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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 22 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 1,100.0 $2K NEW $1.87 -21.1%
Page 22 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%