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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 8 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 YUM YUM BRANDS INC Consumer Cyclical 275.0 $44K 0.01% +2.0 +0.7% $159.69 -3.3%
142 URBN URBAN OUTFITTERS INC Consumer Cyclical 600.0 $43K 0.01% $70.86 +17.1%
143 AVGO BROADCOM INC Technology 112.0 $42K 0.01% $377.75 -5.9%
144 BA BOEING CO Industrials 195.0 $42K 0.01% $216.90 -2.2%
145 IBIT ISHARES BITCOIN TRUST ETF Financial Services 1,265.0 $42K 0.01% $33.29 +33.5%
146 ABT ABBOTT LABORATORIES Healthcare 462.0 $42K 0.01% $90.76 +25.7%
147 WPC WP CAREY INC Real Estate 583.0 $42K 0.01% $71.46 -0.4%
148 SPG SIMON PPTY GROUP INC NEW Real Estate 186.0 $42K 0.01% +4.0 +2.2% $223.35 -2.8%
149 LLY ELI LILLY & CO Healthcare 34.0 $41K 0.01% $1215.21 -2.1%
150 VOOG VANGUARD ADMIRAL FDS INC 500.0 $41K 0.01% +331.0 +195.9% $82.62 +0.9%
151 NXTG FIRST TR EXCHANGE-TRADED FD 264.0 $40K 0.01% +2.0 +0.8% $153.26 -0.8%
152 IWD ISHARES TR 163.0 $39K 0.01% +1.0 +0.6% $241.70 +6.9%
153 HPE HEWLETT PACKARD ENTERPRISE C Technology 852.0 $38K 0.01% +6.0 +0.7% $45.09 +22.5%
154 KVUE KENVUE INC Consumer Defensive 2,003.0 $38K 0.01% -571.0 -22.2% $19.11 +0.6%
155 CPSM CALAMOS ETF TR 1,306.0 $38K 0.01% +1K +621.5% $29.26 +0.9%
156 BEPC BROOKFIELD RENEWABLE CORP Utilities 1,000.0 $37K 0.01% $37.12 -11.0%
157 TRV TRAVELERS COMPANIES INC Financial Services 110.0 $36K 0.01% $330.13 +12.4%
158 C CITIGROUP INC Financial Services 252.0 $35K 0.01% $140.04 -4.6%
159 MGK VANGUARD WORLD FD 400.0 $35K 0.01% +227.0 +131.2% $87.91 +1.1%
160 CIBR FIRST TR EXCHANGE-TRADED FD 391.0 $35K 0.01% $89.79 +4.3%
Page 8 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%