NORDEN GROUP LLC Q2 2024 Filing

Filed August 6, 2024

Portfolio Value

$494.8B

Holdings

404

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (404 positions)

#StockSharesValue% PortfolioType
1
UFPTUFP TECHNOLOGIES INC
3,774$995.8M0.20%
2
MCDMCDONALDS CORP
3,860$983.9M0.20%
3
AMGNAMGEN INC
3,121$975.2M0.20%
4
CPRTCOPART INC
17,813$964.8M0.19%
5
VTVVANGUARD INDEX FDS
5,944$953.5M0.19%
6
EFAISHARES TR
12,046$943.6M0.19%
7
WMBWILLIAMS COS INC
21,812$927.0M0.19%
8
ADSKAUTODESK INC
3,714$919.0M0.19%
9
COPCONOCOPHILLIPS
7,970$911.6M0.18%
10
ULUNILEVER PLC
16,362$899.8M0.18%
11
SHYGISHARES TR
21,231$895.9M0.18%
12
ASMLASML HOLDING N V
871$891.2M0.18%
13
KMBKIMBERLY-CLARK CORP
6,348$877.4M0.18%
14
WHDCACTUS INC
16,624$876.8M0.18%
15
AZEKAZEK CO INC
20,779$875.4M0.18%
16
HALOHALOZYME THERAPEUTICS INC
16,573$867.8M0.18%
17
PBVPRESTIGE CONSMR HEALTHCARE I
12,435$856.1M0.17%
18
MPWRMONOLITHIC PWR SYS INC
1,040$854.5M0.17%
19
DISDISNEY WALT CO
8,517$845.7M0.17%
20
CASYCASEYS GEN STORES INC
2,213$844.5M0.17%
21
FDSFACTSET RESH SYS INC
2,000$816.7M0.17%
22
MSCIMSCI INC
1,679$808.9M0.16%
23
CMCSACOMCAST CORP NEW
20,602$806.8M0.16%
24
NCNONCINO INC
25,287$795.3M0.16%
25
VMIVALMONT INDS INC
2,897$795.1M0.16%
26
WSOWATSCO INC
1,700$787.8M0.16%
27
K6BKBR INC
12,083$775.0M0.16%
28
XHLFBONDBLOXX ETF TRUST
15,369$772.8M0.16%
29
TMUST-MOBILE US INC
4,249$748.5M0.15%
30
CRCRANE COMPANY
5,145$746.0M0.15%
31
SHELSHELL PLC
10,301$743.6M0.15%
32
MPCMARATHON PETE CORP
4,199$728.5M0.15%
33
7SUSUMMIT MATLS INC
19,859$727.0M0.15%
34
EMEEMCOR GROUP INC
1,989$726.2M0.15%
35
DUKDUKE ENERGY CORP NEW
7,209$722.5M0.15%
36
RRCRANGE RES CORP
21,425$718.4M0.15%
37
USBUS BANCORP DEL
18,068$717.3M0.14%
38
SPMBSPDR SER TR
33,252$717.2M0.14%
39
DECKDECKERS OUTDOOR CORP
738$713.9M0.14%
40
SAPSAP SE
3,539$713.9M0.14%
41
DWDMORGAN STANLEY
7,306$710.1M0.14%
42
UPSUNITED PARCEL SERVICE INC
5,148$704.6M0.14%
43
PODDINSULET CORP
3,478$701.9M0.14%
44
SLYGSPDR SER TR
8,141$699.0M0.14%
45
RSGREPUBLIC SVCS INC
3,594$698.5M0.14%
46
GILDGILEAD SCIENCES INC
10,106$693.4M0.14%
47
CSXCSX CORP
20,520$686.4M0.14%
48
SPEMSPDR INDEX SHS FDS
18,170$684.5M0.14%
49
MOALTRIA GROUP INC
14,975$682.1M0.14%
50
CVSCVS HEALTH CORP
11,493$678.8M0.14%
