NovaPoint Capital, LLC
Annual return '25
+21.1%
SPY '25
+17.7%
Alpha
+3.4ptsvs SPY
Invested
$398.6M
Holdings
79
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IBDR
ISHARES TR
Held since at least Q1 2024
3.9%
02
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
3.8%
03
$AAPL
APPLE INC
Q1 2026: Sold 2.3% (18.6k → 18.2k shares)
3.8%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 3.1% (328.7k → 318.5k shares)
3.3%
05
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
3.1%
06
$GLW
CORNING INC
Held since at least Q1 2024
3.0%
07
$HD
HOME DEPOT INC
Q4 2025: New position (3.7k shares)
2.9%
08
$MSFT
MICROSOFT CORP
Q4 2025: New position (1.7k shares)
2.9%
09
$WMT
WALMART INC
Q4 2025: New position (8.8k shares)
2.6%
10
$GS
GOLDMAN SACHS GROUP INC
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:01 UTC.