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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ETN EATON CORP PLC Industrials 6,224.0 $2.2M 0.56% NEW $357.64 +15.3%
2 IBDY ISHARES TR 48,982.0 $1.3M 0.32% NEW $25.85 -0.5%

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%