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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 45 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 IIIN INSTEEL INDS INC COM Industrials 180.0 $6K 0.00% NEW $31.67 -12.6%
882 PRDO PERDOCEO ED CORP COM Consumer Defensive 192.0 $6K 0.00% NEW $29.33 +12.0%
883 CHRW C H ROBINSON WORLDWIDE INC COM NEW Industrials 35.0 $6K 0.00% NEW $159.34 +11.6%
884 TCMD TACTILE SYS TECHNOLOGY INC COM Healthcare 192.0 $6K 0.00% NEW $29.00 -13.4%
885 LITE LUMENTUM HLDGS INC COM Technology 15.0 $6K 0.00% NEW $368.60 +125.2%
886 SCCO SOUTHERN COPPER CORP COM Basic Materials 38.0 $5K 0.00% NEW $144.50 +32.0%
887 SGHT SIGHT SCIENCES INC COM Healthcare 691.0 $5K 0.00% NEW $7.93 -37.6%
888 ESE ESCO TECHNOLOGIES INC COM Technology 28.0 $5K 0.00% NEW $195.39 +50.7%
889 RCKY ROCKY BRANDS INC COM Consumer Cyclical 186.0 $5K 0.00% NEW $29.33 +31.8%
890 R RYDER SYS INC COM Industrials 28.0 $5K 0.00% NEW $194.00 +28.7%
891 BHE BENCHMARK ELECTRS INC COM Technology 127.0 $5K 0.00% NEW $42.76 +96.8%
892 PODD INSULET CORP COM Healthcare 19.0 $5K 0.00% NEW $284.26 -49.8%
893 ARW ARROW ELECTRS INC COM Technology 49.0 $5K 0.00% NEW $110.18 +95.4%
894 RKT ROCKET COS INC COM CL A Financial Services 275.0 $5K 0.00% NEW $19.36 -24.0%
895 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 9.0 $5K 0.00% NEW $590.78 -9.1%
896 MUSA MURPHY USA INC COM Consumer Cyclical 13.0 $5K 0.00% NEW $403.77 +26.7%
897 AWR AMER STATES WTR CO COM Utilities 72.0 $5K 0.00% NEW $72.81 +6.1%
898 ADEA ADEIA INC COM Technology 303.0 $5K 0.00% NEW $17.25 +55.7%
899 PAG PENSKE AUTOMOTIVE GRP INC COM Consumer Cyclical 33.0 $5K 0.00% NEW $158.30 +5.9%
900 SSD SIMPSON MFG INC COM Industrials 32.0 $5K 0.00% NEW $161.47 +18.8%
Page 45 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%