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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 15 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BFLY BUTTERFLY NETWORK INC Healthcare 1,000.0 $8K 0.00% -1K -50.0% $8.42 +2.6%
282 LMT LOCKHEED MARTIN CORP Industrials 16.0 $8K 0.00% $514.00 +10.0%
283 PANW PALO ALTO NETWORKS INC Technology 24.0 $8K 0.00% -330.0 -93.2% $341.04 -0.5%
284 DUPONT DE NEMOURS INC 60.0 $8K 0.00% NEW $135.65
285 AVNM AMERICAN CENTY ETF TR 97.0 $8K 0.00% NEW $82.38 +4.2%
286 PSTG EVERPURE INC 100.0 $8K 0.00% $78.79
287 TOTALENERGIES SE 101.0 $8K 0.00% $77.76
288 SAFEHOLD INC 500.0 $8K 0.00% NEW $15.70
289 LYG LLOYDS BANKING GROUP PLC Financial Services 1,319.0 $8K 0.00% $5.83 +3.6%
290 NGG NATIONAL GRID PLC Utilities 91.0 $8K 0.00% $82.88 -2.8%
291 GTLS CHART INDS INC Industrials 35.0 $7K 0.00% $211.83 -0.9%
292 CARNIVAL CORP LTD 251.0 $7K 0.00% NEW $28.58
293 WAT WATERS CORP Healthcare 19.0 $7K 0.00% NEW $375.05 +10.4%
294 WPP WPP PLC NEW Communication Services 455.0 $7K 0.00% $15.50 +66.9%
295 FSK FS KKR CAP CORP Financial Services 645.0 $7K 0.00% NEW $10.50 +15.8%
296 GIS GENERAL MILLS INC Consumer Defensive 194.0 $7K 0.00% +6.0 +3.2% $34.77 +15.3%
297 PGX INVESCO EXCH TRADED FD TR II 608.0 $7K 0.00% $10.84 -2.1%
298 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 104.0 $6K 0.00% $60.67 +22.4%
299 PEJ INVESCO EXCHANGE TRADED FD T 94.0 $6K 0.00% $66.57 +2.3%
300 FS SPECIALTY LENDING FD 556.0 $6K 0.00% +37.0 +7.1% $11.14
Page 15 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%