NOVARE CAPITAL MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1388409
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.3B
Holdings
195
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
NOVARE CAPITAL MANAGEMENT LLC disclosed 195 positions worth $1.3B in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 5.4% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 8 new positions and exited 12 — including a new stake in $BR and a full exit from $ACN. The portfolio is most concentrated in Technology (28.5% of disclosed assets). All figures are sourced directly from NOVARE CAPITAL MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1388409.
AI Fund Analysis
Diversifying
$SPY5.4% weight
Held 9 quarters
$AAPL4.5% weight
Held 9 quarters
ISHARES TR
3.7% weight
Held 9 quarters
$MSFT3.5% weight
Held 9 quarters
$GOOG3.4% weight
Held 9 quarters
$IVZ8 quarters accumulating
VANGUARD SCOTTSDALE FDS
8 quarters accumulating
$V7 quarters accumulating
$LLY7 quarters accumulating
$IVZ7 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$68.0M104,484 sh - 76.1#112
Quality
$57.0M224,755 sh ISHARES TR
—Quality
$46.8M71,701 sh- 83.7
Quality
$44.2M119,502 sh - 80.2
Quality
$42.9M149,236 sh - 63.2
Quality
$38.7M311,327 sh - 90.2
Quality
$37.5M215,119 sh - 86.4
Quality
$34.2M110,349 sh ETF OPPORTUNITIES TRUST
—Quality
$33.6M804,077 shSELECT SECTOR SPDR TR
—Quality
$30.5M229,865 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $68.0M | 104,484 |
| Apple Inc.$AAPL | 76.1#112 | $57.0M | 224,755 |
| ISHARES TR | — | $46.8M | 71,701 |
| MICROSOFT CORP$MSFT | 83.7 | $44.2M | 119,502 |
| Alphabet Inc.$GOOG | 80.2 | $42.9M | 149,236 |
 Walmart Inc.$WMT | 63.2 | $38.7M | 311,327 |
 NVIDIA CORP$NVDA | 90.2 | $37.5M | 215,119 |
 Broadcom Inc.$AVGO | 86.4 | $34.2M | 110,349 |
| ETF OPPORTUNITIES TRUST | — | $33.6M | 804,077 |
| SELECT SECTOR SPDR TR | — | $30.5M | 229,865 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NOVARE CAPITAL MANAGEMENT LLC's 195 positions.
Showing top 10 of 195 holdings.
Sector Allocation
Technology
$359.2M
Other
$355.9M
Financials
$151.4M
Consumer Discretionary
$111.0M
Healthcare
$106.6M
Industrials
$91.9M
Real Estate
$17.7M
Energy
$17.7M
Full Holdings — NOVARE CAPITAL MANAGEMENT LLC (Q1 2026)
All 195 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $68.0M | 5.4% | -6% | — |
| 2 | $AAPL | Apple Inc. | $57.0M | 4.5% | -1% | 76.1 |
| 3 | — | ISHARES TR | $46.8M | 3.7% | +0% | — |
| 4 | $MSFT | MICROSOFT CORP | $44.2M | 3.5% | -0% | 83.7 |
