SEC 13F Intelligence

Managers / Q3 2025 · view latest →

NOVEM GROUP

CIK 0001926783 · 350 LINDEN OAKS, SUITE 140, ROCHESTER, NY, 14625 · 5853489525

Reported Value
$854M
Q3 2025
Positions
920
Filings on Record
6
2019–present window
Filed
Nov 10, 2025
original filing

Summary

Novem Group reported $854M in U.S.-listed holdings across 920 positions for Q3 2025.

Its largest position, SCHG, represents 4.6% of the portfolio.

Compared with Q2 2025, the fund opened 38 new positions and exited 28.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $686MQ4 ’24Q1 ’25: $713MQ1 ’25Q2 ’25: $794MQ2 ’25Q3 ’25: $854MQ3 ’25Q4 ’25: $870MQ4 ’25Q1 ’26: $873MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 65.8%Common Stock: 28.5%Other: 3.1%REIT: 1.2%ADR: 0.8%Other: 0.7%
  • ETP · 65.8% · $562M
  • Common Stock · 28.5% · $243M
  • Other · 3.1% · $26M
  • REIT · 1.2% · $10M
  • ADR · 0.8% · $7M
  • Other · 0.7% · $6M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$873M920Apr 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$870M905Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$854M920Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$794M909Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$713M711Apr 28, 202513F-HRchanges · EDGAR ↗
Q4 2024$686M542Feb 18, 202513F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 6 additional managers.

  • Morningstar Investment Management LLC028-17446
  • Hilton Capital Management, LLC028-14787
  • ASSETMARK, INC028-11546
  • SmartX Technology Solutions Inc.
  • MPI Wealth Management
  • LADENBURG THALMANN ASSET MANAGEMENT028-13809

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.