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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 14 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FIRST TR EXCHNG TRADED FD VI 24,436.0 $574K 0.06% -2K -6.4% $23.49
262 AMD ADVANCED MICRO DEVICES INC Technology 970.0 $563K 0.06% -155.0 -13.8% $580.91 -17.3%
263 QJUN FIRST TR EXCHNG TRADED FD VI 16,500.0 $557K 0.06% $33.79 -1.1%
264 JACK JACK IN THE BOX INC Consumer Cyclical 35,200.0 $557K 0.06% $15.81 +5.3%
265 SHLD GLOBAL X FDS 9,213.0 $550K 0.06% NEW $59.71 +17.2%
266 FIRST TR EXCHANGE TRADED FD 23,050.0 $550K 0.06% +10K +80.2% $23.85
267 GS GOLDMAN SACHS GROUP INC Financial Services 532.0 $538K 0.05% +19.0 +3.7% $1011.70 +2.2%
268 COWZ PACER FDS TR 8,634.0 $537K 0.05% -474.0 -5.2% $62.20 +13.7%
269 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,842.0 $535K 0.05% -258.0 -12.3% $290.59 -3.1%
270 KO COCA COLA CO Consumer Defensive 6,555.0 $533K 0.05% +407.0 +6.6% $81.26 +9.2%
271 FDN FIRST TR EXCHANGE-TRADED FD 2,006.0 $531K 0.05% +45.0 +2.3% $264.72 +7.8%
272 FIRST TR EXCHANGE TRADED FD 23,862.0 $527K 0.05% +9K +55.5% $22.09
273 SUB ISHARES TR 4,914.0 $523K 0.05% -522.0 -9.6% $106.46 -0.2%
274 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,882.0 $514K 0.05% +3K +1973.4% $178.26 +18.4%
275 ORCL ORACLE CORP Technology 3,460.0 $507K 0.05% +128.0 +3.8% $146.53 -1.9%
276 CMCSA COMCAST CORP NEW Communication Services 20,600.0 $506K 0.05% -2K -9.6% $24.55 +5.7%
277 IGPT INVESCO EXCHANGE TRADED FD T 4,852.0 $505K 0.05% +892.0 +22.5% $104.11 -11.3%
278 FSEP FIRST TR EXCHNG TRADED FD VI 9,125.0 $503K 0.05% $55.08 +2.3%
279 GD GENERAL DYNAMICS CORP Industrials 1,415.0 $501K 0.05% -66.0 -4.5% $354.20 +11.4%
280 FDT FIRST TR EXCH TRD ALPHDX FD 5,265.0 $498K 0.05% +125.0 +2.4% $94.67 -0.6%
Page 14 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%