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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 20 of 22  ·  437 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NULG NUSHARES ETF TR 2,676.0 $243K 0.03% -98.0 -3.5% $90.93 +23.0%
382 LMT LOCKHEED MARTIN CORP Industrials 392.0 $237K 0.03% -2K -83.5% $604.03 -11.1%
383 FIRST TR EXCH TRADED FD III 10,747.0 $233K 0.03% +1K +12.6% $21.70
384 CL COLGATE PALMOLIVE CO Consumer Defensive 2,725.0 $232K 0.03% +14.0 +0.5% $85.23 +7.5%
385 PSX PHILLIPS 66 Energy 1,267.0 $231K 0.03% NEW $182.15 -3.0%
386 AEP AMERICAN ELEC PWR CO INC Utilities 1,757.0 $230K 0.03% $131.10 -2.6%
387 IGPT INVESCO EXCHANGE TRADED FD T 3,960.0 $230K 0.03% NEW $58.07 +71.3%
388 IBDR ISHARES TR 9,475.0 $230K 0.03% NEW $24.24 +0.0%
389 AMD ADVANCED MICRO DEVICES INC Technology 1,125.0 $229K 0.03% +172.0 +18.1% $203.43 +154.7%
390 FEM FIRST TR EXCH TRD ALPHDX FD 7,567.0 $227K 0.03% NEW $29.95 +9.9%
391 PKW INVESCO EXCHANGE TRADED FD T 1,723.0 $226K 0.03% $131.22 +4.2%
392 NOC NORTHROP GRUMMAN CORP Industrials 331.0 $226K 0.03% NEW $682.24 -18.0%
393 CTAS CINTAS CORP Industrials 1,314.0 $222K 0.03% +12.0 +0.9% $169.18 +2.3%
394 SLQD ISHARES TR 4,401.0 $222K 0.03% $50.49 -0.1%
395 FTXO FIRST TR EXCHANGE TRADED FD 6,137.0 $222K 0.03% NEW $36.17 +5.1%
396 IGHG PROSHARES TR 2,841.0 $221K 0.03% -90.0 -3.1% $77.66 +1.4%
397 MBB ISHARES TR 2,318.0 $220K 0.03% -2K -51.0% $94.97 -0.3%
398 IVE ISHARES TR 1,036.0 $219K 0.03% +19.0 +1.9% $211.15 +8.1%
399 MTB M & T BK CORP Financial Services 1,048.0 $217K 0.03% NEW $206.77 +3.6%
400 FBT FIRST TR EXCHANGE-TRADED FD 1,078.0 $216K 0.03% NEW $200.82 +9.9%
Page 20 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%