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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 27 of 31  ·  605 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DFUV DIMENSIONAL ETF TRUST 5,393.0 $251K 0.03% $46.59 +15.2%
522 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,236.0 $251K 0.03% +63.0 +5.4% $203.19 +67.0%
523 JBT MAREL CORPORATION 1,664.0 $251K 0.03% NEW $150.67
524 DVY ISHARES TR 1,773.0 $250K 0.03% $141.14 +9.9%
525 TDC TERADATA CORP DEL Technology 8,209.0 $250K 0.02% -3K -27.9% $30.44 +3.1%
526 LGND LIGAND PHARMACEUTICALS INC Healthcare 1,321.0 $250K 0.02% -774.0 -37.0% $189.07 +24.4%
527 CBRE CBRE GROUP INC Real Estate 1,540.0 $248K 0.02% NEW $160.79 -21.5%
528 EOG EOG RES INC Energy 2,334.0 $245K 0.02% -826.0 -26.1% $105.01 +28.2%
529 SPXC SPX TECHNOLOGIES INC Industrials 1,220.0 $244K 0.02% +16.0 +1.3% $200.06 +6.5%
530 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 2,930.0 $243K 0.02% NEW $83.01 -34.9%
531 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,155.0 $243K 0.02% +174.0 +3.5% $47.06 +5.8%
532 FDX FEDEX CORP Industrials 839.0 $242K 0.02% NEW $288.70 +41.8%
533 ALC ALCON AG Healthcare 3,073.0 $242K 0.02% -1K -28.5% $78.80 -16.4%
534 IVZ INVESCO LTD Financial Services 9,209.0 $242K 0.02% NEW $26.27 +5.8%
535 LITE LUMENTUM HLDGS INC Technology 655.0 $241K 0.02% NEW $368.59 +135.6%
536 EQT EQT CORP Energy 4,499.0 $241K 0.02% +806.0 +21.8% $53.61 +3.3%
537 ABCB AMERIS BANCORP Financial Services 3,244.0 $241K 0.02% +512.0 +18.7% $74.27 +13.5%
538 MSTR STRATEGY INC Technology 1,583.0 $241K 0.02% -242.0 -13.3% $151.95 +0.8%
539 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,440.0 $239K 0.02% -477.0 -24.9% $166.02 +8.9%
540 ICSH ISHARES TR 4,690.0 $237K 0.02% $50.58 +0.0%
Page 27 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%