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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 20 of 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ALLY ALLY FINL INC COM Financial Services 92.0 $4K 0.00% -336.0 -78.5% $45.86 -8.0%
382 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 55.0 $4K 0.00% -2K -97.3% $76.62 +6.1%
383 NPO ENPRO INC COM Industrials 11.0 $4K 0.00% -396.0 -97.3% $381.73 -22.4%
384 EWBC EAST WEST BANCORP INC COM Financial Services 32.0 $4K 0.00% $130.78 -3.0%
385 LUV SOUTHWEST AIRLS CO COM Industrials 81.0 $4K 0.00% -44.0 -35.2% $51.46 -25.1%
386 EME EMCOR GROUP INC COM Industrials 5.0 $4K 0.00% -246.0 -98.0% $833.00 -11.8%
387 CTNM CONTINEUM THERAPEUTICS INC CL A Healthcare 254.0 $4K 0.00% -1K -83.7% $16.39 -0.9%
388 NTGR NETGEAR INC COM Technology 177.0 $4K 0.00% -556.0 -75.8% $23.35 -9.4%
389 MHK MOHAWK INDS INC COM Consumer Cyclical 34.0 $4K 0.00% -81.0 -70.4% $121.32 +5.7%
390 OMCL OMNICELL COM COM Healthcare 98.0 $4K 0.00% -379.0 -79.5% $41.52 -15.3%
391 TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund 171.0 $4K 0.00% -249.0 -59.3% $23.77 -2.2%
392 VST VISTRA CORP COM Utilities 25.0 $4K 0.00% -2K -98.4% $160.92 -14.6%
393 BLK BLACKROCK INC COM Financial Services 4.0 $4K 0.00% -35.0 -89.7% $1001.50 +15.4%
394 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 8.0 $4K 0.00% -69.0 -89.6% $496.75 +9.6%
395 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 15.0 $4K 0.00% -16.0 -51.6% $262.13 +29.2%
396 CARNIVAL CORP LTD COMMON SHARES 137.0 $4K 0.00% NEW $28.56
397 ADBE ADOBE INC COM Technology 19.0 $4K 0.00% -168.0 -89.8% $205.00 +42.8%
398 FORM FORMFACTOR INC COM Technology 24.0 $4K 0.00% -715.0 -96.8% $159.92 -37.1%
399 MRSH MARSH & MCLENNAN COS INC COM Financial Services 23.0 $4K 0.00% $166.65 +13.9%
400 ABG ASBURY AUTOMOTIVE GROUP INC COM Consumer Cyclical 19.0 $4K 0.00% -98.0 -83.8% $201.11 +5.1%
Page 20 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%