SEC 13F Intelligence

Managers / Q4 2025

New Century Financial Group, LLC

CIK 0002010693 · 902 CARNEGIE CENTER, SUITE 510, PRINCETON, NJ, 08540 · 609-924-2049

Reported Value
$0
Q4 2025
Positions
1
Filings on Record
9
2024–present window
Filed
Jan 29, 2026
original filing

Summary

Compared with Q3 2025, the fund opened 1 new position and exited 63.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $116MQ4 ’23Q1 ’24: $144MQ2 ’24: $235MQ2 ’24Q3 ’24: $273MQ4 ’24: $235MQ4 ’24Q1 ’25: $86MQ2 ’25: $85MQ2 ’25Q3 ’25: $56MQ4 ’25: $0Q4 ’25filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
0NEW+00+$0$0
IVVISHARES TRSOLD OUT7.0K0$5M$0
MDYSPDR S&P MIDCAP 400 ETF TRSOLD OUT6.7K0$4M$0
LNCLINCOLN NATL CORP INDSOLD OUT42.5K0$2M$0
AAPLAPPLE INCSOLD OUT6.7K0$2M$0
SPYSPDR S&P 500 ETF TRSOLD OUT2.5K0$2M$0
NVDANVIDIA CORPORATIONSOLD OUT8.4K0$2M$0
VOVANGUARD INDEX FDSSOLD OUT4.9K0$1M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

1 positions
#IssuerClass% PortfolioValueShares
100$00

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2025$01Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$56M63Oct 22, 202513F-HRchanges · EDGAR ↗
Q2 2025$85M109Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$86M130Apr 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$235M286Jan 17, 202513F-HRchanges · EDGAR ↗
Q3 2024$273M311Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$235M276Aug 27, 202413F-HRchanges · EDGAR ↗
Q1 2024$144M177Apr 19, 202413F-HRchanges · EDGAR ↗
Q4 2023$116M162Feb 8, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.