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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 20 of 36  ·  701 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 O REALTY INCOME CORP Real Estate 7,918.0 $491K 0.04% +437.0 +5.8% $61.95 +1.0%
382 IBIT ISHARES BITCOIN TRUST ETF Financial Services 14,730.0 $490K 0.04% NEW $33.29 +31.2%
383 IJR ISHARES TR 3,287.0 $487K 0.04% +309.0 +10.4% $148.30 -0.7%
384 IUSV ISHARES TR 4,422.0 $487K 0.04% $110.15 +4.3%
385 KR KROGER CO Consumer Defensive 8,764.0 $487K 0.04% +3K +44.0% $55.53 +4.3%
386 SHW SHERWIN WILLIAMS CO Basic Materials 1,408.0 $485K 0.04% -311.0 -18.1% $344.19 +0.7%
387 UFPT UFP TECHNOLOGIES INC Healthcare 1,820.0 $483K 0.04% -569.0 -23.8% $265.13 +16.6%
388 TWLO TWILIO INC Communication Services 2,336.0 $482K 0.04% NEW $206.33 +9.2%
389 TFC TRUIST FINL CORP Financial Services 9,651.0 $481K 0.04% +1K +14.2% $49.82 +1.2%
390 VFC V F CORP Consumer Cyclical 28,777.0 $480K 0.04% -774.0 -2.6% $16.68 -13.9%
391 FANG DIAMONDBACK ENERGY INC Energy 2,723.0 $479K 0.04% +504.0 +22.7% $175.83 +19.8%
392 GLDM WORLD GOLD TR Financial Services 6,020.0 $478K 0.04% -3K -33.3% $79.42 +15.0%
393 MOOG INC 1,124.0 $476K 0.04% -44.0 -3.8% $423.84
394 HWM HOWMET AEROSPACE INC Industrials 1,770.0 $476K 0.04% +614.0 +53.1% $268.92 +1.0%
395 NOC NORTHROP GRUMMAN CORP Industrials 932.0 $475K 0.04% -175.0 -15.8% $509.33 +8.2%
396 XLK SELECT SECTOR SPDR TR 2,481.0 $473K 0.04% +59.0 +2.4% $190.52 -3.8%
397 MKC MCCORMICK & CO INC Consumer Defensive 9,361.0 $472K 0.04% +639.0 +7.3% $50.42 +9.9%
398 AMKR AMKOR TECHNOLOGY INC Technology 5,445.0 $470K 0.04% +56.0 +1.0% $86.23 -41.7%
399 SPIB SPDR SERIES TRUST 13,956.0 $467K 0.04% +2K +19.9% $33.46 -1.1%
400 DTM DT MIDSTREAM INC Energy 3,176.0 $466K 0.04% +602.0 +23.4% $146.73 -13.6%
Page 20 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%