NOVEM GROUP Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$854.0B

Holdings

399

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (399 positions)

#StockSharesValue% PortfolioType
101
PGPROCTER AND GAMBLE CO
10,090$1.6B0.18%
102
NDQINVESCO QQQ TR
2,535$1.5B0.18%Call
103
CRDOCREDO TECHNOLOGY GROUP HOLDI
10,430$1.5B0.18%Call
104
MEDPMEDPACE HLDGS INC
2,938$1.5B0.18%
105
PLTRPALANTIR TECHNOLOGIES INC
8,279$1.5B0.18%Call
106
VXUSVANGUARD STAR FDS
19,586$1.4B0.17%
107
ABTABBOTT LABS
10,725$1.4B0.17%
108
XOMEXXON MOBIL CORP
12,715$1.4B0.17%
109
JEPIJ P MORGAN EXCHANGE TRADED F
24,949$1.4B0.17%
110
GRMNGARMIN LTD
5,754$1.4B0.17%
111
ASMLASML HOLDING N V
1,453$1.4B0.16%
112
IDXXIDEXX LABS INC
2,192$1.4B0.16%
113
TSLATESLA INC
3,138$1.4B0.16%Call
114
IDIINTERDIGITAL INC
4,003$1.4B0.16%
115
CVXCHEVRON CORP NEW
8,888$1.4B0.16%
116
AMLPALPS ETF TR
29,406$1.4B0.16%
117
VWOVANGUARD INTL EQUITY INDEX F
25,457$1.4B0.16%
118
APPAPPLOVIN CORP
1,914$1.4B0.16%Call
119
UBERUBER TECHNOLOGIES INC
13,977$1.4B0.16%
120
ETNEATON CORP PLC
3,636$1.4B0.16%
121
VOVANGUARD INDEX FDS
4,544$1.3B0.16%
122
VSTVISTRA CORP
6,731$1.3B0.15%
123
IAU*ISHARES GOLD TR
18,094$1.3B0.15%
124
RDVYFIRST TR EXCHANGE TRADED FD
19,529$1.3B0.15%
125
BNDXVANGUARD CHARLOTTE FDS
26,497$1.3B0.15%
126
LMTLOCKHEED MARTIN CORP
2,616$1.3B0.15%
127
SCCOSOUTHERN COPPER CORP
10,729$1.3B0.15%
128
VEUVANGUARD INTL EQUITY INDEX F
18,136$1.3B0.15%
129
NTESNETEASE INC
8,391$1.3B0.15%
130
QQQMINVESCO EXCH TRADED FD TR II
5,078$1.3B0.15%
131
NVSNNOVARTIS AG
9,764$1.3B0.15%
132
PAYXPAYCHEX INC
9,861$1.2B0.15%
133
MPWRMONOLITHIC PWR SYS INC
1,357$1.2B0.15%
134
GCOWPACER FDS TR
31,529$1.2B0.15%
135
SPLBSPDR SERIES TRUST
52,555$1.2B0.14%
136
CDNSCADENCE DESIGN SYSTEM INC
3,459$1.2B0.14%
137
OIHVANECK ETF TRUST
4,550$1.2B0.14%
138
VYMIVANGUARD WHITEHALL FDS
13,854$1.2B0.14%
139
SPGSIMON PPTY GROUP INC NEW
6,245$1.2B0.14%
140
ITWILLINOIS TOOL WKS INC
4,477$1.2B0.14%
141
CITCINTAS CORP
5,474$1.1B0.13%
142
WMSADVANCED DRAIN SYS INC DEL
8,025$1.1B0.13%
143
MNSTMONSTER BEVERAGE CORP NEW
16,529$1.1B0.13%
144
NTAPNETAPP INC
9,370$1.1B0.13%
145
AG8AGILENT TECHNOLOGIES INC
8,566$1.1B0.13%
146
ADSKAUTODESK INC
3,442$1.1B0.13%
147
FASTFASTENAL CO
22,194$1.1B0.13%
148
FHIFEDERATED HERMES INC
20,916$1.1B0.13%
149
4I1PHILIP MORRIS INTL INC
