NOVEM GROUP
All 13F Filings
- Location
- Rochester, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 873,133
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 437 | 873,133 | 13F-HR | NOVEM GROUP |
| Q4 2025 | 1/27/2026 | 421 | 869,707 | 13F-HR | NOVEM GROUP |
| Q3 2025 | 11/10/2025 | 419 | 853,957 | 13F-HR | NOVEM GROUP |
| Q2 2025 | 7/16/2025 | 405 | 793,946 | 13F-HR | NOVEM GROUP |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
3.439 K
(0.4% of total reported value)
· QoQ Δ:
-2.561 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 361.2 K | 41.5% | 0 | 226.9 K | -226.9 K |
| ETFs | 479.9 K | 55.2% | 254.6 K | 0 | 254.6 K |
| Debt | 28.33 K | 3.3% | 0 | 4.155 K | -4.155 K |
| Other | 0 | 0.0% | 0 | 17.52 K | -17.52 K |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
873,133
Holdings
437
QoQ value change ($000)
3,426
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.