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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 20 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 UBER UBER TECHNOLOGIES INC Technology 3,541.0 $256K 0.03% -11K -76.4% $72.16 +8.1%
382 ABT ABBOTT LABORATORIES Healthcare 2,802.0 $254K 0.03% +20.0 +0.7% $90.75 +26.1%
383 VGT VANGUARD WORLD FD 2,112.0 $252K 0.03% NEW $119.52 -0.6%
384 HDV ISHARES TR 9,193.0 $252K 0.03% +7K +403.2% $27.41 +9.2%
385 JAAA JANUS DETROIT STR TR 4,968.0 $251K 0.03% NEW $50.49 +0.3%
386 CL COLGATE PALMOLIVE CO Consumer Defensive 2,725.0 $250K 0.03% $91.68 -0.9%
387 FEM FIRST TR EXCH TRD ALPHDX FD 7,773.0 $249K 0.03% +206.0 +2.7% $31.99 +1.9%
388 AEP AMERICAN ELEC PWR CO INC Utilities 1,815.0 $248K 0.03% +58.0 +3.3% $136.82 -7.7%
389 BIL SPDR SERIES TRUST 2,686.0 $246K 0.03% -106.0 -3.8% $91.64 -0.1%
390 MMM 3M CO Industrials 1,518.0 $246K 0.03% -481.0 -24.1% $161.93 +11.5%
391 FICO FAIR ISAAC CORP Technology 202.0 $241K 0.02% NEW $1194.78 -2.8%
392 IDXX IDEXX LABS INC Healthcare 457.0 $241K 0.02% -59.0 -11.4% $526.44 +6.8%
393 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 248.0 $239K 0.02% NEW $965.00 -13.7%
394 COF CAPITAL ONE FINL CORP Financial Services 1,187.0 $238K 0.02% -776.0 -39.5% $200.62 +10.0%
395 VMI VALMONT INDS INC Industrials 411.0 $237K 0.02% NEW $577.37 -16.1%
396 ALLE ALLEGION PLC Industrials 1,687.0 $237K 0.02% -7K -80.3% $140.49 +15.9%
397 RSP INVESCO EXCHANGE TRADED FD T 1,111.0 $236K 0.02% -195.0 -14.9% $212.77 +4.4%
398 DLS WISDOMTREE TR 2,799.0 $235K 0.02% NEW $83.80 +5.5%
399 SLQD ISHARES TR 4,647.0 $234K 0.02% +246.0 +5.6% $50.37 -0.3%
400 FLEX FLEX LTD Technology 1,443.0 $234K 0.02% NEW $162.07 -30.3%
Page 20 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%