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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 9 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VTI VANGUARD INDEX FDS 93.0 $34K 0.01% -67.0 -41.9% $370.48 +2.1%
162 QQQM INVESCO EXCH TRADED FD TR II 112.0 $34K 0.01% +64.0 +133.3% $301.81 -3.0%
163 GLW CORNING INC Technology 132.0 $34K 0.01% $254.92 -40.1%
164 WBS WEBSTER FINL CORP Financial Services 438.0 $33K 0.01% +312.0 +247.6% $76.42 +1.5%
165 EFC ELLINGTON FINANCIAL INC Real Estate 2,432.0 $33K 0.01% +141.0 +6.2% $13.61 -1.1%
166 CXT CRANE NXT CO Industrials 641.0 $33K 0.01% $51.15 -1.0%
167 WEC WEC ENERGY GROUP INC Utilities 280.0 $33K 0.01% $116.96 -8.1%
168 AMD ADVANCED MICRO DEVICES INC Technology 55.0 $32K 0.01% $585.33 -17.8%
169 BN BROOKFIELD CORP Financial Services 753.0 $32K 0.01% $42.62 -2.2%
170 WELL WELLTOWER INC Real Estate 136.0 $31K 0.01% $227.04 +6.5%
171 MET METLIFE INC Financial Services 363.0 $31K 0.01% $84.59 +14.1%
172 MAC MACERICH CO Real Estate 1,212.0 $31K 0.01% $25.19 -4.0%
173 MPC MARATHON PETE CORP Energy 118.0 $30K 0.01% $255.68 +41.7%
174 UI UBIQUITI INC Technology 56.0 $30K 0.01% $534.43 +11.7%
175 SO SOUTHERN CO Utilities 303.0 $29K 0.01% +70.0 +30.0% $95.64 -6.1%
176 KHC KRAFT HEINZ CO Consumer Defensive 1,221.0 $29K 0.01% -18.0 -1.4% $23.62 +4.9%
177 MDLZ MONDELEZ INTL INC Consumer Defensive 496.0 $29K 0.01% +7.0 +1.4% $57.88 +8.9%
178 NUE NUCOR CORP Basic Materials 125.0 $28K 0.01% $222.75 +13.5%
179 VVV VALVOLINE INC Energy 686.0 $27K 0.01% $39.54 -17.3%
180 VIKING HOLDINGS LTD 257.0 $27K 0.01% $104.81
Page 9 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%