NovaPoint Capital, LLC

CIK 0001815025 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

NovaPoint Capital, LLC reported 161 positions worth $480.9M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: GLW (4.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$480.9M
2026 Q2
Positions
161
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.1%
Est. Net Flow (Q)
2026 Q2
10 / 161 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GLWCORNING INCSH$20.8M4.33%81,611
2SPYMSPDR SERIES TRUSTSH$17.9M3.73%204,030
3AAPLAPPLE INCSH$17.1M3.56%59,151
4NVDANVIDIA CORPORATIONSH$15.0M3.12%74,996
5SPDWSPDR INDEX SHS FDSSH$12.9M2.68%256,023
6IBDRISHARES TRSH$12.7M2.64%523,659
7HDHOME DEPOT INCSH$12.5M2.60%35,501
8GSGOLDMAN SACHS GROUP INCSH$12.0M2.50%11,897
9MSFTMICROSOFT CORPSH$12.0M2.50%32,225
10APHAMPHENOL CORPSH$11.8M2.46%67,081

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does NovaPoint Capital, LLC hold as of Q2 2026?

NovaPoint Capital, LLC reported 161 positions worth $480.9M in its Q2 2026 13F filing. Largest positions: GLW (4.3%), SPYM (3.7%), AAPL (3.6%), NVDA (3.1%) and SPDW (2.7%).

What did NovaPoint Capital, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did NovaPoint Capital, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.