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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 25 of 31  ·  605 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CLS CELESTICA INC Technology 972.0 $287K 0.03% -8.0 -0.8% $295.61 +21.6%
482 EXLS EXLSERVICE HOLDINGS INC Technology 6,758.0 $287K 0.03% -81.0 -1.2% $42.44 -31.5%
483 MOOG INC 1,168.0 $284K 0.03% +160.0 +15.9% $243.56
484 CPRT COPART INC Industrials 7,221.0 $283K 0.03% -1K -12.6% $39.15 -15.3%
485 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 805.0 $282K 0.03% NEW $350.75 +11.1%
486 NCNO NCINO INC Technology 11,007.0 $282K 0.03% -19K -62.8% $25.64 -38.6%
487 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,020.0 $282K 0.03% -12.0 -1.2% $276.04 +12.1%
488 RELX RELX PLC Communication Services 6,927.0 $280K 0.03% -4K -34.8% $40.42 -18.1%
489 CVNA CARVANA CO Consumer Cyclical 661.0 $279K 0.03% NEW $422.02 -82.4%
490 KBE SPDR SERIES TRUST 4,544.0 $276K 0.03% -108K -96.0% $60.69 +3.9%
491 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 566.0 $276K 0.03% NEW $487.25 +16.8%
492 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,606.0 $275K 0.03% NEW $171.28 +132.0%
493 CDW CDW CORP Technology 2,018.0 $275K 0.03% -352.0 -14.8% $136.21 -15.1%
494 PFF ISHARES TR 8,839.0 $274K 0.03% $30.96 +1.7%
495 RBLX ROBLOX CORP Technology 3,370.0 $273K 0.03% $81.03 -41.9%
496 U UNITY SOFTWARE INC Technology 6,173.0 $273K 0.03% -2K -25.6% $44.17 -34.1%
497 SPSB SPDR SERIES TRUST 8,989.0 $271K 0.03% -339.0 -3.6% $30.20 -0.5%
498 HWKN HAWKINS INC Basic Materials 1,910.0 $271K 0.03% -234.0 -10.9% $142.05 +13.4%
499 SOFI SOFI TECHNOLOGIES INC Financial Services 10,353.0 $271K 0.03% +1K +14.9% $26.18 -35.9%
500 NKE NIKE INC Consumer Cyclical 4,237.0 $270K 0.03% -1K -22.1% $63.71 -25.5%
Page 25 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%