Mayflower Financial Advisors, LLC

CIK

1852930

Location

BOSTON, MA

Portfolio Value

Small $734,999,729

Diversification

Diversified

Filing Date

Global Rank

#2,256 / 8,517 ▲ 868

Top Industry

Capital Markets 23.0%

3Y Alpha vs SPY

+14.5%

Period ended 46 days ago

Filed Jul 9, 2026 · 37d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+147.0%

SPY

+75.3%

Annualised alpha

+14.6%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

284 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.5%

+14.7 pts

Top 5

35.9%

+13.7 pts

Top 10

48.3%

+16.8 pts

HHI

550

Diversified+386

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	27.9%	$204,896,656	56
Technology	16.7%	$122,867,186	53
Healthcare	9.2%	$67,578,872	32
Utilities	8.4%	$61,881,334	7
Consumer Defensive	7.8%	$57,368,356	17
Consumer Cyclical	6.9%	$50,429,809	17
Energy	6.3%	$46,270,496	20
Industrials	5.6%	$41,082,943	45
Unclassified	5.5%	$40,156,902	12
Communication Services	4.2%	$30,553,233	9
Basic Materials	1.3%	$9,492,001	11
Real Estate	0.3%	$2,421,941	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DUK	Duke Energy CORP	+283,267	290,804	$36,809,970
BMY	Bristol Myers Squibb Co	+200,153	208,112	$11,991,413
MO	Altria Group, Inc.	+174,554	272,884	$19,634,003
XOM	ExxonMobil Holdings Corp	+133,965	158,404	$21,656,994
VZ	Verizon Communications Inc	+129,887	156,601	$6,630,486
NEE	Nextera Energy Inc	+119,752	134,109	$11,770,746
SO	Southern Co	+100,417	103,571	$9,912,780
PG	PROCTER & GAMBLE Co	+100,283	115,628	$16,955,689
MCD	Mcdonalds Corp	+94,693	99,360	$26,858,001
ABBV	AbbVie Inc.	+81,369	101,672	$25,584,742
CVX	Chevron Corp	+74,231	98,259	$16,287,411
PEP	Pepsico Inc	+56,361	68,214	$9,236,175
UPS	United Parcel Service Inc	+40,131	45,048	$4,842,660
T	At&T Inc.	+35,784	79,282	$1,641,137
IBM	International Business Machines Corp	+31,632	37,939	$10,668,826
IBIT	iShares Bitcoin Trust ETF	+23,485	35,711	$1,188,819
ED	Consolidated Edison Inc	+15,057	19,340	$2,139,584
IBRX	ImmunityBio, Inc.	+10,000	20,212	$176,956
BKNG	Booking Holdings Inc.	+8,915	9,294	$1,656,562
ET	Energy Transfer LP	+7,000	24,135	$461,461
WIT	Wipro Ltd	+6,355	23,300	$52,425
GLD	Spdr Gold Trust	+6,137	19,192	$7,069,948
IAU	Ishares Gold Trust	+6,019	26,416	$1,994,672
MFG	Mizuho Financial Group Inc	+5,539	18,824	$180,333
IAUM	iShares Gold Trust Micro	+2,698	20,983	$839,529
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−35,626	41,093	$14,685,405
EGHT	8X8 Inc /De/	−5,029	384,630	$657,717
SOFI	SoFi Technologies, Inc.	−4,412	24,790	$444,484
AAPL	Apple Inc.	−3,592	83,785	$24,244,027
OUNZ	VanEck Merk Gold ETF	−2,880	35,845	$1,383,258
DELL	Dell Technologies Inc.	−2,518	5,413	$2,335,492
CMCSA	Comcast Corp	−2,095	10,958	$269,018
NVT	nVent Electric plc	−1,869	3,636	$616,701
TE	T1 Energy Inc.	−1,770	19,655	$186,329
ABT	Abbott Laboratories	−1,697	15,058	$1,366,362
AVGO	Broadcom Inc.	−1,244	18,934	$7,152,318
COIN	Coinbase Global, Inc.	−1,003	1,593	$232,880
RTX	RTX Corp	−903	11,948	$2,266,894
