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Portfolio (Quarterly) Guide ↗

Torren Management, LLC

· CIK 0002096203
13F Portfolio $196M AUM 1,475 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 1475 New
Page 18 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 COHR COHERENT CORP COM Technology 253.0 $47K 0.02% NEW $184.57 +104.2%
342 EMN EASTMAN CHEM CO COM Basic Materials 730.0 $47K 0.02% NEW $63.80 +19.7%
343 GD GENERAL DYNAMICS CORP COM Industrials 138.0 $47K 0.02% NEW $337.48 +3.4%
344 CCL CARNIVAL CORP PAIRED CTF Consumer Cyclical 1,516.0 $46K 0.02% NEW $30.54 -8.5%
345 CRVL CORVEL CORP COM Financial Services 684.0 $46K 0.02% NEW $67.67 -8.9%
346 NTRS NORTHERN TR CORP COM Financial Services 338.0 $46K 0.02% NEW $136.52 +23.3%
347 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 2,039.0 $46K 0.02% NEW $22.63 +6.0%
348 NKE NIKE INC CL B Consumer Cyclical 713.0 $45K 0.02% NEW $63.72 -25.7%
349 UFPI UFP INDUSTRIES INC COM Basic Materials 498.0 $45K 0.02% NEW $91.06 -9.2%
350 DOV DOVER CORP COM Industrials 231.0 $45K 0.02% NEW $195.62 +8.6%
351 TECHNIPFMC PLC COM 1,013.0 $45K 0.02% NEW $44.55
352 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,101.0 $45K 0.02% NEW $40.72 +18.5%
353 CL COLGATE PALMOLIVE CO COM Consumer Defensive 563.0 $44K 0.02% NEW $79.01 +16.0%
354 NSIT INSIGHT ENTERPRISES INC COM Technology 546.0 $44K 0.02% NEW $81.47 +26.9%
355 VMI VALMONT INDS INC COM Industrials 110.0 $44K 0.02% NEW $402.32 +29.8%
356 OLMA OLEMA PHARMACEUTICALS INC COM Healthcare 1,759.0 $44K 0.02% NEW $25.00 -49.0%
357 PTEN PATTERSON-UTI ENERGY INC COM Energy 7,172.0 $44K 0.02% NEW $6.11 +84.9%
358 CAH CARDINAL HEALTH INC COM Healthcare 212.0 $44K 0.02% NEW $205.67 -2.8%
359 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 423.0 $44K 0.02% NEW $102.89 -25.4%
360 IVZ INVESCO LTD SHS Financial Services 1,656.0 $44K 0.02% NEW $26.27 +6.8%
Page 18 of 74  ·  1,475 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 26.9%
Financial Services 17.1%
Industrials 12.8%
Consumer Cyclical 10.8%
Healthcare 10.6%
Communication Services 7.9%
Energy 4.5%
Utilities 3.3%
Consumer Defensive 3.2%
Basic Materials 2.7%