Long-term investor
New England Capital Financial Advisors LLC @newenglandcapitalfinanci
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964652).
Record
- Tracked since 2025-06-30 (446 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months n/a · 1 year +14.5% · all +14.5%
- Max drawdown n/a · win rate 32% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 41653L875 · 23.1% · long · since 2025-12-31
- 14020G101 · 17.3% · long · since 2025-06-30
- 922020748 · 11.7% · long · since 2025-12-31
- 025072877 · 7.0% · long · since 2025-06-30
- 46137V357 · 6.4% · long · since 2025-06-30
- 78467V103 · 4.2% · long · since 2025-06-30
- 78464A409 · 2.9% · long · since 2025-06-30
- 78464A508 · 2.9% · long · since 2025-06-30
- 14020W106 · 2.7% · long · since 2025-06-30
- 78463X889 · 2.6% · long · since 2025-06-30
- 14020Y201 · 1.9% · long · since 2025-06-30
- 78464A201 · 1.9% · long · since 2025-06-30