NOVEM GROUP Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$712.6M

Holdings

354

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (354 positions)

StockValue
BROBROWN & BROWN INC
$1.2M
GCOWPACER FDS TR
$1.2M
VRSKVERISK ANALYTICS INC
$1.2M
ITWILLINOIS TOOL WKS INC
$1.2M
BNDVANGUARD BD INDEX FDS
$1.2M
MNSTMONSTER BEVERAGE CORP NEW
$1.2M
JKHYHENRY JACK & ASSOC INC
$1.2M
IDXXIDEXX LABS INC
$1.2M
GLPIGAMING & LEISURE PPTYS INC
$1.1M
BUFRFIRST TR EXCHNG TRADED FD VI
$1.1M
ASMLASML HOLDING N V
$1.1M
G9NGRUPO AEROPUERTO DEL PACIFIC
$1.1M
AQLTISHARES TR
$1.1M
PGPROCTER AND GAMBLE CO
$1.1M
RACEFERRARI N V
$1.1M
VEUVANGUARD INTL EQUITY INDEX F
$1.1M
RDVYFIRST TR EXCHANGE TRADED FD
$1.1M
LOGILOGITECH INTL S A
$1.1M
KNSLKINSALE CAP GROUP INC
$1.1M
MCOMOODYS CORP
$1.1M
VWOVANGUARD INTL EQUITY INDEX F
$1.1M
CSXCSX CORP
$1.1M
CPRTCOPART INC
$1.1M
ZTSZOETIS INC
$1.1M
RMERESMED INC
$1.1M
HDHOME DEPOT INC
$1.1M
SPLBSPDR SER TR
$1.0M
IAU*ISHARES GOLD TR
$1.0M
CBSHCOMMERCE BANCSHARES INC
$1.0M
FDSFACTSET RESH SYS INC
$1.0M
CNRCANADIAN NATL RY CO
$1.0M
CDNSCADENCE DESIGN SYSTEM INC
$1.0M
MPWRMONOLITHIC PWR SYS INC
$1.0M
VYMIVANGUARD WHITEHALL FDS
$1.0M
VOVANGUARD INDEX FDS
$1.0M
BNDXVANGUARD CHARLOTTE FDS
$1.0M
SCCOSOUTHERN COPPER CORP
$1.0M
QQQMINVESCO EXCH TRADED FD TR II
$996K
GGGGRACO INC
$994K
RIORIO TINTO PLC
$983K
ADSKAUTODESK INC
$981K
NDQINVESCO QQQ TR
$976K
MCDMCDONALDS CORP
$973K
DC4DEXCOM INC
$969K
XPXP INC
$944K
AG8AGILENT TECHNOLOGIES INC
$942K
TAT&T INC
$936K
VCSHVANGUARD SCOTTSDALE FDS
$926K
INFYINFOSYS LTD
$924K
4I1PHILIP MORRIS INTL INC
$922K
EPDENTERPRISE PRODS PARTNERS L
$921K
BACVERIZON COMMUNICATIONS INC
$918K
UNHUNITEDHEALTH GROUP INC
$915K
ADBEADOBE INC
$914K
LLOEWS CORP
$913K
MPLXMPLX LP
$910K
SSDSIMPSON MFG INC
$900K
DKLDELEK LOGISTICS PARTNERS LP
$895K
LULULULULEMON ATHLETICA INC
$893K
MEDPMEDPACE HLDGS INC
$891K
QLYSQUALYS INC
$883K
WMSADVANCED DRAIN SYS INC DEL
$881K
HLIHOULIHAN LOKEY INC
$877K
BUFGFIRST TR EXCHNG TRADED FD VI
$873K
BABOEING CO
$865K
REGNREGENERON PHARMACEUTICALS
$863K
NDSNNORDSON CORP
$863K
ODFLOLD DOMINION FREIGHT LINE IN
$849K
BMARINNOVATOR ETFS TRUST
$841K
JEPQJ P MORGAN EXCHANGE TRADED F
$828K
TERTERADYNE INC
$824K
SNPSSYNOPSYS INC
$812K
GSLGLOBAL SHIP LEASE INC NEW
$804K
KMIKINDER MORGAN INC DEL
$800K
CVSCVS HEALTH CORP
$799K
CSCOCISCO SYS INC
$789K
TSLATESLA INC
$785K
INMUBLACKROCK ETF TRUST II
$777K
COWZPACER FDS TR
$770K
SPTMSPDR SER TR
$754K
IBTGISHARES TR
$751K
ANETARISTA NETWORKS INC
$750K
WESWESTERN MIDSTREAM PARTNERS L
$743K
ULTAULTA BEAUTY INC
$733K
GEGE AEROSPACE
$724K
SCHWSCHWAB CHARLES CORP
$722K
STZCONSTELLATION BRANDS INC
$715K
FJUNFIRST TR EXCHNG TRADED FD VI
$703K
TJXTJX COS INC NEW
$691K
ELVELEVANCE HEALTH INC
$690K
CPCANADIAN PACIFIC KANSAS CITY
$688K
QQEWFIRST TR NAS100 EQ WEIGHTED
$672K
NEARISHARES U S ETF TR
$662K
PAYXPAYCHEX INC
$657K
ORCLORACLE CORP
$651K
FISFIDELITY NATL INFORMATION SV
$648K
DECKDECKERS OUTDOOR CORP
$648K
DGROISHARES TR
$615K
FNOVFIRST TR EXCHNG TRADED FD VI
$610K
EMXCISHARES INC
$605K
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