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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 34 of 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 NRIX NURIX THERAPEUTICS INC COM Healthcare 59.0 $1K 0.00% $24.25 +6.3%
662 HCI HCI GROUP INC COM Financial Services 8.0 $1K 0.00% -128.0 -94.1% $178.12 +4.3%
663 UNP UNION PAC CORP COM Industrials 5.0 $1K 0.00% -367.0 -98.7% $284.60 +5.6%
664 PLUS EPLUS INC COM Technology 17.0 $1K 0.00% $83.24 +5.7%
665 AVNT AVIENT CORPORATION COM Basic Materials 38.0 $1K 0.00% -1K -97.0% $37.18 +18.5%
666 CHE CHEMED CORP NEW COM Healthcare 3.0 $1K 0.00% $470.00 +10.4%
667 ITT ITT INC COM Industrials 7.0 $1K 0.00% -430.0 -98.4% $200.86 -0.3%
668 CLBK COLUMBIA FINL INC COM Financial Services 66.0 $1K 0.00% -12.0 -15.4% $21.23 -45.3%
669 STNE STONECO LTD COM CL A Technology 127.0 $1K 0.00% -2K -94.7% $10.85 -10.6%
670 LEIDOS HOLDINGS INC COM 13.0 $1K 0.00% -39.0 -75.0% $105.54
671 VECO VEECO INSTRS INC DEL COM Technology 18.0 $1K 0.00% $75.78 -41.5%
672 CXT CRANE NXT CO COM Industrials 26.0 $1K 0.00% -351.0 -93.1% $52.04 -6.0%
673 STANDARDAERO INC COM 45.0 $1K 0.00% -40.0 -47.1% $29.91
674 TEX TEREX CORP NEW COM Industrials 19.0 $1K 0.00% -22.0 -53.7% $70.63 -10.1%
675 VVX V2X INC COM Industrials 18.0 $1K 0.00% -147.0 -89.1% $74.56 +3.5%
676 AON AON PLC SHS CL A Financial Services 4.0 $1K 0.00% $331.75 -3.1%
677 GBCI GLACIER BANCORP INC NEW COM Financial Services 26.0 $1K 0.00% -202.0 -88.6% $50.96 -9.1%
678 ABT ABBOTT LABORATORIES COM Healthcare 15.0 $1K 0.00% -702.0 -97.9% $88.20 +25.1%
679 BDC BELDEN INC COM Technology 11.0 $1K 0.00% -522.0 -97.9% $120.27 -4.8%
680 HROW HARROW INC COM Healthcare 31.0 $1K 0.00% $42.48 -13.1%
Page 34 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%