Mayflower Financial Advisors, LLC
Filing Date
Global Rank
#2,613
/ 8,603
▼ 111
· as of Mar 2026
Top Industry
Capital Markets
36.6%
3Y Alpha vs SPY
-6.9%
Period ended 3 months ago
Filed Apr 23, 2026 · 3mo
22 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.9%
SPY
+76.5%
Annualised alpha
-6.9%
Max drawdown
−19.4%
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
250 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
32.7%
−2.4 pts
Top 5
45.5%
−3.1 pts
Top 10
54.0%
−3.8 pts
HHI
1,150
Diversified−167
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 42.5% | $209,434,588 |
| Technology | 18.6% | $91,653,185 |
| Unclassified | 6.8% | $33,553,543 |
| Industrials | 6.6% | $32,640,874 |
| Healthcare | 6.5% | $32,230,335 |
| Communication Services | 4.6% | $22,636,069 |
| Consumer Defensive | 4.2% | $20,783,564 |
| Consumer Cyclical | 4.2% | $20,485,706 |
| Energy | 2.8% | $13,593,302 |
| Basic Materials | 1.9% | $9,401,671 |
| Utilities | 0.8% | $4,007,680 |
| Real Estate | 0.4% | $2,073,881 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMC | COMMERCIAL METALS Co | +4,596 | 8,434 | $518,100 | |
| NVDA | Nvidia Corp | +3,861 | 70,208 | $12,244,275 | |
| STT | State Street Corp | +2,810 | 8,086 | $1,023,364 | |
| T | At&T Inc. | +2,622 | 43,498 | $1,261,007 | |
| MO | Altria Group, Inc. | +2,491 | 98,330 | $6,488,796 | |
| SAN | Banco Santander, S.A. | +2,190 | 16,058 | $181,134 | |
| CSCO | Cisco Systems, Inc. | +2,025 | 30,877 | $2,395,746 | |
| GILD | Gilead Sciences, Inc. | +1,810 | 6,132 | $854,616 | |
| IBIT | iShares Bitcoin Trust ETF | +1,607 | 12,226 | $469,722 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +1,400 | 5,592 | $1,889,816 | |
| NMR | Nomura Holdings Inc | +1,361 | 13,834 | $109,150 | |
| CMCSA | Comcast Corp | +1,168 | 13,053 | $374,751 | |
| ABBV | AbbVie Inc. | +1,127 | 20,303 | $4,415,699 | |
| WIT | Wipro Ltd | +1,102 | 16,945 | $35,923 | |
| PEP | Pepsico Inc | +929 | 11,853 | $1,840,652 | |
| BX | Blackstone Inc. | +916 | 8,985 | $1,033,185 | |
| WMB | Williams Companies, Inc. | +869 | 11,293 | $821,904 | |
| FERG | Ferguson Enterprises Inc. /DE/ | +855 | 2,269 | $529,266 | |
| VZ | Verizon Communications Inc | +791 | 26,714 | $1,341,042 | |
| PM | Philip Morris International Inc. | +762 | 15,183 | $2,510,357 | |
| FDX | Fedex Corp | +761 | 2,322 | $666,438 | |
| CVX | Chevron Corp | +685 | 24,028 | $4,971,393 | |
| WFC | Wells Fargo & Company/Mn | +676 | 9,387 | $747,299 | |
| SOFI | SoFi Technologies, Inc. | +653 | 29,202 | $463,727 | |
| OUNZ | VanEck Merk Gold ETF | +620 | 38,725 | $1,744,561 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| W | Wayfair Inc. | −145,291 | 17,378 | $1,306,999 | |
| GLDM | World Gold Trust | −21,573 | 22,845 | $2,117,503 | |
| MS | Morgan Stanley | −8,999 | 28,311 | $4,659,141 | |
| GLW | Corning Inc /Ny | −6,416 | 11,427 | $1,553,729 | |
| KO | Coca Cola Co | −4,698 | 17,694 | $1,345,628 | |
| SLV | iShares Silver Trust | −3,144 | 6,089 | $414,904 | |
| ABT | Abbott Laboratories | −2,940 | 16,755 | $1,720,235 | |
| IAU | Ishares Gold Trust | −2,702 | 20,397 | $1,798,199 | |
| BAC | Bank Of America Corp /De/ | −2,614 | 49,421 | $2,409,273 | |
| PFE | Pfizer Inc | −2,421 | 56,399 | $1,583,683 | |
| NOW | ServiceNow, Inc. | −2,337 | 5,097 | $532,891 | |
| PG | PROCTER & GAMBLE Co | −1,662 | 15,345 | $2,216,431 | |
| CNI | Canadian National Railway Co | −1,645 | 6,451 | $662,969 | |
| NVS | Novartis AG | −1,644 | 8,726 | $1,332,896 | |
