NOVUS ADVISORS, LLC

CIK

2042508

Location

GREENVILLE, SC

Portfolio Value

Micro $47,967,560

Diversification

Diversified

Filing Date

Global Rank

#8,612 / 8,827 ▼ 17

Top Industry

Railroads 33.4%

Period ended 4 months ago

Filed Jul 28, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 94.9% of the book (60%+)

Turnover

Medium turnover

32.5% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 6.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 90.1%; sector active share 82.9% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

49 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.2%

+0.7 pts

Top 5

75.8%

−0.4 pts

Top 10

94.9%

−0.2 pts

HHI

1,314

Diversified+4

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.8%	$45,961,182	44
Industrials	1.4%	$670,208	1
Energy	1.2%	$572,036	1
Technology	0.9%	$444,282	2
Consumer Cyclical	0.7%	$319,852	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	+13,715	36,380	$954,247
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	+9,652	16,319	$1,572,662
VO	VANGUARD MID-CAP INDEX FUND	+2,906	3,876	$312,289
IWF	iShares Russell 1000 Growth ETF	+2,660	3,560	$442,045
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+2,594	57,570	$2,980,974
GOVT	iShares U.S. Treasury Bond ETF	+2,253	13,331	$303,680
—		+1,062	33,803	$639,890
EBND	State Street(R) SPDR(R) Bloomberg Emerging Markets Local Bond ETF	+1,046	21,849	$457,081
SPY	Spdr S&P 500 ETF Trust	+940	8,121	$6,064,519
—		+938	34,477	$877,094
—		+933	40,380	$1,349,903
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+917	38,097	$3,347,964
IUSB	iShares Core Universal USD Bond ETF	+774	16,392	$756,490
SRLN	State Street(R) Blackstone Senior Loan ETF	+613	19,720	$794,518
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	+272	6,104	$278,220
GLD	Spdr Gold Trust	+187	2,003	$737,865
—		+167	27,789	$1,272,736
IVE	iShares S&P 500 Value ETF	+47	1,984	$450,487
MBB	iShares MBS ETF	+18	4,994	$472,032
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
FISR	State Street(R) Fixed Income Sector Rotation ETF	−34,833	90,314	$2,316,554
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−21,088	65,512	$3,301,149
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	−10,324	10,967	$279,877
EFV	iShares MSCI EAFE Value ETF	−1,433	5,923	$453,405
IEMG	iShares Trust	−1,276	3,576	$296,235
XLSR	State Street(R) US Sector Rotation ETF	−1,234	56,666	$3,675,356
—		−1,213	21,650	$1,248,555
SPLB	State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF	−1,102	31,761	$711,446
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−891	8,842	$601,344
QUAL	iShares MSCI USA Quality Factor ETF	−377	2,767	$607,162
IVV	iShares Core S&P 500 ETF	−264	1,702	$1,274,610
SCHZ	Schwab U.S. Aggregate Bond ETF	−256	38,126	$881,854
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	−219	13,933	$941,313
EFG	iShares MSCI EAFE Growth ETF	−203	2,513	$312,667
GWX	State Street(R) SPDR(R) S&P(R) International Small Cap ETF	−106	16,494	$721,777
VB	Vanguard Index Funds	−11	932	$282,507
IVW	iShares S&P 500 Growth ETF	−10	4,309	$592,616
AMZN	Amazon Com Inc	−8	1,342	$319,852
IXUS	iShares Core MSCI Total International Stock ETF	−6	5,422	$517,475
VOO	VANGUARD 500 INDEX FUND	−5	727	$499,310
VTV	VANGUARD VALUE INDEX FUND	−4	1,661	$361,981
IEFA	iShares Core MSCI EAFE ETF	−3	11,495	$1,110,187
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
NVDA	Nvidia Corp	1,214	$242,909
IYW	iShares, Inc.	936	$236,087
IJR	iShares Core S&P Small-Cap ETF	1,490	$220,981
ESGU	iShares ESG Aware MSCI USA ETF	1,337	$218,826
MRVL	Marvell Technology, Inc.	676	$201,373
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
XLG	Victory Portfolios II	4,700	$256,385
—		2,662	$243,945
BINC		4,026	$209,070
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $47,967,560 total · filing declares 49 positions · $47,968,026 · as of Jun 30, 2026

