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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 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SO SOUTHERN CO Utilities 20,033.0 $1.9M 0.48% +1K +6.4% $96.52 -2.0%
62 D DOMINION ENERGY INC Utilities 29,369.0 $1.8M 0.46% +3K +10.0% $61.82 +10.7%
63 AIQ GLOBAL X FDS 37,033.0 $1.7M 0.43% +5K +14.1% $46.67 +37.2%
64 GJUN FIRST TR EXCHNG TRADED FD VI 40,640.0 $1.6M 0.40% -983.0 -2.4% $39.42 +3.8%
65 AEP AMERICAN ELEC PWR CO INC Utilities 11,838.0 $1.6M 0.39% +630.0 +5.6% $131.08 +1.0%
66 DUK DUKE ENERGY CORP NEW Utilities 11,734.0 $1.5M 0.39% +885.0 +8.2% $130.94 -4.7%
67 PNW PINNACLE WEST CAP CORP Utilities 13,741.0 $1.4M 0.35% +1K +9.8% $100.75 +3.2%
68 IBDW ISHARES TR 65,184.0 $1.4M 0.34% +879.0 +1.4% $20.93 -0.7%
69 IBDX ISHARES TR 52,254.0 $1.3M 0.33% +922.0 +1.8% $25.27 -0.7%
70 ANGL VANECK ETF TRUST 45,972.0 $1.3M 0.33% -956.0 -2.0% $28.72 +1.5%
71 IBDV ISHARES TR 60,157.0 $1.3M 0.33% +1K +1.9% $21.89 -0.7%
72 IBDY ISHARES TR 48,982.0 $1.3M 0.32% NEW $25.85 -0.6%
73 XLU SELECT SECTOR SPDR TR 14,107.0 $647K 0.16% +4K +33.9% $45.89 -1.9%
74 SVAL ISHARES TR 16,571.0 $596K 0.15% +1K +7.6% $35.94 +13.8%
75 INNOVATOR ETFS TRUST 20,034.0 $549K 0.14% -673.0 -3.2% $27.39
76 SCHD SCHWAB STRATEGIC TR 13,035.0 $400K 0.10% $30.68 +4.3%
77 VICI VICI PPTYS INC Real Estate 14,056.0 $384K 0.10% -223.0 -1.6% $27.32 -3.1%
78 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,864.0 $314K 0.08% +2K +14.0% $24.39 -19.8%
79 WY WEYERHAEUSER CO Real Estate 11,820.0 $289K 0.07% -3K -20.4% $24.43 -0.8%
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 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%