| 5 | $GOOG | Alphabet Inc. | $42.9M | 3.4% | -13% | 80.2 |
| 6 | $WMT | Walmart Inc. | $38.7M | 3.1% | -8% | 63.2 |
| 7 | $NVDA | NVIDIA CORP | $37.5M | 3.0% | -3% | 90.2 |
| 8 | $AVGO | Broadcom Inc. | $34.2M | 2.7% | -17% | 86.4 |
| 9 | — | ETF OPPORTUNITIES TRUST | $33.6M | 2.7% | -1% | — |
| 10 | — | SELECT SECTOR SPDR TR | $30.5M | 2.4% | +83% | — |
| 11 |  $JNJ | JOHNSON & JOHNSON | $28.1M | 2.2% | -4% | 72.8 |
| 12 |  $AMZN | AMAZON COM INC | $27.6M | 2.2% | -2% | 74.6 |
| 13 |  $EMR | EMERSON ELECTRIC CO | $24.6M | 1.9% | -2% | 65.9 |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $22.8M | 1.8% | -4% | 64.5 |
| 15 |  $JPM | JPMORGAN CHASE & CO | $22.4M | 1.8% | -4% | 35.6 |
| 16 | $V | VISA INC. | $20.0M | 1.6% | +17% | 83.5 |
| 17 |  $RTX | RTX Corp | $18.8M | 1.5% | -6% | 70 |
| 18 |  $CMI | CUMMINS INC | $16.8M | 1.3% | -9% | 58.9 |
| 19 |  $__PARK_1390777 | Bank of New York Mellon Corp | $16.4M | 1.3% | -3% | 36.7 |
| 20 | — | SELECT SECTOR SPDR TR | $15.4M | 1.2% | -2% | — |
| 21 |  $TJX | TJX COMPANIES INC /DE/ | $15.1M | 1.2% | -5% | 70.7 |
| 22 |  $CSCO | CISCO SYSTEMS, INC. | $14.9M | 1.2% | -2% | 72.3 |
| 23 |  $UNH | UNITEDHEALTH GROUP INC | $14.8M | 1.2% | -4% | 66.8 |
| 24 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $14.6M | 1.1% | -3% | 66.5 |
| 25 |  $AME | AMETEK INC/ | $14.2M | 1.1% | -5% | 74.2 |
| 26 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $13.7M | 1.1% | -7% | 59.8 |
| 27 | — | GOLDMAN SACHS ETF TR | $13.4M | 1.1% | -1% | — |
| 28 |  $MRK | Merck & Co., Inc. | $13.3M | 1.1% | -2% | 70.9 |
| 29 | — | ALPS ETF TR | $13.0M | 1.0% | +0% | — |
| 30 |  $VZ | VERIZON COMMUNICATIONS INC | $12.9M | 1.0% | -41% | 71.6 |
| 31 |  $META | Meta Platforms, Inc. | $12.8M | 1.0% | +3% | 80.9 |
| 32 |  $HON | HONEYWELL INTERNATIONAL INC | $12.6M | 1.0% | -4% | 65.7 |
| 33 |  $ABBV | AbbVie Inc. | $12.4M | 1.0% | +0% | 59.3 |
| 34 |  $CVX | CHEVRON CORP | $12.4M | 1.0% | -4% | 54.7 |
| 35 |  $SYK | STRYKER CORP | $12.2M | 1.0% | -4% | 69.8 |
| 36 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $12.2M | 1.0% | -3% | 63.7 |
| 37 |  $CSX | CSX CORP | $12.1M | 1.0% | -1% | 66.4 |
| 38 |  $ROP | ROPER TECHNOLOGIES INC | $11.8M | 0.9% | -13% | 72.2 |
| 39 |  $AMP | AMERIPRISE FINANCIAL INC | $11.6M | 0.9% | +2% | 70.2 |
| 40 |  $LOW | LOWES COMPANIES INC | $11.5M | 0.9% | +1% | 63.5 |
| 41 | — | ISHARES TR | $11.2M | 0.9% | +971% | — |
| 42 | — | ISHARES TR | $11.1M | 0.9% | +255% | — |
| 43 |  $HD | HOME DEPOT, INC. | $11.0M | 0.9% | -3% | 69.2 |
| 44 |  $ABT | ABBOTT LABORATORIES | $10.9M | 0.9% | +1% | 67 |
