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Portfolio (Quarterly) Guide ↗

NovaPoint Capital, LLC

· CIK 0001815025
13F Portfolio $388M AUM 79 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 79 New
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GJUN FIRST TR EXCHNG TRADED FD VI 41,623.0 $1.6M 0.42% NEW $39.60 +3.1%
62 SO SOUTHERN CO Utilities 18,830.0 $1.6M 0.42% NEW $87.20 +8.9%
63 NEE NEXTERA ENERGY INC Utilities 20,185.0 $1.6M 0.42% NEW $80.28 +7.7%
64 D DOMINION ENERGY INC Utilities 26,705.0 $1.6M 0.40% NEW $58.59 +16.8%
65 ANGL VANECK ETF TRUST 46,928.0 $1.4M 0.35% NEW $29.36 -0.7%
66 IBDW ISHARES TR 64,305.0 $1.4M 0.35% NEW $21.15 -1.8%
67 IBDX ISHARES TR 51,332.0 $1.3M 0.34% NEW $25.53 -1.7%
68 IBDV ISHARES TR 59,047.0 $1.3M 0.34% NEW $22.07 -1.5%
69 AEP AMERICAN ELEC PWR CO INC Utilities 11,208.0 $1.3M 0.33% NEW $115.31 +16.0%
70 IBTO ISHARES TR 48,824.0 $1.3M 0.33% NEW $26.14 -8.1%
71 DUK DUKE ENERGY CORP NEW Utilities 10,849.0 $1.3M 0.33% NEW $117.21 +6.7%
72 PNW PINNACLE WEST CAP CORP Utilities 12,519.0 $1.1M 0.29% NEW $88.70 +17.3%
73 INNOVATOR ETFS TRUST 20,707.0 $580K 0.15% NEW $28.03
74 SVAL ISHARES TR 15,397.0 $529K 0.14% NEW $34.33 +18.9%
75 XLU SELECT SECTOR SPDR TR 10,535.0 $450K 0.12% NEW $42.69 +5.6%
76 VICI VICI PPTYS INC Real Estate 14,279.0 $402K 0.10% NEW $28.12 -7.2%
77 SCHD SCHWAB STRATEGIC TR 13,035.0 $358K 0.09% NEW $27.43 +16.7%
78 WY WEYERHAEUSER CO MTN BE Real Estate 14,857.0 $352K 0.09% NEW $23.69 +2.4%
79 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 11,280.0 $267K 0.07% NEW $23.65 -17.8%
Page 4 of 4  ·  79 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 37.1%
Financial Services 17.0%
Industrials 11.3%
Healthcare 7.9%
Consumer Cyclical 7.6%
Consumer Defensive 7.6%
Utilities 4.7%
Communication Services 2.7%
Energy 2.6%
Basic Materials 1.3%