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Portfolio (Quarterly) Guide ↗

Torren Management, LLC

· CIK 0002096203
13F Portfolio $196M AUM 1,475 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 1475 New
Page 10 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AXGN AXOGEN INC COM Healthcare 2,690.0 $88K 0.04% NEW $32.73 +21.5%
182 ON ON SEMICONDUCTOR CORP COM Technology 1,624.0 $88K 0.04% NEW $54.15 +132.2%
183 HALO HALOZYME THERAPEUTICS INC COM Healthcare 1,305.0 $88K 0.04% NEW $67.30 +2.6%
184 CMCSA COMCAST CORP NEW CL A Communication Services 2,922.0 $87K 0.04% NEW $29.89 -16.2%
185 FAST FASTENAL CO COM Industrials 2,175.0 $87K 0.04% NEW $40.13 +11.6%
186 NPO ENPRO INC COM Industrials 407.0 $87K 0.04% NEW $213.99 +46.5%
187 ED CONSOLIDATED EDISON INC COM Utilities 873.0 $87K 0.04% NEW $99.37 +7.6%
188 UNP UNION PAC CORP COM Industrials 372.0 $86K 0.04% NEW $231.03 +15.3%
189 SYK STRYKER CORPORATION COM Healthcare 244.0 $86K 0.04% NEW $352.05 -13.0%
190 M MACYS INC COM Consumer Cyclical 3,886.0 $86K 0.04% NEW $22.05 +1.7%
191 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 146.0 $85K 0.04% NEW $579.76 -17.1%
192 IDXX IDEXX LABS INC COM Healthcare 125.0 $85K 0.04% NEW $676.53 -16.4%
193 FDX FEDEX CORP COM Industrials 292.0 $84K 0.04% NEW $288.77 +41.3%
194 MCY MERCURY GENL CORP NEW COM Financial Services 896.0 $84K 0.04% NEW $94.09 +3.3%
195 HPQ HP INC COM Technology 3,743.0 $83K 0.04% NEW $22.28 +13.2%
196 RRX REGAL REXNORD CORPORATION COM Industrials 593.0 $83K 0.04% NEW $140.29 +46.1%
197 BPOP POPULAR INC COM NEW Financial Services 665.0 $83K 0.04% NEW $124.52 +19.6%
198 AMG AFFILIATED MANAGERS GROUP INC COM Financial Services 283.0 $82K 0.04% NEW $288.28 +5.5%
199 EQH EQUITABLE HLDGS INC COM Financial Services 1,704.0 $81K 0.04% NEW $47.64 -13.6%
200 CR CRANE COMPANY COMMON STOCK Industrials 439.0 $81K 0.04% NEW $184.56 -2.0%
Page 10 of 74  ·  1,475 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 26.9%
Financial Services 17.1%
Industrials 12.8%
Consumer Cyclical 10.8%
Healthcare 10.6%
Communication Services 7.9%
Energy 4.5%
Utilities 3.3%
Consumer Defensive 3.2%
Basic Materials 2.7%