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Portfolio (Quarterly) Guide ↗

NOVEM GROUP

· CIK 0001926783
13F Portfolio $870M AUM 905 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 421 New
Page 16 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NFG NATIONAL FUEL GAS CO Energy 4,755.0 $381K 0.04% NEW $80.06 +2.5%
302 EMGF ISHARES INC 6,530.0 $378K 0.04% NEW $57.85 +19.0%
303 IGRO ISHARES TR 4,519.0 $374K 0.04% NEW $82.77 +7.7%
304 FV FIRST TR EXCHANGE TRADED FD 5,824.0 $366K 0.04% NEW $62.92 +12.0%
305 GD GENERAL DYNAMICS CORP Industrials 1,083.0 $365K 0.04% NEW $336.67 +13.4%
306 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 15,325.0 $362K 0.04% NEW $23.65 -21.6%
307 GLDM WORLD GOLD TR Financial Services 4,236.0 $362K 0.04% NEW $85.37 -6.2%
308 SHY ISHARES TR 4,337.0 $359K 0.04% NEW $82.83 -1.3%
309 FBND FIDELITY MERRIMACK STR TR 7,630.0 $351K 0.04% NEW $46.04 -2.4%
310 DUK DUKE ENERGY CORP NEW Utilities 2,985.0 $350K 0.04% NEW $117.20 +10.3%
311 FIRST TR EXCHNG TRADED FD VI 10,995.0 $350K 0.04% NEW $31.81
312 PRF INVESCO EXCHANGE TRADED FD T 7,418.0 $348K 0.04% NEW $46.92 +15.4%
313 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,402.0 $345K 0.04% NEW $53.94 +14.0%
314 CVX CHEVRON CORP NEW Energy 2,243.0 $342K 0.04% NEW $152.39 +27.6%
315 FMAR FIRST TR EXCHNG TRADED FD VI 7,198.0 $342K 0.04% NEW $47.47 +10.0%
316 FMAY FIRST TR EXCHNG TRADED FD VI 6,364.0 $340K 0.04% NEW $53.45 +4.5%
317 TRV TRAVELERS COMPANIES INC Financial Services 1,163.0 $337K 0.04% NEW $290.06 +29.8%
318 SCHZ SCHWAB STRATEGIC TR 14,384.0 $336K 0.04% NEW $23.37 -2.6%
319 FDN FIRST TR EXCHANGE-TRADED FD 1,225.0 $330K 0.04% NEW $269.18 -4.2%
320 IDXX IDEXX LABS INC Healthcare 487.0 $329K 0.04% NEW $676.53 -20.3%
Page 16 of 22  ·  421 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.1%
Financial Services 18.8%
Industrials 13.3%
Healthcare 11.5%
Consumer Defensive 7.6%
Energy 5.9%
Communication Services 5.0%
Consumer Cyclical 5.0%
Real Estate 3.5%
Basic Materials 1.8%