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Portfolio (Quarterly) Guide ↗

NORDEN GROUP LLC

· CIK 0001990699
13F Portfolio $1.0B AUM 605 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 74 New 245 Added 237 Reduced 42 Exited
Page 9 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UFPT UFP TECHNOLOGIES INC Healthcare 2,389.0 $530K 0.05% +546.0 +29.6% $222.03 +2.0%
162 WAB WABTEC Industrials 2,409.0 $514K 0.05% +20.0 +0.8% $213.46 +22.2%
163 KEY KEYCORP Financial Services 24,807.0 $512K 0.05% +5K +23.4% $20.64 +4.2%
164 BKR BAKER HUGHES COMPANY Energy 11,236.0 $512K 0.05% +3K +39.7% $45.54 +38.8%
165 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,876.0 $506K 0.05% +164.0 +4.4% $130.52 -5.2%
166 MDYG SPDR SERIES TRUST 5,427.0 $502K 0.05% +134.0 +2.5% $92.43 +17.0%
167 NSC NORFOLK SOUTHN CORP Industrials 1,734.0 $501K 0.05% +792.0 +84.1% $288.87 +12.7%
168 EXPAND ENERGY CORPORATION 4,304.0 $475K 0.05% +2K +72.6% $110.37
169 MDYV SPDR SERIES TRUST 5,593.0 $473K 0.05% +136.0 +2.5% $84.65 +8.1%
170 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,821.0 $466K 0.05% +37.0 +2.1% $256.03 -14.7%
171 ENTERGY CORP NEW 5,001.0 $462K 0.04% +86.0 +1.8% $92.43
172 VRSK VERISK ANALYTICS INC Industrials 1,979.0 $443K 0.04% +428.0 +27.6% $223.72 -23.3%
173 QLD PROSHARES TR 6,284.0 $442K 0.04% +3K +104.0% $70.41 +36.6%
174 ATO ATMOS ENERGY CORP Utilities 2,639.0 $442K 0.04% +34.0 +1.3% $167.60 +5.2%
175 TT TRANE TECHNOLOGIES PLC Industrials 1,133.0 $441K 0.04% +10.0 +0.9% $389.30 +17.6%
176 WMS ADVANCED DRAIN SYS INC DEL Industrials 2,986.0 $432K 0.04% +136.0 +4.8% $144.83 -4.7%
177 FICO FAIR ISAAC CORP Technology 255.0 $431K 0.04% +12.0 +4.9% $1690.63 -24.4%
178 PAYX PAYCHEX INC Industrials 3,832.0 $430K 0.04% +1K +39.8% $112.16 -15.8%
179 IXN ISHARES TR 4,084.0 $429K 0.04% +2K +79.1% $105.00 +32.7%
180 ALL ALLSTATE CORP Financial Services 2,029.0 $422K 0.04% +842.0 +70.9% $208.12 +0.3%
Page 9 of 13  ·  245 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 35.7%
Financial Services 13.4%
Healthcare 11.5%
Communication Services 8.5%
Consumer Cyclical 8.4%
Industrials 7.4%
Consumer Defensive 5.5%
Energy 4.3%
Utilities 1.9%
Real Estate 1.8%