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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 14 of 36  ·  701 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MXL MAXLINEAR INC Technology 5,946.0 $761K 0.06% NEW $128.03 -48.0%
262 SSO PROSHARES TR 11,278.0 $760K 0.06% -4K -27.5% $67.38 +4.1%
263 SPMB SPDR SERIES TRUST 33,849.0 $755K 0.06% +2K +6.8% $22.31 -1.6%
264 CIEN CIENA CORP Technology 1,538.0 $754K 0.06% +96.0 +6.7% $490.56 -19.3%
265 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,168.0 $752K 0.06% -203.0 -2.4% $92.09 -3.2%
266 TRV TRAVELERS COMPANIES INC Financial Services 2,276.0 $751K 0.06% +2K +198.3% $330.18 +10.1%
267 VV VANGUARD INDEX FDS 2,183.0 $751K 0.06% $343.91 +2.5%
268 HONEYWELL AEROSPACE INC 3,396.0 $751K 0.06% NEW $221.04
269 EXC EXELON CORP Utilities 16,088.0 $750K 0.06% +3K +26.9% $46.62 -6.1%
270 AMP AMERIPRISE FINL INC Financial Services 1,616.0 $742K 0.06% -221.0 -12.0% $458.95 +21.1%
271 TT TRANE TECHNOLOGIES PLC Industrials 1,489.0 $732K 0.06% +356.0 +31.4% $491.33 -7.7%
272 HALO HALOZYME THERAPEUTICS INC Healthcare 9,260.0 $725K 0.06% -2K -20.8% $78.27 +38.2%
273 EMR EMERSON ELEC CO Industrials 5,060.0 $724K 0.06% +441.0 +9.6% $143.18 +9.8%
274 B BARRICK MNG CORP Basic Materials 19,549.0 $718K 0.06% +2K +14.7% $36.73 +29.6%
275 VIKING HOLDINGS LTD 6,855.0 $718K 0.06% -306.0 -4.3% $104.67
276 MDYG SPDR SERIES TRUST 6,365.0 $713K 0.06% +938.0 +17.3% $112.09 -1.7%
277 THC TENET HEALTHCARE CORP Healthcare 3,807.0 $712K 0.06% -696.0 -15.5% $187.08 +50.1%
278 APG API GROUP CORP Industrials 16,813.0 $712K 0.06% -311.0 -1.8% $42.35 -2.8%
279 AXON AXON ENTERPRISE INC Industrials 1,262.0 $707K 0.06% +655.0 +107.9% $560.61 +12.0%
280 ADSK AUTODESK INC Technology 3,628.0 $705K 0.06% -1K -27.0% $194.42 +30.6%
Page 14 of 36  ·  701 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%