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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 15 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AA ALCOA CORP Basic Materials 4,184.0 $218K 0.02% +208.0 +5.2% $52.14 -0.6%
282 CPRT COPART INC Industrials 7,426.0 $209K 0.02% +205.0 +2.8% $28.19 +19.9%
283 DOX AMDOCS LTD Technology 4,038.0 $204K 0.02% +1K +46.1% $50.54 +21.5%
284 HUN HUNTSMAN CORP Basic Materials 14,439.0 $153K 0.01% +86.0 +0.6% $10.62 -6.1%
285 BIZD VANECK ETF TRUST 11,553.0 $146K 0.01% +2K +15.2% $12.66 +5.0%
286 MPT MEDICAL PROPERTIES TRUST INC Financial Services 16,762.0 $77K 0.01% +979.0 +6.2% $4.62 -10.8%
Page 15 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%