BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KEY KEYCORP Financial Services 28,939.0 $667K 0.06% +4K +16.7% $23.05 -5.1%
162 OKE ONEOK INC NEW Energy 7,651.0 $665K 0.06% +245.0 +3.3% $86.95 +7.3%
163 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,207.0 $661K 0.05% +1K +57.5% $206.04 +7.6%
164 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3,019.0 $654K 0.05% +563.0 +22.9% $216.64 -4.7%
165 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,419.0 $652K 0.05% +457.0 +47.5% $459.13 +16.2%
166 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,662.0 $643K 0.05% +857.0 +106.5% $386.75 +3.6%
167 WBD WARNER BROS DISCOVERY INC Communication Services 23,997.0 $640K 0.05% +5K +27.5% $26.66 +7.1%
168 WELL WELLTOWER INC Real Estate 2,817.0 $640K 0.05% +744.0 +35.9% $227.02 +5.4%
169 BX BLACKSTONE INC Financial Services 5,403.0 $636K 0.05% +169.0 +3.2% $117.68 +21.8%
170 SPTL SPDR SERIES TRUST 24,222.0 $635K 0.05% +2K +10.1% $26.23 -4.3%
171 EPAM EPAM SYS INC Technology 7,964.0 $632K 0.05% +3K +76.4% $79.35 +39.1%
172 MDYV SPDR SERIES TRUST 6,634.0 $629K 0.05% +1K +18.6% $94.85 +0.9%
173 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,645.0 $626K 0.05% +39.0 +2.4% $380.37 -29.9%
174 NSC NORFOLK SOUTHN CORP Industrials 1,973.0 $621K 0.05% +239.0 +13.8% $314.64 +11.5%
175 BRO BROWN & BROWN INC Financial Services 9,670.0 $620K 0.05% +3K +50.3% $64.15 +13.7%
176 EEM ISHARES TR 9,051.0 $619K 0.05% +918.0 +11.3% $68.42 -1.9%
177 MKSI MKS INC. Technology 1,387.0 $617K 0.05% +26.0 +1.9% $444.82 -37.3%
178 HOOD ROBINHOOD MKTS INC Financial Services 6,150.0 $617K 0.05% +285.0 +4.9% $100.28 +7.8%
179 SLYG SPDR SERIES TRUST 5,162.0 $615K 0.05% +466.0 +9.9% $119.13 -2.6%
180 BK BANK OF NY MELLON CORP Financial Services 4,183.0 $605K 0.05% +708.0 +20.4% $144.58 -1.8%
Page 9 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%