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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 31 of 36  ·  701 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 COIN COINBASE GLOBAL INC Financial Services 1,651.0 $241K 0.02% +672.0 +68.6% $146.19 +27.6%
602 VST VISTRA CORP Utilities 1,519.0 $241K 0.02% -119.0 -7.3% $158.66 -14.2%
603 RRC RANGE RES CORP Energy 6,453.0 $240K 0.02% -5K -41.4% $37.19 +10.4%
604 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 11,152.0 $239K 0.02% NEW $21.45 +21.2%
605 UNM UNUM GROUP Financial Services 2,671.0 $239K 0.02% +34.0 +1.3% $89.38 -1.8%
606 VB VANGUARD INDEX FDS 783.0 $237K 0.02% NEW $303.09 +0.6%
607 SCHD SCHWAB STRATEGIC TR 7,482.0 $237K 0.02% +48.0 +0.7% $31.71 +10.7%
608 TRGP TARGA RES CORP Energy 885.0 $237K 0.02% NEW $268.10 +11.6%
609 ICSH ISHARES TR 4,690.0 $237K 0.02% $50.58 -0.1%
610 LPLA LPL FINL HLDGS INC Financial Services 841.0 $237K 0.02% -118.0 -12.3% $281.72 +28.3%
611 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,782.0 $236K 0.02% NEW $132.57 +2.7%
612 KDP KEURIG DR PEPPER INC Consumer Defensive 7,192.0 $235K 0.02% NEW $32.73 -2.1%
613 JBT MAREL CORPORATION 1,620.0 $235K 0.02% -44.0 -2.6% $145.00
614 APA APA CORPORATION Energy 7,164.0 $233K 0.02% NEW $32.57 +33.2%
615 DAR DARLING INGREDIENTS INC Consumer Defensive 4,251.0 $232K 0.02% NEW $54.62 +20.4%
616 MSI MOTOROLA SOLUTIONS INC Technology 559.0 $232K 0.02% +29.0 +5.5% $415.33 +15.7%
617 FHN FIRST HORIZON CORPORATION Financial Services 9,036.0 $232K 0.02% NEW $25.64 -3.9%
618 HSY HERSHEY CO Consumer Defensive 1,319.0 $232K 0.02% NEW $175.60 +6.2%
619 WCC WESCO INTL INC Industrials 669.0 $231K 0.02% NEW $345.43 +1.1%
620 KEX KIRBY CORP Industrials 1,698.0 $231K 0.02% NEW $135.97 +2.9%
Page 31 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%