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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 18 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 INTU INTUIT Technology 726.0 $314K 0.04% +32.0 +4.6% $432.38 -27.1%
342 PL PLANET LABS PBC Industrials 11,100.0 $310K 0.04% NEW $27.95 +78.7%
343 XLF SELECT SECTOR SPDR TR 6,214.0 $307K 0.04% $49.37 +3.7%
344 FBND FIDELITY MERRIMACK STR TR 6,676.0 $305K 0.04% NEW $45.62 -0.3%
345 SO SOUTHERN CO Utilities 3,154.0 $304K 0.04% +543.0 +20.8% $96.53 -3.4%
346 SJM SMUCKER J M CO Consumer Defensive 3,131.0 $302K 0.04% -621.0 -16.6% $96.44 +7.6%
347 VXF VANGUARD INDEX FDS 1,467.0 $302K 0.04% -276.0 -15.8% $205.83 +14.9%
348 IJT ISHARES TR 2,082.0 $301K 0.04% -25.0 -1.2% $144.71 +13.9%
349 SOC SABLE OFFSHORE CORP Energy 18,188.0 $300K 0.04% $16.52 -19.7%
350 VLO VALERO ENERGY CORP Energy 1,212.0 $299K 0.04% NEW $247.08 -1.7%
351 O REALTY INCOME CORP Real Estate 4,869.0 $298K 0.04% +146.0 +3.1% $61.18 +1.4%
352 SCHJ SCHWAB STRATEGIC TR 11,963.0 $296K 0.04% +1K +9.7% $24.72 -0.1%
353 EMR EMERSON ELEC CO Industrials 2,231.0 $292K 0.04% +185.0 +9.0% $131.02 +8.7%
354 MRSH MARSH & MCLENNAN COS INC Financial Services 1,681.0 $292K 0.04% -215.0 -11.3% $173.45 -7.9%
355 NKE NIKE INC Consumer Cyclical 5,479.0 $289K 0.04% +491.0 +9.8% $52.82 -10.1%
356 NET CLOUDFLARE INC Technology 1,396.0 $288K 0.04% -13.0 -0.9% $206.34 +9.8%
357 ILCV ISHARES TR 3,076.0 $286K 0.04% -98.0 -3.1% $93.14 +9.4%
358 AEP AMERICAN ELEC PWR CO INC Utilities 2,183.0 $286K 0.04% +249.0 +12.9% $131.08 -2.3%
359 ULTA ULTA BEAUTY INC Consumer Cyclical 546.0 $285K 0.04% +15.0 +2.8% $522.71 -0.5%
360 EBC EASTERN BANKSHARES INC Financial Services 14,508.0 $284K 0.03% $19.56 +0.5%
Page 18 of 23  ·  444 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%