Norden Group Llc Portfolio Stock Holdings

Norden Group Llc disclosed 701 stock positions valued at approximately $1.2 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and PGIM ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.

Report Period
June 30, 2026
No. of Stocks
701
Portfolio Value
$1.2B
Holdings by Sector
Norden Group Llc Portfolio Holdings in Q2 2026

675 holdings in the latest reporting period.

Page 1 of 7
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology4.93%207,791+14,097+7.28%$60,126,492
NVIDIA CORPORATIONNVDATechnology4.65%283,694+13,415+4.96%$56,764,437
PGIM ETF TRPAAAOther4.62%1,098,908-111,991-9.25%$56,340,981
MICROSOFT CORPMSFTTechnology2.25%73,497-4,774-6.10%$27,415,958
ALPHABET INCGOOGLCommunication Services2.02%68,855+1,930+2.88%$24,606,754
AMAZON COM INCAMZNConsumer Cyclical1.88%96,018-3,482-3.50%$22,884,932
ISHARES TRIVVOther1.85%30,098+19,685+189.04%$22,539,882
BROADCOM INCAVGOTechnology1.62%52,256-281-0.53%$19,739,681
SPDR SERIES TRUSTBILOther1.34%178,357-25,557-12.53%$16,344,623
MICRON TECHNOLOGY INCMUTechnology1.28%13,580+1,583+13.19%$15,675,431
ALPHABET INCGOOGCommunication Services1.19%40,973-5,351-11.55%$14,477,534
ALTRIA GROUP INCMOConsumer Defensive1.18%200,635+17,885+9.79%$14,435,680
ARISTA NETWORKS INCANETOther1.15%82,756+3,280+4.13%$14,058,590
LAMAR ADVERTISING COLAMRReal Estate1.06%82,932+82,932+100.00%$12,935,816
BRISTOL-MYERS SQUIBB COBMYHealthcare1.06%223,889+23,065+11.49%$12,900,503
INVESCO QQQ TRQQQOther1.05%17,364+171+0.99%$12,787,421
ADVANCED MICRO DEVICES INCAMDTechnology1.01%21,107-217-1.02%$12,261,267
STATE STR SPDR S&P 500 ETF TSPYOther0.99%16,222+223+1.39%$12,114,399
SHOPIFY INCSHOPTechnology0.98%104,500+76,103+268.00%$11,931,807
EXPEDIA GROUP INCEXPEConsumer Cyclical0.94%44,816+5,335+13.51%$11,467,378
TESLA INCTSLAConsumer Cyclical0.93%27,097-509-1.84%$11,396,980
TECHNIPFMC PLCG87110105Other0.93%171,769+155,105+930.78%$11,388,289
VODAFONE GROUP PLCVODCommunication Services0.80%733,596+733,596+100.00%$9,701,807
META PLATFORMS INCMETACommunication Services0.78%16,992-4,472-20.83%$9,571,740
APPLIED MATLS INCAMATTechnology0.78%13,210-330-2.44%$9,551,009
JPMORGAN CHASE & COJPMFinancial Services0.76%28,371+4,803+20.38%$9,286,621
CISCO SYS INCCSCOTechnology0.74%77,156-16,949-18.01%$9,062,821
LAM RESEARCH CORPLRCXOther0.74%20,753-45,055-68.46%$8,993,511
ELI LILLY & COLLYHealthcare0.72%7,327-2,090-22.19%$8,787,085
JOHNSON & JOHNSONJNJHealthcare0.72%34,402+1,681+5.14%$8,737,003
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.70%17,175+1,081+6.72%$8,593,948
PHILIP MORRIS INTL INCPMConsumer Defensive0.68%46,136+698+1.54%$8,346,268
VANECK ETF TRUSTSMHOther0.67%12,504+12,504+100.00%$8,201,247
ISHARES TRIJTOther0.60%40,837-598-1.44%$7,293,541
FIRST TR EXCHANGE-TRADED FDFDNOther0.55%25,185-180-0.71%$6,666,974
INTEL CORPINTCTechnology0.54%47,020+415+0.89%$6,565,360
ALPS ETF TRAMLPOther0.54%126,369+1,884+1.51%$6,552,206
VISA INCVFinancial Services0.52%18,639-4,069-17.92%$6,394,563
GE AEROSPACEGEIndustrials0.50%16,429+945+6.10%$6,139,723
EXXON MOBIL CORPXOMEnergy0.49%43,990+4,491+11.37%$6,014,287
MERCK & CO INCMRKHealthcare0.48%45,186+2,961+7.01%$5,806,441
CATERPILLAR INCCATIndustrials0.47%5,360-1-0.02%$5,708,290
WELLS FARGO & COWFCFinancial Services0.46%68,604+2,081+3.13%$5,669,345
CLOUDFLARE INCNETTechnology0.44%21,978-1,215-5.24%$5,390,765
BANK OF AMER CORPBACFinancial Services0.44%94,034+8,802+10.33%$5,358,054
SPDR SERIES TRUSTSPYGOther0.43%44,044+886+2.05%$5,240,830
