New England Professional Planning Group Inc.
Filing Date
Global Rank
#7,350
/ 8,232
▲ 195
Top Industry
Asset Management
38.3%
3Y Alpha vs SPY
-11.7%
Period ended 2 months ago
Filed May 13, 2026 · 32d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+32.9%
SPY
+76.3%
Annualised alpha
-10.9%
Max drawdown
−22.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
33.0%
−2.2 pts
Top 5
56.8%
+0.1 pts
Top 10
69.5%
−0.4 pts
HHI
1,313
Diversified−122
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 43.4% | $8,922,253 |
| Technology | 18.6% | $3,821,637 |
| Industrials | 13.1% | $2,695,076 |
| Unclassified | 10.3% | $2,115,576 |
| Energy | 7.0% | $1,441,092 |
| Healthcare | 4.0% | $822,538 |
| Consumer Defensive | 1.3% | $267,704 |
| Basic Materials | 1.2% | $246,141 |
| Consumer Cyclical | 1.0% | $215,688 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | +161 | 17,774 | $1,211,120 | |
| RJF | Raymond James Financial Inc | +145 | 46,834 | $6,781,094 | |
| LFVN | Lifevantage Corp | +98 | 11,595 | $50,090 | |
| AAPL | Apple Inc. | +28 | 4,859 | $1,233,165 | |
| OR | OR Royalties Inc. | +6 | 6,474 | $246,141 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | −4,086 | 19,611 | $550,676 | |
| XOM | Exxon Mobil Corp | −1,298 | 8,494 | $1,441,092 | |
| WMT | Walmart Inc. | −661 | 1,751 | $217,614 | |
| CSCO | Cisco Systems, Inc. | −400 | 5,945 | $461,272 | |
| BAC | Bank Of America Corp /De/ | −338 | 8,801 | $429,048 | |
| MCD | Mcdonalds Corp | −100 | 694 | $215,688 | |
| ABBV | AbbVie Inc. | −22 | 1,250 | $271,862 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GEV | GE Vernova Inc. | 230 | $200,767 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JNJ | Johnson & Johnson | 976 | $201,983 | |
| No positions match the current search. | ||||
32 positions ·
$20,547,705 total
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RJF |
Raymond James Financial Inc
Financial Services
|
Added | 46,834 | $6,781,094 | 33.00% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 8,494 | $1,441,092 | 7.01% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,859 | $1,233,165 | 6.00% | |
| SLV |
iShares Silver Trust
|
Added | 17,774 | $1,211,120 | 5.89% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 4,116 | $998,623 | 4.86% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 3,469 | $604,993 | 2.94% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 19,611 | $550,676 | 2.68% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,092 | $523,286 | 2.55% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,556 | $481,597 | 2.34% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 5,945 | $461,272 | 2.24% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 1,432 | $455,576 | 2.22% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 8,801 | $429,048 | 2.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,427 | $419,766 | 2.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 631 | $410,364 | 2.00% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,106 | $406,247 | 1.98% | |
| TXN |
Texas Instruments Inc
Technology
|
Held | 1,926 | $373,913 | 1.82% | |
| DE |
Deere & Co
Industrials
|
Held | 593 | $334,036 | 1.63% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 877 | $285,840 | 1.39% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Held | 6,750 | $273,172 | 1.33% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 1,250 | $271,862 | 1.32% | |
| CMI |
Cummins Inc
Industrials
|
Held | 500 | $269,010 | 1.31% | |
| IAU |
Ishares Gold Trust
|
Held | 3,025 | $266,684 | 1.30% | |
| GE |
General Electric Co
Industrials
|
Held | 927 | $263,054 | 1.28% | |
| OR |
OR Royalties Inc.
Basic Materials
|
Added | 6,474 | $246,141 | 1.20% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 394 | $227,408 | 1.11% | |
| TTEK |
Tetra Tech Inc
Industrials
|
Held | 7,415 | $223,339 | 1.09% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 1,751 | $217,614 | 1.06% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 694 | $215,688 | 1.05% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 871 | $211,121 | 1.03% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Held | 1,211 | $210,047 | 1.02% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 230 | $200,767 | 0.98% | |
| LFVN |
Lifevantage Corp
Consumer Defensive
|
Added | 11,595 | $50,090 | 0.24% |