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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 24 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AROC ARCHROCK INC COM Energy 46.0 $2K 0.00% -3K -98.7% $40.41 -21.7%
462 INGN INOGEN INC COM Healthcare 287.0 $2K 0.00% -7K -96.2% $6.45 -16.7%
463 BMRC BANK OF MARIN BANCORP COM Financial Services 66.0 $2K 0.00% -1K -94.4% $27.88 -5.1%
464 BKD BROOKDALE SR LIVING INC COM Healthcare 114.0 $2K 0.00% -122.0 -51.7% $16.09 -25.2%
465 WSC WILLSCOT HLDGS CORP COM CL A Industrials 63.0 $2K 0.00% -989.0 -94.0% $28.70 -30.2%
466 STC STEWART INFORMATION SVCS CORP COM Financial Services 27.0 $2K 0.00% -34.0 -55.7% $65.74 +5.5%
467 OKTA OKTA INC CL A Technology 13.0 $2K 0.00% -354.0 -96.5% $136.46 +20.5%
468 WBTN WEBTOON ENTMT INC COM Technology 155.0 $2K 0.00% -91.0 -37.0% $11.42 -8.5%
469 WSBC WESBANCO INC COM Financial Services 45.0 $2K 0.00% -671.0 -93.7% $39.29 +0.2%
470 AOS SMITH A O CORP COM Industrials 28.0 $2K 0.00% -435.0 -94.0% $62.71 -6.5%
471 IDA IDACORP INC COM Utilities 12.0 $2K 0.00% -187.0 -94.0% $145.75 -6.8%
472 KFRC KFORCE INC COM Industrials 37.0 $2K 0.00% -481.0 -92.9% $47.05 +16.7%
473 VMI VALMONT INDS INC COM Industrials 3.0 $2K 0.00% -107.0 -97.3% $577.67 -19.5%
474 EW EDWARDS LIFESCIENCES CORP COM Healthcare 19.0 $2K 0.00% -60.0 -76.0% $90.47 +0.3%
475 EXTR EXTREME NETWORKS INC COM Technology 53.0 $2K 0.00% -45.0 -45.9% $32.38 -32.6%
476 SINCLAIR INC CL A 120.0 $2K 0.00% -45.0 -27.3% $14.25
477 HAL HALLIBURTON CO COM Energy 50.0 $2K 0.00% -1K -96.7% $34.06 +8.5%
478 CAH CARDINAL HEALTH INC COM Healthcare 7.0 $2K 0.00% -205.0 -96.7% $243.00 -1.5%
479 ENTERGY CORP NEW COM 15.0 $2K 0.00% -86.0 -85.2% $112.73
480 TPR TAPESTRY INC COM Consumer Cyclical 11.0 $2K 0.00% -469.0 -97.7% $152.00 -19.8%
Page 24 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%