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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 8 of 11  ·  210 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMGN AMGEN INC Healthcare 1,559.0 $564K 0.04% -17.0 -1.1% $362.06 +21.3%
142 VCEB VANGUARD WORLD FD 8,673.0 $544K 0.04% +195.0 +2.3% $62.76 -2.2%
143 DIS DISNEY WALT CO Communication Services 5,555.0 $535K 0.04% $96.25 +12.0%
144 JEPQ J P MORGAN EXCHANGE TRADED F 8,665.0 $533K 0.04% $61.46 -2.6%
145 INTU INTUIT Technology 1,970.0 $514K 0.04% -166.0 -7.8% $261.00 +40.6%
146 VGT VANGUARD WORLD FD 4,273.0 $511K 0.04% +4K +855.9% $119.52 -0.9%
147 PFF ISHARES TR 16,668.0 $508K 0.04% -2K -10.8% $30.49 -0.1%
148 ASML ASML HLDG NV Technology 252.0 $502K 0.04% -19.0 -7.0% $1992.28 -11.5%
149 RBRK RUBRIK INC. Technology 6,190.0 $497K 0.04% -1K -15.4% $80.28 +24.7%
150 XLV SELECT SECTOR SPDR TR 3,088.0 $490K 0.04% -160.0 -4.9% $158.66 +10.1%
151 NFLX NETFLIX INC. Communication Services 6,840.0 $488K 0.04% +2K +46.3% $71.40 +11.5%
152 PNC PNC FINL SVCS GROUP INC Financial Services 1,974.0 $486K 0.03% NEW $246.25 -1.3%
153 FBNC FIRST BANCORP N C Financial Services 7,565.0 $484K 0.03% $63.93 +1.2%
154 SUSL ISHARES TR 3,638.0 $483K 0.03% $132.76 +3.6%
155 CRWD CROWDSTRIKE HLDGS INC Technology 631.0 $482K 0.03% $190.79 +0.6%
156 EAGG ISHARES TR 9,798.0 $465K 0.03% $47.41 -1.6%
157 FITB FIFTH THIRD BANCORP Financial Services 8,017.0 $452K 0.03% $56.37 -2.7%
158 WFC WELLS FARGO & CO Financial Services 5,410.0 $447K 0.03% -3K -37.4% $82.64 +1.5%
159 AEP AMERICAN ELEC PWR CO INC Utilities 3,250.0 $445K 0.03% $136.80 -11.6%
160 IWF ISHARES TR 3,408.0 $423K 0.03% +3K +300.0% $124.17 -1.4%
Page 8 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%