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Portfolio (Quarterly) Guide ↗

Mayflower Financial Advisors, LLC

· CIK 0001852930
13F Portfolio $824M AUM 444 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 193 Added 112 Reduced 24 Exited
Page 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COP CONOCOPHILLIPS Energy 3,723.0 $491K 0.06% -1K -26.0% $131.99 -12.9%
82 DSI ISHARES TR 3,888.0 $471K 0.06% -225.0 -5.5% $121.19 +17.8%
83 VLUE ISHARES TR 3,290.0 $468K 0.06% -18.0 -0.5% $142.19 +37.8%
84 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,325.0 $457K 0.06% -35.0 -2.6% $345.19 -8.8%
85 FAF FIRST AMERN FINL CORP Financial Services 7,393.0 $446K 0.05% -635.0 -7.9% $60.29 +10.4%
86 NOC NORTHROP GRUMMAN CORP Industrials 630.0 $430K 0.05% -257.0 -29.0% $682.24 -18.0%
87 ADI ANALOG DEVICES INC Technology 1,325.0 $421K 0.05% -253.0 -16.0% $318.02 +31.8%
88 SLV ISHARES SILVER TR Financial Services 6,089.0 $415K 0.05% -3K -34.0% $68.14 +0.3%
89 AON AON PLC Financial Services 1,261.0 $407K 0.05% -174.0 -12.1% $322.78 -1.4%
90 CMI CUMMINS INC Industrials 738.0 $397K 0.05% -661.0 -47.2% $537.69 +24.4%
91 NGG NATIONAL GRID PLC Utilities 4,007.0 $339K 0.04% -52.0 -1.3% $84.60 +0.3%
92 DHR DANAHER CORP DEL Healthcare 1,740.0 $330K 0.04% -177.0 -9.2% $189.60 -4.7%
93 ACGL ARCH CAP GROUP LTD Financial Services 3,359.0 $322K 0.04% -226.0 -6.3% $95.99 -5.5%
94 SJM SMUCKER J M CO Consumer Defensive 3,131.0 $302K 0.04% -621.0 -16.6% $96.44 +8.1%
95 VXF VANGUARD INDEX FDS 1,467.0 $302K 0.04% -276.0 -15.8% $205.83 +14.8%
96 IJT ISHARES TR 2,082.0 $301K 0.04% -25.0 -1.2% $144.71 +13.6%
97 MRSH MARSH & MCLENNAN COS INC Financial Services 1,681.0 $292K 0.04% -215.0 -11.3% $173.45 -8.0%
98 NET CLOUDFLARE INC Technology 1,396.0 $288K 0.04% -13.0 -0.9% $206.34 +10.6%
99 ILCV ISHARES TR 3,076.0 $286K 0.04% -98.0 -3.1% $93.14 +9.4%
100 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,006.0 $273K 0.03% -120.0 -5.6% $136.12 -10.1%
Page 5 of 6  ·  112 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 27.5%
Financial Services 22.3%
Communication Services 9.8%
Healthcare 9.4%
Industrials 8.9%
Consumer Cyclical 6.6%
Consumer Defensive 6.2%
Energy 4.9%
Utilities 1.9%
Basic Materials 1.9%