NORDEN GROUP LLC — 13F Holdings & Portfolio

CIK 1990699 · latest 13F-HR filed 2026-04-15

NORDEN GROUP LLC manages $1.04B in 13F-reported U.S. long-equity assets across 615 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PAAA (5.95%), AAPL (4.72%), NVDA (4.53%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 79 new positions, exited 69, added to 227, and trimmed 200.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.04B

Long-equity book

Holdings

615

Distinct positions

Period

2026-03-31

Filed 2026-04-15

Q/Q Activity

+79 / −69 / ↑227 / ↓200

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SALESFORCE INC$9.0M +408.5%
  • QUALCOMM INC$6.8M +182.2%
  • LAM RESEARCH CORP$3.3M +30.9%
  • GE AEROSPACE$3.1M +231.6%
  • ALTRIA GROUP INC$3.0M +33.7%
Show all 227

Top Trims

  • ADOBE INC-$9.2M -91.4%
  • WESTERN DIGITAL CORP-$7.6M -93.0%
  • MEDPACE HLDGS INC-$6.9M -93.8%
  • SELECT SECTOR SPDR TR-$6.7M -96.4%
  • MICROSOFT CORP-$5.8M -16.7%
Show all 200

New Positions

  • EXELIXIS INC$10.0M
  • EXPEDIA GROUP INC$9.1M
  • ALPS ETF TR$6.6M
  • ISHARES TR$6.0M
  • INVESCO EXCHANGE TRADED FD T$5.9M
Show all 79

Exited Positions

  • MPLX LP$7.6M
  • ISHARES TR$7.2M
  • FIRST TR EXCHANGE-TRADED FD$6.8M
  • CYBERARK SOFTWARE LTD$1.7M
  • J P MORGAN EXCHANGE TRADED F$1.4M
Show all 69
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PGIM ETF TR PAAA 69344A834 $62.0M 5.95% 1,210,899 SH
2 APPLE INC AAPL 037833100 $49.2M 4.72% 193,694 SH
3 NVIDIA CORPORATION NVDA 67066G104 $47.1M 4.53% 270,279 SH
4 MICROSOFT CORP MSFT 594918104 $29.0M 2.78% 78,271 SH
5 AMAZON COM INC AMZN 023135106 $20.7M 1.99% 99,500 SH
6 ALPHABET INC GOOGL 02079K305 $19.2M 1.85% 66,925 SH
7 SPDR SERIES TRUST BIL 78468R663 $18.7M 1.80% 203,914 SH
8 BROADCOM INC AVGO 11135F101 $16.3M 1.56% 52,537 SH
9 LAM RESEARCH CORP LRCX 512807306 $14.1M 1.35% 65,808 SH
10 ALPHABET INC GOOG 02079K107 $13.3M 1.28% 46,324 SH
11 META PLATFORMS INC META 30303M102 $12.3M 1.18% 21,464 SH
12 BRISTOL-MYERS SQUIBB CO BMY 110122108 $12.2M 1.17% 200,824 SH
13 ALTRIA GROUP INC MO 02209S103 $12.1M 1.16% 182,750 SH
14 SALESFORCE INC CRM 79466L302 $11.2M 1.07% 59,780 SH
15 QUALCOMM INC QCOM 747525103 $10.6M 1.02% 82,368 SH
16 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $10.4M 1.00% 15,999 SH
17 TESLA INC TSLA 88160R101 $10.3M 0.99% 27,606 SH
18 EXELIXIS INC EXEL 30161Q104 $10.0M 0.97% 234,208 SH
19 INVESCO QQQ TR QQQ 46090E103 $9.9M 0.95% 17,193 SH
20 ARISTA NETWORKS INC ANET 040413205 $9.8M 0.94% 79,476 SH
21 EXPEDIA GROUP INC EXPE 30212P303 $9.1M 0.88% 39,481 SH
22 ELI LILLY & CO LLY 532457108 $8.7M 0.83% 9,417 SH
23 JOHNSON & JOHNSON JNJ 478160104 $8.0M 0.77% 32,721 SH
24 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $7.7M 0.74% 16,094 SH
25 PHILIP MORRIS INTL INC PM 718172109 $7.5M 0.72% 45,438 SH
26 CISCO SYS INC CSCO 17275R102 $7.3M 0.70% 94,105 SH
27 NETFLIX INC. NFLX 64110L106 $7.1M 0.68% 73,715 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $6.9M 0.67% 23,568 SH
29 VISA INC V 92826C839 $6.9M 0.66% 22,708 SH
30 ISHARES TR IVV 464287200 $6.8M 0.65% 10,413 SH
31 EXXON MOBIL CORP XOM 30231G102 $6.7M 0.64% 39,499 SH
32 ALPS ETF TR AMLP 00162Q452 $6.6M 0.63% 124,485 SH
33 ISHARES TR IWC 464288869 $6.2M 0.59% 38,627 SH
34 MASTERCARD INCORPORATED MA 57636Q104 $6.0M 0.58% 12,037 SH
35 ISHARES TR IJT 464287887 $6.0M 0.58% 41,435 SH
36 INVESCO EXCHANGE TRADED FD T PPA 46137V100 $5.9M 0.57% 35,655 SH
37 VERIZON COMMUNICATIONS INC VZ 92343V104 $5.5M 0.53% 108,870 SH
38 WELLS FARGO & CO WFC 949746101 $5.3M 0.51% 66,523 SH
39 ORACLE CORP ORCL 68389X105 $5.2M 0.50% 35,271 SH
40 COSTCO WHOLESALE CORPORATION COST 22160K105 $5.1M 0.49% 5,111 SH
41 MERCK & CO INC MRK 58933Y105 $5.1M 0.49% 42,225 SH
42 CLOUDFLARE INC NET 18915M107 $4.8M 0.46% 23,193 SH
43 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $4.7M 0.45% 92,067 SH
44 APPLIED MATLS INC AMAT 038222105 $4.6M 0.44% 13,540 SH
45 CHEVRON CORPORATION CVX 166764100 $4.6M 0.44% 22,330 SH
46 WALMART INC WMT 931142103 $4.4M 0.42% 35,492 SH
47 GE AEROSPACE GE 369604301 $4.4M 0.42% 15,484 SH
48 ADVANCED MICRO DEVICES INC AMD 007903107 $4.3M 0.42% 21,324 SH
49 RTX CORPORATION RTX 75513E101 $4.3M 0.41% 22,343 SH
50 COCA COLA CO KO 191216100 $4.2M 0.41% 55,766 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-15 $1.04B 615 0001990699-26-000003
2025-12-31 2026-01-13 $1.02B 605 0001990699-26-000001