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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 19 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HL HECLA MINING COMPANY Basic Materials 125.0 $2K $15.43 +34.1%
362 CRM SALESFORCE INC Technology 12.0 $2K $159.00 +29.3%
363 NEM NEWMONT CORP Basic Materials 20.0 $2K NEW $93.40 +40.9%
364 CC CHEMOURS CO Basic Materials 91.0 $2K +1.0 +1.1% $20.51 -23.0%
365 ZTS ZOETIS INC Healthcare 25.0 $2K $71.88 +7.8%
366 LNC LINCOLN NATL CORP IND Financial Services 50.0 $2K +2.0 +4.2% $35.02 +23.7%
367 LASR NLIGHT INC Technology 25.0 $2K NEW $69.64 -37.2%
368 CSTM CONSTELLIUM SE Basic Materials 50.0 $2K NEW $31.88 -14.7%
369 UBER UBER TECHNOLOGIES INC Technology 22.0 $2K $72.18 +8.7%
370 NOC NORTHROP GRUMMAN CORP Industrials 3.0 $2K $509.33 +8.0%
371 CMPS COMPASS PATHWAYS PLC Healthcare 104.0 $1K -300.0 -74.3% $14.16 +3.2%
372 FENI FIDELITY COVINGTON TRUST 36.0 $1K +1.0 +2.9% $39.72 +4.9%
373 IP INTERNATIONAL PAPER CO Consumer Cyclical 35.0 $1K +1.0 +2.9% $38.40 +7.8%
374 NIO NIO INC Consumer Cyclical 262.0 $1K $5.06 -13.5%
375 CGXU CAPITAL GROUP INTL FOCUS EQT 37.0 $1K $34.84 +1.0%
376 SHOP SHOPIFY INC Technology 11.0 $1K $114.18 +31.6%
377 MVO MV OIL TR Energy 700.0 $1K $1.77 -66.4%
378 VRCA VERRICA PHARMACEUTICALS INC Healthcare 200.0 $1K $6.12 -19.8%
379 CSV CARRIAGE SVCS INC Consumer Cyclical 32.0 $1K +1.0 +3.2% $37.91 -8.3%
380 KGC KINROSS GOLD CORP Basic Materials 50.0 $1K -50.0 -50.0% $23.62 +36.8%
Page 19 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%