Torren Management, LLC

Wealth advisor Mechanical CIK 2096203
League rank
#1487
in Wealth advisor · #4283 overall
Long book
$200.8M
Q1 2026
Positions
983
Top-10 weight
83%
concentration
Last quarter
+11.0%
SPY +14.8%
Turnover
35%
of book per quarter

Strategy in plain words

auto-generated from filings

Torren Management, LLC is a wealth-management firm allocating client money, running a $200.8M US long book across 983 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: AVANTIS TOTAL EQUITY ETF, AVANTIS U.S. EQUITY ETF, AVANTIS INTERNATIONAL EQUITY, DIMENSIONAL SHORT DURATION, AVANTIS US QUALITY EQ ETF.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
+0.8%
Q1 2026
+11.0%

Sector allocation

Technology
36%
Financials
16%
Industrials
13%
Consumer discretionary
11%
Healthcare
7%
Services media
5%
Other
4%
Utilities
3%

Long book by quarter

$195.8M
Q4 2025
$200.8M
Q1 2026

What does Torren Management, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology1.9K$337K0.2%-80.6%
AAPL APPLE INCTechnology918$233K0.1%-78.8%
MSFT MICROSOFT CORPTechnology573$212K0.1%-81.1%
GOOGL ALPHABET INC-CL ATechnology565$162K0.1%-88.7%
HBAN HUNTINGTON BANCSHARES INCFinancials7.2K$113K0.1%+101.9%
AMZN AMAZON.COM INCConsumer discretionary438$91K0.0%-90.2%
MU MICRON TECHNOLOGY INCTechnology256$86K0.0%-90.2%
WDC WESTERN DIGITAL CORPTechnology308$83K0.0%-41.8%
JNJ JOHNSON & JOHNSONHealthcare308$75K0.0%-78.0%
GOOG ALPHABET INC-CL CTechnology258$74K0.0%-75.4%
CB CHUBB LTDFinancials222$72K0.0%-57.7%
AVGO BROADCOM INCTechnology225$70K0.0%-89.6%
META META PLATFORMS INC-CLASS ATechnology96$55K0.0%-92.4%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology331$48K0.0%-84.6%
CMI CUMMINS INCIndustrials87$47K0.0%-78.7%
FITB FIFTH THIRD BANCORPFinancials964$45K0.0%-39.1%
HD HOME DEPOT INCConsumer discretionary133$44K0.0%-89.3%
LRCX LAM RESEARCH CORPIndustrials201$43K0.0%-88.1%
KO COCA-COLA CO/THEConsumer staples550$42K0.0%-58.1%
SNDK SANDISK CORPTechnology65$41K0.0%-57.8%
AMAT APPLIED MATERIALS INCTechnology116$40K0.0%-85.3%
CIEN CIENA CORPTechnology102$40K0.0%-54.9%
EBAY EBAY INCServices media433$39K0.0%-58.2%
APH AMPHENOL CORP-CL ATechnology306$39K0.0%Held
TJX TJX COMPANIES INCConsumer discretionary227$36K0.0%-87.0%
JPM JPMORGAN CHASE & COFinancials123$36K0.0%-95.4%
WBD WARNER BROS DISCOVERY INCCommunications1.3K$35K0.0%-50.8%
PH PARKER HANNIFIN CORPIndustrials39$35K0.0%-20.4%
CSCO CISCO SYSTEMS INCTechnology447$35K0.0%-85.9%
ETN EATON CORP PLCIndustrials95$34K0.0%-76.3%
T AT&T INCCommunications1.1K$33K0.0%-8.2%
MCK MCKESSON CORPConsumer discretionary36$31K0.0%-89.3%
ORLY O'REILLY AUTOMOTIVE INCConsumer discretionary330$30K0.0%-72.5%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials63$30K0.0%-94.0%
ADI ANALOG DEVICES INCTechnology93$30K0.0%-82.7%
DE DEERE & COIndustrials52$29K0.0%Held
WAB WABTEC CORPIndustrials116$29K0.0%-69.1%
KLAC KLA CORPOther19$28K0.0%-84.6%
BEPC BROOKFIELD RENEWABLE CORPUtilities673$27K0.0%+0.1%
MA MASTERCARD INC - AServices media53$27K0.0%-80.1%
TRV TRAVELERS COS INC/THEFinancials90$26K0.0%-74.8%
URI UNITED RENTALS INCServices media36$26K0.0%-89.7%
GWW WW GRAINGER INCConsumer discretionary24$26K0.0%-68.8%
SM SM ENERGY COEnergy839$26K0.0%+4561.1%
COR CENCORA INCConsumer discretionary83$26K0.0%-80.7%
BAC BANK OF AMERICA CORPFinancials521$25K0.0%-90.6%
ORA ORMAT TECHNOLOGIES INCUtilities220$25K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 30, 2026983$200.8M canonicalSEC ↗
Q4 202513F-HRJan 30, 20261475$195.8M canonicalSEC ↗