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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 6 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TFC TRUIST FINL CORP Financial Services 29,676.0 $1.4M 0.11% -8K -21.8% $45.97 +5.4%
102 VCIT VANGUARD SCOTTSDALE FDS 15,589.0 $1.3M 0.10% +538.0 +3.6% $82.75 -0.2%
103 ESGV VANGUARD WORLD FD 11,153.0 $1.3M 0.10% -128.0 -1.1% $112.27 +18.2%
104 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 36,500.0 $1.2M 0.10% NEW $33.67 +1.1%
105 ARI APOLLO COML REAL ESTATE FIN Real Estate 114,175.0 $1.2M 0.10% +6K +5.1% $10.56 +3.5%
106 SMH VANECK ETF TRUST 2,950.0 $1.1M 0.09% -50.0 -1.7% $383.40 +55.3%
107 GOOG ALPHABET INC Communication Services 3,813.0 $1.1M 0.09% -511.0 -11.8% $286.86 +34.2%
108 XLU SELECT SECTOR SPDR TR 23,301.0 $1.1M 0.09% +3K +14.6% $45.89 -1.6%
109 LMT LOCKHEED MARTIN CORP Industrials 1,707.0 $1.0M 0.08% -63.0 -3.6% $604.39 -12.1%
110 SCHW SCHWAB CHARLES CORP Financial Services 10,787.0 $1.0M 0.08% -748.0 -6.5% $93.98 -8.9%
111 RY ROYAL BK CDA Financial Services 6,153.0 $995K 0.08% -1K -18.9% $161.78 +16.9%
112 T AT&T INC Communication Services 33,787.0 $979K 0.08% -513.0 -1.5% $28.99 -14.1%
113 SCHX SCHWAB STRATEGIC TR 37,140.0 $952K 0.07% +2K +6.6% $25.64 +15.1%
114 BKNG BOOKING HOLDINGS INC Consumer Cyclical 226.0 $952K 0.07% -140.0 -38.2% $4210.32 -96.0%
115 BWMN BOWMAN CONSULTING GROUP LTD Industrials 32,600.0 $927K 0.07% $28.44 +15.5%
116 INTU INTUIT Technology 2,136.0 $923K 0.07% -448.0 -17.3% $432.34 -28.8%
117 VOO VANGUARD INDEX FDS 1,417.0 $847K 0.07% -111.0 -7.3% $597.50 +15.5%
118 BSCZ INVESCO EXCH TRD SLF IDX FD 40,084.0 $823K 0.07% +7K +20.7% $20.52 -0.3%
119 ORCL ORACLE CORP Technology 5,272.0 $776K 0.06% +144.0 +2.8% $147.11 +29.8%
120 MOAT VANECK ETF TRUST 7,331.0 $709K 0.06% -99K -93.1% $96.70 +5.4%
Page 6 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%