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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 5 of 12  ·  237 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IVW ISHARES TR 7,871.0 $970K 0.10% -10K -55.3% $123.26 +12.2%
82 STRL STERLING INFRASTRUCTURE INC Industrials 3,168.0 $970K 0.10% -472.0 -13.0% $306.23 +155.4%
83 PH PARKER-HANNIFIN CORP Industrials 1,098.0 $965K 0.09% -65.0 -5.6% $878.96 -2.5%
84 CL COLGATE PALMOLIVE CO Consumer Defensive 12,169.0 $962K 0.09% -76K -86.2% $79.02 +15.5%
85 CHRW C H ROBINSON WORLDWIDE INC Industrials 5,804.0 $933K 0.09% -333.0 -5.4% $160.76 +9.8%
86 SDY SPDR SERIES TRUST 6,675.0 $929K 0.09% -360.0 -5.1% $139.16 +7.8%
87 DASH DOORDASH INC Communication Services 4,095.0 $927K 0.09% -426.0 -9.4% $226.48 -30.4%
88 JBL JABIL INC Technology 4,064.0 $927K 0.09% -30K -88.2% $228.02 +62.9%
89 EPAM EPAM SYS INC Technology 4,515.0 $925K 0.09% -1K -24.5% $204.88 -50.4%
90 BLK BLACKROCK INC Financial Services 863.0 $924K 0.09% -38.0 -4.2% $1071.19 -0.1%
91 THC TENET HEALTHCARE CORP Healthcare 4,503.0 $895K 0.09% -536.0 -10.6% $198.72 -8.9%
92 RSG REPUBLIC SVCS INC Industrials 4,165.0 $883K 0.09% -126.0 -2.9% $211.89 -3.0%
93 AES AES CORP Utilities 61,449.0 $881K 0.09% -4K -6.2% $14.34 +2.4%
94 HLI HOULIHAN LOKEY INC Financial Services 5,043.0 $879K 0.09% -1K -21.2% $174.20 -15.5%
95 PCG PG&E CORP Utilities 54,437.0 $875K 0.09% -7K -11.2% $16.07 +2.9%
96 MDLZ MONDELEZ INTL INC Consumer Defensive 16,179.0 $871K 0.09% -3K -17.2% $53.83 +15.6%
97 CR CRANE COMPANY Industrials 4,719.0 $870K 0.09% -193.0 -3.9% $184.44 -3.0%
98 SPSM SPDR SERIES TRUST 18,245.0 $855K 0.08% -591.0 -3.1% $46.86 +15.9%
99 GWRE GUIDEWIRE SOFTWARE INC Technology 4,233.0 $851K 0.08% -672.0 -13.7% $201.01 -33.7%
100 BX BLACKSTONE INC Financial Services 5,234.0 $807K 0.08% -95.0 -1.8% $154.16 -23.5%
Page 5 of 12  ·  237 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%