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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
Page 8 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COMMERCE.COM INC 12,700.0 $38K 0.03% NEW $2.96
142 CERS CERUS CORP Healthcare 12,550.0 $37K 0.02% +145.0 +1.2% $2.92 -3.0%
143 SIEB SIEBERT FINL CORP Financial Services 21,900.0 $36K 0.02% +6K +38.6% $1.65 +22.4%
144 CNDT CONDUENT INC Technology 10,265.0 $15K 0.01% -5K -32.8% $1.46 +1.7%
145 MY SIZE INC 28,005.0 $13K 0.01% +975.0 +3.6% $0.45
146 SYNERGY CHC CORP 10,020.0 $2K 0.00% -2K -16.1% $0.20
Page 8 of 8  ·  146 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 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%