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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 27 of 36  ·  706 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CLBK COLUMBIA FINL INC COM Financial Services 66.0 $1K 0.00% -12.0 -15.4% $21.23 -46.1%
522 STNE STONECO LTD COM CL A Technology 127.0 $1K 0.00% -2K -94.7% $10.85 -10.5%
523 LEIDOS HOLDINGS INC COM 13.0 $1K 0.00% -39.0 -75.0% $105.54
524 CXT CRANE NXT CO COM Industrials 26.0 $1K 0.00% -351.0 -93.1% $52.04 -6.0%
525 STANDARDAERO INC COM 45.0 $1K 0.00% -40.0 -47.1% $29.91
526 TEX TEREX CORP NEW COM Industrials 19.0 $1K 0.00% -22.0 -53.7% $70.63 -14.8%
527 VVX V2X INC COM Industrials 18.0 $1K 0.00% -147.0 -89.1% $74.56 +4.4%
528 GBCI GLACIER BANCORP INC NEW COM Financial Services 26.0 $1K 0.00% -202.0 -88.6% $50.96 -10.8%
529 ABT ABBOTT LABORATORIES COM Healthcare 15.0 $1K 0.00% -702.0 -97.9% $88.20 +24.4%
530 BDC BELDEN INC COM Technology 11.0 $1K 0.00% -522.0 -97.9% $120.27 -7.7%
531 Q QNITY ELECTRONICS INC COMMON STOCK Technology 8.0 $1K 0.00% -86.0 -91.5% $163.50 -29.7%
532 PNC PNC FINL SVCS GROUP INC COM Financial Services 5.0 $1K 0.00% -598.0 -99.2% $259.40 -8.6%
533 DINO HF SINCLAIR CORP COM Energy 18.0 $1K 0.00% -1K -98.5% $71.22 +44.9%
534 PAGS PAGSEGURO DIGITAL LTD COM CL A Technology 141.0 $1K 0.00% -820.0 -85.3% $9.05 +1.4%
535 BANF BANCFIRST CORP COM Financial Services 11.0 $1K 0.00% -615.0 -98.2% $114.91 -6.0%
536 BV BRIGHTVIEW HLDGS INC COM Industrials 89.0 $1K 0.00% -969.0 -91.6% $14.17 -21.7%
537 HRB BLOCK H & R INC COM Consumer Cyclical 33.0 $1K 0.00% -375.0 -91.9% $38.09 +34.2%
538 RBLX ROBLOX CORP CL A Technology 23.0 $1K 0.00% -218.0 -90.5% $54.39 -25.6%
539 MOS MOSAIC CO COM Basic Materials 59.0 $1K 0.00% -1K -95.9% $21.19 +16.7%
540 HIPPO HLDGS INC COM NEW 44.0 $1K 0.00% -2K -97.6% $28.25
Page 27 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%