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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 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,319.0 $249K 0.06% -2K -32.3% $57.62 +17.3%
22 CSCO CISCO SYS INC Technology 2,047.0 $240K 0.06% -82.0 -3.9% $117.49 -4.4%
23 INTC INTEL CORP Technology 1,513.0 $211K 0.05% -317.0 -17.3% $139.66 -36.8%
24 GOOG ALPHABET INC 533.0 $188K 0.04% -100.0 -15.8% $353.14
25 OTIS OTIS WORLDWIDE CORP Industrials 2,543.0 $182K 0.04% -94.0 -3.6% $71.61 +1.0%
26 HUBB HUBBELL INC Industrials 346.0 $181K 0.04% -87.0 -20.1% $523.91 -9.8%
27 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,127.0 $149K 0.04% -138.0 -10.9% $132.49 +5.6%
28 MU MICRON TECHNOLOGY INC Technology 128.0 $148K 0.04% -906.0 -87.6% $1154.30 -18.7%
29 ROK ROCKWELL AUTOMATION INC Industrials 240.0 $119K 0.03% -10.0 -4.0% $495.74 -12.9%
30 GS GOLDMAN SACHS GROUP INC Financial Services 115.0 $116K 0.03% -20.0 -14.8% $1011.37 +2.9%
31 NFLX NETFLIX INC. Communication Services 1,605.0 $115K 0.03% -50.0 -3.0% $71.40 +14.1%
32 MDT MEDTRONIC PLC Healthcare 1,225.0 $96K 0.02% -178.0 -12.7% $78.20 +17.7%
33 ABBV ABBVIE INC Healthcare 363.0 $91K 0.02% -175.0 -32.5% $251.64 +4.5%
34 GPN GLOBAL PMTS INC Industrials 1,189.0 $86K 0.02% -582.0 -32.9% $72.56 +28.1%
35 WBD WARNER BROS DISCOVERY INC Communication Services 3,124.0 $83K 0.02% -30.0 -0.9% $26.66 +7.8%
36 CVS CVS HEALTH CORP Healthcare 788.0 $82K 0.02% -92.0 -10.4% $103.47 -8.8%
37 IBM INTERNATIONAL BUSINESS MACHS Technology 270.0 $76K 0.02% -200.0 -42.5% $281.41 -18.3%
38 SWK STANLEY BLACK & DECKER INC Industrials 748.0 $70K 0.02% -87.0 -10.4% $94.06 +6.1%
39 SPY STATE STR SPDR S&P 500 ETF T Financial Services 92.0 $69K 0.02% -25.0 -21.4% $747.05 +2.5%
40 BP BP PLC Energy 1,702.0 $63K 0.01% -300.0 -15.0% $36.96 +15.0%
Page 2 of 4  ·  67 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%