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Portfolio (Quarterly) Guide ↗

NOVARE CAPITAL MANAGEMENT LLC

· CIK 0001388409
13F Portfolio $1.4B AUM 210 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 56 Added 85 Reduced 8 Exited
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BSCT INVESCO EXCH TRD SLF IDX FD 215,321.0 $4.0M 0.28% +13K +6.5% $18.57 -0.1%
22 BSCR INVESCO EXCH TRD SLF IDX FD 194,238.0 $3.8M 0.27% +8K +4.3% $19.61 +0.3%
23 BSCV INVESCO EXCH TRD SLF IDX FD 221,568.0 $3.6M 0.26% +19K +9.2% $16.39 -0.7%
24 BSCU INVESCO EXCH TRD SLF IDX FD 213,902.0 $3.6M 0.25% +13K +6.6% $16.64 -0.5%
25 BSCS INVESCO EXCH TRD SLF IDX FD 159,005.0 $3.2M 0.23% +11K +7.4% $20.36 +0.1%
26 CGBD CARLYLE SECURED LENDING INC Financial Services 287,445.0 $3.0M 0.21% +36K +14.3% $10.53 +7.8%
27 BSCW INVESCO EXCH TRD SLF IDX FD 127,650.0 $2.6M 0.19% +9K +7.5% $20.51 -1.1%
28 BSCX INVESCO EXCH TRD SLF IDX FD 117,620.0 $2.5M 0.18% +9K +8.3% $21.05 -1.4%
29 IJR ISHARES TR 16,378.0 $2.4M 0.17% +410.0 +2.6% $148.31 -0.7%
30 RSP INVESCO EXCHANGE TRADED FD T 10,746.0 $2.3M 0.16% +314.0 +3.0% $212.77 +4.2%
31 SMH VANECK ETF TRUST 3,124.0 $2.0M 0.14% +174.0 +5.9% $655.89 -14.6%
32 BSCY INVESCO EXCH TRD SLF IDX FD 85,986.0 $1.8M 0.13% +12K +16.4% $20.66 -1.6%
33 XLRE SELECT SECTOR SPDR TR 37,615.0 $1.7M 0.12% +741.0 +2.0% $44.03 +2.4%
34 KO COCA COLA CO Consumer Defensive 18,700.0 $1.5M 0.11% +660.0 +3.7% $81.27 +12.1%
35 ESGV VANGUARD WORLD FD 11,278.0 $1.5M 0.11% +125.0 +1.1% $132.24 +2.7%
36 ARI APOLLO COML REAL ESTATE FIN Real Estate 126,575.0 $1.4M 0.10% +12K +10.9% $10.68 -35.1%
37 VCIT VANGUARD SCOTTSDALE FDS 15,891.0 $1.3M 0.09% +302.0 +1.9% $82.65 -1.9%
38 BSCZ INVESCO EXCH TRD SLF IDX FD 55,821.0 $1.1M 0.08% +16K +39.3% $20.47 -2.0%
39 XLU SELECT SECTOR SPDR TR 24,305.0 $1.1M 0.08% +1K +4.3% $45.34 -5.7%
40 EWY ISHARES INC 5,115.0 $1.0M 0.07% +3K +155.8% $201.90 -11.7%
Page 2 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.1%
Financial Services 20.3%
Industrials 15.3%
Healthcare 12.6%
Consumer Cyclical 8.2%
Communication Services 7.9%
Consumer Defensive 5.6%
Energy 1.4%
Real Estate 1.4%
Utilities 1.3%