| 45 | — | VANGUARD SPECIALIZED FUNDS | $10.8M | 0.9% | +433% | — |
| 46 |  $TXN | TEXAS INSTRUMENTS INC | $10.8M | 0.8% | +1% | 70.4 |
| 47 |  $CSL | CARLISLE COMPANIES INC | $10.3M | 0.8% | +5% | 65 |
| 48 |  $ICE | Intercontinental Exchange, Inc. | $10.2M | 0.8% | -3% | 73.8 |
| 49 |  $NEE | NEXTERA ENERGY INC | $9.9M | 0.8% | -5% | 71.7 |
| 50 |  $O | REALTY INCOME CORP | $9.6M | 0.8% | +1% | 74.6 |
| 51 |  $BAC | BANK OF AMERICA CORP /DE/ | $9.2M | 0.7% | -5% | 68.4 |
| 52 | $LLY | ELI LILLY & Co | $9.1M | 0.7% | +94% | 89.3 |
| 53 |  $PEP | PEPSICO INC | $8.7M | 0.7% | -9% | 62.7 |
| 54 | — | SELECT SECTOR SPDR TR | $8.6M | 0.7% | -5% | — |
| 55 |  $MCHP | MICROCHIP TECHNOLOGY INC | $8.4M | 0.7% | +1% | 40 |
| 56 | — | ISHARES TR | $8.3M | 0.7% | +4739% | — |
| 57 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.3M | 0.7% | -14% | — |
| 58 | — | ISHARES TR | $8.1M | 0.6% | -11% | — |
| 59 | — | SELECT SECTOR SPDR TR | $8.0M | 0.6% | -3% | — |
| 60 | — | SELECT SECTOR SPDR TR | $7.7M | 0.6% | -2% | — |
| 61 |  $TSLA | Tesla, Inc. | $7.1M | 0.6% | +5% | 50.1 |
| 62 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $6.8M | 0.5% | NEW | 77.6 |
| 63 |  $UBER | Uber Technologies, Inc | $5.6M | 0.4% | +1153% | 79.3 |
| 64 |  $ZTS | Zoetis Inc. | $4.7M | 0.4% | +3% | 72.6 |
| 65 | — | VANGUARD SCOTTSDALE FDS | $4.6M | 0.4% | +1% | — |
| 66 |  $AMT | AMERICAN TOWER CORP /MA/ | $4.3M | 0.3% | -17% | 69.8 |
| 67 | — | J P MORGAN EXCHANGE TRADED F | $3.9M | 0.3% | -18% | — |
| 68 | $IVZ | Invesco Ltd. | $3.8M | 0.3% | +3% | — |
| 69 | $IVZ | Invesco Ltd. | $3.7M | 0.3% | +2% | — |
| 70 |  $FDUS | FIDUS INVESTMENT Corp | $3.6M | 0.3% | +1% | — |
| 71 | $IVZ | Invesco Ltd. | $3.4M | 0.3% | +2% | — |
| 72 | $IVZ | Invesco Ltd. | $3.3M | 0.3% | +4% | — |
| 73 | — | SELECT SECTOR SPDR TR | $3.3M | 0.3% | +4% | — |
| 74 |  $VRT | Vertiv Holdings Co | $3.2M | 0.3% | -11% | 82.7 |
| 75 | — | ISHARES TR | $3.1M | 0.3% | -68% | — |
| 76 | $IVZ | Invesco Ltd. | $3.0M | 0.2% | -1% | — |
| 77 |  $CGBD | Carlyle Secured Lending, Inc. | $2.8M | 0.2% | +4% | — |
| 78 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.6M | 0.2% | -1% | 67 |
| 79 | $IVZ | Invesco Ltd. | $2.6M | 0.2% | -5% | — |
| 80 | — | VANGUARD WORLD FD | $2.5M | 0.2% | -3% | — |
| 81 | — | ISHARES TR | $2.5M | 0.2% | +15% | — |
| 82 | $IVZ | Invesco Ltd. | $2.4M | 0.2% | +2% | — |
| 83 |  $XOM | EXXON MOBIL CORP | $2.3M | 0.2% | +0% | 61.8 |
| 84 | $IVZ | Invesco Ltd. | $2.3M | 0.2% | +4% | — |
