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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 20 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TMQ TRILOGY METALS INC NEW Basic Materials 333.0 $1K $3.51 +6.0%
382 STM STMICROELECTRONICS N V Technology 15.0 $1K NEW $74.93 -33.7%
383 AA ALCOA CORP Basic Materials 21.0 $1K $52.52 -5.3%
384 NVTS NAVITAS SEMICONDUCTOR CORP Technology 60.0 $1K NEW $17.93 -29.3%
385 PENN PENN ENTERTAINMENT INC Consumer Cyclical 50.0 $1K $21.36 -16.4%
386 PAGP PLAINS GP HLDGS L P Energy 40.0 $971.0 NEW $24.27 +15.9%
387 EXC EXELON CORP Utilities 21.0 $958.0 +1.0 +5.0% $45.62 -2.6%
388 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 8.0 $951.0 NEW $118.88 -27.0%
389 CPSA CALAMOS ETF TR 30.0 $833.0 $27.77 +1.1%
390 OBE OBSIDIAN ENERGY LTD Energy 93.0 $757.0 $8.14 +35.5%
391 DRIV GLOBAL X FDS 19.0 $740.0 $38.95 -12.0%
392 VLTO VERALTO CORP Industrials 8.0 $718.0 $89.75 +10.0%
393 TUHURA BIOSCIENCES INC 281.0 $658.0 +79.0 +39.1% $2.34
394 BHF BRIGHTHOUSE FINL INC Financial Services 10.0 $633.0 $63.30 -17.1%
395 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 36.0 $627.0 $17.42 +16.4%
396 UFO PROCURE ETF TRUST II 12.0 $609.0 NEW $50.75 -12.3%
397 NEWP NEW PAC METALS CORP Basic Materials 150.0 $603.0 NEW $4.02 +77.6%
398 BSX BOSTON SCIENTIFIC CORP Healthcare 13.0 $566.0 +1.0 +8.3% $43.54 +10.6%
399 TDC TERADATA CORP DEL Technology 15.0 $520.0 $34.67 -21.9%
400 WYNN WYNN RESORTS LTD Consumer Cyclical 5.0 $502.0 $100.40 -3.2%
Page 20 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%