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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
Q4 2025 Q3 2025 · All 28 New 98 Added 34 Reduced 21 Exited
Page 19 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ARIS ARIS MNG CORP Basic Materials 100.0 $2K 0.00% NEW $16.23 +6.6%
362 HAL HALLIBURTON CO Energy 55.0 $2K 0.00% +1.0 +1.9% $28.07 +49.5%
363 TMQ TRILOGY METALS INC NEW Basic Materials 333.0 $1K 0.00% $4.31 -10.7%
364 IP INTERNATIONAL PAPER CO Consumer Cyclical 34.0 $1K 0.00% $39.79 -20.8%
365 NIO NIO INC Consumer Cyclical 262.0 $1K 0.00% $5.10 +9.8%
366 CSV CARRIAGE SVCS INC Consumer Cyclical 31.0 $1K 0.00% $42.97 +2.1%
367 FENI FIDELITY COVINGTON TRUST 35.0 $1K 0.00% $36.63 +9.3%
368 OGN ORGANON & CO Healthcare 161.0 $1K +1.0 +0.6% $7.16 +87.4%
369 BSX BOSTON SCIENTIFIC CORP Healthcare 12.0 $1K $95.08 -39.9%
370 AA ALCOA CORP Basic Materials 21.0 $1K $53.38 +24.1%
371 CGXU CAPITAL GROUP INTL FOCUS EQT 37.0 $1K +1.0 +2.8% $29.73 +12.9%
372 CC CHEMOURS CO Basic Materials 90.0 $1K $11.81 +81.5%
373 EXC EXELON CORP Utilities 20.0 $880.0 NEW $44.00 +3.1%
374 MVO MV OIL TR Energy 700.0 $868.0 $1.24 +47.6%
375 LCID LUCID GROUP INC Consumer Cyclical 81.0 $857.0 +1.0 +1.2% $10.58 -44.8%
376 CPSA CALAMOS ETF TR 30.0 $809.0 $26.97 +2.3%
377 VLTO VERALTO CORP Industrials 8.0 $805.0 $100.62 -14.3%
378 DXC DXC TECHNOLOGY CO Technology 53.0 $777.0 $14.66 -37.0%
379 MXL MAXLINEAR INC Technology 44.0 $767.0 $17.43 +471.8%
380 PENN PENN ENTERTAINMENT INC Consumer Cyclical 50.0 $738.0 $14.76 +13.1%
Page 19 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 19.7%
Industrials 17.2%
Financial Services 14.6%
Consumer Defensive 10.8%
Healthcare 9.1%
Consumer Cyclical 8.6%
Communication Services 7.2%
Energy 6.4%
Utilities 4.2%
Real Estate 1.1%