51
CITHE CIGNA GROUP
2,031$671.4M0.14%
52
DALDELTA AIR LINES INC DEL
13,876$658.3M0.13%
53
SPTLSPDR SER TR
24,128$656.8M0.13%
54
BAHBOOZ ALLEN HAMILTON HLDG COR
4,240$652.5M0.13%
55
LECOLINCOLN ELEC HLDGS INC
3,440$648.9M0.13%
56
AIGAMERICAN INTL GROUP INC
8,734$648.5M0.13%
57
VRTXVERTEX PHARMACEUTICALS INC
1,379$646.4M0.13%
58
PENPENUMBRA INC
3,579$644.1M0.13%
59
VTEBVANGUARD MUN BD FDS
12,839$643.4M0.13%
60
LMTLOCKHEED MARTIN CORP
1,370$639.9M0.13%
61
SFBSSERVISFIRST BANCSHARES INC
10,073$636.5M0.13%
62
FCXFREEPORT-MCMORAN INC
13,079$635.6M0.13%
63
VCITVANGUARD SCOTTSDALE FDS
7,952$635.5M0.13%
64
SSOPROSHARES TR
7,592$627.1M0.13%
65
HYDVANECK ETF TRUST
12,097$624.8M0.13%
66
FEFIRSTENERGY CORP
16,319$624.5M0.13%
67
SMPLSIMPLY GOOD FOODS CO
16,762$605.6M0.12%
68
TLTISHARES TR
6,594$605.2M0.12%
69
SAIASAIA INC
1,272$603.3M0.12%
70
TFINTRIUMPH FINANCIAL INC
7,323$598.7M0.12%
71
PCGPG&E CORP
34,265$598.3M0.12%
72
VOTVANGUARD INDEX FDS
2,603$597.5M0.12%
73
CITCINTAS CORP
847$593.3M0.12%
74
PANWPALO ALTO NETWORKS INC
1,743$590.9M0.12%
75
GLWCORNING INC
15,127$587.7M0.12%
76
CATCATERPILLAR INC
1,748$582.4M0.12%
77
FTITECHNIPFMC PLC
22,039$576.3M0.12%
78
XLESELECT SECTOR SPDR TR
6,295$573.8M0.12%
79
GLDMWORLD GOLD TR
12,363$569.8M0.12%
80
IWVISHARES TR
1,843$568.9M0.11%
81
LSCCLATTICE SEMICONDUCTOR CORP
9,805$568.6M0.11%
82
AMTAMERICAN TOWER CORP NEW
2,916$566.8M0.11%
83
OKEONEOK INC NEW
6,903$563.0M0.11%
84
SOSOUTHERN CO
7,255$562.8M0.11%
85
WSTWEST PHARMACEUTICAL SVSC INC
1,704$561.4M0.11%
86
APHAMPHENOL CORP NEW
8,330$561.2M0.11%
87
SBUXSTARBUCKS CORP
7,174$558.5M0.11%
88
TRNOTERRENO RLTY CORP
9,367$554.4M0.11%
89
ISRGINTUITIVE SURGICAL INC
1,240$551.6M0.11%
90
EOGEOG RES INC
4,362$549.0M0.11%
91
OPCHOPTION CARE HEALTH INC
19,689$545.4M0.11%
92
VVVANGUARD INDEX FDS
2,177$543.4M0.11%
93
PSTGPURE STORAGE INC
8,387$538.5M0.11%
94
PLDPROLOGIS INC.
4,751$533.6M0.11%
95
CHHCHOICE HOTELS INTL INC
4,481$533.1M0.11%
96
MUMICRON TECHNOLOGY INC
4,052$533.0M0.11%
97
VUGVANGUARD INDEX FDS
1,423$532.1M0.11%
98
HONHONEYWELL INTL INC
2,475$528.5M0.11%
99
WERNWERNER ENTERPRISES INC
14,614$523.6M0.11%
100
KNSLKINSALE CAP GROUP INC
1,357$522.8M0.11%
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