NOVUS ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Greenville, SC
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$44,702
Net value change ($000)
-28 (-0.1%)
New positions
3
Sold out positions
3
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FISR 684 27.0%
CERY 544 64.3%
SPLB 490 204.2%
IXUS 470 NEW
JNK 368 136.3%
BIL 244 NEW
BINC 209 NEW
XOM 206 40.9%
SPAB 167 44.2%
VTV 119 57.2%
Top Reduces (Value $000, Stocks/ETFs)
SPY -1,425 -23.4%
SPTL -563 -48.6%
DLN -311 -100.0%
SPSM -250 -18.5%
ESGU -208 -100.0%
IYW -203 -100.0%
IWF -198 -34.0%
SPDW -181 -4.4%
XLSR -161 -4.6%
QUAL -155 -20.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type