AiSiWhale

AI & tech investing

Mayflower Financial Advisors, LLC

CIK 1852930

13F filing for Q2 2026・No. 2,335

Holdings
US$1.16B
Quarter change
+US$333.87M
Entries
499
Net bought (estimate)
+US$243.14M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 65
  • Sold out 9
  • Cut 187
  • Added 197
  • Corporate actions 0
  • Unchanged 49

Largest holdings

498 stocks worth US$1.16B, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFCutUS$42.45M3.67%
SPDR SERIES TRUSTST STR P500ETFAddedUS$41.9M3.62%
DUKDUKE ENERGY CORP NEWCOM NEWAddedUS$36.81M3.18%
MCDMCDONALDS CORPCOMAddedUS$26.86M2.32%
ABBVABBVIE INCCOMAddedUS$25.58M2.21%
AAPLAppleCOMCutUS$24.24M2.09%
9666655DEXXON MOBIL CORPCOMAddedUS$21.66M1.87%
MOALTRIA GROUP INCCOMAddedUS$19.63M1.70%
ISHARES TRS&P 500 GRWT ETFAddedUS$19.31M1.67%
SCHWAB STRATEGIC TRUS DIVIDEND EQAddedUS$18.21M1.57%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.