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Portfolio (Quarterly) Guide ↗

NORDEN GROUP LLC

· CIK 0001990699
13F Portfolio $1.0B AUM 605 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 74 New 245 Added 237 Reduced
Page 31 of 31  ·  605 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ACVA ACV AUCTIONS INC Consumer Cyclical 11,167.0 $90K 0.01% NEW — $8.02 +30.4%
602 MPT MEDICAL PPTYS TRUST INC Financial Services 15,783.0 $79K 0.01% NEW — $5.00 -28.6%
603 WHF WHITEHORSE FIN INC Financial Services 11,000.0 $76K 0.01% NEW — $6.95 +1.3%
604 GPRO GOPRO INC Technology 46,827.0 $66K 0.01% NEW — $1.41 -8.5%
605 ODV OSISKO DEVELOPMENT CORP Basic Materials 15,739.0 $55K 0.01% NEW — $3.49 -34.7%
Page 31 of 31  ·  605 positions

① 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 36.3%
Financial Services 13.6%
Healthcare 11.8%
Consumer Cyclical 8.6%
Industrials 7.6%
Communication Services 6.9%
Consumer Defensive 5.6%
Energy 4.4%
Utilities 1.9%
Real Estate 1.8%