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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 2 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 T AT&T INC Communication Services 124,959.0 $3.1M 0.30% -9K -6.6% $24.84 +1.0%
22 CVX CHEVRON CORP NEW Energy 20,186.0 $3.1M 0.30% -183.0 -0.9% $152.41 +20.7%
23 SPDW SPDR INDEX SHS FDS 68,479.0 $3.0M 0.30% -881.0 -1.3% $44.41 +13.8%
24 MDT MEDTRONIC PLC Healthcare 29,894.0 $2.9M 0.28% -1K -4.3% $96.06 -21.0%
25 SBUX STARBUCKS CORP Consumer Cyclical 33,607.0 $2.8M 0.28% -5K -12.1% $84.21 +19.4%
26 PG PROCTER AND GAMBLE CO Consumer Defensive 19,206.0 $2.8M 0.27% -2K -11.4% $143.31 +1.5%
27 SPYV SPDR SERIES TRUST 47,754.0 $2.7M 0.27% -410.0 -0.8% $56.81 +7.3%
28 ACN ACCENTURE PLC IRELAND Technology 10,008.0 $2.7M 0.26% -1K -12.4% $268.34 -33.2%
29 MSCI MSCI INC Financial Services 4,518.0 $2.6M 0.25% -622.0 -12.1% $573.70 +6.3%
30 INTU INTUIT Technology 3,699.0 $2.5M 0.24% -110.0 -2.9% $662.35 -52.2%
31 DIS DISNEY WALT CO Communication Services 20,983.0 $2.4M 0.23% -2K -7.2% $113.77 -8.8%
32 HDV ISHARES TR 19,222.0 $2.3M 0.23% -2K -9.6% $121.61 -77.3%
33 AEM AGNICO EAGLE MINES LTD Basic Materials 13,648.0 $2.3M 0.23% -1K -8.7% $169.53 +1.4%
34 CAT CATERPILLAR INC Industrials 3,951.0 $2.3M 0.22% -279.0 -6.6% $572.99 +54.8%
35 JAAA JANUS DETROIT STR TR 44,126.0 $2.2M 0.22% -13K -22.7% $50.58 +0.3%
36 GD GENERAL DYNAMICS CORP Industrials 6,535.0 $2.2M 0.21% -481.0 -6.9% $336.68 +2.9%
37 CRM SALESFORCE INC Technology 8,284.0 $2.2M 0.21% -25K -74.8% $264.92 -31.5%
38 PULS PGIM ETF TR 43,412.0 $2.2M 0.21% -11K -20.5% $49.59 +0.3%
39 CGUS CAPITAL GROUP CORE EQUITY ET 52,510.0 $2.1M 0.21% -500.0 -0.9% $40.23 +9.1%
40 SNPS SYNOPSYS INC Technology 4,474.0 $2.1M 0.21% -507.0 -10.2% $469.72 +6.6%
Page 2 of 12  ·  237 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%