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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 5 of 74  ·  1,475 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJH iShares Core S&P Mid-Cap ETF 2,654.0 $175K 0.09% NEW $66.00 +12.7%
82 IXUS iShares Core MSCI Total International Stock ETF 2,042.0 $173K 0.09% NEW $84.62 +14.0%
83 NFLX NETFLIX INC COM Communication Services 1,834.0 $172K 0.09% NEW $93.76 -6.8%
84 KR KROGER CO COM Consumer Defensive 2,653.0 $166K 0.09% NEW $62.48 +3.5%
85 CB CHUBB LIMITED COM Financial Services 525.0 $164K 0.08% NEW $311.90 +2.8%
86 MRK MERCK & CO INC COM Healthcare 1,534.0 $161K 0.08% NEW $105.26 +14.2%
87 EQT EQT CORP COM Energy 2,923.0 $157K 0.08% NEW $53.61 +2.9%
88 EME EMCOR GROUP INC COM Industrials 251.0 $154K 0.08% NEW $612.57 +39.6%
89 MA MASTERCARD INCORPORATED CL A Financial Services 266.0 $152K 0.08% NEW $571.11 -13.3%
90 INTC INTEL CORP COM Technology 4,060.0 $150K 0.08% NEW $36.90 +230.0%
91 KLAC KLA CORP COM NEW Technology 123.0 $150K 0.08% NEW $1215.53 +61.0%
92 AVIDITY BIOSCIENCES INC COM 2,057.0 $148K 0.08% NEW $72.13
93 CVX CHEVRON CORP NEW COM Energy 958.0 $146K 0.07% NEW $152.47 +19.6%
94 ADI ANALOG DEVICES INC COM Technology 538.0 $146K 0.07% NEW $271.10 +53.8%
95 CENCORA INC COM 429.0 $145K 0.07% NEW $337.60
96 INSM INSMED INC COM PAR USD.01 Healthcare 832.0 $145K 0.07% NEW $174.04 -38.9%
97 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 1,641.0 $145K 0.07% NEW $88.22 +18.5%
98 BK BANK NEW YORK MELLON CORP COM Financial Services 1,232.0 $143K 0.07% NEW $116.08 +20.6%
99 Siriuspoint Ltd Com 6,524.0 $143K 0.07% NEW $21.89
100 FCNCA FIRST CTZNS BANCSHARES INC DEL CL A Financial Services 66.0 $142K 0.07% NEW $2147.52 -7.2%
Page 5 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%