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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 14 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IGRO ISHARES TR 6,336.0 $531K 0.06% +2K +40.2% $83.77 +6.4%
262 QSPT FIRST TR EXCHNG TRADED FD VI 17,248.0 $528K 0.06% $30.62 +12.3%
263 QJUN FIRST TR EXCHNG TRADED FD VI 16,575.0 $518K 0.06% $31.25 +3.9%
264 GD GENERAL DYNAMICS CORP Industrials 1,481.0 $508K 0.06% +398.0 +36.8% $343.09 +11.3%
265 QQEW FIRST TR EXCHANGE-TRADED FD 4,000.0 $508K 0.06% NEW $126.97 +19.5%
266 CVR PARTNERS LP/CVR NITROGEN 4,000.0 $507K 0.06% $126.67
267 IWF ISHARES TR 1,186.0 $506K 0.06% $426.34 -72.2%
268 VIS VANGUARD WORLD FD 1,614.0 $504K 0.06% +604.0 +59.8% $312.14 +12.0%
269 RDVI FIRST TR EXCHANGE-TRADED FD 19,714.0 $504K 0.06% +1K +5.8% $25.55 +12.1%
270 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,301.0 $503K 0.06% +2K +29.7% $60.65 +1.4%
271 ORCL ORACLE CORP Technology 3,332.0 $490K 0.06% +24.0 +0.7% $147.08 -18.4%
272 IUSG ISHARES TR 3,098.0 $481K 0.06% $155.12 +17.8%
273 RSJN FIRST TR EXCHNG TRADED FD VI 13,700.0 $473K 0.05% -900.0 -6.2% $34.53 +7.5%
274 FIIG FIRST TR EXCHANGE-TRADED FD 22,688.0 $471K 0.05% NEW $20.75 -2.0%
275 SHW SHERWIN WILLIAMS CO Basic Materials 1,465.0 $469K 0.05% -267.0 -15.4% $320.45 -3.1%
276 BKE BUCKLE INC Consumer Cyclical 9,293.0 $468K 0.05% $50.36 -16.6%
277 KO COCA COLA CO Consumer Defensive 6,148.0 $468K 0.05% -101.0 -1.6% $76.05 +6.7%
278 INMU BLACKROCK ETF TRUST II 19,490.0 $466K 0.05% +2K +8.6% $23.91 -0.6%
279 JMST J P MORGAN EXCHANGE TRADED F 9,106.0 $464K 0.05% $50.98 -0.2%
280 FSEP FIRST TR EXCHNG TRADED FD VI 9,125.0 $459K 0.05% -340.0 -3.6% $50.33 +9.4%
Page 14 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%