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Portfolio (Quarterly) Guide ↗

NOVEM GROUP

· CIK 0001926783
13F Portfolio $988M AUM 920 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 69 New 166 Added 159 Reduced 61 Exited
Page 2 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWM ISHARES TR 22,418.0 $6.7M 0.68% +325.0 +1.5% $300.44 +1.2%
22 MSFT MICROSOFT CORP Technology 17,333.0 $6.5M 0.65% +1K +9.0% $373.02 +28.8%
23 IJJ ISHARES TR 43,367.0 $6.4M 0.65% +1K +3.5% $147.73 +2.1%
24 QQQM INVESCO EXCH TRADED FD TR II 19,552.0 $5.9M 0.60% +14K +248.2% $302.97 -0.8%
25 AIQ GLOBAL X FDS 85,194.0 $5.6M 0.57% +3K +4.0% $65.61 -2.5%
26 AMGN AMGEN INC Healthcare 14,901.0 $5.4M 0.55% +284.0 +1.9% $362.10 +15.8%
27 BERKSHIRE HATHAWAY INC DEL 9,228.0 $4.6M 0.47% +1K +13.4% $500.39
28 FDEC FIRST TR EXCHNG TRADED FD VI 82,353.0 $4.5M 0.45% +1K +1.8% $54.47 +2.3%
29 CWI SPDR INDEX SHS FDS 109,572.0 $4.5M 0.45% +3K +2.7% $40.67 +2.6%
30 VCIT VANGUARD SCOTTSDALE FDS 52,683.0 $4.4M 0.44% +2K +3.8% $82.65 -2.0%
31 FNDF SCHWAB STRATEGIC TR 76,828.0 $4.1M 0.41% +5K +6.4% $52.76 +5.6%
32 BUFR FIRST TR EXCHNG TRADED FD VI 105,778.0 $3.9M 0.39% +3K +2.5% $36.53 +2.3%
33 GOVT ISHARES TR 164,220.0 $3.7M 0.38% +8K +4.8% $22.78 -1.5%
34 BAI BLACKROCK ETF TRUST 70,182.0 $3.7M 0.38% +30K +75.4% $52.72 -9.5%
35 VTI VANGUARD INDEX FDS 9,997.0 $3.7M 0.37% +50.0 +0.5% $370.05 +3.3%
36 BMY BRISTOL-MYERS SQUIBB CO Healthcare 64,002.0 $3.7M 0.37% +56K +671.0% $57.62 +12.2%
37 USFR WISDOMTREE TR 73,091.0 $3.7M 0.37% +10K +15.5% $50.35 +0.2%
38 IGSB ISHARES TR 68,581.0 $3.6M 0.36% +4K +6.1% $52.41 -0.5%
39 TDIV FIRST TR EXCHANGE TRADED FD 31,192.0 $3.6M 0.36% +6K +22.1% $114.88 +1.1%
40 PEP PEPSICO INC Consumer Defensive 26,246.0 $3.6M 0.36% +1K +5.9% $135.40 +2.1%
Page 2 of 9  ·  166 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 29.5%
Financial Services 19.0%
Healthcare 12.8%
Industrials 12.7%
Consumer Defensive 6.7%
Energy 5.3%
Consumer Cyclical 4.4%
Communication Services 3.8%
Real Estate 3.0%
Basic Materials 2.2%