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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 30 of 36  ·  701 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 AXS AXIS CAP HLDGS LTD Financial Services 2,365.0 $254K 0.02% NEW $107.46 -8.1%
582 GLOBUS MED INC 3,216.0 $254K 0.02% NEW $79.01
583 CAH CARDINAL HEALTH INC Healthcare 1,068.0 $254K 0.02% NEW $237.71 -3.5%
584 ON ON SEMICONDUCTOR CORP Technology 2,685.0 $254K 0.02% NEW $94.54 -21.5%
585 SPYI NEOS ETF TRUST 4,772.0 $253K 0.02% NEW $53.09 +0.7%
586 XPO XPO INC Industrials 1,227.0 $252K 0.02% NEW $205.29 -3.7%
587 CCK CROWN HLDGS INC Consumer Cyclical 2,251.0 $252K 0.02% NEW $111.83 +6.8%
588 KBE SPDR SERIES TRUST 3,689.0 $252K 0.02% -855.0 -18.8% $68.22 +0.8%
589 ONTO ONTO INNOVATION INC Technology 664.0 $251K 0.02% NEW $378.45 -22.5%
590 ZTS ZOETIS INC Healthcare 3,478.0 $250K 0.02% -11K -75.3% $71.87 +8.2%
591 JHG JANUS HENDERSON GROUP PLC Financial Services 4,789.0 $249K 0.02% NEW $51.95 -0.0%
592 AUB ATLANTIC UN BANKSHARES CORP Financial Services 5,859.0 $248K 0.02% NEW $42.31 -2.7%
593 FNDX SCHWAB STRATEGIC TR 7,955.0 $247K 0.02% +63.0 +0.8% $31.10 +4.6%
594 ACIW ACI WORLDWIDE INC Technology 4,911.0 $247K 0.02% NEW $50.29 +3.1%
595 IWF ISHARES TR 1,984.0 $246K 0.02% +395.0 +24.9% $124.17 -1.4%
596 VEA VANGUARD TAX-MANAGED FDS 3,450.0 $246K 0.02% NEW $71.25 +3.0%
597 PNR PENTAIR PLC Industrials 3,204.0 $246K 0.02% -2K -37.1% $76.66 -16.0%
598 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,457.0 $246K 0.02% NEW $168.54 -9.5%
599 FINW FINWISE BANCORP Financial Services 16,921.0 $245K 0.02% $14.50 -3.4%
600 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 22,109.0 $241K 0.02% NEW $10.92 -11.3%
Page 30 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%