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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 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PAYX PAYCHEX INC Industrials 49.0 $5K 0.00% -366.0 -88.2% $97.35 +28.3%
62 HOG HARLEY DAVIDSON INC Consumer Cyclical 173.0 $4K 0.00% -129.0 -42.7% $24.43 +14.0%
63 CDE COEUR MNG INC Basic Materials 251.0 $4K 0.00% -53.0 -17.4% $16.32 +31.4%
64 CMPS COMPASS PATHWAYS PLC Healthcare 104.0 $1K -300.0 -74.3% $14.16 +3.2%
65 KGC KINROSS GOLD CORP Basic Materials 50.0 $1K -50.0 -50.0% $23.62 +36.8%
66 KD KYNDRYL HLDGS INC Technology 8.0 $91.0 -10.0 -55.6% $11.38 +11.5%
67 PLG PLATINUM GROUP METALS LTD Basic Materials $1.0 -100.0%
Page 4 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%