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Portfolio (Quarterly) Guide ↗

NOVARE CAPITAL MANAGEMENT LLC

· CIK 0001388409
13F Portfolio $1.3B AUM 195 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 55 Added 101 Reduced 12 Exited
Page 5 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FALN ISHARES TR 94,114.0 $2.5M 0.20% +13K +15.4% $26.72 +1.3%
82 BSCW INVESCO EXCH TRD SLF IDX FD 118,715.0 $2.4M 0.19% +2K +1.8% $20.59 -0.5%
83 XOM EXXON MOBIL CORP Energy 13,641.0 $2.3M 0.18% $169.67 -12.8%
84 BSCX INVESCO EXCH TRD SLF IDX FD 108,589.0 $2.3M 0.18% +4K +3.9% $21.15 -0.4%
85 SCHB SCHWAB STRATEGIC TR 90,582.0 $2.3M 0.18% -41K -31.3% $25.10 +15.3%
86 DLR DIGITAL RLTY TR INC Real Estate 12,243.0 $2.2M 0.17% -646.0 -5.0% $180.21 +6.4%
87 VDC VANGUARD WORLD FD 9,350.0 $2.1M 0.17% -846.0 -8.3% $224.59 +1.9%
88 RSP INVESCO EXCHANGE TRADED FD T 10,432.0 $2.0M 0.16% +9K +749.5% $191.92 +8.1%
89 IJR ISHARES TR 15,968.0 $2.0M 0.16% NEW $124.31 +12.3%
90 PANW PALO ALTO NETWORKS INC Technology 12,035.0 $1.9M 0.15% +2K +22.2% $160.32 +55.0%
91 AMD ADVANCED MICRO DEVICES INC Technology 8,772.0 $1.8M 0.14% -707.0 -7.5% $203.43 +143.6%
92 PRF INVESCO EXCHANGE TRADED FD T 37,268.0 $1.8M 0.14% +442.0 +1.2% $47.53 +12.6%
93 DUK DUKE ENERGY CORP NEW Utilities 13,078.0 $1.7M 0.14% -142.0 -1.1% $130.94 -4.3%
94 WSM WILLIAMS SONOMA INC Consumer Cyclical 8,814.0 $1.6M 0.13% -140.0 -1.6% $182.33 +11.4%
95 BSCY INVESCO EXCH TRD SLF IDX FD 73,891.0 $1.5M 0.12% +3K +4.9% $20.70 -0.2%
96 XLRE SELECT SECTOR SPDR TR 36,874.0 $1.5M 0.12% +6K +19.7% $40.83 +9.3%
97 VYM VANGUARD WHITEHALL FDS 10,057.0 $1.5M 0.12% $148.10 +6.9%
98 PG PROCTER & GAMBLE CO Consumer Defensive 10,180.0 $1.5M 0.12% -810.0 -7.4% $144.43 +2.1%
99 AZO AUTOZONE INC Consumer Cyclical 419.0 $1.4M 0.11% $3377.78 -10.4%
100 KO COCA COLA CO Consumer Defensive 18,040.0 $1.4M 0.11% -331.0 -1.8% $76.05 +7.3%
Page 5 of 10  ·  195 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 24.4%
Financial Services 19.3%
Industrials 16.8%
Healthcare 12.7%
Consumer Cyclical 8.2%
Communication Services 7.7%
Consumer Defensive 5.7%
Real Estate 1.9%
Energy 1.8%
Utilities 1.4%