BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 13 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SCHW SCHWAB CHARLES CORP Financial Services 7,125.0 $657K 0.07% -354.0 -4.7% $92.26 +21.4%
242 FJAN FIRST TR EXCHNG TRADED FD VI 11,905.0 $656K 0.07% +775.0 +7.0% $55.09 +2.2%
243 QDEC FIRST TR EXCHNG TRADED FD VI 18,194.0 $648K 0.07% +450.0 +2.5% $35.61 +1.1%
244 DE DEERE & CO Industrials 1,018.0 $645K 0.07% -20.0 -1.9% $634.02 -6.2%
245 FTCS FIRST TR EXCHANGE-TRADED FD 6,735.0 $633K 0.06% +578.0 +9.4% $93.92 +7.9%
246 FTA FIRST TR EXCHANGE-TRADED ALP 6,449.0 $624K 0.06% +285.0 +4.6% $96.80 +7.3%
247 KNG FIRST TR EXCHANGE-TRADED FD 12,201.0 $616K 0.06% +3K +31.3% $50.50 +2.8%
248 FVD FIRST TR EXCHANGE-TRADED FD 12,620.0 $608K 0.06% +931.0 +8.0% $48.18 +5.5%
249 FIS FIDELITY NATL INFORMATION SV Technology 15,557.0 $605K 0.06% -117.0 -0.8% $38.88 +7.2%
250 QSPT FIRST TR EXCHNG TRADED FD VI 17,248.0 $601K 0.06% $34.84 +1.4%
251 DELL DELL TECHNOLOGIES INC Technology 1,393.0 $601K 0.06% -1K -43.4% $431.32 +7.9%
252 MDT MEDTRONIC PLC Healthcare 7,660.0 $599K 0.06% -32K -80.7% $78.23 +18.3%
253 ET ENERGY TRANSFER L P Energy 31,302.0 $598K 0.06% -1K -3.2% $19.12 +11.4%
254 AGZ ISHARES TR 5,466.0 $597K 0.06% -42.0 -0.8% $109.27 -0.6%
255 IUSG ISHARES TR 3,164.0 $595K 0.06% +66.0 +2.1% $188.11 +1.6%
256 OHI OMEGA HEALTHCARE INVS INC Real Estate 12,423.0 $592K 0.06% $47.68 -2.0%
257 IWF ISHARES TR 4,747.0 $589K 0.06% +4K +300.2% $124.16 -0.8%
258 FIXD FIRST TR EXCHNG TRADED FD VI 13,403.0 $585K 0.06% +1K +8.7% $43.61 -1.7%
259 PZA INVESCO EXCH TRADED FD TR II 24,759.0 $582K 0.06% NEW $23.52 -3.0%
260 GIS GENERAL MILLS INC Consumer Defensive 16,530.0 $575K 0.06% -444.0 -2.6% $34.80 +10.1%
Page 13 of 23  ·  445 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%