NOVEM GROUP
All 13F Filings
- Location
- Rochester, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 987,935
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 445 | 987,935 | 13F-HR | NOVEM GROUP |
| 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):
1.786 K
(0.2% of total reported value)
· QoQ Δ:
-1.653 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 368.7 K | 37.4% | 7.461 K | 0 | 7.461 K |
| ETFs | 600.6 K | 60.9% | 120.7 K | 0 | 120.7 K |
| Debt | 16.64 K | 1.7% | 0 | 11.68 K | -11.68 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
987,935
Holdings
445
QoQ value change ($000)
114,802
(13.1%)
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.