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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 1 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IAU ISHARES GOLD TR Financial Services 238,079.0 $19.3M 6.57% -3K -1.3% $81.17 +0.4%
2 QQQ INVESCO QQQ TR Financial Services 21,399.0 $13.1M 4.47% -326.0 -1.5% $614.31 +18.8%
3 SGOL ETFS GOLD TR Financial Services 306,444.0 $12.6M 4.28% -2K -0.7% $41.08 +0.5%
4 AAPL APPLE INC Technology 31,531.0 $8.6M 2.91% -1K -3.1% $271.86 +10.1%
5 GLD SPDR GOLD TR Financial Services 15,319.0 $6.1M 2.06% -302.0 -1.9% $396.31 +0.3%
6 IPKW INVESCO EXCH TRADED FD TR II 95,802.0 $5.3M 1.81% -6K -6.1% $55.57 +4.6%
7 XME SPDR SERIES TRUST 50,224.0 $5.2M 1.77% -4K -7.0% $103.61 +15.2%
8 GSY INVESCO ACTIVELY MANAGED EXC 83,787.0 $4.2M 1.43% -4K -4.0% $50.25 +0.0%
9 GOOGL ALPHABET INC Communication Services 13,114.0 $4.1M 1.40% -184.0 -1.4% $313.00 +19.2%
10 AMZN AMAZON COM INC Consumer Cyclical 16,872.0 $3.9M 1.32% -497.0 -2.9% $230.82 +6.6%
11 FEZ SPDR INDEX SHS FDS 57,735.0 $3.7M 1.26% -28K -32.8% $64.39 +8.5%
12 SHV ISHARES TR 33,474.0 $3.7M 1.25% -22K -39.2% $110.15 +0.1%
13 ULST SSGA ACTIVE ETF TR 79,690.0 $3.2M 1.10% -6K -6.7% $40.50 -0.3%
14 EMXC ISHARES INC 39,555.0 $2.9M 0.98% -4K -9.3% $72.68 +39.5%
15 NEM NEWMONT CORP Basic Materials 25,392.0 $2.5M 0.86% -3K -11.8% $99.85 +8.6%
16 CLS CELESTICA INC Technology 8,544.0 $2.5M 0.86% -920.0 -9.7% $296.23 +29.0%
17 UBER UBER TECHNOLOGIES INC Technology 30,134.0 $2.5M 0.84% -2K -6.3% $81.71 -10.4%
18 SHOP SHOPIFY INC Technology 11,369.0 $1.8M 0.62% -7K -39.0% $160.97 -29.7%
19 STWD STARWOOD PPTY TR INC Real Estate 87,102.0 $1.6M 0.53% -5K -5.7% $18.01 -5.8%
20 SOFI SOFI TECHNOLOGIES INC Financial Services 55,366.0 $1.4M 0.49% -41K -42.4% $26.18 -32.4%
Page 1 of 2  ·  28 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%