Fund Holdings

New Century Financial Group, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
BRINKER INTL INC(EAT)09,631+9,63101,220,0552.17%+1,220,055
SALESFORCE INC(CRM)05,069+5,06901,201,3532.14%+1,201,353
ALLY FINL INC(ALLY)030,434+30,43401,193,0132.12%+1,193,013
FLOWSERVE CORP(FLS)022,373+22,37301,188,9012.11%+1,188,901
UNITED PARCEL SERVICE INC(UPS)013,987+13,98701,168,3342.08%+1,168,334
UPBOUND GROUP INC(UPBD)046,951+46,95101,109,4521.97%+1,109,452
O-I GLASS INC(OI)081,808+81,80801,061,0501.89%+1,061,050
GEN DIGITAL INC(GEN)036,082+36,08201,024,3681.82%+1,024,368
CONSTELLIUM SE(CSTM)068,442+68,44201,018,4171.81%+1,018,417
IRIDIUM COMMUNICATIONS INC(IRDM)056,663+56,6630989,3361.76%+989,336
CENTURY ALUM CO(CENX)033,623+33,6230987,1711.75%+987,171
SPDR S&P MIDCAP 400 ETF TR(MDY)6,2126,724+5123,518,9744,007,7067.12%+488,732
SCHWAB STRATEGIC TR9,61824,999+15,381266,130727,7211.29%+461,591
SCHWAB STRATEGIC TR12,47322,220+9,747364,344709,0401.26%+344,696
DINE BRANDS GLOBAL INC46,08954,718+8,6291,121,3451,352,6292.40%+231,284
TESLA INC(TSLA)0517+5170229,9200.41%+229,920
LINCOLN NATL CORP IND(LNC)43,67942,544-1,1351,511,2931,715,8003.05%+204,507
VANGUARD WORLD FD0272+2720203,0830.36%+203,083
APPLE INC(AAPL)7,5416,664-8771,547,1871,696,8543.02%+149,667
ISHARES TR8,0778,207+130882,728975,1891.73%+92,461
SELECT SECTOR SPDR TR2,7612,767+6699,168779,9071.39%+80,739
DELL TECHNOLOGIES INC(DELL)9,7608,957-8031,196,5761,269,8342.26%+73,258
VANGUARD INDEX FDS4,8824,894+121,366,0441,437,4482.56%+71,404
ISHARES TR1,9392,127+188291,662349,9420.62%+58,280
ISHARES TR3,0373,360+323287,387335,7850.60%+48,398
TRUIST FINL CORP(TFC)27,96927,249-7201,202,3871,245,8242.21%+43,437
VERIZON COMMUNICATIONS INC(VZ)29,71529,996+2811,285,7681,318,3242.34%+32,556
PACER FDS TR3,4523,4520246,369267,6340.48%+21,265
VANGUARD INDEX FDS1,2131,2130287,394308,4590.55%+21,065
ISHARES TR2,6942,695+1231,090249,0390.44%+17,949
VANGUARD SPECIALIZED FUNDS1,0901,0900223,090235,2110.42%+12,121
ISHARES TR13,48913,006-4831,126,1031,135,5962.02%+9,493
ISHARES TR779727-52264,525265,7040.47%+1,179
CASTELLUM INC12,00012,000012,60013,0800.02%+480
ISHARES TR6,4425,993-449399,531391,1130.70%-8,418
SPDR GOLD TR(GLD)2,3451,986-359714,826705,9631.26%-8,863
INNOVIZ TECHNOLOGIES LTD11,0000-11,00018,0400-18,040
ARK ETF TR3,3722,519-853237,018217,3900.39%-19,628
DENTSPLY SIRONA INC(XRAY)71,09385,650+14,5571,128,9571,086,8991.93%-42,058
ISHARES TR7,6467,029-6174,747,5424,704,8188.36%-42,724
SPDR SERIES TRUST5,8804,649-1,231560,469485,8780.86%-74,591
PRUDENTIAL FINL INC(PFH)10,56210,195-3671,134,7811,057,6291.88%-77,152
SPDR S&P 500 ETF TR(SPY)2,8462,451-3951,758,2901,632,8092.90%-125,481
ELI LILLY & CO(LLY)445273-172346,891208,2990.37%-138,592
COREBRIDGE FINL INC(CRBD)40,69639,813-8831,444,7081,276,0072.27%-168,701
