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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 2 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CALAMOS ETF TR 54,586.0 $1.5M 0.35% -3K -5.4% $26.70
22 SPGM SPDR INDEX SHS FDS 16,340.0 $1.4M 0.34% +6K +55.6% $85.67 +2.4%
23 RTX RTX CORPORATION Industrials 6,965.0 $1.3M 0.32% +914.0 +15.1% $189.74 +12.2%
24 XOM EXXON MOBIL CORP Energy 8,616.0 $1.2M 0.28% +237.0 +2.8% $136.72 +17.7%
25 PG PROCTER & GAMBLE CO Consumer Defensive 7,798.0 $1.1M 0.27% +493.0 +6.8% $146.65 -1.3%
26 MSFT MICROSOFT CORP Technology 2,483.0 $926K 0.22% +1K +67.8% $373.04 +32.5%
27 WMT WALMART INC Consumer Defensive 8,038.0 $910K 0.22% +79.0 +1.0% $113.26 -7.9%
28 FITB FIFTH THIRD BANCORP Financial Services 14,284.0 $805K 0.19% -615.0 -4.1% $56.37 -1.8%
29 NVDA NVIDIA CORPORATION Technology 3,733.0 $747K 0.18% -217.0 -5.5% $200.12 +5.2%
30 AMZN AMAZON COM INC Consumer Cyclical 3,062.0 $730K 0.17% -160.0 -5.0% $238.36 +8.5%
31 JNJ JOHNSON & JOHNSON Healthcare 2,860.0 $726K 0.17% +518.0 +22.1% $253.99 +6.5%
32 ES EVERSOURCE ENERGY Utilities 8,865.0 $641K 0.15% -49.0 -0.6% $72.27 -1.1%
33 TT TRANE TECHNOLOGIES PLC Industrials 1,236.0 $607K 0.14% -100.0 -7.5% $491.22 -5.8%
34 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 19,876.0 $595K 0.14% $29.93 +12.5%
35 BERKSHIRE HATHAWAY INC DEL 1,126.0 $563K 0.14% +200.0 +21.6% $500.39
36 KO COCA COLA CO Consumer Defensive 6,852.0 $557K 0.13% +700.0 +11.4% $81.27 +11.6%
37 SLYV SPDR SERIES TRUST 4,726.0 $516K 0.12% $109.10 +0.8%
38 TSLA TESLA INC Consumer Cyclical 1,175.0 $494K 0.12% -10.0 -0.8% $420.44 -18.1%
39 EFX EQUIFAX INC Industrials 3,034.0 $482K 0.12% $158.73 +20.1%
40 CVX CHEVRON CORPORATION Energy 2,829.0 $469K 0.11% $165.74 +21.9%
Page 2 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%