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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 13 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FCN FTI CONSULTING INC COM Industrials 37.0 $6K 0.00% -141.0 -79.2% $149.00 +1.2%
242 WFC WELLS FARGO & CO COM Financial Services 66.0 $5K 0.00% -113.0 -63.1% $83.15 +4.0%
243 NSIT INSIGHT ENTERPRISES INC COM Technology 45.0 $5K 0.00% -501.0 -91.8% $121.80 +27.1%
244 PINNACLE FINL PARTNERS INC COM 54.0 $5K 0.00% -150.0 -73.5% $101.44
245 CAT CATERPILLAR INC COM Industrials 5.0 $5K 0.00% -42.0 -89.4% $1092.60 -29.0%
246 XYL XYLEM INC COM Industrials 46.0 $5K 0.00% -29.0 -38.7% $118.43 -9.5%
247 IMAX IMAX CORP COM Communication Services 135.0 $5K 0.00% -942.0 -87.5% $39.86 +28.7%
248 TER TERADYNE INC COM Technology 11.0 $5K 0.00% -277.0 -96.2% $487.18 -31.5%
249 SAH SONIC AUTOMOTIVE INC CL A Consumer Cyclical 63.0 $5K 0.00% -746.0 -92.2% $84.71 -8.6%
250 KTB KONTOOR BRANDS INC COM Consumer Cyclical 64.0 $5K 0.00% -376.0 -85.5% $83.38 -10.0%
251 SCHW SCHWAB CHARLES CORP COM Financial Services 57.0 $5K 0.00% -167.0 -74.5% $92.95 +16.7%
252 DVN DEVON ENERGY CORP NEW COM Energy 127.0 $5K 0.00% -1K -90.4% $41.33 +18.1%
253 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 42.0 $5K 0.00% -712.0 -94.4% $124.43 +50.6%
254 GTLS CHART INDS INC COM Industrials 25.0 $5K 0.00% -122.0 -83.0% $208.96 +0.4%
255 ATLANTA BRAVES HLDGS INC COM SER C 100.0 $5K 0.00% -239.0 -70.5% $51.90
256 TDS TELEPHONE & DATA SYS INC COM NEW Communication Services 140.0 $5K 0.00% -5K -97.4% $37.01 -9.3%
257 HUBG HUB GROUP INC CL A Industrials 118.0 $5K 0.00% -601.0 -83.6% $43.64 -13.4%
258 ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM Healthcare 239.0 $5K 0.00% -127.0 -34.7% $21.45 +14.7%
259 IRIDIUM COMMUNICATIONS INC COM 93.0 $5K 0.00% -1K -93.0% $55.13
260 PKG PACKAGING CORP AMER COM Consumer Cyclical 21.0 $5K 0.00% -62.0 -74.7% $242.05 -4.5%
Page 13 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%