NORDEN GROUP LLC Q4 2023 Filing

Filed February 5, 2024

Portfolio Value

$581.0B

Holdings

277

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (277 positions)

#StockSharesValue% PortfolioType
1
LLYELI LILLY & CO
1,682$980.3M0.17%
2
COOCOOPER COS INC
2,566$971.1M0.17%
3
TDYTELEDYNE TECHNOLOGIES INC
2,149$959.1M0.17%
4
TXNTEXAS INSTRS INC
5,520$941.1M0.16%
5
SBUXSTARBUCKS CORP
9,571$919.0M0.16%
6
LOWLOWES COS INC
4,100$912.5M0.16%
7
PEPPEPSICO INC
5,206$884.1M0.15%
8
ORCLORACLE CORP
8,371$882.6M0.15%
9
ULUNILEVER PLC
18,112$878.1M0.15%
10
CPRTCOPART INC
17,688$866.7M0.15%
11
NVTNVENT ELECTRIC PLC
14,566$860.7M0.15%
12
ADPAUTOMATIC DATA PROCESSING IN
3,670$854.8M0.15%
13
BJBJS WHSL CLUB HLDGS INC
12,732$848.7M0.15%
14
QLYSQUALYS INC
4,294$842.8M0.15%
15
FIXCOMFORT SYS USA INC
4,065$836.1M0.14%
16
AAONAAON INC
11,297$834.5M0.14%
17
IBMINTERNATIONAL BUSINESS MACHS
5,056$826.9M0.14%
18
DISDISNEY WALT CO
9,098$821.5M0.14%
19
AVYAVERY DENNISON CORP
4,026$813.9M0.14%
20
MPWRMONOLITHIC PWR SYS INC
1,282$808.7M0.14%
21
CMCSACOMCAST CORP NEW
18,310$802.9M0.14%
22
ELFE L F BEAUTY INC
5,467$789.1M0.14%
23
TAT&T INC
45,790$768.3M0.13%
24
WMTWALMART INC
4,842$763.3M0.13%
25
BIZDVANECK ETF TRUST
14,693$758.6M0.13%
26
BKNGBOOKING HOLDINGS INC
212$752.0M0.13%
27
WSTWEST PHARMACEUTICAL SVSC INC
2,126$748.8M0.13%
28
CRCRANE COMPANY
6,110$721.9M0.12%
29
SAIASAIA INC
1,588$695.9M0.12%
30
PFEPFIZER INC
23,932$689.0M0.12%
31
EJANINNOVATOR ETFS TR
23,970$687.2M0.12%
32
UPSUNITED PARCEL SERVICE INC
4,355$684.8M0.12%
33
USBUS BANCORP DEL
15,763$682.2M0.12%
34
AMATAPPLIED MATLS INC
4,178$677.1M0.12%
35
DECKDECKERS OUTDOOR CORP
1,012$676.1M0.12%
36
EMEEMCOR GROUP INC
3,133$675.0M0.12%
37
TRVCCITIGROUP INC
12,748$655.7M0.11%
38
MKTXMARKETAXESS HLDGS INC
2,228$652.2M0.11%
39
SFBSSERVISFIRST BANCSHARES INC
9,650$643.0M0.11%
40
XONEBONDBLOXX ETF TRUST
12,800$642.5M0.11%
41
WSO/BWATSCO INC
1,499$642.4M0.11%
42
WTSWATTS WATER TECHNOLOGIES INC
3,079$641.5M0.11%
43
DAVAENDAVA PLC
8,158$635.1M0.11%
44
IBKRINTERACTIVE BROKERS GROUP IN
7,609$630.8M0.11%
45
INTUINTUIT
984$615.3M0.11%
46
NCNONCINO INC
18,271$614.5M0.11%
47
WMBWILLIAMS COS INC
17,377$605.2M0.10%
48
AMDADVANCED MICRO DEVICES INC
