Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
New Century Financial Group, LLC (CIK 2010693) reported $56.3M across 63 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: IVV ($4.7M, 8.36%), MDY ($4.0M, 7.12%), LNC ($1.7M, 3.05%), AAPL ($1.7M, 3.02%), SPY ($1.6M, 2.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $4.7M | 8.36% | 7,029 | Trimmed |
| 2 | MDY | SPDR S&P MIDCAP 400 ETF TR | $4.0M | 7.12% | 6,724 | Added |
| 3 | LNC | LINCOLN NATL CORP IND | $1.7M | 3.05% | 42,544 | Trimmed |
| 4 | AAPL | APPLE INC | $1.7M | 3.02% | 6,664 | Trimmed |
| 5 | SPY | SPDR S&P 500 ETF TR | $1.6M | 2.90% | 2,451 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $1.6M | 2.79% | 8,420 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $1.4M | 2.56% | 4,894 | Added |
| 8 | MSFT | MICROSOFT CORP | $1.4M | 2.54% | 2,756 | Trimmed |
| 9 | DIN | DINE BRANDS GLOBAL INC | $1.4M | 2.40% | 54,718 | Added |
| 10 | VZ | VERIZON COMMUNICATIONS INC | $1.3M | 2.34% | 29,996 | Added |
| 11 | CRBG | COREBRIDGE FINL INC | $1.3M | 2.27% | 39,813 | Trimmed |
| 12 | DELL | DELL TECHNOLOGIES INC | $1.3M | 2.26% | 8,957 | Trimmed |
| 13 | TFC | TRUIST FINL CORP | $1.2M | 2.21% | 27,249 | Trimmed |
| 14 | EAT | BRINKER INTL INC | $1.2M | 2.17% | 9,631 | New |
| 15 | CRM | SALESFORCE INC | $1.2M | 2.14% | 5,069 | New |
| 16 | ALLY | ALLY FINL INC | $1.2M | 2.12% | 30,434 | New |
| 17 | FLS | FLOWSERVE CORP | $1.2M | 2.11% | 22,373 | New |
| 18 | UPS | UNITED PARCEL SERVICE INC | $1.2M | 2.08% | 13,987 | New |
| 19 | IEFA | ISHARES TR | $1.1M | 2.02% | 13,006 | Trimmed |
| 20 | UPBD | UPBOUND GROUP INC | $1.1M | 1.97% | 46,951 | New |
| 21 | XRAY | DENTSPLY SIRONA INC | $1.1M | 1.93% | 85,650 | Added |
| 22 | OI | O-I GLASS INC | $1.1M | 1.89% | 81,808 | New |
| 23 | PRU | PRUDENTIAL FINL INC | $1.1M | 1.88% | 10,195 | Trimmed |
| 24 | GEN | GEN DIGITAL INC | $1.0M | 1.82% | 36,082 | New |
| 25 | CSTM | CONSTELLIUM SE | $1.0M | 1.81% | 68,442 | New |
Source: SEC Form 13F filings · as of 2025-09-30