Stock Taper

NOVEM GROUP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Fair Isaac CorporationFICO202$241.35K
Comfort Systems USA, Inc.FIX207$410.3K
Seagate Technology Holdings plcSTX248$239.32K
BlackRock, Inc.BLK317$304.93K
McKesson CorporationMCK393$296.66K
Valmont Industries, Inc.VMI411$237.3K
Thermo Fisher Scientific Inc.TMO413$207.25K
Linde plcLIN427$221.6K
IDEXX Laboratories, Inc.IDXX457$240.58K
Elevance Health Inc.ELV529$204.52K
The Goldman Sachs Group, Inc.GS532$538.22K
Teradyne, Inc.TER717$347.09K
Eaton Corporation plcETN726$309.57K
Air Products and Chemicals, Inc.APD795$233.08K
Costco Wholesale CorporationCOST820$767.31K
HEICO CorporationHEI897$319.5K
Analog Devices, Inc.ADI939$373.1K
ASML Holding N.V.ASML950$1.89M
Advanced Micro Devices, Inc.AMD970$563.48K
GE Vernova Inc.GEV972$1.14M