GE VERNOVA INCGEVUtilities0.42%4,350+186+4.47%$5,110,746
MASTERCARD INCORPORATEDMAFinancial Services0.42%9,924-2,113-17.55%$5,098,329
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.42%5,437+326+6.38%$5,085,917
ABBVIE INCABBVHealthcare0.41%19,879+1,232+6.61%$5,001,801
RTX CORPORATIONRTXIndustrials0.41%26,066+3,723+16.66%$4,945,590
NETFLIX INC.NFLXCommunication Services0.40%68,939-4,776-6.48%$4,922,241
COCA COLA COKOConsumer Defensive0.40%59,392+3,626+6.50%$4,826,743
TEXAS INSTRS INCTXNTechnology0.39%16,051-377-2.29%$4,784,267
J P MORGAN EXCHANGE TRADED FJPSTOther0.38%92,705+638+0.69%$4,688,102
VERIZON COMMUNICATIONS INCVZCommunication Services0.37%107,240-1,630-1.50%$4,540,600
KLA CORPKLACTechnology0.36%14,532+13,283+1063.49%$4,384,660
MARVELL TECHNOLOGY INCMRVLTechnology0.34%14,014-511-3.52%$4,174,860
ISHARES TRIWVOther0.34%9,711-526-5.14%$4,140,771
CORNING INCGLWTechnology0.33%15,945+292+1.87%$4,072,701
CHEVRON CORPORATIONCVXEnergy0.33%24,019+1,689+7.56%$3,981,367
SUNRUN INCRUNTechnology0.33%296,500+26,273+9.72%$3,967,171
GILEAD SCIENCES INCGILDHealthcare0.32%31,176+879+2.90%$3,938,758
AMGEN INCAMGNHealthcare0.31%10,471+573+5.79%$3,791,583
ASML HLDG NVASMLOther0.31%1,905-173-8.33%$3,789,965
VANECK ETF TRUSTRAAXOther0.31%95,114+54,733+135.54%$3,773,172
CVS HEALTH CORPCVSHealthcare0.31%36,348+749+2.10%$3,760,231
SPDR INDEX SHS FDSSPDWOther0.30%72,555+3,506+5.08%$3,656,046
ORACLE CORPORCLTechnology0.29%23,755-11,516-32.65%$3,481,245
WALMART INCWMTConsumer Defensive0.28%30,206-5,286-14.89%$3,421,051
PEPSICO INCPEPConsumer Defensive0.28%25,215+542+2.20%$3,414,077
PROCTER & GAMBLE COPGConsumer Defensive0.27%22,852+1,373+6.39%$3,351,108
SANDISK CORPSNDKOther0.26%1,415+287+25.44%$3,217,328
ISHARES TRHYGOther0.26%39,977+37,187+1332.87%$3,196,960
SPDR SERIES TRUSTSPYVOther0.26%52,190+4,122+8.58%$3,172,647
PALO ALTO NETWORKS INCPANWTechnology0.26%9,242-266-2.80%$3,151,705
MORGAN STANLEYMSFinancial Services0.25%14,722+850+6.13%$3,077,382
NEOS ETF TRUSTQQQIOther0.24%52,587+13,603+34.89%$2,986,405
SPDR SERIES TRUSTSPLGOther0.24%33,976+9,131+36.75%$2,985,788
CROWDSTRIKE HLDGS INCCRWDTechnology0.24%3,796-146-3.70%$2,896,883
STARBUCKS CORPSBUXConsumer Cyclical0.24%28,294-8,510-23.12%$2,891,259
HOME DEPOT INCHDConsumer Cyclical0.23%7,825-1,213-13.42%$2,759,328
AMERICAN ELEC PWR CO INCAEPUtilities0.22%20,013+231+1.17%$2,737,954
QUALCOMM INCQCOMTechnology0.22%14,783-67,585-82.05%$2,731,848
LOWES COS INCLOWConsumer Cyclical0.22%12,164+514+4.41%$2,681,872
UNION PAC CORPUNPIndustrials0.22%9,855+335+3.52%$2,680,730
ISHARES TRHDVOther0.22%97,665+78,343+405.46%$2,676,997
MONDELEZ INTL INCMDLZConsumer Defensive0.22%46,278+2,907+6.70%$2,676,729
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.22%5,598-1,012-15.31%$2,673,629
PALANTIR TECHNOLOGIES INCPLTRTechnology0.21%22,463-3,461-13.35%$2,620,762
SCHWAB CHARLES CORPSCHWFinancial Services0.21%28,238+1,387+5.17%$2,605,487
SIMON PPTY GROUP INC NEWSPGReal Estate0.21%11,504+671+6.19%$2,573,051
AMPHENOL CORPAPHTechnology0.21%14,493+2,473+20.57%$2,555,562
DISNEY WALT CODISCommunication Services0.21%26,277-870-3.20%$2,529,096
JANUS DETROIT STR TRJAAAOther0.21%50,043-761-1.50%$2,526,688
APPLOVIN CORPAPPTechnology0.20%4,761+945+24.76%$2,453,009
DUKE ENERGY CORP NEWDUKUtilities0.20%19,163+2,010+11.72%$2,425,810
MCDONALDS CORPMCDConsumer Cyclical0.20%8,910-1,099-10.98%$2,408,089
CONOCOPHILLIPSCOPEnergy0.20%23,161+1,274+5.82%$2,407,904
AMERICAN EXPRESS COAXPFinancial Services0.20%7,072+662+10.33%$2,392,148