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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 529.0 $205K 0.02% NEW $386.62 +3.9%
62 GNTX GENTEX CORP Consumer Cyclical 8,081.0 $204K 0.02% NEW $25.27 -5.8%
63 C CITIGROUP INC Financial Services 1,457.0 $204K 0.02% NEW $139.96 -1.6%
64 PROSHARES TR 4,300.0 $202K 0.02% NEW $46.96
65 FCX FREEPORT MCMORAN INC Basic Materials 3,193.0 $201K 0.02% NEW $62.89 +5.5%
66 VALE VALE S A Basic Materials 12,633.0 $190K 0.02% NEW $15.04 -8.9%
67 INTC CALL INTEL CORP Technology 1,000.0 $140K 0.01% NEW $139.63 -31.2%
68 F CALL FORD MTR CO Consumer Cyclical 10,000.0 $139K 0.01% NEW $13.90 +0.8%
69 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 1,000.0 $58K 0.01% NEW $57.62 +14.7%
Page 4 of 4  ·  69 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%