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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 34 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CDW CDW CORP COM Technology 106.0 $14K 0.01% NEW $136.08 -8.3%
662 JEF JEFFERIES FINL GROUP INC COM Financial Services 231.0 $14K 0.01% NEW $61.89 -14.2%
663 GXO GXO LOGISTICS INCORPORATED COMMON STOCK Industrials 271.0 $14K 0.01% NEW $52.64 -4.7%
664 ACHIEVE LIFE SCIENCES INC COM 2,870.0 $14K 0.01% NEW $4.97
665 CRH PLC ORD 114.0 $14K 0.01% NEW $124.80
666 PAYX PAYCHEX INC COM Industrials 126.0 $14K 0.01% NEW $112.18 -12.9%
667 CME CME GROUP INC COM Financial Services 51.0 $14K 0.01% NEW $275.41 -0.5%
668 CSGS CSG SYS INTL INC COM Technology 183.0 $14K 0.01% NEW $76.69 +5.2%
669 BC BRUNSWICK CORP COM Consumer Cyclical 189.0 $14K 0.01% NEW $74.23 +13.8%
670 VEEV VEEVA SYS INC CL A COM Healthcare 62.0 $14K 0.01% NEW $223.23 -21.3%
671 PRA PROASSURANCE CORP COM Financial Services 571.0 $14K 0.01% NEW $24.16 -0.3%
672 TXNM ENERGY INC COM 234.0 $14K 0.01% NEW $58.80
673 DHR DANAHER CORPORATION COM Healthcare 59.0 $14K 0.01% NEW $230.19 -20.5%
674 TDOC TELADOC HEALTH INC COM Healthcare 1,938.0 $14K 0.01% NEW $7.00 +10.0%
675 INCY INCYTE CORP COM Healthcare 137.0 $14K 0.01% NEW $98.77 -1.7%
676 THE BALDWIN INSURANCE GRP INC COM CL A 561.0 $13K 0.01% NEW $24.03
677 ORGO ORGANOGENESIS HLDGS INC COM Healthcare 2,597.0 $13K 0.01% NEW $5.18 -50.7%
678 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 143.0 $13K 0.01% NEW $94.00 +22.2%
679 BV BRIGHTVIEW HLDGS INC COM Industrials 1,058.0 $13K 0.01% NEW $12.67 -1.5%
680 CG CARLYLE GROUP INC COM Financial Services 227.0 $13K 0.01% NEW $58.98 -22.7%
Page 34 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%