Fund HoldingsNOVEM GROUP

Total Portfolio Value
$863.71M
Total Bought
$162.49M
Total Sold
$145.32M
Net Transaction
+$17.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0334,859+334,859026,8623.11%+26,862
SPDR SERIES TRUST
ST STR P500VAL
0269,272+269,272015,2971.77%+15,297
PIMCO ETF TR
ENHAN SHRT MA AC
34,801114,320+79,5193,50411,4711.33%+7,967
AMERICAN CENTY ETF TR059,161+59,16104,8700.56%+4,870
AMGEN INC(AMGN)013,975+13,97504,5740.53%+4,574
SPDR SERIES TRUST
ST STR SP DIV
028,997+28,99704,0350.47%+4,035
TARGET CORP(TGT)034,736+34,73603,3950.39%+3,395
ISHARES TR
IBDS DEC28 ETF
360,820449,307+88,4879,20811,4371.32%+2,229
ISHARES TR387,240470,613+83,3739,08911,0151.28%+1,926
MERCK & CO INC(MRK)39,78448,989+9,2053,3395,1570.60%+1,818
MOTOROLA SOLUTIONS INC(MSI)04,507+4,50701,7280.20%+1,728
SPDR SERIES TRUST
ST STR PR SP1500
020,758+20,75801,7130.20%+1,713
VANGUARD SPECIALIZED FUNDS0138,519+138,519030,4443.52%+30,444
SPDR SERIES TRUST
ST STR SP REGBNK
025,054+25,05401,6240.19%+1,624
PIMCO ETF TR
ACTIVE BD ETF
214,832230,537+15,70520,05521,4582.48%+1,404
ALLEGION PLC(ALLE)08,773+8,77301,3970.16%+1,397
SPDR SERIES TRUST
ST LONG BD ETF
057,458+57,45801,2970.15%+1,297
SPDR S&P 500 ETF TR(SPY)05,451+5,45103,7170.43%+3,717
CANADIAN NAT RES LTD(CNQ)037,532+37,53201,2700.15%+1,270
SCHWAB STRATEGIC TR126,882168,955+42,0733,3374,5970.53%+1,260
WISDOMTREE TR(WT)099,038+99,03804,9840.58%+4,984
GRUPO AEROPUERTO DEL PACIFIC(PAC)04,700+4,70001,2390.14%+1,239
EAST WEST BANCORP INC(EWBC)010,990+10,99001,2350.14%+1,235
SYNCHRONY FINANCIAL(SYF)014,591+14,59101,2170.14%+1,217
DOVER CORP(DOV)06,215+6,21501,2130.14%+1,213
ARCH CAP GROUP LTD
ORD
012,616+12,61601,2100.14%+1,210
APPLIED MATLS INC05,812+5,81201,4940.17%+1,494
CREDICORP LTD(BAP)04,142+4,14201,1890.14%+1,189
GRUPO AEROPORTUARIO DEL CENT(OMAB)010,731+10,73101,1670.14%+1,167
AMERICAN EXPRESS CO(AXP)03,124+3,12401,1560.13%+1,156
WILLIAMS COS INC(WMB)019,139+19,13901,1500.13%+1,150
FIRST BANCORP P R(FBP)054,891+54,89101,1380.13%+1,138
BHP GROUP LTD018,517+18,51701,1180.13%+1,118
MUELLER INDS INC(MLI)09,643+9,64301,1070.13%+1,107
UNITED THERAPEUTICS CORP DEL(UTHR)02,230+2,23001,0870.13%+1,087
CHECK POINT SOFTWARE TECH LT
ORD
05,747+5,74701,0660.12%+1,066
CINCINNATI FINL CORP(CINF)06,404+6,40401,0460.12%+1,046
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,702+6,70201,0380.12%+1,038
QUALYS INC(QLYS)07,741+7,74101,0290.12%+1,029
WATERS CORP(WAT)02,703+2,70301,0270.12%+1,027
EOG RES INC(EOG)09,676+9,67601,0160.12%+1,016
VERISK ANALYTICS INC(VRSK)04,537+4,53701,0150.12%+1,015
NOVO-NORDISK A S(NVO)019,938+19,93801,0140.12%+1,014
GARTNER INC(IT)04,020+4,02001,0140.12%+1,014
NORDSON CORP(NDSN)04,212+4,21201,0130.12%+1,013
PGIM ETF TR
TOTA RETU BD ETF
0249,720+249,720010,4981.22%+10,498
CARLISLE COS INC(CSL)03,159+3,15901,0100.12%+1,010
AMERIPRISE FINL INC(AMP)02,000+2,00009810.11%+981
SNAP ON INC(SNA)02,845+2,84509800.11%+980
COPA HOLDINGS SA(CPA)08,068+8,06809730.11%+973
PULTE GROUP INC(PHM)08,298+8,29809730.11%+973
