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Portfolio (Quarterly) Guide ↗

Norris Financial Group, LLC

· CIK 0002129318
13F Portfolio $294M AUM 97 positions Filed May 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 41 Added 28 Reduced
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MINT PIMCO ETF TR 23,033.0 $2.3M 0.79% +20K +645.9% $100.34 +0.3%
22 SIL GLOBAL X FDS 27,632.0 $2.3M 0.78% +5K +23.9% $83.52 +6.8%
23 RIO RIO TINTO PLC Basic Materials 28,400.0 $2.3M 0.77% +185.0 +0.7% $80.03 +32.1%
24 GILD GILEAD SCIENCES INC Healthcare 16,370.0 $2.0M 0.68% +2K +15.0% $122.74 +3.7%
25 MSFT MICROSOFT CORP Technology 4,117.0 $2.0M 0.68% +263.0 +6.8% $483.62 -18.6%
26 OKE ONEOK INC NEW Energy 26,759.0 $2.0M 0.67% +21K +331.6% $73.50 +17.4%
27 TFC TRUIST FINL CORP Financial Services 38,420.0 $1.9M 0.64% +327.0 +0.9% $49.21 -0.2%
28 IVZ INVESCO LTD Financial Services 66,849.0 $1.8M 0.60% +562.0 +0.8% $26.27 +11.2%
29 LMT LOCKHEED MARTIN CORP Industrials 3,190.0 $1.5M 0.52% +1K +77.2% $483.67 +10.8%
30 PULS PGIM ETF TR 31,048.0 $1.5M 0.52% +26K +521.0% $49.59 +0.1%
31 STAG STAG INDL INC Real Estate 37,784.0 $1.4M 0.47% +290.0 +0.8% $36.76 +4.6%
32 FUMB FIRST TR EXCH TRADED FD III 34,884.0 $700K 0.24% +5K +16.7% $20.06 +0.2%
33 PLTR PALANTIR TECHNOLOGIES INC Technology 2,737.0 $487K 0.17% +1K +97.6% $177.75 -25.0%
34 PFE PFIZER INC Healthcare 19,003.0 $473K 0.16% +1K +6.1% $24.90 +4.6%
35 MAGS LISTED FDS TR 6,650.0 $439K 0.15% +300.0 +4.7% $65.96 +0.7%
36 FLR FLUOR CORP NEW Industrials 11,053.0 $438K 0.15% +2K +20.9% $39.63 +27.8%
37 XOM EXXON MOBIL CORP Energy 3,306.0 $398K 0.14% +180.0 +5.8% $120.33 +17.2%
38 META META PLATFORMS INC Communication Services 512.0 $338K 0.12% +117.0 +29.6% $660.09 -9.1%
39 AVGO BROADCOM INC Technology 883.0 $306K 0.10% +160.0 +22.1% $346.10 +8.8%
40 SCCO SOUTHERN COPPER CORP Basic Materials 1,978.0 $284K 0.10% +15.0 +0.8% $143.47 +35.6%
Page 2 of 3  ·  41 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
Financial Services 54.9%
Technology 19.3%
Industrials 7.0%
Healthcare 4.4%
Consumer Defensive 3.1%
Communication Services 2.9%
Basic Materials 2.7%
Consumer Cyclical 2.4%
Energy 1.6%
Real Estate 1.6%