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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 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IAC PEOPLE INC COM NEW Technology 52.0 $2K 0.00% -274.0 -84.0% $46.15 -0.0%
522 SHOO MADDEN STEVEN LTD COM Consumer Cyclical 56.0 $2K 0.00% -20.0 -26.3% $42.43 -1.1%
523 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 18.0 $2K 0.00% $131.56 +4.4%
524 UPS UNITED PARCEL SVCS INC CL B Industrials 22.0 $2K 0.00% -269.0 -92.4% $107.50 -4.8%
525 VMC VULCAN MATLS CO COM Basic Materials 8.0 $2K 0.00% $295.00 -11.3%
526 MEI METHODE ELECTRS INC COM Technology 123.0 $2K 0.00% $18.97 -5.0%
527 FSS FEDERAL SIGNAL CORP COM Industrials 18.0 $2K 0.00% -989.0 -98.2% $129.56 -11.6%
528 PM PHILIP MORRIS INTL INC COM Consumer Defensive 13.0 $2K 0.00% -69.0 -84.2% $178.54 +5.8%
529 TCBK TRICO BANCSHARES COM Financial Services 43.0 $2K 0.00% $53.86 -1.9%
530 CALY CALLAWAY GOLF CO COM Consumer Cyclical 123.0 $2K 0.00% -711.0 -85.2% $18.79 -17.3%
531 EIX EDISON INTL COM Utilities 31.0 $2K 0.00% +14.0 +82.3% $74.45 -23.2%
532 ZWS ZURN ELKAY WATER SOLNS CORP COM Industrials 46.0 $2K 0.00% -1K -96.9% $50.00 -6.3%
533 SOUTHSTATE BK CORP COM 23.0 $2K 0.00% -707.0 -96.8% $99.78
534 USB US BANCORP COM NEW Financial Services 38.0 $2K 0.00% -686.0 -94.8% $60.08 +1.5%
535 OKE ONEOK INC NEW COM Energy 26.0 $2K 0.00% -199.0 -88.4% $87.77 +8.8%
536 RRC RANGE RES CORP COM Energy 61.0 $2K 0.00% -279.0 -82.1% $37.16 +14.4%
537 FDX FEDEX CORP COM Industrials 7.0 $2K 0.00% -285.0 -97.6% $323.57 -1.1%
538 ANDE ANDERSONS INC COM Consumer Defensive 33.0 $2K 0.00% -18.0 -35.3% $68.39 -2.1%
539 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 7.0 $2K 0.00% -273.0 -97.5% $322.43 -17.5%
540 HOMB HOME BANCSHARES INC COM Financial Services 79.0 $2K 0.00% -2K -95.5% $28.42 +2.7%
Page 27 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%