NORDEN GROUP LLC Q3 2023 Filing

Filed November 6, 2023

Portfolio Value

$304.0B

Holdings

261

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (261 positions)

#StockSharesValue% PortfolioType
1
MCDMCDONALDS CORP
3,780$995.9M0.33%
2
ORCLORACLE CORP
9,384$993.9M0.33%
3
FOXFFOX FACTORY HLDG CORP
9,980$988.8M0.33%
4
WSTWEST PHARMACEUTICAL SVSC INC
2,626$985.2M0.32%
5
STESTERIS PLC
4,486$984.2M0.32%
6
ITGARTNER INC
2,862$983.2M0.32%
7
LOWLOWES COS INC
4,659$968.2M0.32%
8
TXNTEXAS INSTRS INC
6,083$967.3M0.32%
9
XLCSELECT SECTOR SPDR TR
8,696$965.7M0.32%
10
BACBANK AMERICA CORP
33,697$922.6M0.30%
11
LLYELI LILLY & CO
1,717$922.4M0.30%
12
PEPPEPSICO INC
5,320$901.5M0.30%
13
ENQENTEGRIS INC
9,559$897.7M0.30%
14
SPYSPDR S&P 500 ETF TR
2,077$887.9M0.29%
15
AVGOBROADCOM INC
1,069$887.7M0.29%
16
CPRTCOPART INC
20,529$884.6M0.29%
17
PFEPFIZER INC
26,467$877.9M0.29%
18
WMTWALMART INC
5,465$874.0M0.29%
19
TDYTELEDYNE TECHNOLOGIES INC
2,124$867.8M0.29%
20
CMCSACOMCAST CORP NEW
19,466$863.1M0.28%
21
MORNMORNINGSTAR INC
3,683$862.8M0.28%
22
BDXBECTON DICKINSON & CO
3,295$851.9M0.28%
23
IBMINTERNATIONAL BUSINESS MACHS
6,033$846.4M0.28%
24
BJBJS WHSL CLUB HLDGS INC
11,831$844.3M0.28%
25
COOCOOPER COS INC
2,626$835.0M0.27%
26
GLDMWORLD GOLD TR
22,316$818.1M0.27%
27
DECKDECKERS OUTDOOR CORP
1,585$814.6M0.27%
28
AMATAPPLIED MATLS INC
5,785$801.0M0.26%
29
SAIASAIA INC
1,890$753.4M0.25%
30
AAONAAON INC
13,214$751.5M0.25%
31
IBKRINTERACTIVE BROKERS GROUP IN
8,635$747.5M0.25%
32
EMEEMCOR GROUP INC
3,527$742.1M0.24%
33
APY1EURCHAMPIONX CORPORATION
20,524$731.1M0.24%
34
CHHCHOICE HOTELS INTL INC
5,958$729.9M0.24%
35
UPSUNITED PARCEL SERVICE INC
4,652$725.2M0.24%
36
SBUXSTARBUCKS CORP
7,889$720.1M0.24%
37
FROFRONTLINE PLC
38,167$716.8M0.24%
38
QLYSQUALYS INC
4,669$712.3M0.23%
39
AVYAVERY DENNISON CORP
3,875$707.8M0.23%
40
PBRPETROLEO BRASILEIRO SA PETRO
46,876$702.7M0.23%
41
COPCONOCOPHILLIPS
5,739$687.6M0.23%
42
BKNGBOOKING HOLDINGS INC
221$681.6M0.22%
43
IEXIDEX CORP
3,276$681.5M0.22%
44
WSOWATSCO INC
1,771$668.9M0.22%
45
OCOWENS CORNING NEW
4,853$662.0M0.22%
46
PAYCPAYCOM SOFTWARE INC
2,516$652.4M0.21%
47
SFBSSERVISFIRST BANCSHARES INC
12,470$650.6M0.21%
48
TAT&T INC
42,813$643.0M0.21%
49
BILLBILL HOLDINGS INC
5,914$642.1M0.21%
