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Portfolio (Quarterly) Guide ↗

Norway Savings Bank

· CIK 0001692227
13F Portfolio $239M AUM 177 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 39 Added 51 Reduced 9 Exited
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BX Blackstone Inc Financial Services 17,531.0 $2.1M 0.86% +2K +13.3% $117.67 +15.7%
22 COP Conocophillips Inc. Energy 19,624.0 $2.0M 0.85% +808.0 +4.3% $103.96 +29.1%
23 HCA HCA Healthcare Inc Healthcare 4,829.0 $1.9M 0.79% +261.0 +5.7% $389.89 +3.9%
24 AMGN Amgen Inc Healthcare 4,748.0 $1.7M 0.72% +47.0 +1.0% $362.12 +20.7%
25 AVGO Broadcom Inc Technology 4,486.0 $1.7M 0.71% +3K +212.6% $377.75 -5.3%
26 EOG EOG Resources Inc. Energy 11,124.0 $1.4M 0.60% +1K +14.9% $129.73 +11.9%
27 DHR Danaher Corp. Healthcare 7,129.0 $1.4M 0.57% +66.0 +0.9% $190.48 +9.0%
28 ISRG Intuitive Surgical Inc Healthcare 3,253.0 $1.3M 0.54% +197.0 +6.5% $397.68 -7.8%
29 ZBRA Zebra Technologies Corp. Technology 4,912.0 $1.3M 0.54% +452.0 +10.1% $263.26 +37.8%
30 V Visa Inc Financial Services 3,666.0 $1.3M 0.53% +175.0 +5.0% $343.09 +9.3%
31 ALB Albemarle Corp Basic Materials 8,933.0 $1.2M 0.51% +1K +17.3% $135.03 -6.5%
32 BDX Becton Dickinson & Co Healthcare 7,329.0 $1.1M 0.47% +617.0 +9.2% $151.33 +22.1%
33 KKR KKR & Co. Inc 7,862.0 $722K 0.30% +5K +174.6% $91.78
34 GSK GSK PLC Healthcare 13,556.0 $711K 0.30% +2K +16.6% $52.42 -4.8%
35 BMI Badger Meter Technology 4,006.0 $594K 0.25% +1K +50.9% $148.38 -10.7%
36 C Citigroup Inc. Financial Services 4,055.0 $568K 0.24% +1K +40.0% $139.96 -1.6%
37 RTX RTX Corp Industrials 2,985.0 $566K 0.24% +86.0 +3.0% $189.73 +5.8%
38 TM Toyota Motor Corp Spon ADR Consumer Cyclical 1,923.0 $324K 0.14% +511.0 +36.2% $168.42 +17.0%
39 MKC McCormick & Co. Consumer Defensive 4,447.0 $224K 0.09% +1K +43.3% $50.42 +3.3%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.9%
Healthcare 11.9%
Financial Services 11.1%
Communication Services 8.4%
Consumer Cyclical 7.4%
Industrials 6.4%
Consumer Defensive 5.2%
Energy 4.8%
Utilities 1.7%
Real Estate 1.1%