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Funds / Novus Advisors, LLC
Institutional Fund

Novus Advisors, LLC

Greenville, SCCIK 20425085 filings on record

Portfolio Value
$44.70M
Q1 2026
Holdings
47
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-0.1%
from $44.73M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Spdr S&P 500 ETF Tr10.4%
  • Spdr Index Shs Fds8.8%
  • Ssga Active Tr7.5%
  • Ssga Active Tr7.2%
  • Spdr Series Trust6.4%
  • Spdr Index Shs Fds5.8%
  • Other53.9%

Portfolio Holdings

47 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr S&P 500 ETF Tr7.2K$4.67M10.4%1.8KReduced
2Spdr Index Shs Fds86.6K$3.95M8.8%6.5KReduced
3Ssga Active Tr57.9K$3.34M7.5%+1.7KAdded
4Ssga Active Tr125.1K$3.22M7.2%+27.3KAdded
5Spdr Series Trust37.2K$2.85M6.4%+1.0KAdded
6Spdr Index Shs Fds55.0K$2.58M5.8%+466Added
7Spdr Series Trust39.4K$1.39M3.1%+9.8KAdded
8Ishares Tr2.0K$1.28M2.9%48Reduced
9Spdr Series Trust27.6K$1.25M2.8%0Held
10Spdr Series Trust22.9K$1.10M2.5%6.0KReduced

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