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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 4 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOVT ISHARES TR 150,098.0 $3.5M 0.40% NEW $23.03 -1.2%
62 PEP PEPSICO INC Consumer Defensive 23,923.0 $3.4M 0.40% NEW $143.52 +1.9%
63 TGT TARGET CORP Consumer Defensive 34,736.0 $3.4M 0.39% NEW $97.75 +31.6%
64 VTI VANGUARD INDEX FDS 10,115.0 $3.4M 0.39% NEW $335.27 +10.9%
65 IGSB ISHARES TR 63,598.0 $3.4M 0.39% NEW $52.88 -0.8%
66 META META PLATFORMS INC Communication Services 4,976.0 $3.3M 0.38% NEW $660.06 -3.8%
67 BKLN INVESCO EXCH TRADED FD TR II 150,916.0 $3.2M 0.36% NEW $21.00 -2.4%
68 V VISA INC Financial Services 9,002.0 $3.2M 0.36% NEW $350.72 -6.6%
69 FNDF SCHWAB STRATEGIC TR 64,441.0 $2.9M 0.34% NEW $45.21 +19.9%
70 GOOGL ALPHABET INC Communication Services 9,295.0 $2.9M 0.34% NEW $313.03 +24.6%
71 QTUM ETF SER SOLUTIONS 26,255.0 $2.9M 0.33% NEW $109.66 +45.1%
72 AMZN AMAZON COM INC Consumer Cyclical 12,439.0 $2.9M 0.33% NEW $230.82 +18.7%
73 VOO VANGUARD INDEX FDS 4,430.0 $2.8M 0.32% NEW $627.05 +10.7%
74 MA MASTERCARD INCORPORATED Financial Services 4,533.0 $2.6M 0.30% NEW $570.94 -13.5%
75 IJR ISHARES TR 20,659.0 $2.5M 0.28% NEW $120.18 +16.2%
76 IVW ISHARES TR 19,999.0 $2.5M 0.28% NEW $123.26 +13.3%
77 VNQ VANGUARD INDEX FDS 27,463.0 $2.4M 0.28% NEW $88.49 +9.1%
78 GOOG ALPHABET INC Communication Services 7,699.0 $2.4M 0.28% NEW $313.79 +23.1%
79 QQQJ INVESCO EXCH TRADED FD TR II 62,950.0 $2.3M 0.27% NEW $36.85 +21.2%
80 VTWO VANGUARD SCOTTSDALE FDS 22,090.0 $2.2M 0.25% NEW $99.52 +18.5%
Page 4 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%