| 85 | — | SCHWAB STRATEGIC TR | $2.3M | 0.2% | -31% | — |
| 86 |  $DLR | DIGITAL REALTY TRUST, INC. | $2.2M | 0.2% | -5% | 70.2 |
| 87 | — | VANGUARD WORLD FD | $2.1M | 0.2% | -8% | — |
| 88 | $IVZ | Invesco Ltd. | $2.0M | 0.2% | +750% | — |
| 89 | — | ISHARES TR | $2.0M | 0.2% | +738% | — |
| 90 |  $PANW | Palo Alto Networks Inc | $1.9M | 0.1% | +22% | 66.5 |
| 91 |  $AMD | ADVANCED MICRO DEVICES INC | $1.8M | 0.1% | -7% | 78.8 |
| 92 | $IVZ | Invesco Ltd. | $1.8M | 0.1% | +1% | — |
| 93 |  $DUK | Duke Energy CORP | $1.7M | 0.1% | -1% | 64 |
| 94 |  $WSM | WILLIAMS SONOMA INC | $1.6M | 0.1% | -2% | 65 |
| 95 | $IVZ | Invesco Ltd. | $1.5M | 0.1% | +5% | — |
| 96 |  $STT | STATE STREET CORP | $1.5M | 0.1% | +20% | 61.5 |
| 97 | — | VANGUARD WHITEHALL FDS | $1.5M | 0.1% | -0% | — |
| 98 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.1% | -7% | 72.9 |
| 99 |  $AZO | AUTOZONE INC | $1.4M | 0.1% | +0% | 66.5 |
| 100 |  $KO | COCA COLA CO | $1.4M | 0.1% | -2% | 74 |
| 101 |  $TFC | TRUIST FINANCIAL CORP | $1.4M | 0.1% | -22% | — |
| 102 | — | VANGUARD SCOTTSDALE FDS | $1.3M | 0.1% | +4% | — |
| 103 | — | VANGUARD WORLD FD | $1.3M | 0.1% | -1% | — |
| 104 | — | TOWNEBANK PORTSMOUTH VA | $1.2M | 0.1% | NEW | — |
| 105 |  $ARI | Apollo Commercial Real Estate Finance, Inc. | $1.2M | 0.1% | +5% | 53.5 |
| 106 | — | VANECK ETF TRUST | $1.1M | 0.1% | -2% | — |
| 107 |  $GOOGL | Alphabet Inc. | $1.1M | 0.1% | -12% | 80.2 |
| 108 | — | SELECT SECTOR SPDR TR | $1.1M | 0.1% | +15% | — |
| 109 |  $LMT | LOCKHEED MARTIN CORP | $1.0M | 0.1% | -4% | 65 |
| 110 |  $SCHW | SCHWAB CHARLES CORP | $1.0M | 0.1% | -6% | 77.2 |
| 111 |  $RY | ROYAL BANK OF CANADA | $995,433 | 0.1% | -19% | — |
| 112 |  $T | AT&T INC. | $979,475 | 0.1% | -1% | 71.9 |
| 113 | — | SCHWAB STRATEGIC TR | $952,259 | 0.1% | +7% | — |
| 114 |  $BKNG | Booking Holdings Inc. | $951,533 | 0.1% | -38% | 55.3 |
| 115 |  $BWMN | Bowman Consulting Group Ltd. | $927,144 | 0.1% | +0% | — |
| 116 |  $INTU | INTUIT INC. | $923,487 | 0.1% | -17% | 82 |
| 117 | — | VANGUARD INDEX FDS | $846,653 | 0.1% | -7% | — |
| 118 | — | INVESCO EXCH TRD SLF IDX FD | $822,524 | 0.1% | +21% | — |
| 119 |  $ORCL | ORACLE CORP | $775,564 | 0.1% | +3% | 67.2 |
| 120 | — | VANECK ETF TRUST | $708,908 | 0.1% | -93% | — |
| 121 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $693,474 | 0.1% | +31% | — |
| 122 |  $WFC | WELLS FARGO & COMPANY/MN | $688,186 | 0.1% | +34% | — |
| 123 | — | VANGUARD INDEX FDS | $684,253 | 0.1% | +4% | — |
