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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 18 of 31  ·  605 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,189.0 $489K 0.05% -279.0 -11.3% $223.22 -32.1%
342 WDAY WORKDAY INC Technology 2,249.0 $483K 0.05% -4K -63.7% $214.78 -35.8%
343 EXPAND ENERGY CORPORATION 4,304.0 $475K 0.05% +2K +72.6% $110.37
344 IJH ISHARES TR 7,191.0 $475K 0.05% -2K -23.2% $66.00 +12.9%
345 MDYV SPDR SERIES TRUST 5,593.0 $473K 0.05% +136.0 +2.5% $84.65 +8.3%
346 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,190.0 $473K 0.05% -221.0 -15.7% $397.65 -23.9%
347 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,821.0 $466K 0.05% +37.0 +2.1% $256.03 -12.0%
348 RBC RBC BEARINGS INC Industrials 1,038.0 $465K 0.05% -21.0 -2.0% $448.43 +28.6%
349 ENTERGY CORP NEW 5,001.0 $462K 0.04% +86.0 +1.8% $92.43
350 GJUN FIRST TR EXCHNG TRADED FD VI 11,600.0 $459K 0.04% $39.60 +3.6%
351 IUSV ISHARES TR 4,422.0 $453K 0.04% $102.54 +7.8%
352 DFUS DIMENSIONAL ETF TRUST 6,096.0 $452K 0.04% $74.17 +11.1%
353 HEICO CORP NEW 1,785.0 $451K 0.04% -585.0 -24.7% $252.43
354 SHY ISHARES TR 5,417.0 $449K 0.04% $82.82 -0.6%
355 ETN EATON CORP PLC Industrials 1,400.0 $446K 0.04% -85.0 -5.7% $318.53 +25.4%
356 EEM ISHARES TR 8,133.0 $445K 0.04% -22K -73.2% $54.71 +25.6%
357 VRSK VERISK ANALYTICS INC Industrials 1,979.0 $443K 0.04% +428.0 +27.6% $223.72 -22.4%
358 QLD PROSHARES TR 6,284.0 $442K 0.04% +3K +104.0% $70.41 +40.0%
359 ATO ATMOS ENERGY CORP Utilities 2,639.0 $442K 0.04% +34.0 +1.3% $167.60 +1.9%
360 SLYG SPDR SERIES TRUST 4,696.0 $442K 0.04% -65.0 -1.4% $94.19 +16.0%
Page 18 of 31  ·  605 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%