BERKSHIRE HATHAWAY INC DEL1,277867-410620,328435,8760.77%-184,452
AXON ENTERPRISE INC(AXON)2430-243201,1890-201,189
ADOBE INC(ADBE)3,1062,832-2741,201,649998,9881.78%-202,661
SNOWFLAKE INC(SNOW)9070-907202,9590-202,959
ABBVIE INC(ABBV)2,3881,029-1,359443,290238,2550.42%-205,035
CURTISS WRIGHT CORP(CW)4220-422206,1680-206,168
ARISTA NETWORKS INC(ANET)2,0640-2,064211,1680-211,168
SPDR SERIES TRUST6,9980-6,998211,2550-211,255
ALPHABET INC(GOOG)1,1950-1,195211,9810-211,981
ORACLE CORP(ORCL)9740-974212,9460-212,946
ISHARES TR4,0040-4,004213,3730-213,373
ISHARES TR1,1980-1,198219,0880-219,088
COCA COLA CO(KO)3,1630-3,163223,7820-223,782
ISHARES TR4,8560-4,856224,5020-224,502
PALANTIR TECHNOLOGIES INC(PLTR)1,6720-1,672227,9270-227,927
VISTRA CORP(VST)1,2030-1,203233,1530-233,153
VERISK ANALYTICS INC(VRSK)7570-757235,8060-235,806
PAYCHEX INC(PAYX)1,6450-1,645239,2820-239,282
DATADOG INC(DDOG)1,7910-1,791240,5850-240,585
NRG ENERGY INC(NRG)1,5060-1,506241,8330-241,833
PROLOGIS INC.(PLD)2,3020-2,302241,9860-241,986
PALO ALTO NETWORKS INC(PANW)1,1860-1,186242,7030-242,703
ABBOTT LABS1,7840-1,784242,7100-242,710
HOME DEPOT INC(HD)6650-665243,8160-243,816
SNAP ON INC(SNA)7860-786244,5870-244,587
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,0890-1,089246,6480-246,648
INTUIT(INTU)3150-315248,1030-248,103
AMERIPRISE FINL INC(AMP)4660-466248,7180-248,718
TJX COS INC NEW(TJX)2,0420-2,042252,1670-252,167
HONEYWELL INTL INC(HON)1,1350-1,135264,3190-264,319
MASTERCARD INCORPORATED(MA)4740-474266,3600-266,360
CHEVRON CORP NEW(CVX)1,8720-1,872268,0520-268,052
JPMORGAN CHASE & CO.(JPM)1,796800-996520,678252,3440.45%-268,334
VANGUARD INDEX FDS8980-898272,9290-272,929
CAPITAL ONE FINL CORP(COF)1,2970-1,297275,9500-275,950
ISHARES TR2,0610-2,061278,3170-278,317
ISHARES TR7,5484,368-3,180708,688415,5280.74%-293,160
AMGEN INC(AMGN)1,0620-1,062296,5210-296,521
SERVICENOW INC(NOW)487221-266500,675203,3820.36%-297,293
UBER TECHNOLOGIES INC(UBER)3,5990-3,599335,7870-335,787
SPDR SERIES TRUST3,7110-3,711340,4100-340,410
CADENCE DESIGN SYSTEM INC(CDNS)1,1070-1,107341,1220-341,122
WALMART INC(WMT)3,6150-3,615353,4750-353,475
BLACKROCK INC(BLK)3370-337353,5970-353,597
FIRST TR EXCHANGE-TRADED FD8,5030-8,503356,0210-356,021
ISHARES TR7,2390-7,239372,3740-372,374
CISCO SYS INC(CSCO)5,7840-5,784401,2940-401,294
GALLAGHER ARTHUR J & CO(AJG)1,3080-1,308418,7170-418,717
ISHARES TR1,7490-1,749420,3200-420,320
META PLATFORMS INC(META)1,322713-609975,755523,6130.93%-452,142
VISA INC(V)1,4500-1,450514,8230-514,823
PACER FDS TR17,2856,148-11,137851,459321,7250.57%-529,734
PHILIP MORRIS INTL INC(PM)3,0600-3,060557,3180-557,318
ISHARES TR12,7726,228-6,5441,198,871592,5091.05%-606,362
ETFIS SER TR I39,6919,498-30,193906,146219,0710.39%-687,075
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