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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 35 of 36  ·  701 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 COMP COMPASS INC Technology 13,379.0 $165K 0.01% NEW $12.33 -4.7%
682 CRK COMSTOCK RES INC Energy 10,785.0 $161K 0.01% NEW $14.92 -4.7%
683 HUN HUNTSMAN CORP Basic Materials 14,439.0 $153K 0.01% +86.0 +0.6% $10.62 -6.1%
684 BIZD VANECK ETF TRUST 11,553.0 $146K 0.01% +2K +15.2% $12.66 +5.0%
685 RPD RAPID7 INC Technology 17,350.0 $141K 0.01% NEW $8.10 +46.3%
686 ADMA ADMA BIOLOGICS INC Healthcare 14,947.0 $125K 0.01% NEW $8.37 +17.6%
687 OWL BLUE OWL CAPITAL INC Financial Services 13,510.0 $118K 0.01% NEW $8.75 +33.4%
688 TPVG TRIPLEPOINT VENTURE GROWTH B Financial Services 22,985.0 $113K 0.01% -151K -86.8% $4.91 +8.4%
689 RC READY CAPITAL CORP Real Estate 59,824.0 $105K 0.01% -276K -82.2% $1.75 +7.4%
690 RWAY RUNWAY GROWTH FINANCE CORP Financial Services 17,420.0 $98K 0.01% -89K -83.6% $5.61 +18.4%
691 NEXT NEXTDECADE CORP Energy 11,524.0 $87K 0.01% NEW $7.54 -5.6%
692 MPT MEDICAL PROPERTIES TRUST INC Financial Services 16,762.0 $77K 0.01% +979.0 +6.2% $4.62 -10.8%
693 WHF WHITEHORSE FIN INC Financial Services 11,000.0 $74K 0.01% $6.70 +6.9%
694 CONL GRANITESHARES ETF TR 14,793.0 $63K 0.01% NEW $4.27 +46.4%
695 AQST AQUESTIVE THERAPEUTICS INC Healthcare 13,912.0 $58K 0.01% NEW $4.16 +12.0%
696 ODV OSISKO DEVELOPMENT CORP Basic Materials 15,739.0 $39K 0.00% $2.46 -7.3%
697 SES SES AI CORPORATION Consumer Cyclical 30,040.0 $29K 0.00% NEW $0.96 -43.7%
698 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 10,254.0 $28K 0.00% NEW $2.72 +4.4%
699 GPRO GOPRO INC Technology 13,000.0 $10K 0.00% -34K -72.2% $0.78 -19.0%
700 ATON ALPHA COMPUTE CORP Financial Services 12,506.0 $3K NEW $0.25 +15.2%
Page 35 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%