New England Capital Financial Advisors LLC
New England Capital Financial Advisors LLC reported 431 positions worth $418.3M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: HFSI (23.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | HFSI | SH | $96.4M | 23.05% | 2,742,268 | — | — | |
| ▸ 2 | CGGR | SH | $72.3M | 17.29% | 1,531,893 | — | — | |
| ▸ 3 | VCRB | SH | $48.9M | 11.69% | 632,969 | — | — | |
| ▸ 4 | AVUV | SH | $29.1M | 6.97% | 233,551 | — | — | |
| ▸ 5 | RSP | SH | $26.8M | 6.41% | 126,090 | — | — | |
| ▸ 6 | RLY | SH | $17.5M | 4.19% | 508,246 | — | — | |
| ▸ 7 | SPYG | SH | $12.1M | 2.89% | 101,462 | — | — | |
| ▸ 8 | SPYV | SH | $11.9M | 2.85% | 196,252 | — | — | |
| ▸ 9 | CGDV | SH | $11.4M | 2.73% | 231,462 | — | — | |
| ▸ 10 | SPDW | SH | $10.8M | 2.58% | 214,550 | — | — |
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Frequently Asked Questions
What stocks does New England Capital Financial Advisors LLC hold as of Q2 2026?
New England Capital Financial Advisors LLC reported 431 positions worth $418.3M in its Q2 2026 13F filing. Largest positions: HFSI (23.1%), CGGR (17.3%), VCRB (11.7%), AVUV (7.0%) and RSP (6.4%).
What did New England Capital Financial Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did New England Capital Financial Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.