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Portfolio (Quarterly) Guide ↗

New England Capital Financial Advisors LLC

· CIK 0001964652
13F Portfolio $235M AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 419 New
Page 12 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EHC ENCOMPASS HEALTH CORP Healthcare 111.0 $14K 0.01% NEW $126.99 -17.8%
222 DD DUPONT DE NEMOURS INC Basic Materials 180.0 $14K 0.01% NEW $77.81 -39.4%
223 PRI PRIMERICA INC Financial Services 50.0 $14K 0.01% NEW $277.60 +1.2%
224 ENTERGY CORP NEW 148.0 $14K 0.01% NEW $93.20
225 SCHW SCHWAB CHARLES CORP Financial Services 143.0 $14K 0.01% NEW $95.63 -5.8%
226 MA MASTERCARD INCORPORATED Financial Services 24.0 $14K 0.01% NEW $568.83 -12.2%
227 ARTY ISHARES TR 297.0 $14K 0.01% NEW $45.71 +49.0%
228 USB US BANCORP DEL Financial Services 278.0 $13K 0.01% NEW $48.38 +12.7%
229 JEF JEFFERIES FINL GROUP INC Financial Services 203.0 $13K 0.01% NEW $65.38 -19.8%
230 DELL DELL TECHNOLOGIES INC Technology 92.0 $13K 0.01% NEW $141.08 +79.2%
231 SJM SMUCKER J M CO Consumer Defensive 118.0 $13K 0.01% NEW $108.27 -7.2%
232 DRD DRDGOLD LIMITED Basic Materials 459.0 $13K 0.01% NEW $27.61 -5.2%
233 XLC SELECT SECTOR SPDR TR 103.0 $12K 0.01% NEW $118.83 -2.3%
234 PSKY PARAMOUNT SKYDANCE CORP Communication Services 639.0 $12K 0.01% NEW $18.91 -46.4%
235 SWKS SKYWORKS SOLUTIONS INC Technology 156.0 $12K 0.01% NEW $76.90 -3.3%
236 FE FIRSTENERGY CORP Utilities 261.0 $12K 0.01% NEW $45.82 -0.7%
237 GS GOLDMAN SACHS GROUP INC Financial Services 15.0 $12K 0.01% NEW $796.40 +24.1%
238 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 46.0 $12K 0.01% NEW $258.37 -8.4%
239 QQQM INVESCO EXCH TRADED FD TR II 48.0 $12K 0.01% NEW $246.15 +19.5%
240 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 300.0 $12K 0.01% NEW $39.19 -16.3%
Page 12 of 21  ·  419 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 19.7%
Industrials 17.6%
Financial Services 13.6%
Consumer Defensive 11.2%
Consumer Cyclical 8.9%
Healthcare 8.7%
Communication Services 7.3%
Energy 6.5%
Utilities 4.2%
Basic Materials 1.2%