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Portfolio (Quarterly) Guide ↗

Norris Financial Group, LLC

· CIK 0002129318
13F Portfolio $306M AUM 97 positions Filed May 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 37 Added 28 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IGE ISHARES TR 141,888.0 $8.9M 2.92% NEW $62.94 -6.0%
2 USAI PACER FDS TR 143,475.0 $6.7M 2.20% NEW $46.99 -4.8%
3 XLI SELECT SECTOR SPDR TR 39,785.0 $6.4M 2.10% NEW $161.73 +11.2%
4 XLRE SELECT SECTOR SPDR TR 101,930.0 $4.2M 1.36% NEW $40.83 +10.5%
5 COIN COINBASE GLOBAL INC Financial Services 14,453.0 $2.5M 0.82% NEW $174.61 -3.1%
6 NANR SPDR INDEX SHS FDS 17,367.0 $1.5M 0.48% NEW $84.00 -3.8%
7 ENB ENBRIDGE INC Energy 6,553.0 $354K 0.12% NEW $54.04 +3.0%
8 ILF ISHARES TR 9,368.0 $333K 0.11% NEW $35.52 -3.4%
9 DHT DHT HOLDINGS INC Energy 17,300.0 $316K 0.10% NEW $18.27 +0.8%
10 STRL STERLING INFRASTRUCTURE INC Industrials 644.0 $262K 0.09% NEW $407.27 +110.6%
11 MTDR MATADOR RES CO Energy 3,950.0 $250K 0.08% NEW $63.18 -18.9%
12 SSRM SSR MINING IN Basic Materials 7,344.0 $216K 0.07% NEW $29.40 +8.3%
13 TRGP TARGA RES CORP Energy 858.0 $215K 0.07% NEW $250.73 +3.6%

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 52.2%
Technology 19.9%
Industrials 6.8%
Healthcare 6.1%
Energy 3.4%
Communication Services 3.0%
Consumer Defensive 2.6%
Consumer Cyclical 2.4%
Basic Materials 2.1%
Real Estate 1.3%