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Portfolio (Quarterly) Guide ↗

Torren Management, LLC

· CIK 0002096203
13F Portfolio $197M AUM 948 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 25 New 23 Added 706 Reduced 552 Exited
Page 10 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RF REGIONS FINANCIAL CORP NEW COM Financial Services 262.0 $8K 0.00% -4K -93.2% $30.21 -1.1%
182 RJF RAYMOND JAMES FINL INC COM Financial Services 52.0 $8K 0.00% -399.0 -88.5% $151.10 +17.9%
183 MS MORGAN STANLEY COM NEW Financial Services 38.0 $8K 0.00% -287.0 -88.3% $206.39 +3.4%
184 INGERSOLL RAND INC COM 94.0 $8K 0.00% -307.0 -76.6% $81.99
185 MPC MARATHON PETE CORP COM Energy 30.0 $8K 0.00% -636.0 -95.5% $255.17 +46.3%
186 CRWD CROWDSTRIKE HLDGS INC CL A Technology 10.0 $8K 0.00% -104.0 -91.2% $190.78 +21.1%
187 FHN FIRST HORIZON CORPORATION COM Financial Services 296.0 $8K 0.00% -7K -96.0% $25.65 -5.2%
188 DDOG DATADOG INC CL A COM Technology 29.0 $8K 0.00% -439.0 -93.8% $260.34 -9.0%
189 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 89.0 $8K 0.00% -195.0 -68.7% $84.58 -3.0%
190 WOR WORTHINGTON ENTERPRISES INC COM Industrials 136.0 $7K 0.00% -1K -90.9% $53.92 +6.5%
191 SYK STRYKER CORPORATION COM Healthcare 23.0 $7K 0.00% -221.0 -90.6% $318.22 +1.8%
192 FSLR FIRST SOLAR INC COM Energy 31.0 $7K 0.00% -148.0 -82.7% $235.97 -14.4%
193 TWST TWIST BIOSCIENCE CORP COM Healthcare 70.0 $7K 0.00% -147.0 -67.7% $102.89 +35.1%
194 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 7.0 $7K 0.00% -8.0 -53.3% $1007.29 -17.8%
195 UFPI UFP INDUSTRIES INC COM Basic Materials 77.0 $7K 0.00% -421.0 -84.5% $91.14 -7.3%
196 HCA HCA HEALTHCARE INC COM Healthcare 18.0 $7K 0.00% -240.0 -93.0% $389.89 +6.3%
197 MPWR MONOLITHIC PWR SYS INC COM Technology 5.0 $7K 0.00% -49.0 -90.7% $1393.40 -9.0%
198 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 80.0 $7K 0.00% -94.0 -54.0% $86.83 -15.8%
199 GATX GATX CORP COM Industrials 39.0 $7K 0.00% -330.0 -89.4% $178.00 -1.7%
200 CTVA CORTEVA INC COM Basic Materials 82.0 $7K 0.00% -2K -95.6% $84.27 +0.5%
Page 10 of 36  ·  706 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 35.8%
Financial Services 21.4%
Industrials 11.7%
Consumer Cyclical 9.0%
Healthcare 6.8%
Communication Services 6.7%
Consumer Defensive 3.2%
Utilities 2.1%
Energy 1.7%
Basic Materials 1.6%