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Novus Advisors, LLC 13F Filings, Portfolio & Analysis

CIK: 0002042508
Greenville 607 Pendleton St Suite 101-B
Zip Code: 29601
Latest Portfolio Value
$47.97 M
+7.31%
Total Holdings
49
2
Latest Report Date
Q2 2026
Top 10 Concentration
56.61%

Novus Advisors, LLC — Portfolio Overview & Company Profile

Novus Advisors, LLC (CIK: 0002042508) is a financial institution headquartered at 607 Pendleton St, Suite 101-B, Greenville, South Carolina 29601. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $47.97 M, comprising 49 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 56.6%. Quarterly turnover: 8.0%. ▲ 5 new, +19 added, −22 reduced, ×3 exited.

Portfolio Summary (Q2 2026)

Asset Allocation

Stocks/ETFs
+7.31%
$47.97 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
8,121 $6.06 M 12.64% ▲ 940 Add 13.1%
56,666 $3.68 M 7.66% ▼ 1,234 Reduce -2.1%
38,097 $3.35 M 6.98% ▲ 917 Add 2.5%
65,512 $3.3 M 6.88% ▼ 21,088 Reduce -24.4%
57,570 $2.98 M 6.21% ▲ 2,594 Add 4.7%
90,314 $2.32 M 4.83% ▼ 34,833 Reduce -27.8%
16,319 $1.57 M 3.28% ▲ 9,652 Add 144.8%
40,380 $1.35 M 2.81% ▲ 933 Add 2.4%
1,702 $1.27 M 2.66% ▼ 264 Reduce -13.4%
27,789 $1.27 M 2.65% ▲ 167 Add 0.6%

Historical Portfolio Charts