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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 8 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 78.0 $109K 0.06% NEW $1394.19 -21.5%
142 MPC MARATHON PETE CORP COM Energy 666.0 $108K 0.06% NEW $162.57 +52.0%
143 ITW ILLINOIS TOOL WKS INC COM Industrials 436.0 $107K 0.06% NEW $246.04 +1.7%
144 VBR Vanguard Small Cap Value ETF 499.0 $106K 0.05% NEW $211.69 +11.1%
145 RF REGIONS FINANCIAL CORP NEW COM Financial Services 3,879.0 $105K 0.05% NEW $27.10 +3.7%
146 CI THE CIGNA GROUP COM Healthcare 380.0 $105K 0.05% NEW $275.29 +3.8%
147 TSLA TESLA INC COM Consumer Cyclical 232.0 $104K 0.05% NEW $449.72 -2.1%
148 TRV TRAVELERS COMPANIES INC COM Financial Services 357.0 $103K 0.05% NEW $289.89 +3.5%
149 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 400.0 $102K 0.05% NEW $256.03 -14.7%
150 CTRA COTERRA ENERGY INC COM Energy 3,872.0 $102K 0.05% NEW $26.32 +23.7%
151 HON HONEYWELL INTL INC COM Industrials 519.0 $101K 0.05% NEW $195.12 +18.7%
152 AXON AXON ENTERPRISE INC COM Industrials 178.0 $101K 0.05% NEW $567.93 -31.1%
153 AFL AFLAC INC COM Financial Services 889.0 $98K 0.05% NEW $110.27 +4.1%
154 LAD LITHIA MTRS INC COM Consumer Cyclical 290.0 $96K 0.05% NEW $332.76 -12.1%
155 DY DYCOM INDS INC COM Industrials 285.0 $96K 0.05% NEW $337.90 +56.6%
156 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 373.0 $96K 0.05% NEW $257.54 -15.5%
157 EXPD EXPEDITORS INTL WASH INC COM Industrials 643.0 $96K 0.05% NEW $148.94 +8.4%
158 CPRT COPART INC COM Industrials 2,442.0 $96K 0.05% NEW $39.15 -16.1%
159 DUK DUKE ENERGY CORP NEW COM NEW Utilities 814.0 $95K 0.05% NEW $117.16 +7.0%
160 ENS ENERSYS COM Industrials 648.0 $95K 0.05% NEW $146.72 +60.7%
Page 8 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%