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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 6 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GPN GLOBAL PMTS INC Industrials 1,189.0 $86K 0.02% -582.0 -32.9% $72.56 +28.1%
102 GARP ISHARES TR 1,020.0 $84K 0.02% NEW $82.57 +0.8%
103 WBD WARNER BROS DISCOVERY INC Communication Services 3,124.0 $83K 0.02% -30.0 -0.9% $26.66 +7.8%
104 CVS CVS HEALTH CORP Healthcare 788.0 $82K 0.02% -92.0 -10.4% $103.47 -8.8%
105 IBM INTERNATIONAL BUSINESS MACHS Technology 270.0 $76K 0.02% -200.0 -42.5% $281.41 -18.3%
106 MO ALTRIA GROUP INC Consumer Defensive 1,038.0 $75K 0.02% +31.0 +3.1% $71.98 -4.0%
107 GD GENERAL DYNAMICS CORP Industrials 209.0 $74K 0.02% $354.81 +7.7%
108 QQQ INVESCO QQQ TR Financial Services 101.0 $74K 0.02% +2.0 +2.0% $732.85 -2.9%
109 ALLE ALLEGION PLC Industrials 522.0 $73K 0.02% $140.44 +14.1%
110 ETN EATON CORP PLC Industrials 167.0 $71K 0.02% $426.13 -1.6%
111 COP CONOCOPHILLIPS Energy 677.0 $70K 0.02% +5.0 +0.7% $104.03 +25.6%
112 SWK STANLEY BLACK & DECKER INC Industrials 748.0 $70K 0.02% -87.0 -10.4% $94.06 +6.1%
113 FIS FIDELITY NATL INFORMATION SV Technology 1,796.0 $70K 0.02% +407.0 +29.3% $38.89 +4.5%
114 ENB ENBRIDGE INC Energy 1,285.0 $70K 0.02% $54.21 -7.1%
115 WFC WELLS FARGO & CO Financial Services 839.0 $69K 0.02% $82.60 +3.2%
116 SPY STATE STR SPDR S&P 500 ETF T Financial Services 92.0 $69K 0.02% -25.0 -21.4% $747.05 +2.5%
117 MRSH MARSH & MCLENNAN COS INC Financial Services 412.0 $69K 0.02% +4.0 +1.0% $166.64 +16.0%
118 DGX QUEST DIAGNOSTICS INC Healthcare 312.0 $66K 0.02% $211.95 +15.6%
119 CGW INVESCO EXCH TRADED FD TR II 973.0 $64K 0.01% $65.70 +0.1%
120 QCOM QUALCOMM INC Technology 345.0 $64K 0.01% +3.0 +0.9% $184.92 -11.5%
Page 6 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%