6,695$1.1B0.13%
150
UNPUNION PAC CORP
4,554$1.1B0.13%
151
CVSCVS HEALTH CORP
14,260$1.1B0.13%
152
PODDINSULET CORP
3,433$1.1B0.12%
153
PNRPENTAIR PLC
9,404$1.0B0.12%
154
ORCLORACLE CORP
3,701$1.0B0.12%Call
155
DKLDELEK LOGISTICS PARTNERS LP
22,737$1.0B0.12%
156
JEPQJ P MORGAN EXCHANGE TRADED F
17,898$1.0B0.12%
157
XPXP INC
54,567$1.0B0.12%
158
BNDVANGUARD BD INDEX FDS
13,774$1.0B0.12%
159
RMERESMED INC
3,738$1.0B0.12%
160
SKTTANGER INC
30,002$1.0B0.12%
161
MCDMCDONALDS CORP
3,319$1.0B0.12%
162
OMFONEMAIN HLDGS INC
17,707$999.7M0.12%
163
SEICSEI INVTS CO
11,716$994.1M0.12%
164
LLOEWS CORP
9,855$989.3M0.12%
165
GLPIGAMING & LEISURE PPTYS INC
21,076$982.3M0.12%
166
GEGE AEROSPACE
3,256$979.4M0.11%
167
ADBEADOBE INC
2,742$967.2M0.11%
168
BUFGFIRST TR EXCHNG TRADED FD VI
35,807$964.6M0.11%
169
ZTSZOETIS INC
6,571$961.5M0.11%
170
GGGGRACO INC
11,253$956.1M0.11%
171
XLVSELECT SECTOR SPDR TR
6,863$955.2M0.11%
172
EPDENTERPRISE PRODS PARTNERS L
30,515$954.2M0.11%
173
RACEFERRARI N V
1,952$947.0M0.11%
174
SCHWSCHWAB CHARLES CORP
9,903$945.5M0.11%
175
PHPARKER-HANNIFIN CORP
1,238$938.9M0.11%
176
CNRCANADIAN NATL RY CO
9,950$938.4M0.11%
177
INFYINFOSYS LTD
57,391$933.8M0.11%
178
MUMICRON TECHNOLOGY INC
5,555$929.5M0.11%Call
179
VCSHVANGUARD SCOTTSDALE FDS
11,609$927.9M0.11%
180
MCOMOODYS CORP
1,938$923.8M0.11%
181
CBSHCOMMERCE BANCSHARES INC
15,273$912.7M0.11%
182
GENGEN DIGITAL INC
31,707$900.1M0.11%
183
EXPEAGLE MATLS INC
3,851$897.5M0.11%
184
LINLINDE PLC
1,864$885.4M0.10%
185
ELSEQUITY LIFESTYLE PPTYS INC
14,446$876.9M0.10%
186
HDHOME DEPOT INC
2,146$869.5M0.10%
187
KNSLKINSALE CAP GROUP INC
2,032$864.2M0.10%
188
WHDCACTUS INC
21,836$861.9M0.10%
189
STZCONSTELLATION BRANDS INC
6,375$858.6M0.10%
190
MPLXMPLX LP
17,156$857.0M0.10%
191
HLNEHAMILTON LANE INC
6,342$854.9M0.10%
192
GISGENERAL MLS INC
16,927$853.5M0.10%
193
ODFLOLD DOMINION FREIGHT LINE IN
5,991$843.4M0.10%
194
RELXRELX PLC
17,595$840.3M0.10%
195
PSAPUBLIC STORAGE OPER CO
2,906$839.4M0.10%
196
EMXCISHARES INC
12,141$819.6M0.10%
197
FJUNFIRST TR EXCHNG TRADED FD VI
14,510$811.8M0.10%
198
BACVERIZON COMMUNICATIONS INC
18,465$811.5M0.10%
199
TDIVFIRST TR EXCHANGE TRADED FD
8,135$802.0M0.09%
200
JKHYHENRY JACK & ASSOC INC
5,363$798.8M0.09%
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