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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 8 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ENSYSCE BIOSCIENCES INC 17,850.0 $16K 0.01% NEW $0.92
Page 8 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%