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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 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 MTB M & T BK CORP Financial Services 1,048 $217K 0.03% SOLD
42 TTEK TETRA TECH INC NEW Industrials 7,106 $214K 0.03% SOLD
43 AMT AMERICAN TOWER CORP Real Estate 1,219 $210K 0.02% SOLD
44 SLB SLB LIMITED Energy 4,065 $209K 0.02% SOLD
45 AGG ISHARES TR 2,097 $208K 0.02% SOLD
46 BDC BELDEN INC Technology 1,800 $207K 0.02% SOLD
47 HON HONEYWELL INTL INC Industrials 912 $206K 0.02% SOLD
48 ISRG INTUITIVE SURGICAL INC Healthcare 447 $206K 0.02% SOLD
49 RGLD ROYAL GOLD INC Basic Materials 806 $205K 0.02% SOLD
50 MOS MOSAIC CO Basic Materials 8,040 $205K 0.02% SOLD
51 PAVE GLOBAL X FDS 3,963 $201K 0.02% SOLD
52 CALL BERKSHIRE HATHAWAY INC DEL 400 $192K 0.02% SOLD
53 ASML CALL ASML HLDG NV Technology 100 $132K 0.01% SOLD
54 META CALL META PLATFORMS INC Communication Services 200 $114K 0.01% SOLD
55 BLK CALL BLACKROCK INC Financial Services 100 $96K 0.01% SOLD
56 NFLX CALL NETFLIX INC. Communication Services 500 $48K 0.01% SOLD
57 AMD CALL ADVANCED MICRO DEVICES INC Technology 200 $41K 0.01% SOLD
58 XAR SPDR SERIES TRUST 80 $20K 0.00% SOLD
59 DELL CALL DELL TECHNOLOGIES INC Technology 100 $16K 0.00% SOLD
60 GLW CALL CORNING INC Technology 100 $14K 0.00% SOLD
Page 3 of 4  ·  61 positions
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%