| 124 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $670,787 | 0.1% | -3% | 66.7 |
| 125 |  $SO | SOUTHERN CO | $664,433 | 0.1% | +0% | 65.1 |
| 126 |  $CAT | CATERPILLAR INC | $639,544 | 0.1% | -1% | 67.8 |
| 127 |  $ATO | ATMOS ENERGY CORP | $635,437 | 0.1% | -10% | 72 |
| 128 |  $PLTR | Palantir Technologies Inc. | $627,103 | 0.1% | -44% | 85.8 |
| 129 | $BAC | BANK OF AMERICA CORP /DE/ | $600,547 | 0.1% | +0% | 68.4 |
| 130 | — | ISHARES TR | $585,970 | 0.1% | -19% | — |
| 131 | — | ISHARES TR | $566,797 | 0.0% | +17% | — |
| 132 |  $AMGN | AMGEN INC | $554,425 | 0.0% | +21% | 79.5 |
| 133 |  $TRGP | Targa Resources Corp. | $551,606 | 0.0% | +0% | 70 |
| 134 |  $DIS | Walt Disney Co | $535,386 | 0.0% | +2% | 68.9 |
| 135 | $IVZ | Invesco Ltd. | $534,380 | 0.0% | +0% | — |
| 136 | — | VANGUARD WORLD FD | $532,673 | 0.0% | -35% | — |
| 137 | — | VANGUARD INDEX FDS | $512,976 | 0.0% | -20% | — |
| 138 | — | J P MORGAN EXCHANGE TRADED F | $481,081 | 0.0% | +0% | — |
| 139 | — | SELECT SECTOR SPDR TR | $476,190 | 0.0% | -33% | — |
| 140 |  $ENVA | Enova International, Inc. | $475,405 | 0.0% | +0% | 76.8 |
| 141 | — | ISHARES TR | $465,895 | 0.0% | -36% | — |
| 142 |  $MU | MICRON TECHNOLOGY INC | $464,533 | 0.0% | -36% | 88.4 |
| 143 |  $NFLX | NETFLIX INC | $449,502 | 0.0% | -41% | 86.7 |
| 144 |  $QXO | QXO, Inc. | $444,272 | 0.0% | -2% | 53.5 |
| 145 |  $FBNC | FIRST BANCORP /NC/ | $426,288 | 0.0% | NEW | 37.3 |
| 146 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $425,988 | 0.0% | +2% | 75.4 |
| 147 | — | ISHARES TR | $413,287 | 0.0% | -3% | — |
| 148 |  $THO | THOR INDUSTRIES INC | $397,054 | 0.0% | -12% | 52.7 |
| 149 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $394,482 | 0.0% | +0% | 66.4 |
| 150 | — | PROFESIONALLY MANAGED PORTFO | $386,862 | 0.0% | -12% | — |
| 151 |  $FITB | FIFTH THIRD BANCORP | $372,470 | 0.0% | +0% | — |
| 152 |  $FTNT | Fortinet, Inc. | $367,986 | 0.0% | -22% | 78.1 |
| 153 | — | ISHARES TR | $363,293 | 0.0% | +8% | — |
| 154 |  $RBRK | Rubrik, Inc. | $358,461 | 0.0% | +8% | 49.5 |
| 155 |  $ASML | ASML HOLDING NV | $358,420 | 0.0% | +0% | — |
| 156 | — | ISHARES TR | $347,187 | 0.0% | +29% | — |
| 157 | — | SPDR SERIES TRUST | $327,577 | 0.0% | +0% | — |
| 158 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $321,332 | 0.0% | -8% | — |
| 159 |  $ET | Energy Transfer LP | $317,157 | 0.0% | +0% | 64.5 |
| 160 |  $SPG | SIMON PROPERTY GROUP INC. | $315,796 | 0.0% | -21% | 76.9 |
| 161 | — | VANGUARD WORLD FD | $311,881 | 0.0% | -96% | — |
