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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 4 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TDS TELEPHONE & DATA SYS INC COM NEW Communication Services 5,372.0 $220K 0.11% NEW $41.00 -3.7%
62 SF STIFEL FINL CORP COM Financial Services 1,758.0 $220K 0.11% NEW $125.21 -43.6%
63 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 1,594.0 $220K 0.11% NEW $137.77 -4.4%
64 PHM PULTE GROUP INC COM Consumer Cyclical 1,867.0 $219K 0.11% NEW $117.25 +1.6%
65 UNM UNUM GROUP COM Financial Services 2,718.0 $211K 0.11% NEW $77.51 +7.6%
66 ORCL ORACLE CORP COM Technology 1,073.0 $209K 0.11% NEW $194.90 -2.1%
67 CMI CUMMINS INC COM Industrials 409.0 $209K 0.11% NEW $510.20 +30.9%
68 CEG CONSTELLATION ENERGY CORP COM Utilities 583.0 $206K 0.10% NEW $353.35 -18.3%
69 AMAT APPLIED MATLS INC COM Technology 789.0 $203K 0.10% NEW $257.04 +74.4%
70 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 754.0 $202K 0.10% NEW $268.18 -34.2%
71 LOW LOWES COS INC COM Consumer Cyclical 838.0 $202K 0.10% NEW $241.14 -10.0%
72 SATS ECHOSTAR CORP CL A Technology 1,807.0 $196K 0.10% NEW $108.70 +12.7%
73 IBM INTERNATIONAL BUSINESS MACHS COM Technology 654.0 $194K 0.10% NEW $295.99 -13.8%
74 NEE NEXTERA ENERGY INC COM Utilities 2,310.0 $185K 0.10% NEW $80.26 +9.2%
75 STT STATE STR CORP COM Financial Services 1,424.0 $184K 0.09% NEW $129.00 +22.4%
76 FANG DIAMONDBACK ENERGY INC COM Energy 1,221.0 $183K 0.09% NEW $150.28 +28.3%
77 AVRE Avantis Real Estate ETF 4,186.0 $182K 0.09% NEW $43.53 +10.0%
78 STE STERIS PLC SHS USD Healthcare 711.0 $180K 0.09% NEW $253.53 -16.0%
79 INTU INTUIT COM Technology 268.0 $178K 0.09% NEW $662.42 -53.5%
80 FHN FIRST HORIZON CORPORATION COM Financial Services 7,394.0 $177K 0.09% NEW $23.90 +1.3%
Page 4 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%