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Portfolio (Quarterly) Guide ↗

NORDEN GROUP LLC

· CIK 0001990699
13F Portfolio $1.0B AUM 605 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 74 New 245 Added 237 Reduced 42 Exited
Page 13 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SPMD SPDR SERIES TRUST 3,875.0 $224K 0.02% +34.0 +0.9% $57.92 +12.6%
242 CALX CALIX INC Technology 4,108.0 $217K 0.02% +83.0 +2.1% $52.93 -22.6%
243 XYL XYLEM INC Industrials 1,596.0 $217K 0.02% +61.0 +4.0% $136.18 -18.4%
244 ALAB ASTERA LABS INC Technology 1,299.0 $216K 0.02% +7.0 +0.5% $166.36 +95.6%
245 UNM UNUM GROUP Financial Services 2,637.0 $204K 0.02% +49.0 +1.9% $77.54 +7.6%
Page 13 of 13  ·  245 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 13.4%
Healthcare 11.5%
Communication Services 8.5%
Consumer Cyclical 8.4%
Industrials 7.4%
Consumer Defensive 5.5%
Energy 4.3%
Utilities 1.9%
Real Estate 1.8%