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Portfolio (Quarterly) Guide ↗

NORDEN GROUP LLC

· CIK 0001990699
13F Portfolio $1.2B AUM 701 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 183 New 286 Added 200 Reduced 87 Exited
Page 14 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SPSB SPDR SERIES TRUST 9,993.0 $300K 0.03% +1K +11.2% $30.01 -0.2%
262 DFUV DIMENSIONAL ETF TRUST 5,431.0 $299K 0.02% +38.0 +0.7% $55.01 +4.4%
263 BLUE OWL TECHNOLOGY FIN CORP 28,320.0 $293K 0.02% +17K +143.6% $10.35
264 RGLD ROYAL GOLD INC Basic Materials 1,457.0 $291K 0.02% +83.0 +6.0% $199.62 +29.8%
265 SPMD SPDR SERIES TRUST 4,304.0 $291K 0.02% +429.0 +11.1% $67.56 -0.4%
266 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,398.0 $282K 0.02% +243.0 +4.7% $52.15 +7.2%
267 IVZ INVESCO LTD Financial Services 10,489.0 $277K 0.02% +1K +13.9% $26.39 +21.3%
268 PNW PINNACLE WEST CAP CORP Utilities 2,573.0 $275K 0.02% +147.0 +6.1% $107.01 -9.0%
269 GLD SPDR GOLD TR Financial Services 742.0 $273K 0.02% +75.0 +11.2% $368.38 +14.9%
270 QID PROSHARES TR 20,000.0 $271K 0.02% +10K +100.0% $13.55 +5.9%
271 EXPD EXPEDITORS INTL WASH INC Industrials 1,636.0 $267K 0.02% +86.0 +5.5% $163.02 +15.2%
272 MMSI MERIT MED SYS INC Healthcare 3,765.0 $261K 0.02% +474.0 +14.4% $69.34 +30.9%
273 FNDX SCHWAB STRATEGIC TR 7,955.0 $247K 0.02% +63.0 +0.8% $31.10 +4.6%
274 IWF ISHARES TR 1,984.0 $246K 0.02% +395.0 +24.9% $124.17 -1.4%
275 COIN COINBASE GLOBAL INC Financial Services 1,651.0 $241K 0.02% +672.0 +68.6% $146.19 +27.6%
276 UNM UNUM GROUP Financial Services 2,671.0 $239K 0.02% +34.0 +1.3% $89.38 -1.8%
277 SCHD SCHWAB STRATEGIC TR 7,482.0 $237K 0.02% +48.0 +0.7% $31.71 +10.7%
278 MSI MOTOROLA SOLUTIONS INC Technology 559.0 $232K 0.02% +29.0 +5.5% $415.33 +15.7%
279 SOFI SOFI TECHNOLOGIES INC Financial Services 12,830.0 $230K 0.02% +2K +23.9% $17.93 +5.5%
280 CRH PLC 2,115.0 $226K 0.02% +48.0 +2.3% $107.01
Page 14 of 15  ·  286 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 37.2%
Financial Services 12.2%
Healthcare 9.5%
Consumer Cyclical 8.9%
Industrials 8.7%
Communication Services 7.0%
Consumer Defensive 6.3%
Energy 3.5%
Real Estate 3.0%
Utilities 2.1%