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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 5 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VFH VANGUARD WORLD FD 19,742.0 $2.6M 0.18% -1K -5.8% $131.60 +6.9%
82 FALN ISHARES TR 93,579.0 $2.5M 0.18% -535.0 -0.6% $27.24 -0.9%
83 BSCX INVESCO EXCH TRD SLF IDX FD 117,620.0 $2.5M 0.18% +9K +8.3% $21.05 -1.4%
84 IJR ISHARES TR 16,378.0 $2.4M 0.17% +410.0 +2.6% $148.31 -0.7%
85 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,571.0 $2.4M 0.17% -80.0 -3.0% $935.47 +1.3%
86 BSCQ INVESCO EXCH TRD SLF IDX FD 120,590.0 $2.4M 0.17% -12K -9.0% $19.52 +0.2%
87 XLC SELECT SECTOR SPDR TR 21,456.0 $2.3M 0.16% -8K -27.6% $107.13 +4.0%
88 RSP INVESCO EXCHANGE TRADED FD T 10,746.0 $2.3M 0.16% +314.0 +3.0% $212.77 +4.2%
89 EEM ISHARES TR 32,170.0 $2.2M 0.16% NEW $68.41 -1.9%
90 DLR DIGITAL RLTY TR INC Real Estate 12,138.0 $2.2M 0.15% -105.0 -0.9% $179.58 +6.1%
91 SMH VANECK ETF TRUST 3,124.0 $2.0M 0.14% +174.0 +5.9% $655.89 -14.6%
92 WSM WILLIAMS SONOMA INC Consumer Cyclical 8,722.0 $2.0M 0.14% -92.0 -1.0% $233.10 +1.9%
93 PRF INVESCO EXCHANGE TRADED FD T 37,270.0 $2.0M 0.14% $54.03 +3.8%
94 VDC VANGUARD WORLD FD 8,570.0 $1.9M 0.14% -780.0 -8.3% $225.49 +2.8%
95 XOM EXXON MOBIL CORP Energy 13,414.0 $1.8M 0.13% -227.0 -1.7% $136.72 +20.8%
96 BSCY INVESCO EXCH TRD SLF IDX FD 85,986.0 $1.8M 0.13% +12K +16.4% $20.66 -1.6%
97 XLRE SELECT SECTOR SPDR TR 37,615.0 $1.7M 0.12% +741.0 +2.0% $44.03 +2.4%
98 DUK DUKE ENERGY CORP NEW Utilities 12,823.0 $1.6M 0.12% -255.0 -1.9% $126.58 -5.3%
99 VYM VANGUARD WHITEHALL FDS 10,057.0 $1.6M 0.11% $158.04 +4.4%
100 KO COCA COLA CO Consumer Defensive 18,700.0 $1.5M 0.11% +660.0 +3.7% $81.27 +12.1%
Page 5 of 11  ·  210 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%