FAF	First American Financial Corp	−790	6,603	$452,899
WFC	Wells Fargo & Company/Mn	−785	8,602	$710,869
MU	Micron Technology Inc	−744	3,038	$3,506,733
PM	Philip Morris International Inc.	−588	14,595	$2,640,381
PL	Planet Labs PBC	−490	10,610	$351,509
EPD	Enterprise Products Partners L.P.	−482	34,638	$1,273,292
C	Citigroup Inc	−482	9,225	$1,291,131
SHOP	Shopify Inc.	−468	7,575	$864,913
SCCO	Southern Copper Corp/	−464	10,465	$1,823,630
NVDA	Nvidia Corp	−463	69,745	$13,955,277
CMC	COMMERCIAL METALS Co	−449	7,985	$501,058
EW	Edwards Lifesciences Corp	−440	5,029	$454,923
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ARCC	Ares Capital Corp	76,250	$1,412,912
FIG	Figma, Inc.	46,149	$834,835
GLTR	abrdn Precious Metals Basket ETF Trust	4,498	$814,812
STX	Seagate Technology Holdings plc	507	$489,255
RKLB	Rocket Lab Corp	4,646	$472,265
KLAC	Kla Corp	1,521	$458,900
WDC	Western Digital Corp	597	$381,315
NVO	Novo Nordisk A S	5,962	$285,818
CARR	CARRIER GLOBAL Corp	3,668	$269,047
BHP	BHP Group Ltd	3,158	$263,092
CRWV	CoreWeave, Inc.	2,626	$261,392
IONQ	IonQ, Inc.	4,782	$254,689
WULF	Terawulf Inc.	10,000	$247,000
CRH	Crh Public Ltd Co	2,275	$243,425
AMSC	American Superconductor Corp /De/	5,730	$237,852
APD	Air Products & Chemicals, Inc.	810	$237,475
ASX	ASE Technology Holding Co., Ltd.	5,258	$237,240
WELL	Welltower Inc.	1,039	$235,821
TD	Toronto Dominion Bank	1,933	$234,724
Q	Qnity Electronics, Inc.	1,435	$234,349
MNST	Monster Beverage Corp	2,375	$228,285
MUFG	Mitsubishi Ufj Financial Group Inc	11,437	$227,481
HOOD	Robinhood Markets, Inc.	2,225	$223,123
UMC	United Microelectronics Corp	8,180	$222,577
ENTG	Entegris Inc	1,226	$220,508
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	95,106	$6,094,392
BAI	iShares A.I. Innovation and Tech Active ETF	152,542	$5,026,258
VIG	Vanguard Dividend Appreciation ETF	23,048	$4,956,702
HON	Honeywell International Inc	16,173	$3,655,583
CGDG	Capital Group Dividend Growers ETF	93,353	$3,351,372
VEU	Vanguard FTSE All-World Ex-US ETF	44,083	$3,310,633
VXUS	Vanguard Total International Stock ETF	40,267	$3,104,988
CGUS	Capital Group Core Equity ETF	47,114	$1,810,119
CGDV	Capital Group Dividend Value ETF	27,597	$1,173,976
BIV	Vanguard Intermediate-Term Bond ETF	12,614	$973,548
BNDX	Vanguard Total International Bond ETF	18,601	$893,778
VB	Vanguard Morningstar Small-Cap ETF	3,351	$877,693
FNF	Fidelity National Financial, Inc.	13,600	$630,768
CGGO	Capital Group Global Growth Equity ETF	15,453	$515,666
CGGR	Capital Group Growth ETF	12,533	$503,701
CGBL	Capital Group Core Balanced ETF	13,344	$459,167
ACGL	Arch Capital Group Ltd.	3,359	$322,430
INTU	Intuit Inc.	726	$313,907
VXF	Vanguard Extended Market ETF	1,467	$301,908
VIGI	Vanguard International Dividend Appreciation ETF	2,910	$257,418
CGGE	Capital Group Global Equity ETF	7,567	$230,793
ISRG	Intuitive Surgical Inc	491	$226,346
TM	Toyota Motor Corp/	1,092	$225,050
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

