StockDriftsStockDriftsTop 50 Norden Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PAAA | PGIM ETF TR | 8.04% | 2.08M | $106.7M | +89.33%(+981.68K) | $51.21(+0.41%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.33% | 212.5K | $70.8M | +2.26%(+4.69K) | $225.09(+51.10%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.98% | 289.6K | $66.1M | +2.09%(+5.93K) | $119.84(+80.91%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.97% | 76.8K | $39.4M | +4.49%(+3.30K) | $397.56(+33.94%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.95% | 103.9K | $25.9M | +8.17%(+7.85K) | $164.69(+59.57%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.83% | 70.5K | $24.3M | +2.41%(+1.66K) | $175.24(+94.25%) | 2026-09-30 | |
| IVV | ISHARES TR | 1.78% | 30.8K | $23.6M | +2.40%(+722) | $646.79(+19.46%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 1.44% | 54.4K | $19.1M | +4.19%(+2.19K) | $221.60(+51.22%) | 2026-09-30 | |
| SHOP | SHOPIFY INC | 1.26% | 113.2K | $16.8M | +8.31%(+8.68K) | $112.68(+54.27%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 1.24% | 15.5K | $16.5M | +13.92%(+1.89K) | $359.84(+151.92%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.58% | +62.56% | — | — | +62.56% |
| Top 20 Holdings Unweighted | +23.14% | +86.73% | — | — | +86.73% |
Norden Group LLC reports $1.33B in US-listed equity holdings across 673 positions in its most recent 13F filing. Its largest disclosed positions are PAAA (8.0%), AAPL (5.3%) and NVDA (5.0%). The top 20 holdings account for 41.8% of reported assets. Its disclosed equity book has returned +62.56% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Norden Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1990699). View Norden Group LLC’s 13F filings on SEC