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Home > Institutional Investor > Novak & Powell Financial Services, Inc. > Profile

Instuitional Investor - Novak & Powell Financial Services, Inc.

Fund Profile
Filing Period:
Fund Name: Novak & Powell Financial Services, Inc.
Portfolio Value $185,626,233
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Trust
 20,469 $11,814,520 6.36%
2.
Vanguard Growth Etf - GROWTH ETF
 25,831 $11,282,635 6.08%
3.
Apple Inc.
 AAPL 38,991 $9,895,505 5.33%
4.
Vanguard Large-Cap Etf - LARGE CAP ETF
 28,637 $8,558,279 4.61%
5.
Spdr S & P 500 Etf Trust
 SPY 10,214 $6,642,252 3.58%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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