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Portfolio (Quarterly) Guide ↗

Williams & Novak, LLC

· CIK 0001998419
13F Portfolio $151M AUM 146 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 56 Added 40 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 NEE NEXTERA ENERGY INC Utilities 4,287 $398K 0.30% SOLD
2 AVNS AVANOS MED INC Healthcare 26,348 $371K 0.28% SOLD
3 BP BP PLC Energy 6,008 $277K 0.21% SOLD
4 AMGN AMGEN INC Healthcare 732 $259K 0.19% SOLD
5 PSA PUBLIC STORAGE OPER CO Real Estate 913 $252K 0.19% SOLD
6 ARES ARES MANAGEMENT CORPORATION Financial Services 2,000 $212K 0.16% SOLD
7 XOM EXXON MOBIL CORP Energy 1,288 $207K 0.15% SOLD
8 XPERI INC 14,140 $80K 0.06% SOLD
9 KLXE KLX ENERGY SERVICES HOLDINGS Energy 11,837 $29K 0.02% SOLD
10 PRTS CARPARTS COM INC Consumer Cyclical 32,825 $27K 0.02% SOLD
11 XRX XEROX HOLDINGS CORP Technology 19,615 $25K 0.02% SOLD
Sector Allocation
Technology 35.6%
Financial Services 31.7%
Consumer Cyclical 16.5%
Communication Services 7.0%
Healthcare 5.0%
Industrials 1.2%
Basic Materials 1.1%
Consumer Defensive 0.9%
Energy 0.8%