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Home > Institutional Investor > Williams & Novak, Llc > Profile

Instuitional Investor - Williams & Novak, Llc

Fund Profile
Filing Period:
Fund Name: Williams & Novak, Llc
Portfolio Value $129,994,120
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 310,079 $14,338,066 11.03%
2.
Pimco Equity Ser
 146,446 $8,237,612 6.34%
3.
Fidelity Covington Trust
 154,346 $5,752,475 4.43%
4.
Sypris Solutions Inc
 SYPR 2,246,550 $4,785,152 3.68%
5.
Pimco California Municipal Income Fund
 PCQ 457,118 $3,986,069 3.07%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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