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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 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UPS UNITED PARCEL SVCS INC Industrials 500.0 $54K 0.01% -130.0 -20.6% $107.52 -1.5%
42 GILD GILEAD SCIENCES INC Healthcare 390.0 $49K 0.01% -102.0 -20.7% $126.19 +17.9%
43 KVUE KENVUE INC Consumer Defensive 2,003.0 $38K 0.01% -571.0 -22.2% $19.11 +0.9%
44 VTI VANGUARD INDEX FDS 93.0 $34K 0.01% -67.0 -41.9% $370.48 +2.2%
45 KHC KRAFT HEINZ CO Consumer Defensive 1,221.0 $29K 0.01% -18.0 -1.4% $23.62 +4.2%
46 F FORD MTR CO Consumer Cyclical 1,724.0 $24K 0.01% -66.0 -3.7% $13.90 -0.3%
47 PLTR PALANTIR TECHNOLOGIES INC Technology 175.0 $20K 0.01% -35.0 -16.7% $116.67 +52.4%
48 VONG VANGUARD SCOTTSDALE FDS 150.0 $19K 0.01% -150.0 -50.0% $127.81 -1.8%
49 AIG AMERICAN INTL GROUP INC Financial Services 236.0 $18K 0.00% -66.0 -21.9% $74.53 +3.5%
50 CPSP CALAMOS ETF TR 566.0 $15K 0.00% -19.0 -3.2% $26.91 +0.9%
51 GSL GLOBAL SHIP LEASE INC Industrials 344.0 $13K 0.00% -184.0 -34.9% $37.56 +17.5%
52 CPSO CALAMOS ETF TR 408.0 $11K 0.00% -40.0 -8.9% $27.84 +1.2%
53 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 135.0 $11K 0.00% -168.0 -55.5% $82.70 -4.8%
54 LUV SOUTHWEST AIRLS CO Industrials 208.0 $11K 0.00% -720.0 -77.6% $51.44 -20.0%
55 BEACON FINANCIAL CORP. 351.0 $11K 0.00% -258.0 -42.4% $30.41
56 D DOMINION ENERGY INC Utilities 148.0 $10K 0.00% -405.0 -73.2% $68.29 -2.1%
57 XLV SELECT SECTOR SPDR TR 63.0 $10K 0.00% -38.0 -37.6% $158.67 +9.6%
58 BFLY BUTTERFLY NETWORK INC Healthcare 1,000.0 $8K 0.00% -1K -50.0% $8.42 +2.7%
59 PANW PALO ALTO NETWORKS INC Technology 24.0 $8K 0.00% -330.0 -93.2% $341.04 +0.1%
60 PSKY PARAMOUNT SKYDANCE CORP Communication Services 590.0 $6K 0.00% -50.0 -7.8% $9.85 +8.4%
Page 3 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%