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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 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FEDEX FGHT HLDG CO INC 2,052.0 $310K 0.03% NEW $151.00
82 RKLB ROCKET LAB CORP Industrials 3,013.0 $306K 0.03% NEW $101.65 -28.6%
83 FITB FIFTH THIRD BANCORP Financial Services 5,379.0 $303K 0.03% NEW $56.37 -2.7%
84 KLIC KULICKE & SOFFA INDS INC Technology 2,200.0 $294K 0.02% NEW $133.76 -35.9%
85 LNTH LANTHEUS HLDGS INC Healthcare 2,626.0 $291K 0.02% NEW $110.94 -9.9%
86 LIVN LIVANOVA PLC Healthcare 3,522.0 $290K 0.02% NEW $82.23 -4.2%
87 RL RALPH LAUREN CORP Consumer Cyclical 712.0 $286K 0.02% NEW $401.44 -7.2%
88 TPL TEXAS PACIFIC LAND CORPORATI Energy 652.0 $285K 0.02% NEW $437.39 -12.3%
89 SNX TD SYNNEX CORPORATION Technology 1,062.0 $284K 0.02% NEW $267.44 -6.5%
90 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 10,843.0 $283K 0.02% NEW $26.08 +29.8%
91 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,836.0 $281K 0.02% NEW $152.96 -23.1%
92 SLYV SPDR SERIES TRUST 2,567.0 $280K 0.02% NEW $109.11 +1.2%
93 FLS FLOWSERVE CORP Industrials 3,755.0 $278K 0.02% NEW $74.16 +7.1%
94 RF REGIONS FINANCIAL CORP NEW Financial Services 9,183.0 $277K 0.02% NEW $30.20 +0.7%
95 DLR DIGITAL RLTY TR INC Real Estate 1,540.0 $277K 0.02% NEW $179.64 +6.1%
96 AMSF AMERISAFE INC Financial Services 7,964.0 $269K 0.02% NEW $33.83 -23.1%
97 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,677.0 $268K 0.02% NEW $100.08 +7.9%
98 HPE HEWLETT PACKARD ENTERPRISE C Technology 5,926.0 $267K 0.02% NEW $45.11 +18.5%
99 USFD US FOODS HLDG CORP Consumer Defensive 2,612.0 $267K 0.02% NEW $102.25 +7.2%
100 ATI ATI INC Industrials 1,355.0 $267K 0.02% NEW $197.10 +5.0%
Page 5 of 10  ·  183 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%