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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 8 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QLD PROSHARES TR 3,697.0 $358K 0.03% -3K -41.2% $96.76 -7.5%
142 ACN ACCENTURE PLC IRELAND Technology 2,874.0 $358K 0.03% -7K -71.3% $124.44 +48.9%
143 HEI HEICO CORP NEW Industrials 1,004.0 $358K 0.03% -268.0 -21.1% $356.19 -0.3%
144 STE STERIS PLC Healthcare 1,677.0 $353K 0.03% -458.0 -21.4% $210.60 +13.0%
145 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,106.0 $351K 0.03% -12.0 -1.1% $317.61 -8.1%
146 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,668.0 $351K 0.03% -1K -31.2% $131.60 +2.9%
147 SAN BANCO SANTANDER SA Financial Services 25,139.0 $347K 0.03% -3K -10.2% $13.80 +5.7%
148 EHC ENCOMPASS HEALTH CORP Healthcare 3,429.0 $347K 0.03% -1K -27.6% $101.08 +19.0%
149 USHY ISHARES TR 9,042.0 $335K 0.03% -638.0 -6.6% $37.02 -0.5%
150 ADBE ADOBE INC Technology 1,612.0 $330K 0.03% -27K -94.4% $205.02 +34.3%
151 IWP ISHARES TR 2,243.0 $328K 0.03% -221.0 -9.0% $146.41 -1.9%
152 ALB ALBEMARLE CORP Basic Materials 2,427.0 $328K 0.03% -268.0 -9.9% $135.01 +6.1%
153 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,018.0 $317K 0.03% -968.0 -32.4% $156.97 -8.4%
154 VBK VANGUARD INDEX FDS 848.0 $310K 0.03% -2K -67.2% $365.70 -1.9%
155 HEICO CORP NEW 1,191.0 $307K 0.03% -594.0 -33.3% $257.91
156 DINO HF SINCLAIR CORP Energy 4,299.0 $299K 0.03% -572.0 -11.7% $69.64 +39.7%
157 PODD INSULET CORP Healthcare 1,948.0 $297K 0.02% -2K -46.0% $152.25 -2.7%
158 EVR EVERCORE INC Financial Services 868.0 $296K 0.02% -103.0 -10.6% $341.31 -14.5%
159 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,319.0 $286K 0.02% -19.0 -0.8% $123.30 +9.1%
160 XLY SELECT SECTOR SPDR TR 2,353.0 $276K 0.02% -56K -96.0% $117.28 +0.6%
Page 8 of 10  ·  200 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%