50
NCNONCINO INC
20,074$638.4M0.21%
51
INTUINTUIT
1,247$637.3M0.21%
52
MPCMARATHON PETE CORP
4,179$632.5M0.21%
53
MPWRMONOLITHIC PWR SYS INC
1,366$631.0M0.21%
54
GILDGILEAD SCIENCES INC
7,986$598.5M0.20%
55
RSGREPUBLIC SVCS INC
4,179$595.6M0.20%
56
DWDMORGAN STANLEY
7,198$587.9M0.19%
57
BMYBRISTOL-MYERS SQUIBB CO
9,860$572.3M0.19%
58
BIIBBIOGEN INC
2,146$551.5M0.18%
59
ATECALPHATEC HLDGS INC
39,986$518.6M0.17%
60
MMM3M CO
5,444$509.7M0.17%
61
DALDELTA AIR LINES INC DEL
13,763$509.2M0.17%
62
PLDPROLOGIS INC.
4,524$507.7M0.17%
63
SNASNAP ON INC
1,972$503.0M0.17%
64
PCGPG&E CORP
30,866$497.9M0.16%
65
CHRWC H ROBINSON WORLDWIDE INC
5,681$489.3M0.16%
66
TRVCCITIGROUP INC
11,774$484.3M0.16%
67
METMETLIFE INC
7,680$483.1M0.16%
68
CVSCVS HEALTH CORP
6,843$477.8M0.16%
69
APDAIR PRODS & CHEMS INC
1,680$476.0M0.16%
70
ELFE L F BEAUTY INC
4,296$471.8M0.16%
71
LUVSOUTHWEST AIRLS CO
17,299$468.3M0.15%
72
SONYSONY GROUP CORP
5,661$466.6M0.15%
73
DRIDARDEN RESTAURANTS INC
3,257$466.4M0.15%
74
GSHDGOOSEHEAD INS INC
6,234$464.6M0.15%
75
FIXCOMFORT SYS USA INC
2,721$463.7M0.15%
76
SBDSSOLO BRANDS INC
90,000$459.0M0.15%
77
CRCRANE COMPANY
5,131$455.8M0.15%
78
DGDOLLAR GEN CORP NEW
4,280$452.8M0.15%
79
CITHE CIGNA GROUP
1,519$434.5M0.14%
80
NVTNVENT ELECTRIC PLC
8,103$429.4M0.14%
81
SHELSHELL PLC
6,665$429.1M0.14%
82
FEFIRSTENERGY CORP
12,540$428.6M0.14%
83
AWGASBURY AUTOMOTIVE GROUP INC
1,858$427.5M0.14%
84
BAHBOOZ ALLEN HAMILTON HLDG COR
3,870$422.9M0.14%
85
TTWOTAKE-TWO INTERACTIVE SOFTWAR
2,988$419.5M0.14%
86
OLLIOLLIES BARGAIN OUTLET HLDGS
5,373$414.7M0.14%
87
MEDPMEDPACE HLDGS INC
1,629$394.4M0.13%
88
ESSESSEX PPTY TR INC
1,857$393.8M0.13%
89
AMDADVANCED MICRO DEVICES INC
3,827$393.5M0.13%
90
DIODDIODES INC
4,910$387.1M0.13%
91
FCXFREEPORT-MCMORAN INC
10,312$384.5M0.13%
92
ULTAULTA BEAUTY INC
956$381.9M0.13%
93
PZAINVESCO EXCH TRADED FD TR II
17,022$377.2M0.12%
94
AZPN1USDASPEN TECHNOLOGY INC
1,846$377.1M0.12%
95
LRCXEURLAM RESEARCH CORP
599$375.5M0.12%
96
CHDCHURCH & DWIGHT CO INC
4,051$371.2M0.12%
97
GLWCORNING INC
12,108$368.9M0.12%
98
WMBWILLIAMS COS INC
10,926$368.1M0.12%
99
AFWALIGN TECHNOLOGY INC
1,190$363.3M0.12%
100
RJFRAYMOND JAMES FINL INC
3,527$354.2M0.12%
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