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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 4 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SBUX Starbucks Corp Consumer Cyclical 8,732.0 $892K 0.37% -2K -18.8% $102.19 +2.2%
62 CSCO Cisco Systems Inc. Technology 7,575.0 $890K 0.37% -443.0 -5.5% $117.46 -7.0%
63 BHP BHP Billiton Basic Materials 9,911.0 $826K 0.35% -521.0 -5.0% $83.31 +8.5%
64 CI The Cigna Group Healthcare 2,850.0 $786K 0.33% -225.0 -7.3% $275.68 +2.5%
65 BIL State Street Bloomberg 1-3 Month T-Bill ETF 8,463.0 $776K 0.33% NEW $91.64 -0.2%
66 HD Home Depot Consumer Cyclical 2,124.0 $749K 0.31% -201.0 -8.7% $352.68 -9.0%
67 KKR KKR & Co. Inc 7,862.0 $722K 0.30% +5K +174.6% $91.78
68 NFLX Netflix Inc Communication Services 9,970.0 $712K 0.30% NEW $71.40 +9.6%
69 GSK GSK PLC Healthcare 13,556.0 $711K 0.30% +2K +16.6% $52.42 -4.8%
70 AFL Aflac Inc Financial Services 6,046.0 $709K 0.30% $117.25 -0.0%
71 CMG Chipolte Mexican Grill Inc. Consumer Cyclical 20,665.0 $703K 0.29% -2K -9.5% $34.00 +8.6%
72 MTB M&T Bank Corporation Financial Services 2,886.0 $687K 0.29% -1K -28.6% $238.01 +0.8%
73 BMI Badger Meter Technology 4,006.0 $594K 0.25% +1K +50.9% $148.38 -10.7%
74 C Citigroup Inc. Financial Services 4,055.0 $568K 0.24% +1K +40.0% $139.96 -1.6%
75 RTX RTX Corp Industrials 2,985.0 $566K 0.24% +86.0 +3.0% $189.73 +5.8%
76 VZ Verizon Communications Communication Services 13,335.0 $565K 0.24% -1K -8.9% $42.34 +18.4%
77 EFA iSHARES MSCI EAFE ETF 5,180.0 $538K 0.23% -395.0 -7.1% $103.88 +4.3%
78 MDT Medtronic PLC Sedol Healthcare 6,869.0 $537K 0.23% NEW $78.23 +20.4%
79 STT State Street Corp. Financial Services 3,098.0 $525K 0.22% -45.0 -1.4% $169.60 +14.5%
80 DIS Walt Disney Co Communication Services 5,101.0 $491K 0.21% -469.0 -8.4% $96.25 +9.4%
Page 4 of 6  ·  104 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%