Holdings
Novak & Powell Financial Services, Inc.
As of Jun 30, 2026, Novak & Powell Financial Services, Inc. reported 80 positions worth US$64.5M. Largest: Apple Inc, Berkshire Hathaway Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 38,819 | US$11.2M | −172 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 9,068 | US$4.54M | −85 | Jun 30, 2026 |
| Microsoft Corp. | 11,378 | US$4.24M | −64 | Jun 30, 2026 |
| Nvidia Corporation | 15,700 | US$3.14M | −83 | Jun 30, 2026 |
| Johnson & Johnson | 10,273 | US$2.61M | −53 | Jun 30, 2026 |
| Enterprise Products Partners L.p. | 42,385 | US$1.56M | +483 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 4,588 | US$1.5M | +6 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 9,174 | US$1.35M | +1 | Jun 30, 2026 |
| Boeing Company (the) | 5,913 | US$1.28M | −100 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,672 | US$1.11M | −39 | Jun 30, 2026 |