Stock Taper 
NOVEM GROUP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Garmin Ltd. | GRMN | 5.28K | $1.25M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 5.28K | $2.52M |
 First Solar, Inc. | FSLR | 5.47K | $1.29M |
 Crane Company | CR | 5.65K | $1.26M |
 Southern Copper Corporation | SCCO | 5.88K | $1.02M |
 Lam Research Corporation | LRCX | 6.03K | $2.61M |
 Armstrong World Industries, Inc. | AWI | 6.06K | $972.19K |
 Philip Morris International Inc. | PM | 6.13K | $1.11M |
 Cirrus Logic, Inc. | CRUS | 6.21K | $922.82K |
 Kimberly-Clark Corporation | KMB | 6.28K | $689.52K |
 Simon Property Group, Inc. | SPG | 6.34K | $1.42M |
 Constellation Brands, Inc. | STZ | 6.4K | $890.4K |
 The Coca-Cola Company | KO | 6.55K | $532.69K |
 Bank of America Corporation | BAC | 6.73K | $383.51K |
 Cincinnati Financial Corporation | CINF | 6.74K | $1.25M |
 Corning Inc | GLW | 6.75K | $1.72M |
 CSX Corporation | CSX | 6.92K | $329.01K |
 HCI Group, Inc. | HCI | 6.94K | $1.22M |
 Advanced Drainage Systems, Inc. | WMS | 6.99K | $1.1M |
 GE Aerospace | GE | 7.05K | $2.63M |