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Portfolio (Quarterly) Guide ↗

New England Capital Financial Advisors LLC

· CIK 0001964652
13F Portfolio $256M AUM 427 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 28 New 98 Added 34 Reduced 21 Exited
Page 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GIS GENERAL MLS INC Consumer Defensive 188.0 $9K 0.00% +2.0 +1.1% $46.50 -28.0%
82 WBS WEBSTER FINL CORP Financial Services 126.0 $8K 0.00% +1.0 +0.8% $62.74 +16.5%
83 KMB KIMBERLY-CLARK CORP Consumer Defensive 76.0 $8K 0.00% +1.0 +1.3% $100.68 -1.9%
84 BFLY BUTTERFLY NETWORK INC Healthcare 2,000.0 $8K 0.00% +700.0 +53.9% $3.80 +17.9%
85 DD DUPONT DE NEMOURS INC Basic Materials 181.0 $7K 0.00% +1.0 +0.6% $40.12 +17.5%
86 BROOKFIELD ASSET MANAGMT LTD 134.0 $7K 0.00% +1.0 +0.8% $52.55
87 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 69.0 $6K 0.00% +1.0 +1.5% $81.88 -21.4%
88 CDE COEUR MNG INC Basic Materials 304.0 $5K 0.00% +20.0 +7.0% $17.83 -0.0%
89 HWM HOWMET AEROSPACE INC Industrials 19.0 $4K 0.00% +1.0 +5.6% $200.00 +29.9%
90 XLK SELECT SECTOR SPDR TR 24.0 $3K 0.00% +12.0 +100.0% $144.00 +24.0%
91 LUMN LUMEN TECHNOLOGIES INC Communication Services 350.0 $3K 0.00% +250.0 +250.0% $7.77 +21.5%
92 STAG STAG INDL INC Real Estate 64.0 $2K 0.00% +1.0 +1.6% $36.81 +4.0%
93 LULU LULULEMON ATHLETICA INC Consumer Cyclical 10.0 $2K 0.00% +6.0 +150.0% $207.90 -39.0%
94 ANNALY CAPITAL MANAGEMENT IN 93.0 $2K 0.00% +3.0 +3.3% $22.30
95 HAL HALLIBURTON CO Energy 55.0 $2K 0.00% +1.0 +1.9% $28.07 +49.5%
96 OGN ORGANON & CO Healthcare 161.0 $1K +1.0 +0.6% $7.16 +87.4%
97 CGXU CAPITAL GROUP INTL FOCUS EQT 37.0 $1K +1.0 +2.8% $29.73 +12.9%
98 LCID LUCID GROUP INC Consumer Cyclical 81.0 $857.0 +1.0 +1.2% $10.58 -44.8%
Page 5 of 5  ·  98 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 19.7%
Industrials 17.2%
Financial Services 14.6%
Consumer Defensive 10.8%
Healthcare 9.1%
Consumer Cyclical 8.6%
Communication Services 7.2%
Energy 6.4%
Utilities 4.2%
Real Estate 1.1%