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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 22 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KD KYNDRYL HLDGS INC Technology 8.0 $91.0 -10.0 -55.6% $11.38 +10.2%
422 TDOC TELADOC HEALTH INC Healthcare 10.0 $85.0 $8.50 -25.7%
423 CLNE CLEAN ENERGY FUELS CORP Energy 40.0 $82.0 $2.05 -21.7%
424 AMC ENTMT HLDGS INC 21.0 $40.0 $1.90
425 PLUG PLUG PWR INC Industrials 9.0 $25.0 $2.78 -22.6%
426 SMITH MICRO SOFTWARE INC 6.0 $17.0 NEW $2.83
427 CANOPY GROWTH CORPORATION 10.0 $10.0 $1.00
428 YOLO ADVISORSHARES TR 1.0 $4.0 $4.00 -22.0%
429 DFLI DRAGONFLY ENERGY HOLDINGS CO Industrials 1.0 $2.0 $2.00 -43.5%
430 PLG PLATINUM GROUP METALS LTD Basic Materials $1.0 -100.0%
431 CLM CORNERSTONE STRATEGIC INVEST Financial Services 1,358.0 NEW
Page 22 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%