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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 47 of 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 POR PORTLAND GEN ELEC CO COM NEW Utilities 2.0 $91.0 $45.50 +7.4%
922 CTBI COMMUNITY TR BANCORP INC COM Financial Services 1.0 $89.0 $89.00 -14.5%
923 OGS ONE GAS INC COM Utilities 1.0 $85.0 -398.0 -99.8% $85.00 -6.7%
924 VRRM VERRA MOBILITY CORP CL A COM STK Technology 20.0 $85.0 -443.0 -95.7% $4.25 +4.2%
925 BEN FRANKLIN RESOURCES INC COM Financial Services 3.0 $83.0 -47.0 -94.0% $27.67 +23.4%
926 LIVN LIVANOVA PLC SHS Healthcare 1.0 $82.0 $82.00 -2.7%
927 ASUR ASURE SOFTWARE INC COM Technology 10.0 $79.0 -37.0 -78.7% $7.90 +15.4%
928 RALLIANT CORP COM 1.0 $74.0 $74.00
929 BUSE FIRST BUSEY CORP COM NEW Financial Services 2.0 $60.0 -2K -99.9% $30.00 +0.3%
930 RNA ATRIUM THERAPEUTICS INC COM Healthcare 4.0 $54.0 NEW $13.50 -1.3%
931 DOW DOW HLDGS INC COM Basic Materials 2.0 $50.0 $25.00 +22.1%
932 LEG LEGGETT & PLATT INC COM Consumer Cyclical 4.0 $50.0 -1.0 -20.0% $12.50 -26.4%
933 CVBF CVB FINL CORP COM Financial Services 2.0 $42.0 $21.00 +5.6%
934 VERSIGENT PLC ORDINARY SHARES 1.0 $42.0 NEW $42.00
935 SFNC SIMMONS FIRST NATL CORP CL A USD1 PAR Financial Services 2.0 $40.0 -1K -99.8% $20.00 +12.9%
936 VTS VITESSE ENERGY INC COMMON STOCK Energy 2.0 $39.0 -24.0 -92.3% $19.50 -10.3%
937 FRST PRIMIS FINANCIAL CORP COM Financial Services 2.0 $37.0 $18.50 -14.1%
938 NEWT NEWTEKONE INC COM NEW Financial Services 2.0 $34.0 $17.00 -30.6%
939 MSBI MIDLAND STATES BANCORP INC COM Financial Services 1.0 $31.0 -52.0 -98.1% $31.00 +5.8%
940 MLKN MILLERKNOLL INC COM Consumer Cyclical 2.0 $31.0 -92.0 -97.9% $15.50 +45.7%
Page 47 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%