 $25K 0.01% +3.0 +1.0% $80.45 +16.4%
69 CPSF CALAMOS ETF TR 793.0 $21K 0.01% +395.0 +99.2% $26.21 +1.2%
70 SCHD SCHWAB STRATEGIC TR 648.0 $21K 0.01% +10.0 +1.6% $31.70 +10.6%
71 HSY HERSHEY CO Consumer Defensive 116.0 $20K 0.01% +1.0 +0.9% $175.13 +5.8%
72 HPQ HP INC Technology 908.0 $20K 0.01% +15.0 +1.7% $21.94 +39.1%
73 PII POLARIS INC Consumer Cyclical 277.0 $19K 0.01% +6.0 +2.2% $68.46 -6.9%
74 PFF ISHARES TR 606.0 $18K 0.00% +7.0 +1.2% $30.51 +0.6%
75 NKE NIKE INC Consumer Cyclical 446.0 $18K 0.00% +178.0 +66.4% $41.09 -6.1%
76 CION CION INVT CORP Financial Services 2,923.0 $18K 0.00% +227.0 +8.4% $6.23 +17.8%
77 USB US BANCORP Financial Services 287.0 $17K 0.00% +6.0 +2.1% $60.34 +4.1%
78 AMAT APPLIED MATLS INC Technology 24.0 $17K 0.00% +3.0 +14.3% $709.46 -32.4%
79 TSN TYSON FOODS INC Consumer Defensive 280.0 $16K 0.00% +5.0 +1.8% $57.28 -1.3%
80 BBWI BATH & BODY WORKS INC Consumer Cyclical 654.0 $15K 0.00% +11.0 +1.7% $23.15 -18.4%
Page 4 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%