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Portfolio (Quarterly) Guide ↗

NovaPoint Capital, LLC

· CIK 0001815025
13F Portfolio $399M AUM 79 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 51 Added 17 Reduced 2 Exited
Page 3 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 D DOMINION ENERGY INC Utilities 29,369.0 $1.8M 0.46% +3K +10.0% $61.82 +10.7%
42 AIQ GLOBAL X FDS 37,033.0 $1.7M 0.43% +5K +14.1% $46.67 +35.7%
43 AEP AMERICAN ELEC PWR CO INC Utilities 11,838.0 $1.6M 0.39% +630.0 +5.6% $131.08 +2.0%
44 DUK DUKE ENERGY CORP NEW Utilities 11,734.0 $1.5M 0.39% +885.0 +8.2% $130.94 -4.5%
45 PNW PINNACLE WEST CAP CORP Utilities 13,741.0 $1.4M 0.35% +1K +9.8% $100.75 +3.3%
46 IBDW ISHARES TR 65,184.0 $1.4M 0.34% +879.0 +1.4% $20.93 -0.7%
47 IBDX ISHARES TR 52,254.0 $1.3M 0.33% +922.0 +1.8% $25.27 -0.7%
48 IBDV ISHARES TR 60,157.0 $1.3M 0.33% +1K +1.9% $21.89 -0.7%
49 XLU SELECT SECTOR SPDR TR 14,107.0 $647K 0.16% +4K +33.9% $45.89 -1.8%
50 SVAL ISHARES TR 16,571.0 $596K 0.15% +1K +7.6% $35.94 +13.6%
51 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,864.0 $314K 0.08% +2K +14.0% $24.39 -20.3%
Page 3 of 3  ·  51 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 34.2%
Financial Services 15.9%
Industrials 13.4%
Consumer Defensive 8.3%
Consumer Cyclical 7.7%
Healthcare 7.6%
Utilities 5.3%
Energy 3.4%
Communication Services 2.4%
Basic Materials 1.5%