Novem Group has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $794 Billion distributed in 909 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $39.6B, Vanguard Dividend Appreciation with a value of $29.9B, Spdr Portfolio S&P 500 ETF (Ma with a value of $28.5B, Fidelity Covington Tr New Mill with a value of $23B, and Pimco Active Bond Exchange Tra with a value of $18.8B.

Examining the 13F form we can see an increase of $81.3B in the current position value, from $713B to 794B.

Novem Group is based out at Rochester, NY

Below you can find more details about Novem Group portfolio as well as his latest detailed transactions.

Portfolio value $794 Billion
ETFs: $457 Billion
Technology: $74.2 Billion
Financial Services: $43 Billion
Industrials: $32.4 Billion
Healthcare: $27.6 Billion
Communication Services: $19.5 Billion
Consumer Cyclical: $18.2 Billion
Consumer Defensive: $18.1 Billion
Other: $29.5 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 909
  • Current Value $794 Billion
  • Prior Value $713 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 67 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 130 stocks
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