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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 31  ·  605 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNILEVER PLC 36,147.0 $2.4M 0.23% NEW $65.40
82 HDV ISHARES TR 19,222.0 $2.3M 0.23% -2K -9.6% $121.61 -77.3%
83 AEP AMERICAN ELEC PWR CO INC Utilities 20,238.0 $2.3M 0.23% +2K +11.1% $115.32 +12.4%
84 AEM AGNICO EAGLE MINES LTD Basic Materials 13,648.0 $2.3M 0.23% -1K -8.7% $169.53 +3.2%
85 TXN TEXAS INSTRS INC Technology 13,325.0 $2.3M 0.23% +216.0 +1.6% $173.49 +83.0%
86 SPEM SPDR INDEX SHS FDS 49,171.0 $2.3M 0.23% $46.81 +12.5%
87 WMT WALMART INC Consumer Defensive 20,497.0 $2.3M 0.22% +2K +9.2% $111.41 +6.4%
88 APP APPLOVIN CORP Technology 3,379.0 $2.3M 0.22% +691.0 +25.7% $673.82 -15.7%
89 CAT CATERPILLAR INC Industrials 3,951.0 $2.3M 0.22% -279.0 -6.6% $572.99 +58.8%
90 JAAA JANUS DETROIT STR TR 44,126.0 $2.2M 0.22% -13K -22.7% $50.58 +0.3%
91 MCD MCDONALDS CORP Consumer Cyclical 7,279.0 $2.2M 0.22% +248.0 +3.5% $305.61 -8.1%
92 GD GENERAL DYNAMICS CORP Industrials 6,535.0 $2.2M 0.21% -481.0 -6.9% $336.68 +1.8%
93 CRM SALESFORCE INC Technology 8,284.0 $2.2M 0.21% -25K -74.8% $264.92 -33.0%
94 LOW LOWES COS INC Consumer Cyclical 9,066.0 $2.2M 0.21% +296.0 +3.4% $241.18 -10.1%
95 PULS PGIM ETF TR 43,412.0 $2.2M 0.21% -11K -20.5% $49.59 +0.2%
96 CGUS CAPITAL GROUP CORE EQUITY ET 52,510.0 $2.1M 0.21% -500.0 -0.9% $40.23 +9.2%
97 SNPS SYNOPSYS INC Technology 4,474.0 $2.1M 0.21% -507.0 -10.2% $469.72 +12.0%
98 MU MICRON TECHNOLOGY INC Technology 7,293.0 $2.1M 0.20% +854.0 +13.3% $285.40 +225.3%
99 DUK DUKE ENERGY CORP NEW Utilities 17,455.0 $2.0M 0.20% -2K -9.0% $117.21 +6.9%
100 ASML ASML HOLDING N V Technology 1,903.0 $2.0M 0.20% +81.0 +4.5% $1069.87 +49.4%
Page 5 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%