All sectors Consumer Cyclical Energy Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	8,121	+940	$6,064,519	+29.9%	7	before history	12.64%
XLSR	State Street(R) US Sector Rotation ETF	Reduced	56,666	-1,234	$3,675,356	+9.9%	7	before history	7.66%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	38,097	+917	$3,347,964	+17.6%	7	before history	6.98%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	65,512	-21,088	$3,301,149	−16.5%	7	before history	6.88%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	57,570	+2,594	$2,980,974	+15.6%	7	before history	6.21%
FISR	State Street(R) Fixed Income Sector Rotation ETF	Reduced	90,314	-34,833	$2,316,554	−28.0%	7	before history	4.83%
JNK	State Street(R) SPDR(R) Bloomberg High Yield Bond ETF	Added	16,319	+9,652	$1,572,662	+146.4%	7	before history	3.28%
		Added	40,380	+933	$1,349,903	−2.9%	7	before history	2.81%
IVV	iShares Core S&P 500 ETF	Reduced	1,702	-264	$1,274,610	−0.7%	7	before history	2.66%
		Added	27,789	+167	$1,272,736	+1.6%	7	before history	2.65%
		Reduced	21,650	-1,213	$1,248,555	+13.0%	7	before history	2.60%
IEFA	iShares Core MSCI EAFE ETF	Reduced	11,495	-3	$1,110,187	+6.7%	7	before history	2.31%
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	Added	36,380	+13,715	$954,247	+60.1%	3	$26.64	1.99%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Reduced	13,933	-219	$941,313	+12.3%	7	before history	1.96%
SCHZ	Schwab U.S. Aggregate Bond ETF	Reduced	38,126	-256	$881,854	−1.1%	7	before history	1.84%
		Added	34,477	+938	$877,094	+5.4%	7	before history	1.83%
SRLN	State Street(R) Blackstone Senior Loan ETF	Added	19,720	+613	$794,518	+3.6%	7	before history	1.66%
IUSB	iShares Core Universal USD Bond ETF	Added	16,392	+774	$756,490	+4.9%	7	before history	1.58%
GLD	Spdr Gold Trust	Added	2,003	+187	$737,865	−5.6%	7	before history	1.54%
GWX	State Street(R) SPDR(R) S&P(R) International Small Cap ETF	Reduced	16,494	-106	$721,777	+3.0%	7	before history	1.50%
SPLB	State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF	Reduced	31,761	-1,102	$711,446	−2.6%	3	$22.73	1.48%
UNP	Union Pacific Corp Industrials	Held	2,464	0	$670,208	+12.1%	7	before history	1.40%
		Added	33,803	+1,062	$639,890	+1.8%	7	before history	1.33%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	2,767	-377	$607,162	+0.7%	7	before history	1.27%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	8,842	-891	$601,344	+6.2%	7	before history	1.25%
IVW	iShares S&P 500 Growth ETF	Reduced	4,309	-10	$592,616	+21.3%	7	before history	1.24%
XOM	ExxonMobil Holdings Corp Energy	Held	4,184	0	$572,036	−19.4%	7	before history	1.19%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	5,422	-6	$517,475	+10.0%	2	unpriced	1.08%
VOO	VANGUARD 500 INDEX FUND	Reduced	727	-5	$499,310	+14.2%	7	before history	1.04%
MBB	iShares MBS ETF	Added	4,994	+18	$472,032	−0.1%	7	before history	0.98%
EBND	State Street(R) SPDR(R) Bloomberg Emerging Markets Local Bond ETF	Added	21,849	+1,046	$457,081	+6.5%	7	before history	0.95%
EFV	iShares MSCI EAFE Value ETF	Reduced	5,923	-1,433	$453,405	−17.1%	7	before history	0.95%
IVE	iShares S&P 500 Value ETF	Added	1,984	+47	$450,487	+10.1%	4	unpriced	0.94%
IWF	iShares Russell 1000 Growth ETF	Added	3,560	+2,660	$442,045	+15.2%	7	before history	0.92%
VTV	VANGUARD VALUE INDEX FUND	Reduced	1,661	-4	$361,981	+10.8%	7	before history	0.75%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,342	-8	$319,852	+13.8%	7	before history	0.67%
EFG	iShares MSCI EAFE Growth ETF	Reduced	2,513	-203	$312,667	+3.4%	7	before history	0.65%
VO	VANGUARD MID-CAP INDEX FUND	Added	3,876	+2,906	$312,289	+12.1%	7	before history	0.65%
GOVT	iShares U.S. Treasury Bond ETF	Added	13,331	+2,253	$303,680	+19.7%	7	before history	0.63%
IEMG	iShares Trust	Reduced	3,576	-1,276	$296,235	—	5	unpriced	0.62%
VB	Vanguard Index Funds	Reduced	932	-11	$282,507	+14.4%	7	before history	0.59%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Reduced	10,967	-10,324	$279,877	−48.7%	7	before history	0.58%
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	Added	6,104	+272	$278,220	+4.0%	3	$46.61	0.58%
NVDA	Nvidia Corp Technology	NEW	1,214	NEW	$242,909	NEW	1	$205.61	0.51%
IYW	iShares, Inc.	NEW	936	NEW	$236,087	NEW	1	$229.69	0.49%
MUB	iShares National Muni Bond ETF	Held	2,167	0	$233,212	+1.4%	7	before history	0.49%
IJR	iShares Core S&P Small-Cap ETF	NEW	1,490	NEW	$220,981	NEW	1	unpriced	0.46%
ESGU	iShares ESG Aware MSCI USA ETF	NEW	1,337	NEW	$218,826	NEW	1	unpriced	0.46%
MRVL	Marvell Technology, Inc. Technology	NEW	676	NEW	$201,373	NEW	1	$200.51	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.