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Portfolio (Quarterly) Guide ↗

Mayflower Financial Advisors, LLC

· CIK 0001852930
13F Portfolio $1.2B AUM 499 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 184 Added 168 Reduced 10 Exited
Page 6 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MMM 3M CO Industrials 4,808.0 $778K 0.07% +350.0 +7.8% $161.90 +3.6%
102 AGG ISHARES TR — 7,160.0 $709K 0.06% +55.0 +0.8% $98.98 -4.5%
103 IXUS ISHARES TR — 7,288.0 $696K 0.06% +215.0 +3.0% $95.44 +0.1%
104 SYY SYSCO CORP Consumer Defensive 8,310.0 $695K 0.06% +1K +17.9% $83.58 -5.8%
105 CL COLGATE PALMOLIVE CO Consumer Defensive 7,567.0 $694K 0.06% +349.0 +4.8% $91.68 -5.9%
106 NUDM NUSHARES ETF TR — 16,689.0 $668K 0.06% +5K +37.2% $40.02 +0.1%
107 SHV ISHARES TR — 6,050.0 $668K 0.06% +154.0 +2.6% $110.34 -0.0%
108 TT TRANE TECHNOLOGIES PLC Industrials 1,359.0 $667K 0.06% +7.0 +0.5% $491.16 -6.8%
109 CMI CUMMINS INC Industrials 921.0 $657K 0.06% +183.0 +24.8% $712.86 -27.4%
110 IDEV ISHARES TR — 7,289.0 $649K 0.06% +54.0 +0.8% $89.01 +1.2%
111 IWF ISHARES TR — 5,204.0 $646K 0.06% +4K +298.2% $124.17 +1.6%
112 SDY SPDR SERIES TRUST — 4,206.0 $640K 0.06% +435.0 +11.5% $152.18 -3.1%
113 SCHB SCHWAB STRATEGIC TR — 21,939.0 $635K 0.06% +132.0 +0.6% $28.96 +2.0%
114 GNMA ISHARES TR — 14,364.0 $635K 0.06% +724.0 +5.3% $44.23 -5.7%
115 MDLZ MONDELEZ INTL INC Consumer Defensive 10,694.0 $619K 0.05% +480.0 +4.7% $57.84 +0.4%
116 OKE ONEOK INC NEW Energy 6,966.0 $606K 0.05% +434.0 +6.6% $86.93 -0.6%
117 DIS DISNEY WALT CO Communication Services 6,243.0 $601K 0.05% +304.0 +5.1% $96.25 +10.0%
118 ADI ANALOG DEVICES INC Technology 1,509.0 $600K 0.05% +184.0 +13.9% $397.30 -0.6%
119 SHM SPDR SERIES TRUST — 12,486.0 $599K 0.05% +79.0 +0.6% $47.97 -2.8%
120 AEP AMERICAN ELEC PWR CO INC Utilities 4,373.0 $598K 0.05% +2K +100.3% $136.81 -12.5%
Page 6 of 10  ·  184 positions

① 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 21.6%
Financial Services 15.2%
Healthcare 11.7%
Utilities 11.6%
Consumer Defensive 10.1%
Consumer Cyclical 8.9%
Energy 7.7%
Industrials 6.4%
Communication Services 5.4%
Basic Materials 1.2%