Mayflower Financial Advisors, LLC: 13F holdings
CIK 18529302026Q2
| Positions | 499 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 499 (+55 vs prior quarter) |
|---|
| Reported value | $1.3bn (+35.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HLI HOULIHAN LOKEY INC | 1,122,126 | $118.7m | 9.3% |
| IVV ISHARES TR | 56,689 | $42.5m | 3.3% |
| SPYM SPDR SERIES TRUST | 476,835 | $41.9m | 3.3% |
| DUK DUKE ENERGY CORP NEW | 290,804 | $36.8m | 2.9% |
| MCD MCDONALDS CORP | 99,360 | $26.9m | 2.1% |
| ABBV ABBVIE INC | 101,672 | $25.6m | 2.0% |
| AAPL APPLE INC | 83,785 | $24.2m | 1.9% |
| EXXON MOBIL CORP | 158,404 | $21.7m | 1.7% |
| MO ALTRIA GROUP INC | 272,884 | $19.6m | 1.5% |
| IWF ISHARES TR | 140,415 | $19.3m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1852930")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples