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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 5 of 48  ·  948 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADI ANALOG DEVICES INC COM Technology 93.0 $37K 0.02% -445.0 -82.7% $398.18 -9.1%
82 JCPB JPMORGAN CORE PLUS BOND ETF 788.0 $37K 0.02% NEW $46.92 -1.6%
83 JBL JABIL INC COM Technology 91.0 $35K 0.02% -2K -95.6% $385.69 -20.9%
84 JPIE JPMORGAN INCOME ETF 757.0 $35K 0.02% NEW $46.07 -0.5%
85 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 1,291.0 $34K 0.02% -1K -50.8% $26.66 +7.0%
86 TJX TJX COS INC NEW COM Consumer Cyclical 227.0 $34K 0.02% -2K -87.0% $151.29 -11.5%
87 LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 838.0 $34K 0.02% NEW $40.56 +5.7%
88 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 393.0 $34K 0.02% NEW $85.58 +2.0%
89 CVS CVS HEALTH CORP COM Healthcare 320.0 $33K 0.02% -847.0 -72.6% $103.60 -9.4%
90 DE DEERE & CO COM Industrials 52.0 $33K 0.02% $635.65 +3.0%
91 CDNS CADENCE DESIGN SYSTEM INC COM Technology 88.0 $33K 0.02% -874.0 -90.8% $375.32 -9.7%
92 GWW WW GRAINGER INC COM Industrials 24.0 $33K 0.02% -53.0 -68.8% $1362.04 -3.9%
93 AMD ADVANCED MICRO DEVICES INC COM Technology 55.0 $32K 0.02% -46.0 -45.5% $580.91 -19.0%
94 BERKSHIRE HATHAWAY INC DEL CL B NEW 63.0 $32K 0.02% -990.0 -94.0% $500.40
95 WAB WABTEC COM Industrials 116.0 $31K 0.02% -260.0 -69.2% $269.82 +6.0%
96 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 330.0 $30K 0.01% -870.0 -72.5% $92.09 -3.6%
97 TRV TRAVELERS COMPANIES INC COM Financial Services 91.0 $30K 0.01% -266.0 -74.5% $331.84 +10.3%
98 TTMI TTM TECHNOLOGIES INC COM Technology 158.0 $30K 0.01% -88.0 -35.8% $187.02 -36.4%
99 BAC BANK OF AMER CORP COM Financial Services 509.0 $29K 0.01% -5K -90.8% $56.99 +8.7%
100 ACGL ARCH CAP GROUP LTD ORD Financial Services 292.0 $28K 0.01% -196.0 -40.2% $97.17 +0.9%
Page 5 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%