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Portfolio (Quarterly) Guide ↗

Norris Financial Group, LLC

· CIK 0002129318
13F Portfolio $251M AUM 82 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 32 Added 17 Reduced 27 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COIN COINBASE GLOBAL INC Financial Services 15,525.0 $2.3M 0.90% +1K +7.4% $146.19 +26.3%
22 SHOP SHOPIFY INC Technology 18,871.0 $2.2M 0.86% +6K +41.2% $114.18 +27.1%
23 NANR SPDR INDEX SHS FDS 19,032.0 $1.4M 0.57% +2K +9.6% $75.50 +19.7%
24 SOFI SOFI TECHNOLOGIES INC Financial Services 63,617.0 $1.1M 0.45% +11K +22.0% $17.93 +1.6%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 26,537.0 $1.1M 0.45% +4K +19.8% $42.34 +18.4%
26 TSLA TESLA INC Consumer Cyclical 1,689.0 $710K 0.28% +222.0 +15.1% $420.60 -15.8%
27 FEZ SPDR INDEX SHS FDS 10,120.0 $695K 0.28% +1K +16.1% $68.68 +2.9%
28 CRSP CRISPR THERAPEUTICS AG Healthcare 9,061.0 $494K 0.20% +2K +24.9% $54.54 +2.3%
29 AVGO BROADCOM INC Technology 1,131.0 $427K 0.17% +148.0 +15.1% $377.75 -5.3%
30 HPI HANCOCK JOHN PFD INCOME FD Financial Services 22,600.0 $366K 0.15% +2K +9.7% $16.21 -3.2%
31 DHT DHT HOLDINGS INC Energy 19,300.0 $319K 0.13% +2K +11.6% $16.53 +26.3%
32 PLTR PALANTIR TECHNOLOGIES INC Technology 2,569.0 $300K 0.12% +406.0 +18.8% $116.67 +49.4%
Page 2 of 2  ·  32 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 49.5%
Technology 27.3%
Healthcare 4.6%
Industrials 4.5%
Communication Services 4.2%
Consumer Cyclical 3.5%
Consumer Defensive 3.0%
Real Estate 1.6%
Energy 1.5%
Utilities 0.2%