Stock Taper

NOVEM GROUP

Latest 13F filing data - Q2 2026

Holdings

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