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Portfolio (Quarterly) Guide ↗

NOVARE CAPITAL MANAGEMENT LLC

· CIK 0001388409
13F Portfolio $1.3B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 195 New
Page 7 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLV SELECT SECTOR SPDR TR 4,871.0 $754K 0.06% NEW $154.80 -2.7%
122 NFLX NETFLIX INC Communication Services 7,870.0 $738K 0.06% NEW $93.76 -8.6%
123 SUSB ISHARES TR 28,989.0 $732K 0.06% NEW $25.24 -0.9%
124 EAGG ISHARES TR 15,263.0 $730K 0.06% NEW $47.85 -1.0%
125 VV VANGUARD INDEX FDS 2,208.0 $695K 0.05% NEW $314.78 +10.2%
126 BSCZ INVESCO EXCH TRD SLF IDX FD 33,209.0 $691K 0.05% NEW $20.81 -1.5%
127 VTI VANGUARD INDEX FDS 2,010.0 $674K 0.05% NEW $335.29 +10.7%
128 ATO ATMOS ENERGY CORP Utilities 3,840.0 $644K 0.05% NEW $167.63 +3.9%
129 BANK AMERICA CORP 504.0 $631K 0.05% NEW $1252.00
130 DIS DISNEY WALT CO Communication Services 5,438.0 $619K 0.05% NEW $113.77 -8.7%
131 MU MICRON TECHNOLOGY INC Technology 2,150.0 $614K 0.05% NEW $285.41 +230.1%
132 WFC WELLS FARGO CO NEW Financial Services 6,474.0 $603K 0.04% NEW $93.20 -17.8%
133 SO SOUTHERN CO Utilities 6,858.0 $598K 0.04% NEW $87.20 +6.6%
134 THO THOR INDS INC Consumer Cyclical 5,645.0 $580K 0.04% NEW $102.67 -23.0%
135 IVZ INVESCO LTD Financial Services 22,000.0 $578K 0.04% NEW $26.27 +4.6%
136 ENVA ENOVA INTL INC Financial Services 3,500.0 $550K 0.04% NEW $157.20 +0.9%
137 AKRE PROFESIONALLY MANAGED PORTFO 8,351.0 $547K 0.04% NEW $65.51 -17.1%
138 CAT CATERPILLAR INC Industrials 913.0 $523K 0.04% NEW $572.70 +57.5%
139 RBRK RUBRIK INC. Technology 6,800.0 $520K 0.04% NEW $76.48 -6.4%
140 UBER UBER TECHNOLOGIES INC Technology 6,215.0 $508K 0.04% NEW $81.71 -14.3%
Page 7 of 10  ·  195 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 27.5%
Financial Services 19.2%
Industrials 15.4%
Healthcare 11.8%
Communication Services 8.7%
Consumer Cyclical 8.2%
Consumer Defensive 5.1%
Real Estate 1.7%
Energy 1.3%
Utilities 1.2%