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Portfolio (Quarterly) Guide ↗

NORDEN GROUP LLC

· CIK 0001990699
13F Portfolio $984M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 573 New
Page 24 of 29  ·  573 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FFIV F5 INC Technology 964.0 $312K 0.03% NEW $323.19 +16.2%
462 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,487.0 $309K 0.03% NEW $68.81 +20.7%
463 WBD WARNER BROS DISCOVERY INC Communication Services 15,765.0 $308K 0.03% NEW $19.53 +38.4%
464 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,181.0 $307K 0.03% NEW $140.78 +58.0%
465 SPIB SPDR SERIES TRUST 8,998.0 $305K 0.03% NEW $33.89 -1.2%
466 IT GARTNER INC Technology 1,160.0 $305K 0.03% NEW $262.76 -38.2%
467 DFAS DIMENSIONAL ETF TRUST 4,413.0 $302K 0.03% NEW $68.45 +15.4%
468 DOX AMDOCS LTD Technology 3,675.0 $302K 0.03% NEW $82.06 -24.6%
469 SAN BANCO SANTANDER S.A. Financial Services 28,743.0 $301K 0.03% NEW $10.48 +18.6%
470 EXLS EXLSERVICE HOLDINGS INC Technology 6,839.0 $301K 0.03% NEW $44.03 -33.7%
471 VFC V F CORP Consumer Cyclical 20,487.0 $296K 0.03% NEW $14.43 +24.6%
472 FANG DIAMONDBACK ENERGY INC Energy 2,065.0 $296K 0.03% NEW $143.11 +34.9%
473 OLED UNIVERSAL DISPLAY CORP Technology 2,051.0 $295K 0.03% NEW $143.64 -34.3%
474 PRIM PRIMORIS SVCS CORP Industrials 2,142.0 $294K 0.03% NEW $137.33 -8.2%
475 ALGN ALIGN TECHNOLOGY INC Healthcare 2,345.0 $294K 0.03% NEW $125.22 +38.5%
476 DHR DANAHER CORPORATION Healthcare 1,476.0 $293K 0.03% NEW $198.28 -9.0%
477 OKTA OKTA INC Technology 3,187.0 $292K 0.03% NEW $91.70 +4.9%
478 RACE FERRARI N V Consumer Cyclical 601.0 $292K 0.03% NEW $485.22 -28.6%
479 TFC TRUIST FINL CORP Financial Services 6,376.0 $292K 0.03% NEW $45.72 +4.7%
480 NOVT NOVANTA INC Technology 2,910.0 $291K 0.03% NEW $100.15 +54.8%
Page 24 of 29  ·  573 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 35.0%
Financial Services 15.4%
Healthcare 9.9%
Consumer Cyclical 9.2%
Communication Services 8.5%
Industrials 7.5%
Consumer Defensive 6.1%
Energy 3.3%
Utilities 1.9%
Basic Materials 1.6%