| 162 |  $PH | Parker-Hannifin Corp | $304,563 | 0.0% | -2% | 73.8 |
| 163 | — | VANGUARD INDEX FDS | $294,166 | 0.0% | +31% | — |
| 164 |  $HSY | HERSHEY CO | $290,007 | 0.0% | +0% | 59.4 |
| 165 |  $GLD | SPDR GOLD TRUST | $289,586 | 0.0% | +6% | — |
| 166 | — | SELECT SECTOR SPDR TR | $287,228 | 0.0% | -9% | — |
| 167 |  $GPN | GLOBAL PAYMENTS INC | $286,227 | 0.0% | -29% | 42.9 |
| 168 | — | VANGUARD INDEX FDS | $282,528 | 0.0% | +0% | — |
| 169 | — | SCHWAB STRATEGIC TR | $280,356 | 0.0% | -73% | — |
| 170 |  $BSM | Black Stone Minerals, L.P. | $275,184 | 0.0% | +26% | 65.3 |
| 171 | — | ISHARES TR | $272,039 | 0.0% | +49% | — |
| 172 |  $BMY | BRISTOL MYERS SQUIBB CO | $263,221 | 0.0% | -7% | 70.1 |
| 173 |  $NRP | NATURAL RESOURCE PARTNERS LP | $263,175 | 0.0% | +12% | 57.4 |
| 174 |  $RJF | RAYMOND JAMES FINANCIAL INC | $261,926 | 0.0% | +0% | 63.8 |
| 175 | — | ISHARES TR | $256,188 | 0.0% | +0% | — |
| 176 |  $NOW | ServiceNow, Inc. | $255,312 | 0.0% | NEW | 76 |
| 177 | — | VANGUARD TAX-MANAGED FDS | $255,103 | 0.0% | NEW | — |
| 178 |  $MS | MORGAN STANLEY | $250,945 | 0.0% | -1% | — |
| 179 | — | ISHARES INC | $246,020 | 0.0% | NEW | — |
| 180 |  $CRWD | CrowdStrike Holdings, Inc. | $245,959 | 0.0% | -1% | 55 |
| 181 |  $ENB | ENBRIDGE INC | $242,115 | 0.0% | +0% | — |
| 182 |  $AXP | AMERICAN EXPRESS CO | $241,380 | 0.0% | -1% | 73.2 |
| 183 |  $FCX | FREEPORT-MCMORAN INC | $237,001 | 0.0% | +1% | 73.1 |
| 184 |  $ETN | Eaton Corp plc | $236,420 | 0.0% | -13% | — |
| 185 |  $ISRG | INTUITIVE SURGICAL INC | $226,808 | 0.0% | -3% | 81.4 |
| 186 |  $NUE | NUCOR CORP | $226,253 | 0.0% | -3% | 58.9 |
| 187 | — | ISHARES TR | $225,231 | 0.0% | +0% | — |
| 188 |  $BA | BOEING CO | $218,540 | 0.0% | +0% | 51.8 |
| 189 | — | ISHARES TR | $205,572 | 0.0% | -45% | — |
| 190 |  $SUN | Sunoco LP | $204,006 | 0.0% | NEW | 64.8 |
| 191 |  $SON | SONOCO PRODUCTS CO | $200,458 | 0.0% | NEW | 63 |
| 192 | — | J P MORGAN EXCHANGE TRADED F | $200,081 | 0.0% | -18% | — |
| 193 |  $FLO | FLOWERS FOODS INC | $132,030 | 0.0% | +36% | 57.2 |
| 194 |  $AREC | American Resources Corp | $121,000 | 0.0% | +0% | — |
| 195 |  $PDM | Piedmont Realty Trust, Inc. | $74,787 | 0.0% | -17% | — |
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AI-Powered Hedge Fund Analysis: NOVARE CAPITAL MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For NOVARE CAPITAL MANAGEMENT LLC (SEC CIK: 1388409), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in NOVARE CAPITAL MANAGEMENT LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.