ARMSTRONG WORLD INDS INC NEW(AWI)05,010+5,01009570.11%+957
UNITED RENTALS INC(URI)01,173+1,17309490.11%+949
ROYAL CARIBBEAN GROUP
COM
03,393+3,39309460.11%+946
SCHWAB STRATEGIC TR719,739757,520+37,78117,56218,4612.14%+899
BOEING CO(BA)05,502+5,50201,1950.14%+1,195
RAMBUS INC DEL(RMBS)09,632+9,63208850.10%+885
ARISTA NETWORKS INC(ANET)09,749+9,74901,2770.15%+1,277
AUTOMATIC DATA PROCESSING IN04,274+4,27401,1000.13%+1,100
T ROWE PRICE ETF INC
PRICE BLUE CHIP
017,061+17,06108510.10%+851
GRAND CANYON ED INC(LOPE)04,909+4,90908160.09%+816
SPDR SERIES TRUST
ST PORT HIGH ETF
033,313+33,31307890.09%+789
PIMCO ETF TR
INTER MUN BD ACT
014,724+14,72407720.09%+772
KIMBERLY-CLARK CORP(KMB)07,327+7,32707390.09%+739
VANGUARD INDEX FDS36,53137,426+89517,52118,2592.11%+738
BOSTON SCIENTIFIC CORP(BSX)09,430+9,43008990.10%+899
NETFLIX INC(NFLX)022,418+22,41802,1020.24%+2,102
ETF SER SOLUTIONS
DEFIA QUANT ETF
21,48626,255+4,7692,2542,8790.33%+625
UNILEVER PLC(UL)09,482+9,48206200.07%+620
SELECT SECTOR SPDR TR
ST STR FINL ETF
011,185+11,18506130.07%+613
CONOCOPHILLIPS(COP)51,03057,881+6,8514,8275,4180.63%+591
ISHARES TR
IBONDS 27 ETF
0410,904+410,90409,9771.16%+9,977
PIMCO ETF TR
INV GRD CRP BD
136,729143,324+6,59513,48414,0241.62%+540
VANGUARD INDEX FDS85,42286,196+77415,93016,4621.91%+532
ISHARES TR
FALN ANGLS USD
599,929629,614+29,68516,66617,1881.99%+522
INVESCO EXCH TRADED FD TR II
SR LN ETF
0150,916+150,91603,1690.37%+3,169
PROLOGIS INC.(PLD)35,18935,476+2874,0304,5290.52%+499
JACK IN THE BOX INC026,150+26,15004960.06%+496
EXXON MOBIL CORP015,745+15,74501,8950.22%+1,895
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
130,184147,313+17,1293,6134,0690.47%+456
ISHARES TR406,253426,949+20,6968,9999,4231.09%+424
DECKERS OUTDOOR CORP(DECK)011,267+11,26701,1680.14%+1,168
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
189,862192,463+2,6017,9808,3990.97%+419
APTARGROUP INC03,411+3,41104160.05%+416
SPDR INDEX SHS FDS
ST STR PO EX ETF
163,475166,505+3,0306,9957,3940.86%+399
NVIDIA CORPORATION(NVDA)(Call)8,90011,000+2,1001,6612,052+391
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
45,19749,603+4,4063,8024,1540.48%+353
ALPHABET INC(GOOG)07,699+7,69902,4160.28%+2,416
ISHARES TR
FLTG RATE NT ETF
018,043+18,04309180.11%+918
QUALCOMM INC(QCOM)25,00626,250+1,2444,1604,4900.52%+330
PEPSICO INC(PEP)023,923+23,92303,4330.40%+3,433
ISHARES TR
CORE UNIVRSL USD
07,043+7,04303280.04%+328
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
8,13511,622+3,4878021,1250.13%+323
BLACKROCK ETF TRUST
ISHARES US EQUIT
05,218+5,21803170.04%+317
SPDR SERIES TRUST
ST STR P500GRW
02,930+2,93003130.04%+313
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
077,753+77,75303,9340.46%+3,934
RBB FUND TRUST
FIRST EAGLE GBL
148,759148,863+1046,5806,8520.79%+272
LENNOX INTL INC(LII)02,099+2,09901,0190.12%+1,019
ISHARES TR19,54919,486-6313,08413,3461.55%+262
SPDR SERIES TRUST
ST STR SP600SM C
02,884+2,88402620.03%+262
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