Long-term investor
Novare Capital Management LLC @novarecapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001388409).
Record
- Tracked since 2025-06-30 (448 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months n/a · 1 year +15.4% · all +15.4%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 5.5% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- 464287200 · 4.3% · long · since 2025-06-30
- GOOGL · 3.7% · long · since 2025-06-30
- 81369Y803 · 3.5% · long · since 2025-06-30
- MSFT · 3.2% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- AVGO · 2.9% · long · since 2025-06-30
- 26923N405 · 2.5% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- WMT · 2.3% · long · since 2025-06-30
- JNJ · 2.0% · long · since 2025-06-30