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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 7 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BP BP PLC Energy 1,702.0 $63K 0.01% -300.0 -15.0% $36.96 +15.0%
122 ALL ALLSTATE CORP Financial Services 264.0 $63K 0.01% $237.94 +10.0%
123 ROBT FIRST TR EXCHANGE TRADED FD 1,078.0 $61K 0.01% $56.23 +4.7%
124 CPSR CALAMOS ETF TR 2,293.0 $59K 0.01% +967.0 +72.9% $25.85 +1.0%
125 SPACE EXPLORATION TECHN CORP 330.0 $56K 0.01% NEW $170.86
126 PSX PHILLIPS 66 Energy 331.0 $56K 0.01% +3.0 +0.9% $168.99 +43.3%
127 NVT NVENT ELEC PLC Industrials 323.0 $55K 0.01% $169.61 -8.5%
128 UPS UNITED PARCEL SVCS INC Industrials 500.0 $54K 0.01% -130.0 -20.6% $107.52 -1.7%
129 GILD GILEAD SCIENCES INC Healthcare 390.0 $49K 0.01% -102.0 -20.7% $126.19 +17.4%
130 BK BANK OF NY MELLON CORP Financial Services 340.0 $49K 0.01% +2.0 +0.6% $144.45 -1.8%
131 AHR AMERICAN HEALTHCARE REIT INC Real Estate 924.0 $48K 0.01% +10.0 +1.1% $52.13 +9.6%
132 PH PARKER-HANNIFIN CORP Industrials 49.0 $48K 0.01% $981.51 +5.9%
133 CMCSA COMCAST CORP NEW Communication Services 1,956.0 $48K 0.01% $24.55 +10.8%
134 EW EDWARDS LIFESCIENCES CORP Healthcare 528.0 $48K 0.01% $90.46 +0.4%
135 CLX CLOROX CO DEL Consumer Defensive 500.0 $48K 0.01% NEW $95.44 +9.2%
136 NFG NATIONAL FUEL GAS CO Energy 602.0 $46K 0.01% +4.0 +0.7% $77.17 +8.2%
137 CPSU CALAMOS ETF TR 1,665.0 $46K 0.01% +1K +453.2% $27.64 +0.9%
138 VIG VANGUARD SPECIALIZED FUNDS 192.0 $45K 0.01% $236.62 +3.2%
139 SPYD SPDR SERIES TRUST 931.0 $44K 0.01% $47.69 +5.8%
140 DELL DELL TECHNOLOGIES INC Technology 102.0 $44K 0.01% +10.0 +10.9% $431.03 +7.7%
Page 7 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%