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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,473.0 $1.8M 0.70% NEW $271.95 -37.3%
2 SPACE EXPLORATION TECHN CORP 1,793.0 $306K 0.12% NEW $170.86
3 INCY INCYTE CORP Healthcare 2,359.0 $267K 0.11% NEW $113.36 +11.8%
4 MFC MANULIFE FINL CORP Financial Services 6,165.0 $250K 0.10% NEW $40.51 +9.5%
5 APP APPLOVIN CORP Technology 475.0 $245K 0.10% NEW $515.23 -37.8%
6 AMD ADVANCED MICRO DEVICES INC Technology 393.0 $228K 0.09% NEW $580.91 -17.8%
7 ENFR ALPS ETF TR 5,525.0 $211K 0.08% NEW $38.10 +4.7%
8 W WAYFAIR INC Consumer Cyclical 2,225.0 $206K 0.08% NEW $92.42 +7.6%
9 MXL MAXLINEAR INC Technology 1,584.0 $203K 0.08% NEW $128.03 -51.0%
10 NEXA NEXA RES S A Basic Materials 10,319.0 $126K 0.05% NEW $12.24 +12.7%
11 AUR AURORA INNOVATION INC Technology 10,000.0 $68K 0.03% NEW $6.82 -7.0%
12 BBAI BIGBEAR AI HLDGS INC Technology 11,683.0 $43K 0.02% NEW $3.67 -20.2%

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%