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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 23 of 23  ·  445 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CXM SPRINKLR INC Technology 15,217.0 $79K 0.01% $5.16 +33.9%
442 ABR ARBOR REALTY TRUST INC Real Estate 13,436.0 $73K 0.01% -11K -45.7% $5.42 -9.6%
443 GAB GABELLI EQUITY TR INC Financial Services 10,489.0 $59K 0.01% $5.66 +0.9%
444 BMY CALL BRISTOL-MYERS SQUIBB CO Healthcare 1,000.0 $58K 0.01% NEW $57.62 +14.6%
445 DEFI TECHNOLOGIES INC 14,560.0 $7K 0.00% $0.51
Page 23 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%