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NOVEM GROUP

Q2 2026 13F filing

Updated 54 days ago

920 disclosed positions worth $987.9M

Portfolio value
$987.9M
Total holdings
920
New positions
64
Closed positions
51
Increased
176
Decreased
159
Turnover
12.5%
Filed
2026-07-21

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

PIMCO ETF TR

+453.6%
Value
$41.7M
Shares
1.57M
% Port
4.22%
S

SCHWAB STRATEGIC TR

+2.9%
Value
$40.3M
Shares
1.19M
% Port
4.08%
S

SPDR SERIES TRUST

+79865.1%
Value
$27.8M
Shares
316.7K
% Port
2.82%
?
4.N/A

FIDELITY COVINGTON TRUST

+2.4%
Value
$27.4M
Shares
465.3K
% Port
2.77%
?
5.N/A

PIMCO ETF TR

+5.0%
Value
$22.1M
Shares
240.1K
% Port
2.24%
V

VANGUARD INDEX FDS

+501.1%
Value
$19.6M
Shares
228.0K
% Port
1.99%
?
7.N/A

SCHWAB STRATEGIC TR

+222324.3%
Value
$19.4M
Shares
805.2K
% Port
1.97%
V

VANGUARD INDEX FDS

-0.2%
Value
$18.5M
Shares
85.1K
% Port
1.88%
?
9.N/A

ISHARES TR

+23710.8%
Value
$18.3M
Shares
672.9K
% Port
1.86%
?
10.N/A

SPDR SERIES TRUST

-11.4%
Value
$18.3M
Shares
300.6K
% Port
1.85%
?
11.N/A

PIMCO ETF TR

-36.5%
Value
$17.8M
Shares
176.3K
% Port
1.80%
A
12.AAPL

APPLE INC

+22627.8%
Value
$17.3M
Shares
59.8K
% Port
1.75%
V
13.VGES

VANGUARD WHITEHALL FDS

-27.7%
Value
$15.7M
Shares
99.2K
% Port
1.59%
E
14.ETHA

ISHARES TR

+30502.9%
Value
$15.6M
Shares
20.8K
% Port
1.58%
?
15.N/A

PIMCO ETF TR

+19664.9%
Value
$14.8M
Shares
153.0K
% Port
1.50%
E
16.ETHA

ISHARES TR

+13.0%
Value
$14.2M
Shares
588.3K
% Port
1.44%
E
17.ETHA

ISHARES TR

+12.9%
Value
$14.2M
Shares
563.5K
% Port
1.44%
B
18.BX

VANGUARD SPECIALIZED FUNDS

-0.2%
Value
$13.8M
Shares
58.5K
% Port
1.40%
?
19.N/A

PGIM ETF TR

-4.3%
Value
$10.5M
Shares
254.0K
% Port
1.07%
?
20.N/A

J P MORGAN EXCHANGE TRADED F

-20.5%
Value
$10.4M
Shares
129.0K
% Port
1.05%
?
21.N/A

CAPITAL GROUP GBL GROWTH EQT

+309.1%
Value
$9.9M
Shares
233.4K
% Port
1.00%
?
22.N/A

CAPITAL GROUP DIVIDEND VALUE

-12.0%
Value
$8.9M
Shares
180.7K
% Port
0.90%
A
23.AVGO

BROADCOM INC

+35325.8%
Value
$8.8M
Shares
23.4K
% Port
0.89%
?
24.N/A

FIDELITY COVINGTON TRUST

+10.6%
Value
$8.7M
Shares
227.3K
% Port
0.88%
S

SCHWAB STRATEGIC TR

+20.9%
Value
$8.4M
Shares
269.9K
% Port
0.85%
?
26.N/A

RBB FUND TRUST

+14.8%
Value
$8.2M
Shares
167.5K
% Port
0.83%
E
27.ETHA

ISHARES TR

+55.8%
Value
$8M
Shares
58.4K
% Port
0.81%
?
28.N/A

SPDR INDEX SHS FDS

+5622.2%
Value
$7.6M
Shares
151.6K
% Port
0.77%
W
29.WMT

WALMART INC

+13801.1%
Value
$7.1M
Shares
62.8K
% Port
0.72%
M
30.MRK

MERCK & CO INC

+158741.2%
Value
$6.9M
Shares
54.0K
% Port
0.70%
E
31.ETHA

BLACKROCK ETF TRUST

+63.8%
Value
$6.9M
Shares
101.5K
% Port
0.70%
E
32.ETHA

ISHARES TR

+1.5%
Value
$6.7M
Shares
22.4K
% Port
0.68%
N
33.NVDA

NVIDIA CORPORATION

+25807.1%
Value
$6.5M
Shares
32.6K
% Port
0.66%
?
34.N/A

ISHARES TR

+3.5%
Value
$6.4M
Shares
43.4K
% Port
0.65%
J

JPMORGAN CHASE & CO

+0.1%
Value
$6.4M
Shares
19.5K
% Port
0.65%
M
36.MSFT

MICROSOFT CORP

+73818.2%
Value
$6.1M
Shares
16.3K
% Port
0.61%
E
37.ETHA

INVESCO EXCH TRADED FD TR II

+248.0%
Value
$5.9M
Shares
19.5K
% Port
0.60%
?
38.N/A

FIRST TR EXCHNG TRADED FD VI

Value
$5.7M
Shares
179.8K
% Port
0.58%
?
39.N/A

ETF SER SOLUTIONS

-1.4%
Value
$5.6M
Shares
33.8K
% Port
0.57%
?
40.N/A

GLOBAL X FDS

+4.0%
Value
$5.6M
Shares
85.2K
% Port
0.57%
C
41.COP

CONOCOPHILLIPS

-8.2%
Value
$5.3M
Shares
50.8K
% Port
0.53%
A
42.AMGN

AMGEN INC

+2.0%
Value
$5.2M
Shares
14.3K
% Port
0.53%
A

ALLSTATE CORP

+7072.7%
Value
$5.1M
Shares
21.3K
% Port
0.51%
E
44.ETHA

ISHARES TR

-1.1%
Value
$5M
Shares
64.8K
% Port
0.51%
Q
45.QCOM

QUALCOMM INC

+8655.4%
Value
$4.8M
Shares
25.7K
% Port
0.48%
A
46.AZN

ASTRAZENECA PLC

Value
$4.5M
Shares
23.9K
% Port
0.46%
P

PROLOGIS INC.

+3616.9%
Value
$4.5M
Shares
33.3K
% Port
0.46%
P
48.PNC

PNC FINL SVCS GROUP INC

-4.7%
Value
$4.5M
Shares
18.2K
% Port
0.45%
?
49.N/A

FIRST TR EXCHNG TRADED FD VI

+1.8%
Value
$4.5M
Shares
82.4K
% Port
0.45%
?
50.N/A

SPDR INDEX SHS FDS

+2.7%
Value
$4.5M
Shares
109.6K
% Port
0.45%