StockDriftsStockDriftsTop 50 Norden Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.93% | 207.8K | $60.1M | +7.28%(+14.10K) | $223.14(+37.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.65% | 283.7K | $56.8M | +4.96%(+13.41K) | $117.87(+87.04%) | 2026-06-30 | |
| PAAA | PGIM ETF TR | 4.62% | 1.10M | $56.3M | -9.25%(-111.99K) | $51.15(+0.42%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.25% | 73.5K | $27.4M | -6.10%(-4.77K) | $395.52(+27.11%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.02% | 68.9K | $24.6M | +2.88%(+1.93K) | $171.00(+105.53%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.88% | 96.0K | $22.9M | -3.50%(-3.48K) | $158.23(+73.76%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.85% | 30.1K | $22.5M | +189.04%(+19.68K) | $644.14(+20.68%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.62% | 52.3K | $19.7M | -0.53%(-281) | $215.61(+94.97%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 1.34% | 178.4K | $16.3M | -12.53%(-25.56K) | $91.67(-0.20%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.28% | 13.6K | $15.7M | +13.19%(+1.58K) | $255.42(+237.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +51.89% |
| Top 20 Holdings Unweighted | — | — | — | — | +77.31% |
Norden Group LLC reports $1.22B in US-listed equity holdings across 701 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.9%), NVDA (4.7%) and PAAA (4.6%). The top 20 holdings account for 37.05% of reported assets. Its disclosed equity book has returned +51.89% cumulatively over 11 quarters. Figures reflect the Q2 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