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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 11 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ROKU ROKU INC Communication Services 150.0 $21K 0.01% $138.14 +14.4%
202 SCHD SCHWAB STRATEGIC TR 648.0 $21K 0.01% +10.0 +1.6% $31.70 +9.8%
203 PLTR PALANTIR TECHNOLOGIES INC Technology 175.0 $20K 0.01% -35.0 -16.7% $116.67 +58.2%
204 HSY HERSHEY CO Consumer Defensive 116.0 $20K 0.01% +1.0 +0.9% $175.13 +2.9%
205 PINNACLE FINL PARTNERS INC 198.0 $20K 0.01% NEW $101.09
206 HPQ HP INC Technology 908.0 $20K 0.01% +15.0 +1.7% $21.94 +29.6%
207 SRPT SAREPTA THERAPEUTICS INC Healthcare 1,100.0 $20K 0.01% $17.97 +6.4%
208 PRU PRUDENTIAL FINL INC Financial Services 178.0 $19K 0.01% $108.21 +10.5%
209 VONG VANGUARD SCOTTSDALE FDS 150.0 $19K 0.01% -150.0 -50.0% $127.81 -0.5%
210 SMH VANECK ETF TRUST 29.0 $19K 0.01% $657.59 -13.3%
211 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 221.0 $19K 0.01% $86.09 +16.4%
212 SRE SEMPRA Utilities 205.0 $19K 0.01% $92.72 -9.1%
213 PII POLARIS INC Consumer Cyclical 277.0 $19K 0.01% +6.0 +2.2% $68.46 -7.2%
214 PHO INVESCO EXCHANGE TRADED FD T 274.0 $19K 0.01% $69.18 +4.0%
215 PFF ISHARES TR 606.0 $18K 0.00% +7.0 +1.2% $30.51 +0.4%
216 NKE NIKE INC Consumer Cyclical 446.0 $18K 0.00% +178.0 +66.4% $41.09 -6.0%
217 CION CION INVT CORP Financial Services 2,923.0 $18K 0.00% +227.0 +8.4% $6.23 +18.7%
218 AIG AMERICAN INTL GROUP INC Financial Services 236.0 $18K 0.00% -66.0 -21.9% $74.53 +1.5%
219 USB US BANCORP Financial Services 287.0 $17K 0.00% +6.0 +2.1% $60.34 +2.6%
220 AMAT APPLIED MATLS INC Technology 24.0 $17K 0.00% +3.0 +14.3% $709.46 -32.9%
Page 11 of 22  ·  431 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%