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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CTVA CORTEVA INC Basic Materials 174.0 $15K 0.00% +1.0 +0.6% $84.79 -2.2%
82 ET ENERGY TRANSFER L P Energy 713.0 $14K 0.00% +121.0 +20.4% $19.11 +12.2%
83 SJM SMUCKER J M CO Consumer Defensive 121.0 $14K 0.00% +2.0 +1.7% $112.43 +16.4%
84 CL COLGATE PALMOLIVE CO Consumer Defensive 147.0 $13K 0.00% +2.0 +1.4% $91.67 +0.4%
85 SCHW SCHWAB CHARLES CORP Financial Services 145.0 $13K 0.00% +1.0 +0.7% $92.05 +18.8%
86 VDE VANGUARD WORLD FD 88.0 $13K 0.00% +1.0 +1.1% $150.23 +17.1%
87 VTRS VIATRIS INC Healthcare 830.0 $13K 0.00% +12.0 +1.5% $15.88 +6.1%
88 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 102.0 $13K 0.00% +1.0 +1.0% $122.75 +11.6%
89 DFIS DIMENSIONAL ETF TRUST 319.0 $11K 0.00% +4.0 +1.3% $35.04 +7.5%
90 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 208.0 $10K 0.00% +4.0 +2.0% $49.87 +6.5%
91 VOO VANGUARD INDEX FDS 15.0 $10K 0.00% +14.0 +1400.0% $686.87 +2.5%
92 UNILEVER PLC 167.0 $10K 0.00% +2.0 +1.2% $60.05
93 DRD DRDGOLD LIMITED Basic Materials 462.0 $10K 0.00% +3.0 +0.7% $21.28 +40.9%
94 YUMC YUM CHINA HLDGS INC Consumer Cyclical 208.0 $8K 0.00% +3.0 +1.5% $40.79 +15.7%
95 KMB KIMBERLY-CLARK CORP Consumer Defensive 77.0 $8K 0.00% +1.0 +1.3% $109.60 +0.7%
96 GIS GENERAL MILLS INC Consumer Defensive 194.0 $7K 0.00% +6.0 +3.2% $34.77 +15.3%
97 FS SPECIALTY LENDING FD 556.0 $6K 0.00% +37.0 +7.1% $11.14
98 BROOKFIELD ASSET MANAGMT LTD 137.0 $6K 0.00% +3.0 +2.2% $44.85
99 DOW DOW HLDGS INC Basic Materials 217.0 $6K 0.00% +4.0 +1.9% $27.38 +10.8%
100 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 78.0 $5K 0.00% +9.0 +13.0% $63.94 +14.7%
Page 5 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%