4,077$601.0M0.10%
49
BAHBOOZ ALLEN HAMILTON HLDG COR
4,691$600.0M0.10%
50
ATECALPHATEC HLDGS INC
39,001$589.3M0.10%
51
PAYCPAYCOM SOFTWARE INC
2,835$586.1M0.10%
52
BDXBECTON DICKINSON & CO
2,375$579.1M0.10%
53
PLDPROLOGIS INC.
4,344$579.0M0.10%
54
CITHE CIGNA GROUP
1,926$576.8M0.10%
55
MPCMARATHON PETE CORP
3,886$576.5M0.10%
56
WSMWILLIAMS SONOMA INC
2,823$569.7M0.10%
57
PTCPTC INC
3,252$569.0M0.10%
58
INTCINTEL CORP
11,279$566.8M0.10%
59
RSGREPUBLIC SVCS INC
3,380$557.5M0.10%
60
FOXFFOX FACTORY HLDG CORP
8,235$555.7M0.10%
61
SBDSSOLO BRANDS INC
90,000$554.4M0.10%
62
DALDELTA AIR LINES INC DEL
13,763$553.7M0.10%
63
FCXFREEPORT-MCMORAN INC
12,994$553.1M0.10%
64
BMYBRISTOL-MYERS SQUIBB CO
10,633$545.6M0.09%
65
MDYSPDR S&P MIDCAP 400 ETF TR
1,062$538.8M0.09%
66
CDWCDW CORP
2,364$537.5M0.09%
67
COPCONOCOPHILLIPS
4,550$528.1M0.09%
68
DWDMORGAN STANLEY
5,640$526.0M0.09%
69
TSCOTRACTOR SUPPLY CO
2,430$522.5M0.09%
70
CYBRCYBERARK SOFTWARE LTD
2,373$519.8M0.09%
71
SNASNAP ON INC
1,742$503.0M0.09%
72
LRCXEURLAM RESEARCH CORP
633$496.0M0.09%
73
DEODIAGEO PLC
3,388$493.5M0.08%
74
CVSCVS HEALTH CORP
6,170$487.2M0.08%
75
MMM3M CO
4,412$482.3M0.08%
76
AIGAMERICAN INTL GROUP INC
6,920$468.8M0.08%
77
ESSESSEX PPTY TR INC
1,855$459.9M0.08%
78
MDLZMONDELEZ INTL INC
6,219$450.4M0.08%
79
CWCURTISS WRIGHT CORP
2,006$447.0M0.08%
80
APDAIR PRODS & CHEMS INC
1,615$442.0M0.08%
81
LUVSOUTHWEST AIRLS CO
14,988$432.9M0.07%
82
PBVPRESTIGE CONSMR HEALTHCARE I
7,024$430.0M0.07%
83
GSHDGOOSEHEAD INS INC
5,669$429.7M0.07%
84
DFHDREAM FINDERS HOMES INC
11,992$426.1M0.07%
85
PCGPG&E CORP
23,203$418.4M0.07%
86
WHDCACTUS INC
9,140$414.9M0.07%
87
SAPSAP SE
2,683$414.8M0.07%
88
AZEKAZEK CO INC
10,809$413.4M0.07%
89
7SUSUMMIT MATLS INC
10,691$411.2M0.07%
90
SMPLSIMPLY GOOD FOODS CO
10,278$407.0M0.07%
91
TMUST-MOBILE US INC
2,499$400.6M0.07%
92
PODDINSULET CORP
1,784$387.1M0.07%
93
ULTAULTA BEAUTY INC
789$386.6M0.07%
94
RGENREPLIGEN CORP
2,142$385.1M0.07%
95
BILLBILL HOLDINGS INC
4,715$384.7M0.07%
96
SHELSHELL PLC
5,805$382.0M0.07%
97
FEFIRSTENERGY CORP
10,414$381.8M0.07%
98
OLLIOLLIES BARGAIN OUTLET HLDGS
5,010$380.2M0.07%
99
BLKCHFBLACKROCK INC
468$379.8M0.07%
100
VMIVALMONT INDS INC
1,625$379.5M0.07%
Page 1 of 3Next