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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 9 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JLL JONES LANG LASALLE INC Real Estate 890.0 $276K 0.02% -15.0 -1.7% $309.95 +25.0%
162 WDAY WORKDAY INC Technology 2,220.0 $272K 0.02% -29.0 -1.3% $122.42 +63.4%
163 LII LENNOX INTL INC Industrials 474.0 $272K 0.02% -168.0 -26.2% $573.11 -29.7%
164 HLI HOULIHAN LOKEY INC Financial Services 2,000.0 $268K 0.02% -3K -60.3% $134.13 -3.8%
165 AVY AVERY DENNISON CORP Industrials 1,635.0 $266K 0.02% -524.0 -24.3% $162.41 +13.1%
166 CMS CMS ENERGY CORP Utilities 3,470.0 $265K 0.02% -2K -33.0% $76.51 -10.8%
167 CENCORA INC 934.0 $264K 0.02% -58.0 -5.8% $283.01
168 SONY SONY GROUP CORP Technology 13,156.0 $264K 0.02% -14K -51.8% $20.06 +19.2%
169 PFF ISHARES TR 8,650.0 $264K 0.02% -189.0 -2.1% $30.49 -0.1%
170 FSS FEDERAL SIGNAL CORP Industrials 2,033.0 $261K 0.02% -121.0 -5.6% $128.49 -4.7%
171 POOL POOL CORP Industrials 1,211.0 $260K 0.02% -624.0 -34.0% $214.95 -12.5%
172 SNOW SNOWFLAKE INC Technology 1,014.0 $258K 0.02% -424.0 -29.5% $254.51 +30.8%
173 KBE SPDR SERIES TRUST 3,689.0 $252K 0.02% -855.0 -18.8% $68.22 +0.8%
174 ZTS ZOETIS INC Healthcare 3,478.0 $250K 0.02% -11K -75.3% $71.87 +8.2%
175 PNR PENTAIR PLC Industrials 3,204.0 $246K 0.02% -2K -37.1% $76.66 -16.0%
176 VST VISTRA CORP Utilities 1,519.0 $241K 0.02% -119.0 -7.3% $158.66 -14.2%
177 RRC RANGE RES CORP Energy 6,453.0 $240K 0.02% -5K -41.4% $37.19 +10.4%
178 LPLA LPL FINL HLDGS INC Financial Services 841.0 $237K 0.02% -118.0 -12.3% $281.72 +28.3%
179 JBT MAREL CORPORATION 1,620.0 $235K 0.02% -44.0 -2.6% $145.00
180 MLM MARTIN MARIETTA MATLS INC Basic Materials 390.0 $225K 0.02% -240.0 -38.1% $576.71 -7.2%
Page 9 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%