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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 8 of 36  ·  701 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ANNALY CAPITAL MANAGEMENT IN 70,883.0 $1.6M 0.13% +12K +19.6% $22.36
142 LGLV SPDR SERIES TRUST 8,455.0 $1.5M 0.13% $181.46 +3.9%
143 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,122.0 $1.5M 0.12% +602.0 +17.1% $370.55 -3.8%
144 USB US BANCORP Financial Services 25,286.0 $1.5M 0.12% -3K -9.5% $60.40 +2.7%
145 URI UNITED RENTALS INC Industrials 1,347.0 $1.5M 0.12% +357.0 +36.1% $1132.89 -3.0%
146 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 5,157.0 $1.5M 0.12% +1K +25.1% $293.23 +4.0%
147 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 5,560.0 $1.5M 0.12% +644.0 +13.1% $271.95 -15.2%
148 NVT NVENT ELEC PLC Industrials 8,878.0 $1.5M 0.12% -2K -17.5% $169.61 -10.4%
149 OXY OCCIDENTAL PETE CORP Energy 30,680.0 $1.5M 0.12% +2K +7.5% $48.57 +26.2%
150 AGNC AGNC INVT CORP Real Estate 135,967.0 $1.5M 0.12% +26K +23.6% $10.90 -0.1%
151 VTV VANGUARD INDEX FDS 6,682.0 $1.5M 0.12% -20K -75.1% $217.93 +3.9%
152 GS GOLDMAN SACHS GROUP INC Financial Services 1,422.0 $1.4M 0.12% +152.0 +12.0% $1012.33 +2.7%
153 CASY CASEYS GEN STORES INC Consumer Cyclical 1,794.0 $1.4M 0.12% -217.0 -10.8% $794.89 +5.1%
154 ABT ABBOTT LABORATORIES Healthcare 15,657.0 $1.4M 0.12% -9K -36.9% $90.75 +28.5%
155 WDC WESTERN DIGITAL CORP Technology 2,224.0 $1.4M 0.12% -45K -95.3% $638.75 -28.1%
156 ROST ROSS STORES INC Consumer Cyclical 6,645.0 $1.4M 0.12% -390.0 -5.5% $212.86 +12.3%
157 SPEM SPDR INDEX SHS FDS 27,244.0 $1.4M 0.12% -22K -44.6% $51.78 +1.2%
158 UPS UNITED PARCEL SVCS INC Industrials 13,088.0 $1.4M 0.12% +3K +31.3% $107.51 -5.1%
159 CSX CSX CORP Industrials 29,564.0 $1.4M 0.12% +4K +17.8% $47.53 +8.5%
160 CL COLGATE PALMOLIVE CO Consumer Defensive 15,226.0 $1.4M 0.11% +3K +25.1% $91.68 -0.7%
Page 8 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%