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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ACN	ACCENTURE PLC IRELAND	Technology	9,758	$2.6M	0.67%	SOLD
2	IBTO	ISHARES TR	—	48,824	$1.3M	0.33%	SOLD

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%