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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 19 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IWD ISHARES TR 1,217.0 $295K 0.03% +57.0 +4.9% $242.38 +6.8%
362 JANT AIM ETF PRODUCTS TRUST 6,686.0 $294K 0.03% -500.0 -7.0% $44.01 +2.2%
363 BA BOEING CO Industrials 1,343.0 $291K 0.03% -4K -75.0% $216.47 +2.6%
364 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,727.0 $291K 0.03% NEW $33.29 +16.5%
365 VGIT VANGUARD SCOTTSDALE FDS 4,904.0 $289K 0.03% +651.0 +15.3% $58.98 -0.8%
366 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 15,225.0 $287K 0.03% -100.0 -0.7% $18.87 +14.6%
367 GILD GILEAD SCIENCES INC Healthcare 2,256.0 $285K 0.03% -168.0 -6.9% $126.35 +16.8%
368 MET METLIFE INC Financial Services 3,297.0 $279K 0.03% -517.0 -13.6% $84.62 +12.4%
369 AFL AFLAC INC Financial Services 2,370.0 $278K 0.03% $117.27 -0.6%
370 CCJ CAMECO CORP Energy 2,716.0 $277K 0.03% -180.0 -6.2% $101.86 -3.8%
371 LMBS FIRST TR EXCHANGE-TRADED FD 5,553.0 $276K 0.03% +470.0 +9.2% $49.78 -0.1%
372 FBT FIRST TR EXCHANGE-TRADED FD 1,111.0 $275K 0.03% +33.0 +3.1% $247.89 +9.7%
373 TGT TARGET CORP Consumer Defensive 2,093.0 $273K 0.03% -34K -94.1% $130.60 +21.8%
374 WM WASTE MGMT INC DEL Industrials 1,200.0 $267K 0.03% -40.0 -3.2% $222.88 +1.0%
375 THRO BLACKROCK ETF TRUST 6,082.0 $262K 0.03% NEW $43.11 +1.8%
376 HAL HALLIBURTON CO Energy 7,622.0 $259K 0.03% $33.95 +3.2%
377 FTXO FIRST TR EXCHANGE TRADED FD 6,256.0 $259K 0.03% +119.0 +1.9% $41.33 +2.2%
378 XLP SELECT SECTOR SPDR TR 3,107.0 $258K 0.03% NEW $83.08 +4.2%
379 UPS UNITED PARCEL SVCS INC Industrials 2,399.0 $258K 0.03% NEW $107.51 -4.3%
380 FIRST TR EXCHNG TRADED FD VI 7,812.0 $256K 0.03% -3K -28.1% $32.83
Page 19 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%