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Portfolio (Quarterly) Guide ↗

Novak & Powell Financial Services, Inc.

· CIK 0002011548
13F Portfolio $212M AUM 171 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 46 Added 37 Reduced 7 Exited
Page 7 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 8,338.0 $340K 0.16% +95.0 +1.1% $40.72 -7.8%
122 ADP AUTOMATIC DATA PROCESSING INCORPORATED Industrials 1,480.0 $332K 0.16% $224.01 +26.6%
123 IYK ISHARES TR US CONSM STAPLES 4,562.0 $331K 0.16% +1K +34.1% $72.66 +3.3%
124 DE DEERE & COMPANY Industrials 522.0 $331K 0.16% $634.24 +6.6%
125 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 5,806.0 $330K 0.15% $56.79 -4.9%
126 IEMG ISHARES INCORPORATED CORE MSCI EMKT 3,974.0 $329K 0.15% +389.0 +10.8% $82.83 -1.7%
127 XLG INVESCO S&P 500 TOP 50 ETF 5,353.0 $328K 0.15% -2K -24.1% $61.23 +1.5%
128 EEM ISHARES TR MSCI EMG MKT ETF 4,693.0 $321K 0.15% -4K -46.0% $68.41 -2.4%
129 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 4,270.0 $320K 0.15% $74.90 -0.5%
130 SYK STRYKER CORPORATION Healthcare 1,000.0 $315K 0.15% $314.84 +0.8%
131 KNCT INVESCO NEXT GEN CONNECTIVITY ETF 1,466.0 $309K 0.15% $210.93 -7.4%
132 RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF 4,715.0 $302K 0.14% $63.99 -5.4%
133 PFE PFIZER INCORPORATED Healthcare 12,394.0 $298K 0.14% -187.0 -1.5% $24.08 +18.6%
134 ABBV ABBVIE INCORPORATED Healthcare 1,183.0 $298K 0.14% $251.64 +3.3%
135 D DOMINION ENERGY INCORPORATED Utilities 4,340.0 $296K 0.14% +28.0 +0.7% $68.29 -2.8%
136 VZ VERIZON COMMUNICATIONS I Communication Services 6,877.0 $291K 0.14% -406.0 -5.6% $42.34 +18.8%
137 UNP UNION PAC CORPORATION Industrials 1,057.0 $287K 0.14% $271.91 +6.9%
138 DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 6,795.0 $280K 0.13% $41.25 +3.5%
139 KR KROGER COMPANY Consumer Defensive 4,958.0 $275K 0.13% $55.53 +4.3%
140 PSCI INVESCO S&P SMALLCAP INDUSTRIALS ETF 1,467.0 $273K 0.13% $186.06 -9.9%
Page 7 of 9  ·  171 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
Financial Services 40.6%
Technology 26.7%
Healthcare 6.8%
Industrials 6.4%
Consumer Defensive 4.8%
Consumer Cyclical 4.3%
Utilities 4.3%
Energy 1.9%
Basic Materials 1.9%
Communication Services 1.6%