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Portfolio (Quarterly) Guide ↗

Williams & Novak, LLC

· CIK 0001998419
13F Portfolio $133M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 141 New
Page 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VIG VANGUARD SPECIALIZED FUNDS 1,584.0 $348K 0.26% NEW $219.78 +5.1%
82 ESGE ISHARES INC 7,872.0 $348K 0.26% NEW $44.17 +19.2%
83 NVDA NVIDIA CORPORATION Technology 1,860.0 $347K 0.26% NEW $186.50 +17.7%
84 FCOM FIDELITY COVINGTON TRUST 4,573.0 $335K 0.25% NEW $73.28 +1.0%
85 IYZ ISHARES TR 9,365.0 $317K 0.24% NEW $33.90 +30.4%
86 DGCB DIMENSIONAL ETF TRUST 5,787.0 $314K 0.24% NEW $54.24 +0.2%
87 MUB ISHARES TR 2,770.0 $297K 0.22% NEW $107.12 -1.0%
88 VGT VANGUARD WORLD FD 367.0 $277K 0.21% NEW $753.78 -84.8%
89 DFAC DIMENSIONAL ETF TRUST 6,872.0 $272K 0.20% NEW $39.59 +9.5%
90 VUG VANGUARD INDEX FDS 549.0 $268K 0.20% NEW $487.86 -82.1%
91 FMDE FIDELITY COVINGTON TRUST 7,258.0 $264K 0.20% NEW $36.38 +6.5%
92 RGP RESOURCES CONNECTION INC Industrials 51,435.0 $259K 0.20% NEW $5.04 -11.9%
93 TRGP TARGA RES CORP Energy 1,400.0 $258K 0.19% NEW $184.50 +46.7%
94 AMGN AMGEN INC Healthcare 778.0 $255K 0.19% NEW $327.47 +3.0%
95 RSPT INVESCO EXCHANGE TRADED FD T 5,570.0 $253K 0.19% NEW $45.51 +30.4%
96 TSHA TAYSHA GENE THERAPIES INC Healthcare 45,000.0 $248K 0.19% NEW $5.50 -0.2%
97 UNH UNITEDHEALTH GROUP INC Healthcare 722.0 $238K 0.18% NEW $330.11 +16.1%
98 HARVARD BIOSCIENCE INC 348,800.0 $233K 0.18% NEW $0.67
99 HON HONEYWELL INTL INC Industrials 1,195.0 $233K 0.17% NEW $195.06 +14.7%
100 GTO INVESCO ACTIVELY MANAGED EXC 4,875.0 $231K 0.17% NEW $47.42 -1.9%
Page 5 of 8  ·  141 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
Financial Services 40.6%
Technology 22.4%
Consumer Cyclical 17.4%
Communication Services 6.6%
Healthcare 5.8%
Industrials 2.3%
Consumer Defensive 1.8%
Real Estate 1.0%
Utilities 0.9%
Energy 0.7%