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CIK: 0001990699
Total reported value
$1.2B
$1.2B
531 檔
15.4%
As reported in its official Q1 2025 Form 13F filing, Norden Group LLC's tracked investment portfolio stood at $1.2B with 531 total positions.
Norden Group LLC executed strategic sector rebalancing during Q1 2025, establishing 32 new positions while fully exiting 25 holdings and trimming 88 positions.
In terms of portfolio concentration, the top 5 core holdings (including PAAA, SPY, JPST) accounted for 15.4% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 531 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 9.78% | -1.33% | +123.70% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.49% | -0.01% | +105.43% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.95% | -0.07% | +0.52% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.21% | -11.70% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.59% | -0.53% | -8.74% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.57% | — | +214.17% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.11% | -3.26% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | +0.12% | +1.42% | |
| 9 | CGSD | Cap Group Short Duration | ETF-Other | 1.76% | — | — | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | -0.14% | -2.70% | |
| 11 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.99% | — | -7.90% | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 0.94% | -0.04% | +22.73% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.17% | -5.33% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.16% | +1.47% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | -0.11% | +24.55% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +1.20% | +2.26% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.79% | -0.04% | -77.70% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.04% | +0.11% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | -0.09% | -17.03% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | -0.28% | -24.57% | |
| 21 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.71% | — | -3.73% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.40% | -2.21% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.05% | +37.89% | |
| 24 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.68% | -0.06% | -12.80% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.21% | +4.90% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 0.67% | +0.08% | +8.08% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.65% | -0.11% | +0.81% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.65% | -0.05% | +8.19% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.04% | +3.82% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.06% | -6.77% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.09% | -0.82% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.04% | -5.09% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.06% | +25.24% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.16% | +6.01% | |
| 35 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.55% | -0.02% | -1.77% | |
| 36 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.55% | — | +0.74% | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.54% | -0.01% | +0.33% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.02% | +24.66% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.15% | -3.34% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.52% | -0.61% | +4.46% | |
| 41 | FTNT | Fortinet Inc | Stock-Tech | 0.50% | +0.03% | +1.27% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.18% | -2.17% | |
| 43 | TDG | Transdigm Group Inc | Stock-Industrials | 0.48% | — | +2.37% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.11% | +32.73% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.45% | — | -21.95% | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.44% | -0.18% | -0.06% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | +0.04% | +3.57% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.43% | -0.80% | +10.83% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.42% | -0.05% | -5.82% | |
| 50 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.42% | +0.66% | -4.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PAAA | Pgim Aaa Clo ETF | +5.5% | +123.70% | Add |
| 2 | CGSD | Cap Group Short Duration | +1.8% | NEW | New buy |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.7% | +105.43% | Add |
| 4 | IVW | Ishares S&p 500 Growth ETF | +1.7% | +214.17% | Add |
| 5 | PM | Philip Morris International | +0.4% | +22.73% | Add |
| 6 | AON | Aon plc | +0.3% | +886.89% | Add |
| 7 | JNJ | Johnson & Johnson | +0.3% | +37.89% | Add |
| 8 | BABA | Alibaba Group Holding-sp Adr | +0.2% | -3.73% | Trim |
| 9 | LLY | Eli Lilly & Co | +0.2% | +24.55% | Add |
| 10 | ABBV | Abbvie Inc | +0.2% | +24.66% | Add |
| 11 | CVX | Chevron CORP | +0.2% | +32.73% | Add |
| 12 | SBUX | Starbucks CORP | +0.2% | +66.11% | Add |
| 13 | JSMD | Janus Small Mid Cap Gr Alp | +0.2% | NEW | New buy |
| 14 | SCHW | Schwab (charles) CORP | +0.1% | +147.98% | Add |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.1% | NEW | New buy |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.11% | Add |
| 17 | UNP | Union Pacific CORP | +0.1% | +280.75% | Add |
| 18 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | NEW | New buy |
| 19 | T | At&t Inc | +0.1% | +11.78% | Add |
| 20 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +56.39% | Add |
| 21 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +113.72% | Add |
| 22 | VZ | Verizon Communications Inc | +0.1% | +6.01% | Add |
| 23 | CVS | Cvs Health CORP | +0.1% | +2.97% | Add |
| 24 | V | Visa Inc-class A Shares | +0.1% | -2.70% | Trim |
| 25 | APPF | Appfolio Inc - A | +0.1% | NEW | New buy |
| 26 | UNM | Unum Group | +0.1% | NEW | New buy |
| 27 | VUG | Vanguard Growth ETF | +0.1% | +161.34% | Add |
| 28 | GRMN | Garmin Ltd. | +0.1% | +329.06% | Add |
| 29 | CTAS | Cintas CORP | +0.1% | +62.20% | Add |
| 30 | GWRE | Guidewire Software Inc | +0.1% | +294.48% | Add |
| 31 | LRN | Stride Inc | +0.1% | NEW | New buy |
| 32 | GILD | Gilead Sciences Inc | +0.1% | +3.61% | Add |
| 33 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.33% | Add |
| 34 | JPST | Jpmorgan Ultra-short Income | +0.1% | +0.52% | Add |
| 35 | IVVB | Ishares Large Cap Deep Quart | +0.1% | NEW | New buy |
| 36 | PSA | Public Storage | +0.1% | NEW | New buy |
| 37 | TXRH | Texas Roadhouse Inc | +0.1% | NEW | New buy |
| 38 | ACI | Albertsons Cos Inc - Class A | +0.1% | +0.74% | Add |
| 39 | AMGN | Amgen Inc | +0.1% | +13.99% | Add |
| 40 | ABT | Abbott Laboratories | +0.1% | -5.09% | Trim |
| 41 | STLD | Steel Dynamics Inc | +0.1% | NEW | New buy |
| 42 | HLI | Houlihan Lokey Inc | +0.1% | +178.98% | Add |
| 43 | DUOL | Duolingo | +0.1% | NEW | New buy |
| 44 | TIP | Ishares Tips Bond ETF | +0.1% | +31.22% | Add |
| 45 | BMY | Bristol-myers Squibb Co | +0.1% | +0.81% | Add |
| 46 | AEP | American Electric Power | +0.1% | +10.77% | Add |
| 47 | TDG | Transdigm Group Inc | +0.1% | +2.37% | Add |
| 48 | CSCO | Cisco Systems Inc | +0.1% | +3.82% | Add |
| 49 | MA | Mastercard Inc - A | +0.1% | +1.47% | Add |
| 50 | DDOG | Datadog Inc - Class A | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Norden Group LLC reported a total U.S. public equity portfolio value of $1.2B across 531 disclosed positions in Q1 2025.
During Q1 2025, Norden Group LLC's top holdings by market value included PAAA (9.8%)、SPY (3.5%)、JPST (3.0%). The largest single position, PAAA, represented 9.8% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CGSD
市值: $15.3M
Top Position Liquidated / Trimmed
IYZ
前期市值: $9.6M
In Q1 2025, Norden Group LLC made 200 total portfolio adjustments, initiating 32 new buys, adding to 55 positions, trimming 88 holdings, and fully liquidating 25 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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