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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 17 of 36  ·  701 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CDX SIMPLIFY EXCHANGE TRADED FUN 29,092.0 $614K 0.05% NEW $21.12 -2.1%
322 MET METLIFE INC Financial Services 7,253.0 $614K 0.05% -8K -53.3% $84.60 +11.5%
323 AEIS ADVANCED ENERGY INDS Industrials 1,644.0 $613K 0.05% -388.0 -19.1% $372.87 -23.3%
324 GRMN GARMIN LTD Technology 2,572.0 $611K 0.05% -526.0 -17.0% $237.59 +24.1%
325 BK BANK OF NY MELLON CORP Financial Services 4,183.0 $605K 0.05% +708.0 +20.4% $144.58 -1.8%
326 MAGS LISTED FDS TR 9,353.0 $601K 0.05% +303.0 +3.4% $64.30 +4.6%
327 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 45,231.0 $601K 0.05% NEW $13.28 -18.1%
328 CSMD PROFESIONALLY MANAGED PORTFO 16,238.0 $593K 0.05% -6K -26.8% $36.49 -3.3%
329 RJF RAYMOND JAMES FINL INC Financial Services 3,890.0 $591K 0.05% -292.0 -7.0% $152.05 +15.2%
330 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,363.0 $591K 0.05% +542.0 +29.8% $249.98 -4.1%
331 VYM VANGUARD WHITEHALL FDS 3,729.0 $589K 0.05% -3K -40.7% $158.03 +4.4%
332 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,595.0 $589K 0.05% NEW $226.81 -19.2%
333 DASH DOORDASH INC Communication Services 3,180.0 $587K 0.05% -915.0 -22.3% $184.53 +21.1%
334 CHD CHURCH & DWIGHT CO INC Consumer Defensive 6,013.0 $583K 0.05% +1K +32.7% $96.88 +2.0%
335 ENTERGY CORP NEW 5,069.0 $582K 0.05% +68.0 +1.4% $114.89
336 LH LABCORP HOLDINGS INC Healthcare 2,079.0 $582K 0.05% -617.0 -22.9% $280.02 +20.1%
337 VCIT VANGUARD SCOTTSDALE FDS 6,955.0 $575K 0.05% +337.0 +5.1% $82.64 -1.9%
338 DTD WISDOMTREE TR 6,116.0 $570K 0.05% $93.25 +4.4%
339 SPGI S&P GLOBAL INC Financial Services 1,398.0 $570K 0.05% +49.0 +3.6% $407.38 +5.9%
340 ITOT ISHARES TR 3,451.0 $567K 0.05% -593.0 -14.7% $164.27 +2.3%
Page 17 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%