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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  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMCSA COMCAST CORP NEW Communication Services 6,971.0 $200K 0.05% NEW $28.71 -21.9%
82 BBAI BIGBEAR AI HLDGS INC Technology 40,000.0 $141K 0.04% NEW $3.52 +11.4%
83 AGNC AGNC INVT CORP Real Estate 11,565.0 $116K 0.03% NEW $10.03 +3.5%
84 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 10,315.0 $105K 0.03% NEW $10.17 -0.2%
Page 5 of 5  ·  84 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%