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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 IAU ISHARES GOLD TR Financial Services 236,569 $20.9M 6.81% SOLD
2 SHV ISHARES TR 179,196 $19.8M 6.46% SOLD
3 VTI VANGUARD INDEX FDS 33,713 $10.8M 3.53% SOLD
4 IGE ISHARES TR 141,888 $8.9M 2.92% SOLD
5 MU MICRON TECHNOLOGY INC Technology 12,030 $4.1M 1.33% SOLD
6 NEM NEWMONT CORP Basic Materials 24,908 $2.7M 0.88% SOLD
7 OKE ONEOK INC NEW Energy 29,487 $2.7M 0.87% SOLD
8 UPS UNITED PARCEL SVCS INC Industrials 26,063 $2.6M 0.84% SOLD
9 PFE PFIZER INC Healthcare 89,229 $2.5M 0.82% SOLD
10 IWF ISHARES TR 5,726 $2.4M 0.80% SOLD
11 LMT LOCKHEED MARTIN CORP Industrials 3,840 $2.3M 0.76% SOLD
12 GILD GILEAD SCIENCES INC Healthcare 16,583 $2.3M 0.75% SOLD
13 MSFT MICROSOFT CORP Technology 4,269 $1.6M 0.52% SOLD
14 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,075 $716K 0.23% SOLD
15 RIO RIO TINTO PLC Basic Materials 6,814 $636K 0.21% SOLD
16 XOM EXXON MOBIL CORP Energy 3,182 $540K 0.18% SOLD
17 FLR FLUOR CORP Industrials 8,444 $394K 0.13% SOLD
18 SHY ISHARES TR 4,482 $370K 0.12% SOLD
19 PFF ISHARES TR 11,000 $334K 0.11% SOLD
20 ILF ISHARES TR 9,368 $333K 0.11% SOLD
Page 1 of 2  ·  27 positions
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%