Novem Group
Annual return '25
+9.8%
SPY '25
+17.7%
Alpha
-8.0ptsvs SPY
Invested
$873.1M
Holdings
423
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHG
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 4.91M shares)
3.9%
02
$MINT
PIMCO ETF TR
Q4 2025: Exited (was 34.8k shares)
3.2%
03
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 1.3k shares)
2.8%
04
$FFLC
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 475.5k shares)
2.7%
05
$BOND
PIMCO ETF TR
Q4 2025: Exited (was 70 shares)
2.5%
06
$VYM
VANGUARD WHITEHALL FDS
Q4 2025: Exited (was 24.3k shares)
2.3%
07
$SPYV
SPDR SERIES TRUST
Q4 2025: Exited (was 270.9k shares)
2.2%
08
$SCHO
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 12.0k shares)
2.2%
09
$FALN
ISHARES TR
Q4 2025: Exited (was 28.9k shares)
2.0%
10
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 85.4k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.