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Portfolio (Quarterly) Guide ↗

New England Capital Financial Advisors LLC

· CIK 0001964652
13F Portfolio $256M AUM 427 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 28 New 98 Added 34 Reduced 21 Exited
Page 21 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8.0 $278.0 $34.75 -26.9%
402 CPSN CALAMOS ETF TR 9.0 $243.0 NEW $27.00 +2.1%
403 IJR ISHARES TR 2.0 $241.0 $120.50 +13.1%
404 UNG UNITED STS NAT GAS FD LP Financial Services 18.0 $221.0 $12.28 -6.4%
405 LITHIUM AMERS CORP NEW 50.0 $218.0 $4.36
406 TUHURA BIOSCIENCES INC 202.0 $153.0 $0.76
407 MREO MEREO BIOPHARMA GROUP PLC Healthcare 300.0 $126.0 $0.42 -35.2%
408 EVGO EVGO INC Consumer Cyclical 30.0 $88.0 $2.93 -35.9%
409 AEGON LTD 11.0 $85.0 $7.73
410 CLNE CLEAN ENERGY FUELS CORP Energy 40.0 $84.0 $2.10 -3.3%
411 TDOC TELADOC HEALTH INC Healthcare 10.0 $70.0 $7.00 -7.4%
412 AVNS AVANOS MED INC Healthcare 6.0 $68.0 $11.33 +117.9%
413 SDOT SADOT GROUP INC Consumer Defensive 50.0 $61.0 $1.22 -85.4%
414 SOXQ INVESCO EXCH TRADED FD TR II 1.0 $51.0 -102.0 -99.0% $51.00 +84.6%
415 XLC SELECT SECTOR SPDR TR $47.0 -100.0%
416 IEZ ISHARES TR 2.0 $33.0 -208.0 -99.0% $16.50 +93.3%
417 AMC ENTMT HLDGS INC 21.0 $33.0 $1.57
418 PPA INVESCO EXCHANGE TRADED FD T $29.0 -100.0%
419 PLUG PLUG POWER INC Industrials 9.0 $18.0 $2.00 +65.5%
420 SMITH MICRO SOFTWARE INC 31.0 $17.0 $0.55
Page 21 of 22  ·  426 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 19.7%
Industrials 17.2%
Financial Services 14.6%
Consumer Defensive 10.8%
Healthcare 9.1%
Consumer Cyclical 8.6%
Communication Services 7.2%
Energy 6.4%
Utilities 4.2%
Real Estate 1.1%