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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 7 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JEPI J P MORGAN EXCHANGE TRADED F 22,600.0 $1.3M 0.15% NEW $57.24 -1.8%
122 ANET ARISTA NETWORKS INC Technology 9,749.0 $1.3M 0.15% NEW $131.03 +18.5%
123 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 16,629.0 $1.3M 0.15% NEW $76.67 +14.8%
124 GCOW PACER FDS TR 30,833.0 $1.3M 0.15% NEW $41.22 +11.7%
125 CNQ CANADIAN NAT RES LTD Energy 37,532.0 $1.3M 0.15% NEW $33.85 +35.3%
126 PAC GRUPO AEROPUERTO DEL PACIFIC Industrials 4,700.0 $1.2M 0.14% NEW $263.63 -9.7%
127 GFI GOLD FIELDS LTD Basic Materials 28,362.0 $1.2M 0.14% NEW $43.66 -7.8%
128 EWBC EAST WEST BANCORP INC Financial Services 10,990.0 $1.2M 0.14% NEW $112.39 +9.5%
129 SYF SYNCHRONY FINANCIAL Financial Services 14,591.0 $1.2M 0.14% NEW $83.43 -14.3%
130 DOV DOVER CORP Industrials 6,215.0 $1.2M 0.14% NEW $195.25 +8.8%
131 ACGL ARCH CAP GROUP LTD Financial Services 12,616.0 $1.2M 0.14% NEW $95.92 -5.5%
132 OMF ONEMAIN HLDGS INC Financial Services 17,823.0 $1.2M 0.14% NEW $67.55 -20.0%
133 BA BOEING CO Industrials 5,502.0 $1.2M 0.14% NEW $217.12 +5.4%
134 UBER UBER TECHNOLOGIES INC Technology 14,603.0 $1.2M 0.14% NEW $81.71 -13.4%
135 BAP CREDICORP LTD Financial Services 4,142.0 $1.2M 0.14% NEW $287.00 +19.0%
136 SPG SIMON PPTY GROUP INC NEW Real Estate 6,409.0 $1.2M 0.14% NEW $185.09 +11.7%
137 DECK DECKERS OUTDOOR CORP Consumer Cyclical 11,267.0 $1.2M 0.13% NEW $103.67 +10.3%
138 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 10,731.0 $1.2M 0.13% NEW $108.77 -7.4%
139 SCCO SOUTHERN COPPER CORP Basic Materials 8,074.0 $1.2M 0.13% NEW $143.46 +35.8%
140 AXP AMERICAN EXPRESS CO Financial Services 3,124.0 $1.2M 0.13% NEW $369.92 -14.8%
Page 7 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%