Back to NOVARE CAPITAL MANAGEMENT LLC

NOVARE CAPITAL MANAGEMENT LLC

Q2 2026 13F filing

Updated 34 days ago

210 disclosed positions worth $1.4B

Portfolio value
$1.4B
Total holdings
210
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

STATE STR SPDR S&P 500 ETF T

Value
$77.5M
Shares
103.7K
% Port
5.50%
A

APPLE INC

Value
$64.4M
Shares
222.7K
% Port
4.57%
E

ISHARES TR

Value
$60.2M
Shares
80.3K
% Port
4.27%
G

ALPHABET INC

Value
$52.4M
Shares
146.8K
% Port
3.72%
S

SELECT SECTOR SPDR TR

Value
$49.8M
Shares
261.4K
% Port
3.53%
M

MICROSOFT CORP

Value
$44.9M
Shares
120.4K
% Port
3.19%
N

NVIDIA CORPORATION

Value
$42.5M
Shares
212.2K
% Port
3.01%
A

BROADCOM INC

Value
$40.6M
Shares
107.5K
% Port
2.88%
?
9.N/A

ETF OPPORTUNITIES TRUST

Value
$34.8M
Shares
751.4K
% Port
2.47%
A
10.AMZN

AMAZON COM INC

Value
$32.8M
Shares
137.7K
% Port
2.33%
W
11.WMT

WALMART INC

Value
$32.4M
Shares
286.1K
% Port
2.30%
J
12.JNJ

JOHNSON & JOHNSON

Value
$28.9M
Shares
113.7K
% Port
2.05%
E
13.EMR

EMERSON ELEC CO

Value
$26.6M
Shares
186.0K
% Port
1.89%
J

JPMORGAN CHASE & CO

Value
$24.5M
Shares
74.7K
% Port
1.74%
B

BERKSHIRE HATHAWAY INC DEL

Value
$23.6M
Shares
47.1K
% Port
1.67%
V
16.V

VISA INC

Value
$22.9M
Shares
66.6K
% Port
1.62%
U
17.UNH

UNITEDHEALTH GROUP INC

Value
$22.2M
Shares
53.3K
% Port
1.57%
E
18.ETHA

ISHARES TR

Value
$21.6M
Shares
33.8K
% Port
1.54%
C
19.CSCO

CISCO SYS INC

Value
$20.4M
Shares
173.3K
% Port
1.44%
C
20.CMI

CUMMINS INC

Value
$19.2M
Shares
27.0K
% Port
1.37%
B

BANK OF NY MELLON CORP

Value
$19.1M
Shares
132.3K
% Port
1.36%
R
22.RTX

RTX CORPORATION

Value
$18.1M
Shares
95.4K
% Port
1.28%
S

SELECT SECTOR SPDR TR

Value
$16.2M
Shares
138.4K
% Port
1.15%
T
24.TXN

TEXAS INSTRS INC

Value
$15.8M
Shares
53.0K
% Port
1.12%
A
25.AME

AMETEK INC

Value
$15.6M
Shares
64.3K
% Port
1.10%
G

GOLDMAN SACHS ETF TR

Value
$15.1M
Shares
106.6K
% Port
1.07%
A
27.AVGO

C H ROBINSON WORLDWIDE IN

Value
$14.9M
Shares
78.9K
% Port
1.06%
A
28.ABBV

ABBVIE INC

Value
$14.8M
Shares
58.7K
% Port
1.05%
M
29.META

META PLATFORMS INC

Value
$14.2M
Shares
25.3K
% Port
1.01%
M
30.MRK

MERCK & CO INC

Value
$14.2M
Shares
110.2K
% Port
1.00%
T
31.TJX

TJX COS INC NEW

Value
$14.1M
Shares
92.8K
% Port
1.00%
C
32.CSX

CSX CORP

Value
$13.8M
Shares
290.9K
% Port
0.98%
Q
33.QQQ

INVESCO QQQ TR

Value
$13.8M
Shares
18.7K
% Port
0.98%
E
34.ETHA

ISHARES TR

Value
$13.1M
Shares
144.7K
% Port
0.93%
A
35.AMZN

ALPS ETF TR

Value
$12.9M
Shares
248.5K
% Port
0.91%
L
36.LHX

L3HARRIS TECHNOLOGIES INC

Value
$12.5M
Shares
43.0K
% Port
0.89%
T
37.TMO

THERMO FISHER SCIENTIFIC INC

Value
$12.3M
Shares
24.6K
% Port
0.87%
A
38.AMP

AMERIPRISE FINL INC

Value
$12.2M
Shares
26.7K
% Port
0.87%
E
39.ETHA

ISHARES TR

Value
$11.9M
Shares
86.3K
% Port
0.84%
C
40.CSL

CARLISLE COS INC

Value
$11.8M
Shares
32.5K
% Port
0.84%
H
41.HD

HOME DEPOT INC

Value
$11.7M
Shares
33.1K
% Port
0.83%
B
42.BX

VANGUARD SPECIALIZED FUNDS

Value
$11.7M
Shares
49.3K
% Port
0.83%
S
43.SYK

STRYKER CORPORATION

Value
$11.5M
Shares
36.5K
% Port
0.82%
L
44.LLY

ELI LILLY & CO

Value
$11.4M
Shares
9.5K
% Port
0.81%
L
45.LOW

LOWES COS INC

Value
$11.3M
Shares
51.2K
% Port
0.80%
V
46.VZ

VERIZON COMMUNICATIONS INC

Value
$10.8M
Shares
255.9K
% Port
0.77%
B

BANK OF AMER CORP

Value
$10.7M
Shares
187.4K
% Port
0.76%
M
48.MDLZ

MONDELEZ INTL INC

Value
$10.3M
Shares
178.5K
% Port
0.73%
C
49.CVX

CHEVRON CORPORATION

Value
$9.8M
Shares
59.2K
% Port
0.70%
E
50.ETHA

ISHARES TR

Value
$9.8M
Shares
101.3K
% Port
0.69%