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
-10.9%
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. | ||||
2 positions ·
$267,704 total
· Consumer Defensive only
· 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 |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 1,751 | $217,614 | 81.29% | |
| LFVN |
Lifevantage Corp
Consumer Defensive
|
Added | 11,595 | $50,090 | 18.71% |