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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 33 of 36  ·  701 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 PPC PILGRIMS PRIDE CORP Consumer Defensive 7,692.0 $216K 0.02% -9K -55.2% $28.11 +14.7%
642 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,178.0 $216K 0.02% NEW $99.27 -7.6%
643 LMAT LEMAITRE VASCULAR INC Healthcare 2,253.0 $216K 0.02% NEW $95.96 -14.7%
644 PEN PENUMBRA INC Healthcare 683.0 $216K 0.02% -3K -79.4% $315.75 +3.0%
645 FROG JFROG LTD Technology 2,362.0 $215K 0.02% NEW $90.88 +1.4%
646 STIP ISHARES TR 2,092.0 $214K 0.02% -4K -68.2% $102.14 -1.2%
647 PINNACLE FINL PARTNERS INC 2,118.0 $214K 0.02% NEW $100.87
648 ROK ROCKWELL AUTOMATION INC Industrials 430.0 $213K 0.02% NEW $495.19 -11.7%
649 IONS IONIS PHARMACEUTICALS INC Healthcare 2,685.0 $213K 0.02% -250.0 -8.5% $79.29 -24.7%
650 DIA STATE STR SPDR DOW JONES IND Financial Services 407.0 $213K 0.02% -484.0 -54.3% $523.01 +1.8%
651 PERIMETER SOLUTIONS INC 5,957.0 $212K 0.02% NEW $35.65
652 TDC TERADATA CORP DEL Technology 6,100.0 $211K 0.02% -2K -25.7% $34.65 -20.1%
653 MC MOELIS & CO Financial Services 3,230.0 $211K 0.02% NEW $65.42 +4.4%
654 UMBF UMB FINL CORP Financial Services 1,480.0 $211K 0.02% NEW $142.74 +1.7%
655 FTAI AVIATION LTD 776.0 $210K 0.02% NEW $270.53
656 CPRT COPART INC Industrials 7,426.0 $209K 0.02% +205.0 +2.8% $28.19 +19.9%
657 RDDT REDDIT INC Communication Services 1,202.0 $209K 0.02% NEW $173.58 -11.7%
658 SAIA SAIA INC Industrials 495.0 $208K 0.02% NEW $421.16 -14.0%
659 AZO AUTOZONE INC Consumer Cyclical 65.0 $208K 0.02% NEW $3195.97 -7.4%
660 FAF FIRST AMERN FINL CORP Financial Services 3,025.0 $207K 0.02% NEW $68.59 +4.6%
Page 33 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%