NOVUS ADVISORS, LLC
Long book
$44.7M
Q1 2026
Positions
47
Top-10 weight
57%
concentration
Last quarter
+7.9%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsNOVUS ADVISORS, LLC is a wealth-management firm allocating client money, running a $44.7M US long book across 47 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, STE STR SPDR PT DW EU ETF, SS US SECTOR ROTATION, SS FI SECTOR ROTATION, STE STR SPDR PT S&P 500 ETF.
Over the last 6 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-2.2%
Q1 2025
+8.8%
Q2 2025
+6.7%
Q3 2025
+2.9%
Q4 2025
-0.5%
Q1 2026
+7.9%
Sector allocation
Energy 45%
Industrials 38%
Consumer discretionary 18%
Long book by quarter
What does NOVUS ADVISORS, own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 28, 2026 | 47 | $44.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 47 | $44.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 45 | $43.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 76 | $65.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 116 | $99.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 7, 2025 | 112 | $100.4M | canonical | SEC ↗ |