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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 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RJF RAYMOND JAMES FINL INC COM Financial Services 52.0 $8K 0.00% -399.0 -88.5% $151.10 +17.9%
242 MET METLIFE INC COM Financial Services 93.0 $8K 0.00% $84.47 +12.7%
243 MS MORGAN STANLEY COM NEW Financial Services 38.0 $8K 0.00% -287.0 -88.3% $206.39 +3.4%
244 INGERSOLL RAND INC COM 94.0 $8K 0.00% -307.0 -76.6% $81.99
245 ENSG ENSIGN GROUP INC COM Healthcare 48.0 $8K 0.00% $160.29 +7.5%
246 RCKY ROCKY BRANDS INC COM Consumer Cyclical 186.0 $8K 0.00% $41.24 +9.6%
247 MPC MARATHON PETE CORP COM Energy 30.0 $8K 0.00% -636.0 -95.5% $255.17 +46.3%
248 CRWD CROWDSTRIKE HLDGS INC CL A Technology 10.0 $8K 0.00% -104.0 -91.2% $190.78 +21.1%
249 FHN FIRST HORIZON CORPORATION COM Financial Services 296.0 $8K 0.00% -7K -96.0% $25.65 -5.2%
250 DDOG DATADOG INC CL A COM Technology 29.0 $8K 0.00% -439.0 -93.8% $260.34 -9.0%
251 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 89.0 $8K 0.00% -195.0 -68.7% $84.58 -3.0%
252 WOR WORTHINGTON ENTERPRISES INC COM Industrials 136.0 $7K 0.00% -1K -90.9% $53.92 +6.5%
253 SYK STRYKER CORPORATION COM Healthcare 23.0 $7K 0.00% -221.0 -90.6% $318.22 +1.8%
254 FSLR FIRST SOLAR INC COM Energy 31.0 $7K 0.00% -148.0 -82.7% $235.97 -14.4%
255 TMUS T-MOBILE US INC COM Communication Services 43.0 $7K 0.00% +2.0 +4.9% $169.65 +6.4%
256 CINF CINCINNATI FINL CORP COM Financial Services 39.0 $7K 0.00% +12.0 +44.4% $186.74 -9.0%
257 TWST TWIST BIOSCIENCE CORP COM Healthcare 70.0 $7K 0.00% -147.0 -67.7% $102.89 +35.1%
258 CTAS CINTAS CORP COM Industrials 42.0 $7K 0.00% $170.07 +18.7%
259 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 7.0 $7K 0.00% -8.0 -53.3% $1007.29 -17.8%
260 UFPI UFP INDUSTRIES INC COM Basic Materials 77.0 $7K 0.00% -421.0 -84.5% $91.14 -7.3%
Page 13 of 48  ·  948 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%