§ 13F · FUND PROFILE
NovaPoint Capital, LLC.
AUM · $481M (13F)Positions · 161Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$46M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | 82K | $21M | 4.3% | −7% |
| 2 | SPYM | SPDR SERIES TRUST | 204K | $18M | 3.7% | +2% |
| 3 | AAPL | APPLE INC | 59K | $17M | 3.6% | −1% |
| 4 | NVDA | NVIDIA CORPORATION | 75K | $15M | 3.1% | −1% |
| 5 | SPDW | SPDR INDEX SHS FDS | 256K | $13M | 2.7% | −5% |
| 6 | IBDR | ISHARES TR | 524K | $13M | 2.6% | −18% |
| 7 | HD | HOME DEPOT INC | 36K | $13M | 2.6% | +2% |
| 8 | GS | GOLDMAN SACHS GROUP INC | 12K | $12M | 2.5% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 32K | $12M | 2.5% | +5% |
| 10 | APH | AMPHENOL CORP | 67K | $12M | 2.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NOVAPOINT SIGNAL
AC read
NovaPoint Capital, LLC is a Other fund managing $481 million in assets. The fund runs a portfolio of 161 positions.
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