Fund manager · 13F holdings
Novak & Powell Financial Services, Inc.
CIK 2011548
Q2 2026$212.14M
171 positions · Filed Aug 11, 2026 · Current
Q1 2026$185.63M
163 positions · Filed May 14, 2026
Q4 2025$191.72M
163 positions · Filed Feb 10, 2026
Q3 2025$190.18M
163 positions · Filed Nov 14, 2025
Q2 2025$144.13M
146 positions · Filed Aug 11, 2025
Q1 2025$160.73M
152 positions · Filed May 15, 2025
Q4 2024$167.92M
150 positions · Filed Feb 18, 2025
Q3 2024$172.48M
156 positions · Filed Nov 14, 2024
Q2 2024$161.00M
152 positions · Filed Aug 15, 2024
Q1 2024$133.68M
145 positions · Filed May 15, 2024
Q4 2023$149.91M
150 positions · Filed Feb 21, 2024
Q3 2023 is outside the free window
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