Fund HoldingsNOVEM GROUP

Total Portfolio Value
$986.15M
Total Bought
$332.92M
Total Sold
$258.92M
Net Transaction
+$74.00M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
PIMCO ETF TR
MULTISECTOR BD
01,573,225+1,573,225041,7224.23%+41,722
SPDR SERIES TRUST
ST STR P500ETF
0321,777+321,777028,2782.87%+28,278
FIDELITY COVINGTON TRUST0465,338+465,338027,4132.78%+27,413
SPDR SERIES TRUST
ST STR P500VAL
0300,595+300,595018,2731.85%+18,273
PGIM ETF TR
TOTA RETU BD ETF
0253,952+253,952010,5291.07%+10,529
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
0233,427+233,42709,8811.00%+9,881
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0180,725+180,72508,9060.90%+8,906
FIDELITY COVINGTON TRUST0227,274+227,27408,6840.88%+8,684
SPDR INDEX SHS FDS
ST STR PO EX ETF
0153,375+153,37507,7290.78%+7,729
SCHWAB STRATEGIC TR01,192,374+1,192,374040,3504.09%+40,350
FIRST TR EXCHNG TRADED FD VI
VEST US BUFR ETF
0179,795+179,79505,7050.58%+5,705
ETF SER SOLUTIONS
DEFIA QUANT ETF
033,808+33,80805,5910.57%+5,591
ASTRAZENECA PLC(AZN)024,977+24,97704,7360.48%+4,736
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
019,552+19,55205,9240.60%+5,924
SPDR INDEX SHS FDS
ST STR ACWI ETF
0109,572+109,57204,4560.45%+4,456
SPDR SERIES TRUST
ST STR SP DIV
028,773+28,77304,3790.44%+4,379
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0105,778+105,77803,8640.39%+3,864
ISHARES TR37,46958,379+20,9104,2388,0290.81%+3,791
BLACKROCK ETF TRUST
ISHA I IN TE ETF
070,182+70,18203,7000.38%+3,700
BLACKROCK ETF TRUST
ISHARES US EQUIT
61,967101,472+39,5053,6056,9010.70%+3,296
BRISTOL-MYERS SQUIBB CO(BMY)064,002+64,00203,6880.37%+3,688
APPLE INC(AAPL)061,894+61,894017,9101.82%+17,910
VANGUARD INDEX FDS0227,982+227,982019,6381.99%+19,638
BUNGE GLOBAL SA(BG)028,683+28,68303,0610.31%+3,061
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
095,919+95,91902,6350.27%+2,635
ISHARES TR020,874+20,874015,6331.59%+15,633
SCHWAB STRATEGIC TR223,227269,946+46,7196,2178,3950.85%+2,178
FORTINET INC(FTNT)014,174+14,17402,1770.22%+2,177
SPDR SERIES TRUST
ST STR PR SP1500
021,499+21,49901,9520.20%+1,952
SPDR SERIES TRUST
ST STR SP REGBNK
024,954+24,95401,8680.19%+1,868
SPDR INDEX SHS FDS
ST PORT MARK ETF
035,284+35,28401,8270.19%+1,827
VANGUARD INDEX FDS85,28385,113-17016,73218,5491.88%+1,816
GLOBAL X FDS
ARTIFICIAL ETF
085,194+85,19405,5900.57%+5,590
TAIWAN SEMICONDUCTOR MANUFAC(TSM)05,279+5,27902,5210.26%+2,521
ISHARES TR
MSCI USA MMENTM
5,9579,149+3,1921,4303,1370.32%+1,707
INVESCO QQQ TR03,689+3,68902,7170.28%+2,717
GE AEROSPACE(GE)07,049+7,04902,6340.27%+2,634
ISHARES TR
IBONDS 27 ETF
520,477588,288+67,81112,61614,2481.44%+1,632
ISHARES TR
IBDS DEC28 ETF
498,960563,458+64,49812,63914,2271.44%+1,589
BROADCOM INC(AVGO)023,978+23,97809,0580.92%+9,058
BLACKROCK ETF TRUST II062,077+62,07701,5050.15%+1,505
APPLIED MATLS INC6,1214,944-1,1772,0923,5740.36%+1,482
SPDR SERIES TRUST
ST LONG BD ETF
064,763+64,76301,4510.15%+1,451
INTERNATIONAL BUSINESS MACHS(IBM)011,644+11,64403,2740.33%+3,274
INTERACTIVE BROKERS GROUP IN(IBKR)016,196+16,19601,4100.14%+1,410
