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Portfolio (Quarterly) Guide ↗

PW Nova Financial Services LLC

· CIK 0002127408
13F Portfolio $399M AUM 193 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 84 New 89 Added 11 Reduced 1 Exited
Page 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MXI ISHARES TR 2,875.0 $305K 0.08% +695.0 +31.9% $106.22 +3.8%
82 IYH ISHARES TR 4,900.0 $302K 0.08% +954.0 +24.2% $61.64 +1.7%
83 CAT CATERPILLAR INC Industrials 421.0 $298K 0.07% +60.0 +16.6% $708.46 +39.1%
84 BA BOEING CO Industrials 1,326.0 $264K 0.07% +183.0 +16.0% $198.96 +11.9%
85 SCHP SCHWAB STRATEGIC TR 9,279.0 $247K 0.06% +873.0 +10.4% $26.61 -0.5%
86 IBB ISHARES TR 1,431.0 $242K 0.06% +206.0 +16.8% $168.86 +2.8%
87 IXP ISHARES TR 1,935.0 $222K 0.06% +176.0 +10.0% $114.86 +2.2%
88 PFLT PENNANTPARK FLOATING RATE CA Financial Services 21,547.0 $173K 0.04% +10K +90.5% $8.04 -7.0%
89 HPS HANCOCK JOHN PFD INCOME FD I Financial Services 10,613.0 $151K 0.04% +239.0 +2.3% $14.24 +1.5%
Page 5 of 5  ·  89 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 28.7%
Financial Services 22.8%
Communication Services 8.6%
Healthcare 8.5%
Consumer Defensive 8.4%
Industrials 7.8%
Consumer Cyclical 7.3%
Energy 3.6%
Utilities 2.5%
Basic Materials 1.2%