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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 22 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KGC KINROSS GOLD CORP Basic Materials 9,050.0 $214K 0.02% $23.62 +14.8%
422 PULS PGIM ETF TR 4,285.0 $212K 0.02% -1K -23.9% $49.55 +0.2%
423 MBB ISHARES TR 2,245.0 $212K 0.02% -73.0 -3.1% $94.50 -1.5%
424 IHAK ISHARES TR 3,433.0 $208K 0.02% NEW $60.71 +7.6%
425 TMO THERMO FISHER SCIENTIFIC INC Healthcare 413.0 $207K 0.02% NEW $501.82 +17.4%
426 HALO HALOZYME THERAPEUTICS INC Healthcare 2,632.0 $206K 0.02% -523.0 -16.6% $78.27 +34.0%
427 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 529.0 $205K 0.02% NEW $386.62 +3.0%
428 GNTX GENTEX CORP Consumer Cyclical 8,081.0 $204K 0.02% NEW $25.27 -6.3%
429 C CITIGROUP INC Financial Services 1,457.0 $204K 0.02% NEW $139.96 -1.6%
430 HYLS FIRST TR EXCHANGE-TRADED FD 5,011.0 $204K 0.02% $40.65 +0.1%
431 PROSHARES TR 4,300.0 $202K 0.02% NEW $46.96
432 FCX FREEPORT MCMORAN INC Basic Materials 3,193.0 $201K 0.02% NEW $62.89 +5.4%
433 VALE VALE S A Basic Materials 12,633.0 $190K 0.02% NEW $15.04 -9.0%
434 NZF NUVEEN MUN CR INCOME FD Financial Services 12,500.0 $158K 0.02% $12.68 -3.2%
435 INTC CALL INTEL CORP Technology 1,000.0 $140K 0.01% NEW $139.63 -30.8%
436 F CALL FORD MTR CO Consumer Cyclical 10,000.0 $139K 0.01% NEW $13.90 +0.3%
437 LLY PUT ELI LILLY & CO Healthcare 100.0 $120K 0.01% $1199.43 +2.3%
438 KODK EASTMAN KODAK CO Industrials 11,950.0 $111K 0.01% $9.25 +6.2%
439 ADAMM ADAMAS TRUST INC. Financial Services 11,515.0 $108K 0.01% +1K +13.0% $9.38 +171.7%
440 TSLA CALL TESLA INC Consumer Cyclical 200.0 $84K 0.01% $420.60 -19.9%
Page 22 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%