MERCK & CO INC(MRK)48,22856,016+7,7885,8017,1980.73%+1,397
RBB FUND TRUST
FIRST EAGLE GBL
0167,496+167,49608,1940.83%+8,194
F5 INC(FFIV)03,165+3,16501,3170.13%+1,317
QUALCOMM INC(QCOM)026,820+26,82004,9560.50%+4,956
FIRST SOLAR INC(FSLR)05,470+5,47001,2910.13%+1,291
SELECT SECTOR SPDR TR
ST STR FINL ETF
023,751+23,75101,2730.13%+1,273
KLA CORP(KLAC)1,46811,379+9,9112,1633,4340.35%+1,270
EXELIXIS INC(EXEL)023,245+23,24501,2650.13%+1,265
CRANE COMPANY(CR)05,650+5,65001,2600.13%+1,260
ISHARES TR022,418+22,41806,7350.68%+6,735
VANGUARD SPECIALIZED FUNDS058,462+58,462013,8331.40%+13,833
HCI GROUP INC06,942+6,94201,2170.12%+1,217
BANCO BILBAO VIZCAYA ARGENTA(BBVA)048,114+48,11401,2060.12%+1,206
VICTORY CAP HLDGS INC DEL(VCTR)014,282+14,28201,2010.12%+1,201
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
25,54831,192+5,6442,3933,5830.36%+1,190
LAUREATE ED INC(LAUR)032,259+32,25901,1720.12%+1,172
AON PLC(AON)03,425+3,42501,1360.12%+1,136
RIO TINTO PLC(RIO)011,956+11,95601,1350.12%+1,135
ISHARES TR
FALN ANGLS USD
659,177687,045+27,86817,61318,7151.90%+1,102
ADVANCED DRAIN SYS INC DEL(WMS)06,987+6,98701,0970.11%+1,097
FERRARI N V
COM
02,890+2,89001,0760.11%+1,076
BANCO DE CHILE027,024+27,02401,0740.11%+1,074
BLACKSTONE INC(BX)09,023+9,02301,0620.11%+1,062
PIMCO ETF TR
ACTIVE BD ETF
0245,552+245,552022,6422.30%+22,642
BANCO SANTANDER CHILE NEW(BSAC)031,773+31,77301,0460.11%+1,046
GAMING & LEISURE P(GLPI)023,339+23,33901,0390.11%+1,039
MOELIS & CO(MC)015,858+15,85801,0370.11%+1,037
HUBBELL INC(HUBB)01,981+1,98101,0360.11%+1,036
CINTAS CORP(CTAS)07,189+7,18901,2230.12%+1,223
CARGURUS INC(CARG)029,007+29,00709890.10%+989
EVERCORE INC(EVR)02,888+2,88809860.10%+986
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,170+6,17009790.10%+979
HARMONY GOLD MNG LTD(HMY)062,565+62,56509520.10%+952
GARMIN LTD(GRMN)05,278+5,27801,2540.13%+1,254
PENTAIR PLC(PNR)012,136+12,13609300.09%+930
ALLISON TRANSMISSION HLDGS I(ALSN)08,200+8,20009250.09%+925
CIRRUS LOGIC INC(CRUS)06,213+6,21309230.09%+923
ISHARES U S ETF TR
SHOR DURA BD ETF
017,995+17,99509120.09%+912
SPDR SERIES TRUST
ST PORT HIGH ETF
038,770+38,77009090.09%+909
MICRON TECHNOLOGY INC(MU)1,2041,110-944071,2810.13%+875
ISHARES TR41,90543,367+1,4625,5526,4070.65%+854
LAM RESEARCH CORP(LRCX)8,2946,029-2,2651,7722,6120.26%+840
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
021,265+21,26508350.08%+835
VANGUARD TAX-MANAGED FDS29,61638,119+8,5031,8982,7160.28%+818
CORNING INC(GLW)7,0276,748-2799551,7240.17%+768
VICTORY PORTFOLIOS II
CORE BD ETF
016,250+16,25007610.08%+761
SCHWAB STRATEGIC TR790,571826,202+35,63119,18719,9452.02%+757
CISCO SYS INC(CSCO)023,800+23,80002,7960.28%+2,796
BERKSHIRE HATHAWAY INC DEL09,228+9,22804,6180.47%+4,618
NVIDIA CORPORATION(NVDA)033,419+33,41906,6870.68%+6,687
JPMORGAN CHASE & CO(JPM)020,907+20,90706,8440.69%+6,844
ISHARES TR
SYSTEMATIC BD ET
2,34610,153+7,8072099010.09%+692
FIRST TR EXCHANGE-TRADED FD4,0007,500+3,5005081,1970.12%+689
ALLSTATE CORP(ALL)022,128+22,12805,2650.53%+5,265
UNITED RENTALS INC(URI)01,370+1,37001,5530.16%+1,553
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