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Portfolio (Quarterly) Guide ↗

New England Capital Financial Advisors LLC

· CIK 0001964652
13F Portfolio $256M AUM 427 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 98 Added 34 Reduced
Page 16 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BBC ETFIS SER TR I 158.0 $6K 0.00% NEW $38.46 +27.0%
302 DHR DANAHER CORPORATION Healthcare 26.0 $6K 0.00% $231.85 -9.8%
303 WTRG ESSENTIAL UTILS INC Utilities 157.0 $6K 0.00% $38.36 +8.3%
304 SMCI SUPER MICRO COMPUTER INC Technology 200.0 $6K 0.00% $29.27 +25.4%
305 PYPL PAYPAL HLDGS INC Financial Services 100.0 $6K 0.00% $58.38 -8.8%
306 PEJ INVESCO EXCHANGE TRADED FD T 94.0 $6K 0.00% $61.34 +2.2%
307 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 69.0 $6K 0.00% +1.0 +1.5% $81.88 -22.2%
308 AMAT APPLIED MATLS INC Technology 21.0 $5K 0.00% $260.19 +62.0%
309 CDE COEUR MNG INC Basic Materials 304.0 $5K 0.00% +20.0 +7.0% $17.83 +8.8%
310 AMT AMERICAN TOWER CORP NEW Real Estate 31.0 $5K 0.00% $173.94 +3.2%
311 CPSM CALAMOS ETF TR 181.0 $5K 0.00% $28.63 +3.1%
312 M MACYS INC Consumer Cyclical 227.0 $5K 0.00% $22.05 +0.6%
313 DOW DOW INC Basic Materials 213.0 $5K 0.00% -1K -83.0% $23.38 +27.4%
314 KEY KEYCORP Financial Services 240.0 $5K 0.00% $20.68 +3.4%
315 IWM ISHARES TR 20.0 $5K 0.00% $246.20 +16.3%
316 DIA SPDR DOW JONES INDL AVERAGE Financial Services 10.0 $5K 0.00% $480.60 +8.4%
317 RVTY REVVITY INC Healthcare 46.0 $4K 0.00% $95.85 +51.3%
318 EA ELECTRONIC ARTS INC Communication Services 21.0 $4K 0.00% $200.24 +4.7%
319 WAB WABTEC Industrials 19.0 $4K 0.00% $216.47 +28.9%
320 BBY BEST BUY INC Consumer Cyclical 59.0 $4K 0.00% $67.36 +37.2%
Page 16 of 22  ·  426 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 19.8%
Industrials 17.3%
Financial Services 14.7%
Consumer Defensive 10.9%
Healthcare 9.2%
Consumer Cyclical 8.7%
Communication Services 6.5%
Energy 6.5%
Utilities 4.3%
Real Estate 1.1%