CIK 1926783
NOVEM GROUP
Institutional 13F holdings & portfolio
Holdings
406
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 406
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SDVD | FIRST TR EXCH TRADED FD III | 10K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 7K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| T | AT&T INC | 8K | $100K–$500K | SH |
| ABR | ARBOR REALTY TRUST INC | 25K | $100K–$500K | SH |
| MBB | ISHARES TR | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 3K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 592 | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 13K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 1K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 3K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 4K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 922 | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 369 | $100K–$500K | SH |
| SCHO | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 500 | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 607 | $100K–$500K | SH |
| KODK | EASTMAN KODAK CO | 12K | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 2K | $50K–$100K | SH |
| BAC | BANK AMERICA CORP | 2K | $50K–$100K | SH |
| USAR | USA RARE EARTH INC | 8K | $50K–$100K | SH (Call) |
| VOO | VANGUARD INDEX FDS | 144 | $50K–$100K | SH |
| PEP | PEPSICO INC | 577 | $50K–$100K | SH |
| ABBV | ABBVIE INC | 347 | $50K–$100K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 223 | $50K–$100K | SH |
| COP | CONOCOPHILLIPS | 730 | $50K–$100K | SH |
| GAB | GABELLI EQUITY TR INC | 10K | $50K–$100K | SH |
| PNC | PNC FINL SVCS GROUP INC | 294 | $50K–$100K | SH |
| RTX | RTX CORPORATION | 324 | $50K–$100K | SH |
| CRM | SALESFORCE INC | 217 | $50K–$100K | SH |
| AAPL | APPLE INC | 190 | $50K–$100K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 1K | $50K–$100K | SH |
| AVGO | BROADCOM INC | 145 | $50K–$100K | SH |
| IEI | ISHARES TR | 374 | $15K–$50K | SH |
| JCI | JOHNSON CTLS INTL PLC | 366 | $15K–$50K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 198 | $15K–$50K | SH |
| JPM | JPMORGAN CHASE & CO. | 133 | $15K–$50K | SH |
| V | VISA INC | 117 | $15K–$50K | SH |
| ALLE | ALLEGION PLC | 249 | $15K–$50K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 659 | $15K–$50K | SH |
| TJX | TJX COS INC NEW | 244 | $15K–$50K | SH |
| CSCO | CISCO SYS INC | 470 | $15K–$50K | SH |
| HD | HOME DEPOT INC | 91 | $15K–$50K | SH |
| IGRO | ISHARES TR | 323 | $15K–$50K | SH |
| CAT | CATERPILLAR INC | 41 | $15K–$50K | SH |
| PAC | GRUPO AEROPUERTO DEL PACIFIC | 84 | $15K–$50K | SH |
| SCHW | SCHWAB CHARLES CORP | 221 | $15K–$50K | SH |
| JNJ | JOHNSON & JOHNSON | 104 | $15K–$50K | SH |