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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 20 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PKW INVESCO EXCHANGE TRADED FD T 1,720.0 $231K 0.03% NEW $134.30 +1.8%
382 IGHG PROSHARES TR 2,931.0 $230K 0.03% NEW $78.42 +0.4%
383 VHT VANGUARD WORLD FD 794.0 $228K 0.03% NEW $287.74 -2.1%
384 FTCS FIRST TR EXCHANGE-TRADED FD 2,461.0 $228K 0.03% NEW $92.49 +1.3%
385 CXM SPRINKLR INC Technology 29,147.0 $227K 0.03% NEW $7.78 -31.1%
386 CCJ CAMECO CORP Energy 2,466.0 $226K 0.03% NEW $91.49 +20.9%
387 IYW ISHARES TR 1,120.0 $224K 0.03% NEW $199.74 +24.9%
388 SLQD ISHARES TR 4,401.0 $223K 0.03% NEW $50.70 -0.6%
389 HDV ISHARES TR 1,808.0 $220K 0.03% NEW $121.58 -77.4%
390 IEI ISHARES TR 1,819.0 $217K 0.03% NEW $119.35 -1.5%
391 IVE ISHARES TR 1,017.0 $216K 0.03% NEW $212.07 +7.7%
392 LLY PUT ELI LILLY & CO Healthcare 200.0 $215K 0.03% NEW $1074.68 +4.9%
393 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 611.0 $214K 0.03% NEW $350.85 +11.9%
394 CL COLGATE PALMOLIVE CO Consumer Defensive 2,711.0 $214K 0.03% NEW $79.02 +16.0%
395 PSFF PACER FDS TR 6,392.0 $207K 0.02% NEW $32.33 +5.7%
396 DIS DISNEY WALT CO Communication Services 1,815.0 $206K 0.02% NEW $113.77 -8.8%
397 FIRST TR EXCH TRADED FD III 9,549.0 $205K 0.02% NEW $21.46
398 C CITIGROUP INC Financial Services 1,753.0 $204K 0.02% NEW $116.66 +6.9%
399 AMD ADVANCED MICRO DEVICES INC Technology 953.0 $204K 0.02% NEW $214.16 +141.9%
400 AEP AMERICAN ELEC PWR CO INC Utilities 1,757.0 $203K 0.02% NEW $115.32 +10.8%
Page 20 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%