NORDEN GROUP LLC Q4 2023 Filing

Filed February 5, 2024

Portfolio Value

$581.0B

Holdings

277

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (277 positions)

StockValue
LLYELI LILLY & CO
$980.3M
COOCOOPER COS INC
$971.1M
TDYTELEDYNE TECHNOLOGIES INC
$959.1M
TXNTEXAS INSTRS INC
$941.1M
SBUXSTARBUCKS CORP
$919.0M
LOWLOWES COS INC
$912.5M
PEPPEPSICO INC
$884.1M
ORCLORACLE CORP
$882.6M
ULUNILEVER PLC
$878.1M
CPRTCOPART INC
$866.7M
NVTNVENT ELECTRIC PLC
$860.7M
ADPAUTOMATIC DATA PROCESSING IN
$854.8M
BJBJS WHSL CLUB HLDGS INC
$848.7M
QLYSQUALYS INC
$842.8M
FIXCOMFORT SYS USA INC
$836.1M
AAONAAON INC
$834.5M
IBMINTERNATIONAL BUSINESS MACHS
$826.9M
DISDISNEY WALT CO
$821.5M
AVYAVERY DENNISON CORP
$813.9M
MPWRMONOLITHIC PWR SYS INC
$808.7M
CMCSACOMCAST CORP NEW
$802.9M
ELFE L F BEAUTY INC
$789.1M
TAT&T INC
$768.3M
WMTWALMART INC
$763.3M
BIZDVANECK ETF TRUST
$758.6M
BKNGBOOKING HOLDINGS INC
$752.0M
WSTWEST PHARMACEUTICAL SVSC INC
$748.8M
CRCRANE COMPANY
$721.9M
SAIASAIA INC
$695.9M
PFEPFIZER INC
$689.0M
EJANINNOVATOR ETFS TR
$687.2M
UPSUNITED PARCEL SERVICE INC
$684.8M
USBUS BANCORP DEL
$682.2M
AMATAPPLIED MATLS INC
$677.1M
DECKDECKERS OUTDOOR CORP
$676.1M
EMEEMCOR GROUP INC
$675.0M
TRVCCITIGROUP INC
$655.7M
MKTXMARKETAXESS HLDGS INC
$652.2M
SFBSSERVISFIRST BANCSHARES INC
$643.0M
XONEBONDBLOXX ETF TRUST
$642.5M
WSO/BWATSCO INC
$642.4M
WTSWATTS WATER TECHNOLOGIES INC
$641.5M
DAVAENDAVA PLC
$635.1M
IBKRINTERACTIVE BROKERS GROUP IN
$630.8M
INTUINTUIT
$615.3M
NCNONCINO INC
$614.5M
WMBWILLIAMS COS INC
$605.2M
AMDADVANCED MICRO DEVICES INC
$601.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$600.0M
ATECALPHATEC HLDGS INC
$589.3M
PAYCPAYCOM SOFTWARE INC
$586.1M
BDXBECTON DICKINSON & CO
$579.1M
PLDPROLOGIS INC.
$579.0M
CITHE CIGNA GROUP
$576.8M
MPCMARATHON PETE CORP
$576.5M
WSMWILLIAMS SONOMA INC
$569.7M
PTCPTC INC
$569.0M
INTCINTEL CORP
$566.8M
RSGREPUBLIC SVCS INC
$557.5M
FOXFFOX FACTORY HLDG CORP
$555.7M
SBDSSOLO BRANDS INC
$554.4M
DALDELTA AIR LINES INC DEL
$553.7M
FCXFREEPORT-MCMORAN INC
$553.1M
BMYBRISTOL-MYERS SQUIBB CO
$545.6M
MDYSPDR S&P MIDCAP 400 ETF TR
$538.8M
CDWCDW CORP
$537.5M
COPCONOCOPHILLIPS
$528.1M
DWDMORGAN STANLEY
$526.0M
TSCOTRACTOR SUPPLY CO
$522.5M
CYBRCYBERARK SOFTWARE LTD
$519.8M
SNASNAP ON INC
$503.0M
LRCXEURLAM RESEARCH CORP
$496.0M
DEODIAGEO PLC
$493.5M
CVSCVS HEALTH CORP
$487.2M
MMM3M CO
$482.3M
AIGAMERICAN INTL GROUP INC
$468.8M
ESSESSEX PPTY TR INC
$459.9M
MDLZMONDELEZ INTL INC
$450.4M
CWCURTISS WRIGHT CORP
$447.0M
APDAIR PRODS & CHEMS INC
$442.0M
LUVSOUTHWEST AIRLS CO
$432.9M
PBVPRESTIGE CONSMR HEALTHCARE I
$430.0M
GSHDGOOSEHEAD INS INC
$429.7M
DFHDREAM FINDERS HOMES INC
$426.1M
PCGPG&E CORP
$418.4M
WHDCACTUS INC
$414.9M
SAPSAP SE
$414.8M
AZEKAZEK CO INC
$413.4M
7SUSUMMIT MATLS INC
$411.2M
SMPLSIMPLY GOOD FOODS CO
$407.0M
TMUST-MOBILE US INC
$400.6M
PODDINSULET CORP
$387.1M
ULTAULTA BEAUTY INC
$386.6M
RGENREPLIGEN CORP
$385.1M
BILLBILL HOLDINGS INC
$384.7M
SHELSHELL PLC
$382.0M
FEFIRSTENERGY CORP
$381.8M
OLLIOLLIES BARGAIN OUTLET HLDGS
$380.2M
BLKCHFBLACKROCK INC
$379.8M
VMIVALMONT INDS INC
$379.5M
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