Novus Advisors, LLC 13F Portfolio

CIK 2042508 Filing since Q4 2024 Q2 2026 filed Jul 27, 2026
Holdings as of Jun 30, 2026, from the 13F filed Jul 27, 2026.

Portfolio Snapshot

6 positions · Q2 2026

Novus Advisors, LLC reported 6 positions worth $2.74M for the quarter ended Jun 30, 2026, up 15.8% on the prior quarter. It opened 2 new positions, added to 1, trimmed 1 and exited 0. Its largest holding is Spdr Gold Trust at 26.9% of the portfolio.

Portfolio Value
$2.74M
+15.8% QoQ · -78.1% YoY
Positions
6
2 new · 0 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
GLD 26.9%
Spdr Gold Trust
Net Buying
+$511.26K
$513.17K bought · $1.91K sold
Turnover
0.1%
of the portfolio traded
Top Sector
Financial Services
26.9% of value
Track Record
7
quarters on file since Q4 2024

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

5 sectors
26.89%
Financial Services
Financial Services26.89%
Industrials24.42%
Energy20.85%
Technology16.19%
Consumer Discretionary11.66%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Financial ServicesIndustrialsEnergyTechnologyConsumer DiscretionaryConsumer StaplesHealthcareUtilitiesCommunication Services

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
NVDA Nvidia Corp +1,214 – $242.91K 8.85%
MRVL Marvell Technology, Inc. +676 – $201.37K 7.34%
GLD Spdr Gold Trust +187 +10.3% $68.89K 26.89%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
AMZN Amazon Com Inc -8 -0.6% $1.91K 11.66%

New Positions

Q2 2026
Holding Shares Trade Value Weight
NVDA Nvidia Corp +1,214 $242.91K 8.85%
MRVL Marvell Technology, Inc. +676 $201.37K 7.34%

Closed Positions

Q2 2026

No positions were closed this quarter.

Holdings · Q2 2026

6 Positions

As ofJun 30, 2026
Value$2.74M
Top 10100%
Avg position$457.37K
# Activity
Showing all 6 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Novus Advisors.

About Novus Advisors, LLC’s 13F Portfolio

What are Novus Advisors, LLC’s largest holdings?

As of its Q2 2026 13F filing, Novus Advisors, LLC’s five largest positions were Spdr Gold Trust (GLD) at 26.9%, Union Pacific Corp (UNP) at 24.4%, ExxonMobil Holdings Corp (XOM) at 20.8%, Amazon Com Inc (AMZN) at 11.7%, Nvidia Corp (NVDA) at 8.9% of the reported portfolio.

How much is Novus Advisors, LLC’s portfolio worth?

Novus Advisors, LLC reported a 13F portfolio worth $2.74M across 6 positions for Q2 2026. That is up 15.8% from the previous quarter.

What did Novus Advisors, LLC buy in Q2 2026?

Its largest purchases by value were Nvidia Corp ($242.91K), Marvell Technology, Inc. ($201.37K), Spdr Gold Trust ($68.89K). It opened 2 new positions.

What did Novus Advisors, LLC sell in Q2 2026?

Its largest sales by value were Amazon Com Inc ($1.91K). It exited 0 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Novus Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.