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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOO VANGUARD INDEX FDS 1,090.0 $749K 0.05% -327.0 -23.1% $687.00 +2.4%
62 VV VANGUARD INDEX FDS 2,126.0 $731K 0.05% -164.0 -7.2% $343.96 +2.5%
63 T AT&T INC Communication Services 33,386.0 $691K 0.05% -401.0 -1.2% $20.70 +22.3%
64 SO SOUTHERN CO Utilities 6,484.0 $621K 0.04% -400.0 -5.8% $95.71 -7.1%
65 MOAT VANECK ETF TRUST 5,963.0 $620K 0.04% -1K -18.7% $103.96 +10.1%
66 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 16,500.0 $598K 0.04% -20K -54.8% $36.24 +4.2%
67 ATO ATMOS ENERGY CORP Utilities 3,325.0 $573K 0.04% -115.0 -3.3% $172.27 -3.1%
68 AMGN AMGEN INC Healthcare 1,559.0 $564K 0.04% -17.0 -1.1% $362.06 +21.3%
69 INTU INTUIT Technology 1,970.0 $514K 0.04% -166.0 -7.8% $261.00 +40.6%
70 PFF ISHARES TR 16,668.0 $508K 0.04% -2K -10.8% $30.49 -0.1%
71 ASML ASML HLDG NV Technology 252.0 $502K 0.04% -19.0 -7.0% $1992.28 -11.5%
72 RBRK RUBRIK INC. Technology 6,190.0 $497K 0.04% -1K -15.4% $80.28 +24.7%
73 XLV SELECT SECTOR SPDR TR 3,088.0 $490K 0.04% -160.0 -4.9% $158.66 +10.1%
74 WFC WELLS FARGO & CO Financial Services 5,410.0 $447K 0.03% -3K -37.4% $82.64 +1.5%
75 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 513.0 $361K 0.03% -8.0 -1.5% $703.34 -0.5%
76 VB VANGUARD INDEX FDS 1,108.0 $336K 0.02% -15.0 -1.3% $303.16 +0.5%
77 AKRE PROFESIONALLY MANAGED PORTFO 6,002.0 $319K 0.02% -1K -18.0% $53.19 +13.8%
78 SCHM SCHWAB STRATEGIC TR 8,286.0 $305K 0.02% -769.0 -8.5% $36.87 -1.9%
79 PH PARKER-HANNIFIN CORP Industrials 300.0 $294K 0.02% -40.0 -11.8% $978.78 +2.3%
80 XLB SELECT SECTOR SPDR TR 5,478.0 $278K 0.02% -270.0 -4.7% $50.83 +5.3%
Page 4 of 5  ·  85 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%