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Portfolio (Quarterly) Guide ↗

NOVEM GROUP

· CIK 0001926783
13F Portfolio $873M AUM 920 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 213 Added 101 Reduced 40 Exited
Page 13 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GIS GENERAL MILLS INC Consumer Defensive 16,974.0 $632K 0.07% $37.22 -4.5%
242 SGOV ISHARES TR 6,271.0 $631K 0.07% NEW $100.66 -0.0%
243 VB VANGUARD INDEX FDS 2,385.0 $625K 0.07% -202.0 -7.8% $261.88 +12.6%
244 ET ENERGY TRANSFER L P Energy 32,354.0 $624K 0.07% +206.0 +0.6% $19.30 +5.8%
245 AGZ ISHARES TR 5,508.0 $604K 0.07% +491.0 +9.8% $109.72 -1.2%
246 BUFQ FIRST TR EXCHNG TRADED FD VI 16,875.0 $596K 0.07% +825.0 +5.1% $35.32 +9.0%
247 BKNG BOOKING HOLDINGS INC Consumer Cyclical 139.0 $586K 0.07% +6.0 +4.5% $168.71 +2.4%
248 DE DEERE & CO Industrials 1,038.0 $585K 0.07% +41.0 +4.1% $563.26 +8.3%
249 SUB ISHARES TR 5,436.0 $579K 0.07% $106.49 -0.7%
250 FIRST TR EXCHNG TRADED FD VI 26,108.0 $572K 0.07% NEW $21.92
251 FTCS FIRST TR EXCHANGE-TRADED FD 6,157.0 $571K 0.07% +4K +150.2% $92.76 +3.6%
252 COWZ PACER FDS TR 9,108.0 $570K 0.07% -1K -12.7% $62.56 +1.8%
253 FTA FIRST TR EXCHANGE-TRADED ALP 6,164.0 $569K 0.07% NEW $92.35 +7.0%
254 QTEC FIRST TR EXCHANGE-TRADED FD 2,627.0 $567K 0.07% NEW $216.00 +40.1%
255 FJAN FIRST TR EXCHNG TRADED FD VI 11,130.0 $561K 0.06% +1K +9.9% $50.41 +9.1%
256 QDEC FIRST TR EXCHNG TRADED FD VI 17,744.0 $558K 0.06% -500.0 -2.7% $31.46 +11.4%
257 VCR VANGUARD WORLD FD 1,538.0 $552K 0.06% +313.0 +25.6% $358.93 +3.1%
258 FVD FIRST TR EXCHANGE-TRADED FD 11,689.0 $550K 0.06% NEW $47.03 +4.8%
259 OHI OMEGA HEALTHCARE INVS INC Real Estate 12,435.0 $545K 0.06% -500.0 -3.9% $43.82 +16.3%
260 FIXD FIRST TR EXCHNG TRADED FD VI 12,327.0 $537K 0.06% NEW $43.59 -1.6%
Page 13 of 22  ·  437 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 25.6%
Financial Services 17.9%
Industrials 13.5%
Healthcare 11.5%
Consumer Defensive 8.8%
Energy 8.0%
Communication Services 4.5%
Consumer Cyclical 4.2%
Real Estate 3.6%
Basic Materials 1.9%