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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 15 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FIIG FIRST TR EXCHANGE-TRADED FD 24,041.0 $498K 0.05% +1K +6.0% $20.71 -1.5%
282 RSJN FIRST TR EXCHNG TRADED FD VI 13,350.0 $497K 0.05% -350.0 -2.5% $37.25 +2.2%
283 VHT VANGUARD WORLD FD 1,659.0 $496K 0.05% +428.0 +34.8% $298.93 +6.7%
284 EFV ISHARES TR 6,473.0 $496K 0.05% +1K +28.4% $76.55 +6.2%
285 CVR PARTNERS LP/CVR NITROGEN 4,400.0 $491K 0.05% +400.0 +10.0% $111.48
286 BLCR BLACKROCK ETF TRUST 9,677.0 $487K 0.05% NEW $50.37 -1.0%
287 SHW SHERWIN WILLIAMS CO Basic Materials 1,362.0 $469K 0.05% -103.0 -7.0% $344.23 +1.8%
288 FFEB FIRST TR EXCHNG TRADED FD VI 7,620.0 $465K 0.05% $60.98 +2.0%
289 T AT&T INC Communication Services 22,350.0 $463K 0.05% -325.0 -1.4% $20.70 +21.2%
290 SLYV SPDR SERIES TRUST 4,217.0 $460K 0.05% +507.0 +13.7% $109.10 +1.4%
291 SGOV ISHARES TR 4,527.0 $456K 0.05% -2K -27.8% $100.67 -0.1%
292 TJX TJX COS INC NEW Consumer Cyclical 2,979.0 $451K 0.05% +249.0 +9.1% $151.51 -0.1%
293 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 600.0 $448K 0.04% -100.0 -14.3% $746.77 +2.9%
294 PG PROCTER & GAMBLE CO Consumer Defensive 3,042.0 $446K 0.04% +392.0 +14.8% $146.64 -2.0%
295 JMST J P MORGAN EXCHANGE TRADED F 8,595.0 $438K 0.04% -511.0 -5.6% $51.00 -0.2%
296 FV FIRST TR EXCHANGE TRADED FD 5,756.0 $437K 0.04% $75.88 -3.5%
297 DGS WISDOMTREE TR 6,690.0 $433K 0.04% +996.0 +17.5% $64.72 -2.9%
298 UNILEVER PLC 7,140.0 $429K 0.04% -317.0 -4.2% $60.11
299 VSS VANGUARD INTL EQUITY INDEX F 2,769.0 $427K 0.04% +390.0 +16.4% $154.31 +2.5%
300 BINC BLACKROCK ETF TRUST II 8,026.0 $420K 0.04% +3K +47.0% $52.34 -0.7%
Page 15 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%