NOVUS ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Greenville, SC
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$47,968
Net value change ($000)
+3,266 (7.3%)
New positions
5
Sold out positions
3
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 1,394 29.8%
JNK 935 146.6%
SPYM 502 17.6%
SPEM 402 15.6%
SPTL 358 60.1%
XLSR 332 9.9%
NVDA 243 NEW
IYW 236 NEW
IJR 221 NEW
ESGU 219 NEW
Top Reduces (Value $000, Stocks/ETFs)
FISR -902 -28.0%
SPDW -652 -16.5%
SPAB -265 -48.6%
XLG -256 -100.0%
BIL -244 -100.0%
BINC -209 -100.0%
XOM -138 -19.4%
EFV -94 -17.2%
GLD -43 -5.5%
IEMG -42 -12.4%
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