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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
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLV ISHARES SILVER TR Financial Services 6,010.0 $410K 0.13% -2K -21.4% $68.14 -7.0%
22 FLR FLUOR CORP Industrials 8,444.0 $394K 0.13% -3K -23.6% $46.65 +8.6%
23 CRSP CRISPR THERAPEUTICS AG Healthcare 7,257.0 $345K 0.11% -585.0 -7.5% $47.57 +9.4%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 2,163.0 $316K 0.10% -574.0 -21.0% $146.28 -8.9%
25 HON HONEYWELL INTL INC Industrials 1,361.0 $308K 0.10% -19.0 -1.4% $226.03 +1.5%
26 STWD STARWOOD PPTY TR INC Real Estate 16,254.0 $280K 0.09% -71K -81.3% $17.22 -1.5%
27 RSP INVESCO EXCHANGE TRADED FD T 1,216.0 $233K 0.08% -891.0 -42.3% $191.92 +10.6%
28 HYLS FIRST TR EXCHANGE-TRADED FD 5,041.0 $205K 0.07% -2K -25.0% $40.57 +0.9%
Page 2 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 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%