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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 18 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ISHARES TR 13,810.0 $316K 0.04% +88.0 +0.6% $22.92
342 FTSD FRANKLIN ETF TR 3,477.0 $316K 0.04% +22.0 +0.6% $90.78 -0.3%
343 CCJ CAMECO CORP Energy 2,896.0 $315K 0.04% +430.0 +17.4% $108.61 +1.9%
344 GRMN GARMIN LTD Technology 1,350.0 $313K 0.04% +18.0 +1.4% $231.93 +1.9%
345 SMMU PIMCO ETF TR 6,153.0 $310K 0.04% $50.45 +0.0%
346 FGD FIRST TR EXCHANGE-TRADED FD 9,674.0 $309K 0.04% +794.0 +8.9% $31.93 +5.8%
347 QQQI NEOS ETF TRUST 6,215.0 $309K 0.04% +106.0 +1.7% $49.69 +14.9%
348 MACH NATURAL RESOURCES LP 22,000.0 $308K 0.04% $14.00
349 FIRST TR EXCHANGE TRADED FD 15,346.0 $306K 0.04% +1K +10.3% $19.92
350 ADI ANALOG DEVICES INC Technology 945.0 $301K 0.03% -264.0 -21.8% $318.11 +31.7%
351 HAL HALLIBURTON CO Energy 7,622.0 $297K 0.03% NEW $38.99 +0.9%
352 MO ALTRIA GROUP INC Consumer Defensive 4,478.0 $296K 0.03% -36.0 -0.8% $66.00 +9.1%
353 FIRST TR EXCHANGE TRADED FD 12,792.0 $294K 0.03% +1K +10.6% $22.95
354 INTU INTUIT Technology 676.0 $292K 0.03% -175.0 -20.6% $432.57 -27.6%
355 BK BANK NEW YORK MELLON CORP Financial Services 2,465.0 $292K 0.03% -918.0 -27.1% $118.61 +18.5%
356 MMM 3M CO Industrials 1,999.0 $290K 0.03% +157.0 +8.5% $145.23 +5.2%
357 IDXX IDEXX LABS INC Healthcare 516.0 $290K 0.03% +29.0 +6.0% $561.89 +1.1%
358 JANT AIM ETF PRODUCTS TRUST 7,186.0 $288K 0.03% $40.12 +9.5%
359 ABT ABBOTT LABORATORIES Healthcare 2,782.0 $286K 0.03% -1K -32.6% $102.66 -16.0%
360 WM WASTE MGMT INC DEL Industrials 1,240.0 $285K 0.03% $229.85 -6.2%
Page 18 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%