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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 3 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 1,222.0 $421K 0.16% +36.0 +3.0% $344.17 -8.8%
42 MCD MCDONALDS CORP Consumer Cyclical 1,226.0 $375K 0.15% $305.56 -7.0%
43 T AT&T INC Communication Services 14,729.0 $366K 0.14% $24.84 +0.4%
44 XLRE SELECT SECTOR SPDR TR 8,851.0 $357K 0.14% -850.0 -8.8% $40.35 +10.3%
45 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,379.0 $344K 0.13% +164.0 +2.6% $53.94 +10.4%
46 META META PLATFORMS INC Communication Services 510.0 $337K 0.13% -15.0 -2.9% $660.15 -8.0%
47 GE GE AEROSPACE Industrials 1,052.0 $324K 0.13% +280.0 +36.3% $308.16 -2.1%
48 DIS DISNEY WALT CO Communication Services 2,801.0 $319K 0.12% +194.0 +7.4% $113.76 -8.9%
49 UNH UNITEDHEALTH GROUP INC Healthcare 925.0 $305K 0.12% $330.25 +16.1%
50 AFL AFLAC INC Financial Services 2,762.0 $305K 0.12% $110.26 +6.9%
51 MU MICRON TECHNOLOGY INC Technology 1,034.0 $295K 0.12% -999.0 -49.1% $285.44 +167.0%
52 GOOGL ALPHABET INC Communication Services 924.0 $289K 0.11% +19.0 +2.1% $313.06 +23.8%
53 AXP AMERICAN EXPRESS CO Financial Services 772.0 $286K 0.11% -33.0 -4.1% $370.19 -16.3%
54 TEL TE CONNECTIVITY PLC Technology 1,240.0 $282K 0.11% $227.51 -11.5%
55 CARR CARRIER GLOBAL CORPORATION Industrials 4,764.0 $252K 0.10% $52.85 +17.7%
56 ORCL ORACLE CORP Technology 1,243.0 $242K 0.10% $194.94 -2.7%
57 OTIS OTIS WORLDWIDE CORP Industrials 2,637.0 $230K 0.09% $87.35 -18.0%
58 MRK MERCK & CO INC Healthcare 2,170.0 $228K 0.09% +14.0 +0.7% $105.25 +10.1%
59 MFC MANULIFE FINL CORP Financial Services 5,947.0 $216K 0.08% $36.28 +7.6%
60 GOOG ALPHABET INC Communication Services 633.0 $199K 0.08% $313.61 +22.3%
Page 3 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%