284 tracked positions · $734,999,729 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 284 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HLI	Houlihan Lokey, Inc. Financial Services	Held	1,122,126	0	$150,510,760	+12532.7%	20.48%
DUK	Duke Energy CORP Utilities	Added	290,804	+283,267	$36,809,970	+3629.9%	5.01%
MCD	Mcdonalds Corp Consumer Cyclical	Added	99,360	+94,693	$26,858,001	+1751.7%	3.65%
ABBV	AbbVie Inc. Healthcare	Added	101,672	+81,369	$25,584,742	+479.4%	3.48%
AAPL	Apple Inc. Technology	Reduced	83,785	-3,592	$24,244,027	+9.3%	3.30%
XOM	ExxonMobil Holdings Corp Energy	Added	158,404	+133,965	$21,656,994	+422.3%	2.95%
MO	Altria Group, Inc. Consumer Defensive	Added	272,884	+174,554	$19,634,003	+202.6%	2.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	115,628	+100,283	$16,955,689	+665.0%	2.31%
MSFT	Microsoft Corp Technology	Added	44,901	+749	$16,748,971	+2.5%	2.28%
CVX	Chevron Corp Energy	Added	98,259	+74,231	$16,287,411	+227.6%	2.22%
GOOGL	Alphabet Inc. Communication Services	Reduced	41,093	-35,626	$14,685,405	−33.4%	2.00%
NVDA	Nvidia Corp Technology	Reduced	69,745	-463	$13,955,277	+14.0%	1.90%
SPY	Spdr S&P 500 ETF Trust	Reduced	18,249	-255	$13,627,805	+13.2%	1.85%
BMY	Bristol Myers Squibb Co Healthcare	Added	208,112	+200,153	$11,991,413	+2384.2%	1.63%
NEE	Nextera Energy Inc Utilities	Added	134,109	+119,752	$11,770,746	+782.7%	1.60%
IBM	International Business Machines Corp Technology	Added	37,939	+31,632	$10,668,826	+597.9%	1.45%
SO	Southern Co Utilities	Added	103,571	+100,417	$9,912,780	+3156.2%	1.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	39,364	+1,456	$9,382,015	+18.8%	1.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	18,724	-382	$9,369,302	+2.3%	1.27%
PEP	Pepsico Inc Consumer Defensive	Added	68,214	+56,361	$9,236,175	+401.8%	1.26%
AVGO	Broadcom Inc. Technology	Reduced	18,934	-1,244	$7,152,318	+14.5%	0.97%
GLD	Spdr Gold Trust	Added	19,192	+6,137	$7,069,948	+25.9%	0.96%
VZ	Verizon Communications Inc Communication Services	Added	156,601	+129,887	$6,630,486	+394.4%	0.90%
JPM	Jpmorgan Chase & Co Financial Services	Added	19,246	+915	$6,299,793	+16.8%	0.86%
JNJ	Johnson & Johnson Healthcare	Added	24,544	+1,027	$6,233,439	+8.4%	0.85%
MS	Morgan Stanley Financial Services	Added	28,503	+192	$5,958,267	+27.9%	0.81%
CAT	Caterpillar Inc Industrials	Added	5,417	+310	$5,768,563	+59.4%	0.78%
QQQ	Invesco Qqq Trust, Series 1	Added	7,084	+1,057	$5,216,657	+50.0%	0.71%
UPS	United Parcel Service Inc Industrials	Added	45,048	+40,131	$4,842,660	+901.1%	0.66%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	6,746	-77	$4,744,731	+12.8%	0.65%
LLY	ELI LILLY & Co Healthcare	Added	3,906	+129	$4,684,973	+34.9%	0.64%
META	Meta Platforms, Inc. Communication Services	Added	8,240	+304	$4,641,509	+2.2%	0.63%
GEV	GE Vernova Inc. Industrials	Added	3,273	+586	$3,845,316	+63.9%	0.52%
V	Visa Inc. Financial Services	Reduced	11,154	-114	$3,826,825	+12.4%	0.52%
CSCO	Cisco Systems, Inc. Technology	Added	30,972	+95	$3,637,971	+51.9%	0.49%
MU	Micron Technology Inc Technology	Reduced	3,038	-744	$3,506,733	+174.5%	0.48%
KVYO	Klaviyo, Inc. Technology	Reduced	226,700	-29	$3,423,170	−22.4%	0.47%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,512	+988	$3,159,547	+30.3%	0.43%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,376	-157	$3,122,972	+177.5%	0.42%
GLW	Corning Inc /Ny Technology	Added	11,454	+27	$2,925,695	+88.3%	0.40%
PLTR	Palantir Technologies Inc. Technology	Added	24,845	+181	$2,898,666	−19.7%	0.39%
BAC	Bank Of America Corp /De/ Financial Services	Added	50,107	+686	$2,855,096	+18.5%	0.39%
MATV	Mativ Holdings, Inc. Basic Materials	Held	375,246	0	$2,840,612	−13.0%	0.39%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	5,694	+102	$2,719,283	+43.9%	0.37%
INTC	Intel Corp Technology	Added	19,259	+2,394	$2,689,134	+261.3%	0.37%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	14,595	-588	$2,640,381	+5.2%	0.36%
MRK	Merck & Co., Inc. Healthcare	Added	20,163	+1,327	$2,590,945	+14.4%	0.35%
MA	Mastercard Inc Financial Services	Added	4,937	+19	$2,535,643	+3.2%	0.34%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,011	+803	$2,472,639	+21.1%	0.34%
DELL	Dell Technologies Inc. Technology	Reduced	5,413	-2,518	$2,335,492	+79.4%	0.32%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.