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