| FNF | Fidelity National Financial, Inc. | −1,544 | 13,600 | $630,768 | |
| COP | Conocophillips | −1,306 | 3,723 | $491,436 | |
| BRK-B | Berkshire Hathaway Inc | −1,143 | 19,106 | $9,155,595 | |
| IBM | International Business Machines Corp | −807 | 6,307 | $1,528,753 | |
| AMT | American Tower Corp /Ma/ | −752 | 5,680 | $980,254 | |
| SPY | Spdr S&P 500 ETF Trust | −701 | 18,504 | $12,033,891 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | −684 | 12,305 | $967,911 | |
| CMI | Cummins Inc | −661 | 738 | $397,058 | |
| FAF | First American Financial Corp | −635 | 7,393 | $445,723 | |
| SJM | J M SMUCKER Co | −621 | 3,131 | $301,953 | |
| GLD | Spdr Gold Trust | −598 | 13,055 | $5,617,435 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TTE | TotalEnergies SE | 16,213 | $1,475,058 | |
| CHD | Church & Dwight Co Inc /De/ | 3,522 | $328,673 | |
| PL | Planet Labs PBC | 11,100 | $310,245 | |
| VLO | Valero Energy Corp/Tx | 1,212 | $299,460 | |
| VRT | Vertiv Holdings Co | 1,102 | $276,139 | |
| SBUX | Starbucks Corp | 2,922 | $261,781 | |
| SOLS | Solstice Advanced Materials Inc. | 3,393 | $258,410 | |
| DDOG | Datadog, Inc. | 2,124 | $250,738 | |
| TGT | Target Corp | 2,049 | $248,338 | |
| ICE | Intercontinental Exchange, Inc. | 1,570 | $246,929 | |
| AZN | Astrazeneca PLC | 1,222 | $241,002 | |
| FINS | Angel Oak Financial Strategies Income Term Trust | 18,700 | $238,425 | |
| IRM | Iron Mountain Inc | 2,315 | $236,454 | |
| LNG | Cheniere Energy, Inc. | 831 | $235,804 | |
| HSBC | Hsbc Holdings PLC | 2,777 | $229,074 | |
| APH | Amphenol Corp /De/ | 1,808 | $228,440 | |
| SLB | Slb Limited/Nv | 4,397 | $225,961 | |
| GRMN | Garmin Ltd | 971 | $225,281 | |
| GSK | GSK plc | 3,760 | $207,514 | |
| MPC | Marathon Petroleum Corp | 847 | $206,820 | |
| ORLY | O Reilly Automotive Inc | 2,232 | $206,035 | |
| AMP | Ameriprise Financial Inc | 456 | $202,646 | |
| MFG | Mizuho Financial Group Inc | 13,285 | $105,482 | |
| IBRX | ImmunityBio, Inc. | 10,212 | $78,326 | |
| HELP | Cybin Inc. | 10,290 | $49,392 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ZTS | Zoetis Inc. | 3,916 | $492,711 | |
| BRO | Brown & Brown, Inc. | 4,652 | $370,764 | |
| SONY | Sony Group Corp | 11,212 | $287,027 | |
| NVO | Novo Nordisk A S | 5,601 | $284,978 | |
| MKC | Mccormick & Co Inc | 3,954 | $269,306 | |
| IBN | Icici Bank Ltd | 8,799 | $262,210 | |
| CEG | Constellation Energy Corp | 697 | $246,229 | |
| MNST | Monster Beverage Corp | 3,184 | $244,117 | |
| HOOD | Robinhood Markets, Inc. | 2,053 | $232,194 | |
| BR | Broadridge Financial Solutions, Inc. | 1,024 | $228,526 | |
| SYF | Synchrony Financial | 2,602 | $217,084 | |
| CBZ | CBIZ, Inc. | 4,176 | $210,679 | |
| TFC | Truist Financial Corp | 4,277 | $210,471 | |
| BSX | Boston Scientific Corp | 2,156 | $205,574 | |
| BBT | Beacon Financial Corp | 7,720 | $203,576 | |
| BTZ | Blackrock Credit Allocation Income Trust | 13,500 | $146,205 | |
| No positions match the current search. | ||||
250 positions ·
$492,494,398 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 250 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
