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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 44 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 MILLROSE PPTYS INC COM CL A 221.0 $7K 0.00% NEW $29.89
862 SYNA SYNAPTICS INC COM Technology 89.0 $7K 0.00% NEW $74.02 +88.7%
863 AJG GALLAGHER ARTHUR J & CO COM Financial Services 25.0 $7K 0.00% NEW $260.24 -21.8%
864 EVRG EVERGY INC COM Utilities 88.0 $6K 0.00% NEW $72.80 +12.7%
865 NEM NEWMONT CORP COM Basic Materials 64.0 $6K 0.00% NEW $99.84 +10.7%
866 ABNB AIRBNB INC COM CL A Consumer Cyclical 47.0 $6K 0.00% NEW $135.72 -0.8%
867 FLR FLUOR CORP NEW COM Industrials 160.0 $6K 0.00% NEW $39.63 +16.5%
868 VREX VAREX IMAGING CORP COM Healthcare 539.0 $6K 0.00% NEW $11.65 -11.2%
869 HSY HERSHEY CO COM Consumer Defensive 34.0 $6K 0.00% NEW $183.44 +6.7%
870 LIBERTY LIVE HOLDINGS INC COM SHS SER C 75.0 $6K 0.00% NEW $83.16
871 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 128.0 $6K 0.00% NEW $48.58 +72.5%
872 CDXS CODEXIS INC COM Healthcare 3,801.0 $6K 0.00% NEW $1.63 +72.7%
873 CSGP COSTAR GROUP INC COM Real Estate 92.0 $6K 0.00% NEW $67.24 -51.1%
874 MCO MOODYS CORP COM Financial Services 12.0 $6K 0.00% NEW $510.83 -10.2%
875 BYD BOYD GAMING CORP COM Consumer Cyclical 71.0 $6K 0.00% NEW $85.00 -1.8%
876 SYNOVUS FINL CORP COM NEW 119.0 $6K 0.00% NEW $50.20
877 RNST RENASANT CORP COM Financial Services 170.0 $6K 0.00% NEW $35.13 +16.3%
878 ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM Healthcare 366.0 $6K 0.00% NEW $16.24 -4.9%
879 PMVP PMV PHARMACEUTICALS INC COM Healthcare 4,716.0 $6K 0.00% NEW $1.25 -4.0%
880 SPB SPECTRUM BRANDS HLDGS INC NEW COM Consumer Defensive 98.0 $6K 0.00% NEW $59.23 +33.5%
Page 44 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%