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Holders — by stockHoldings — by fund

NORDEN GROUP LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1990699

$1.22B

disclosed book value

701

positions

4.9%

largest position share

Positions, as of 2026-06-30

top 100 of 701 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AAPLAPPLE INC207,791$60.1M4.9%
2NVDANVIDIA CORPORATION283,694$56.8M4.7%
3PAAAPGIM ETF TR1.1M$56.3M4.6%
4MSFTMICROSOFT CORP73,497$27.4M2.2%
5GOOGLALPHABET INC68,855$24.6M2%
6AMZNAMAZON COM INC96,018$22.9M1.9%
7IVVISHARES TR30,098$22.5M1.8%
8AVGOBROADCOM INC52,256$19.7M1.6%
9BILSPDR SERIES TRUST178,357$16.3M1.3%
10MUMICRON TECHNOLOGY INC13,580$15.7M1.3%
11GOOGALPHABET INC40,973$14.5M1.2%
12MOALTRIA GROUP INC200,635$14.4M1.2%
13ANETARISTA NETWORKS INC82,756$14.1M1.2%
14LAMRLAMAR ADVERTISING CO82,932$12.9M1.1%
15BMYBRISTOL-MYERS SQUIBB CO223,889$12.9M1.1%
16QQQINVESCO QQQ TR17,364$12.8M1%
17AMDADVANCED MICRO DEVICES INC21,107$12.3M1%
18SPYSTATE STR SPDR S&P 500 ETF T16,222$12.1M1%
19SHOPSHOPIFY INC104,500$11.9M1%
20EXPEEXPEDIA GROUP INC44,816$11.5M0.9%
21TSLATESLA INC27,097$11.4M0.9%
22TECHNIPFMC PLC171,769$11.4M0.9%
23VODVODAFONE GROUP PLC733,596$9.7M0.8%
24METAMETA PLATFORMS INC16,992$9.6M0.8%
25AMATAPPLIED MATLS INC13,210$9.6M0.8%
26JPMJPMORGAN CHASE & CO28,371$9.3M0.8%
27CSCOCISCO SYS INC77,156$9.1M0.7%
28LRCXLAM RESEARCH CORP20,753$9.0M0.7%
29LLYELI LILLY & CO7,327$8.8M0.7%
30JNJJOHNSON & JOHNSON34,402$8.7M0.7%
31BRK/BBERKSHIRE HATHAWAY INC DEL17,175$8.6M0.7%
32PMPHILIP MORRIS INTL INC46,136$8.3M0.7%
33SMHVANECK ETF TRUST12,504$8.2M0.7%
34IJTISHARES TR40,837$7.3M0.6%
35FDNFIRST TR EXCHANGE-TRADED FD25,185$6.7M0.5%
36INTCINTEL CORP47,020$6.6M0.5%
37AMLPALPS ETF TR126,369$6.6M0.5%
38VVISA INC18,639$6.4M0.5%
39GEGE AEROSPACE16,429$6.1M0.5%
40EXMOCEXXON MOBIL CORP43,990$6.0M0.5%
41MRKMERCK & CO INC45,186$5.8M0.5%
42CATCATERPILLAR INC5,360$5.7M0.5%
43WFCWELLS FARGO & CO68,604$5.7M0.5%
44NETCLOUDFLARE INC21,978$5.4M0.4%
45BACBANK OF AMER CORP94,034$5.4M0.4%
46SPYGSPDR SERIES TRUST44,044$5.2M0.4%
47GEVGE VERNOVA INC4,350$5.1M0.4%
48MAMASTERCARD INCORPORATED9,924$5.1M0.4%
49COSTCOSTCO WHOLESALE CORPORATION5,437$5.1M0.4%
50ABBVABBVIE INC19,879$5.0M0.4%
51RTXRTX CORPORATION26,066$4.9M0.4%
52NFLXNETFLIX INC.68,939$4.9M0.4%
53KOCOCA COLA CO59,392$4.8M0.4%
54TXNTEXAS INSTRS INC16,051$4.8M0.4%
55JPSTJ P MORGAN EXCHANGE TRADED F92,705$4.7M0.4%
56VZVERIZON COMMUNICATIONS INC107,240$4.5M0.4%
57KLACKLA CORP14,532$4.4M0.4%
58MRVLMARVELL TECHNOLOGY INC14,014$4.2M0.3%
59IWVISHARES TR9,711$4.1M0.3%
60GLWCORNING INC15,945$4.1M0.3%
61CVXCHEVRON CORPORATION24,019$4.0M0.3%
62RUNSUNRUN INC296,500$4.0M0.3%
63GILDGILEAD SCIENCES INC31,176$3.9M0.3%
64AMGNAMGEN INC10,471$3.8M0.3%
65ASML HLDG NV1,905$3.8M0.3%
66VANECK ETF TRUST95,114$3.8M0.3%
67CVSCVS HEALTH CORP36,348$3.8M0.3%
68SPDWSPDR INDEX SHS FDS72,555$3.7M0.3%
69ORCLORACLE CORP23,755$3.5M0.3%
70WMTWALMART INC30,206$3.4M0.3%
71PEPPEPSICO INC25,215$3.4M0.3%
72PGPROCTER & GAMBLE CO22,852$3.4M0.3%
73SNDKSANDISK CORP1,415$3.2M0.3%
74HYGISHARES TR39,977$3.2M0.3%
75SPYVSPDR SERIES TRUST52,190$3.2M0.3%
76PANWPALO ALTO NETWORKS INC9,242$3.2M0.3%
77MSMORGAN STANLEY14,722$3.1M0.3%
78QQQINEOS ETF TRUST52,587$3.0M0.2%
79SPYMSPDR SERIES TRUST33,976$3.0M0.2%
80CRWDCROWDSTRIKE HLDGS INC3,796$2.9M0.2%
81SBUXSTARBUCKS CORP28,294$2.9M0.2%
82HDHOME DEPOT INC7,825$2.8M0.2%
83AEPAMERICAN ELEC PWR CO INC20,013$2.7M0.2%
84QCOMQUALCOMM INC14,783$2.7M0.2%
85LOWLOWES COS INC12,164$2.7M0.2%
86UNPUNION PAC CORP9,855$2.7M0.2%
87HDVISHARES TR97,665$2.7M0.2%
88MDLZMONDELEZ INTL INC46,278$2.7M0.2%
89TSMTAIWAN SEMICONDUCTOR MANUFAC5,598$2.7M0.2%
90PLTRPALANTIR TECHNOLOGIES INC22,463$2.6M0.2%
91SCHWSCHWAB CHARLES CORP28,238$2.6M0.2%
92SPGSIMON PPTY GROUP INC NEW11,504$2.6M0.2%
93APHAMPHENOL CORP14,493$2.6M0.2%
94DISDISNEY WALT CO26,277$2.5M0.2%
95JAAAJANUS DETROIT STR TR50,043$2.5M0.2%
96APPAPPLOVIN CORP4,761$2.5M0.2%
97VANECK FDS56,604$2.5M0.2%
98DUKDUKE ENERGY CORP NEW19,163$2.4M0.2%
99MCDMCDONALDS CORP8,910$2.4M0.2%
100COPCONOCOPHILLIPS23,161$2.4M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.