Reduced | 1,122,126 | $161,159,736 | 32.72% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 87,377 | $22,175,408 | 4.50% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 44,152 | $16,343,745 | 3.32% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 70,208 | $12,244,275 | 2.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 42,315 | $12,168,101 | 2.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 18,504 | $12,033,891 | 2.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 19,106 | $9,155,595 | 1.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 37,908 | $7,895,099 | 1.60% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 98,330 | $6,488,796 | 1.32% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 20,178 | $6,245,292 | 1.27% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 23,517 | $5,748,495 | 1.17% | |
| GLD |
Spdr Gold Trust
|
Reduced | 13,055 | $5,617,435 | 1.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 18,331 | $5,392,246 | 1.09% | |
| CVX |
Chevron Corp
Energy
|
Added | 24,028 | $4,971,393 | 1.01% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 28,311 | $4,659,141 | 0.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,936 | $4,540,423 | 0.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 20,303 | $4,415,699 | 0.90% | |
| KVYO |
Klaviyo, Inc.
Technology
|
Added | 226,729 | $4,412,146 | 0.90% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 6,823 | $4,208,153 | 0.85% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 16,173 | $3,833,858 | 0.78% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 5,107 | $3,618,105 | 0.73% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 24,664 | $3,607,849 | 0.73% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 6,027 | $3,478,663 | 0.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,777 | $3,473,971 | 0.71% | |
| V |
Visa Inc.
Financial Services
|
Added | 11,268 | $3,405,640 | 0.69% | |
| MATV |
Mativ Holdings, Inc.
Basic Materials
|
Held | 375,246 | $3,264,640 | 0.66% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 15,183 | $2,510,357 | 0.51% | |
| RTX |
RTX Corp
Industrials
|
Added | 12,851 | $2,478,957 | 0.50% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 4,918 | $2,457,327 | 0.50% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 6,524 | $2,425,297 | 0.49% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 49,421 | $2,409,273 | 0.49% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 30,877 | $2,395,746 | 0.49% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 2,687 | $2,345,482 | 0.48% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 7,920 | $2,339,172 | 0.47% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 18,836 | $2,265,782 | 0.46% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 15,345 | $2,216,431 | 0.45% | |
| GLDM |
World Gold Trust
|
Reduced | 22,845 | $2,117,503 | 0.43% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 6,208 | $2,041,749 | 0.41% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 2,010 | $2,002,824 | 0.41% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 5,592 | $1,889,816 | 0.38% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Reduced | 10,929 | $1,861,825 | 0.38% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 11,853 | $1,840,652 | 0.37% | |
| IAU |
Ishares Gold Trust
|
Reduced | 20,397 | $1,798,199 | 0.37% | |
| OUNZ |
VanEck Merk Gold ETF
|
Added | 38,725 | $1,744,561 | 0.35% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 16,755 | $1,720,235 | 0.35% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 56,399 | $1,583,683 | 0.32% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 9,754 | $1,557,713 | 0.32% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 11,427 | $1,553,729 | 0.32% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 1,601 | $1,539,697 | 0.31% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 6,307 | $1,528,753 | 0.31% |