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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 17 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AVLV AMERICAN CENTY ETF TR 54.0 $5K 0.00% NEW $91.22 +3.7%
322 PAYX PAYCHEX INC Industrials 49.0 $5K 0.00% -366.0 -88.2% $97.35 +28.3%
323 HSBC HSBC HLDGS PLC Financial Services 50.0 $5K 0.00% $95.10 +9.0%
324 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 52.0 $5K 0.00% $88.62 -36.4%
325 CHKP CHECK POINT SOFTWARE TECH LT Technology 35.0 $5K 0.00% $131.46 -1.8%
326 BBY BEST BUY INC Consumer Cyclical 59.0 $5K 0.00% $76.37 +14.5%
327 JOBY JOBY AVIATION INC Industrials 500.0 $4K 0.00% $8.92 -20.0%
328 VGK VANGUARD INTL EQUITY INDEX F 50.0 $4K 0.00% NEW $88.54 +4.7%
329 FTEK FUEL TECH INC Industrials 2,000.0 $4K 0.00% $2.21 -35.3%
330 PYPL PAYPAL HLDGS INC Financial Services 100.0 $4K 0.00% $43.18 +43.1%
331 EA ELECTRONIC ARTS INC Communication Services 21.0 $4K 0.00% $201.29 +4.2%
332 HOG HARLEY DAVIDSON INC Consumer Cyclical 173.0 $4K 0.00% -129.0 -42.7% $24.43 +14.0%
333 VLO VALERO ENERGY CORP Energy 16.0 $4K 0.00% $259.81 +34.0%
334 CDE COEUR MNG INC Basic Materials 251.0 $4K 0.00% -53.0 -17.4% $16.32 +31.4%
335 FLEX FLEX LTD Technology 25.0 $4K 0.00% NEW $162.08 -31.0%
336 DAL DELTA AIR LINES INC Industrials 43.0 $4K 0.00% NEW $93.67 -11.3%
337 NOK NOKIA CORP Technology 300.0 $4K 0.00% $13.30 -21.8%
338 ATI ATI INC Industrials 20.0 $4K 0.00% NEW $197.10 +8.0%
339 BWXT BWX TECHNOLOGIES INC Industrials 20.0 $4K 0.00% NEW $194.65 -21.3%
340 LULU LULULEMON ATHLETICA INC Consumer Cyclical 32.0 $4K 0.00% +22.0 +220.0% $114.19 +1.9%
Page 17 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%