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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 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 13,761.0 $4.9M 1.96% +609.0 +4.6% $357.37 -5.3%
22 XLRE SELECT SECTOR SPDR TR 105,790.0 $4.7M 1.85% +4K +3.8% $44.03 -0.2%
23 NVDA NVIDIA CORPORATION Technology 21,157.0 $4.2M 1.69% +628.0 +3.1% $200.09 +15.1%
24 AMZN AMAZON COM INC Consumer Cyclical 17,376.0 $4.1M 1.65% +282.0 +1.6% $238.34 +8.5%
25 TPB TURNING PT BRANDS INC Consumer Defensive 47,482.0 $4.0M 1.60% -342.0 -0.7% $84.81 -11.3%
26 EMXC ISHARES INC 39,303.0 $4.0M 1.60% $102.30 -1.2%
27 SGOV ISHARES TR 38,154.0 $3.8M 1.53% +5K +15.5% $100.67 -0.2%
28 CLS CELESTICA INC Technology 8,750.0 $3.2M 1.27% -45.0 -0.5% $364.61 -14.3%
29 PULS PGIM ETF TR 60,377.0 $3.0M 1.19% +14K +31.3% $49.55 +0.0%
30 MINT PIMCO ETF TR 29,639.0 $3.0M 1.19% -5K -15.3% $100.81 -0.3%
31 PAVE GLOBAL X FDS 47,491.0 $2.8M 1.11% +11K +30.4% $58.92 -6.4%
32 GDX VANECK ETF TRUST 36,841.0 $2.8M 1.11% -2K -4.1% $75.45 +31.6%
33 CBOE CBOE GLOBAL MKTS INC Financial Services 10,409.0 $2.5M 1.00% +677.0 +7.0% $242.66 +23.0%
34 SIL GLOBAL X FDS 32,034.0 $2.5M 0.99% +3K +10.4% $77.46 +28.2%
35 COIN COINBASE GLOBAL INC Financial Services 15,525.0 $2.3M 0.90% +1K +7.4% $146.19 +26.3%
36 SHOP SHOPIFY INC Technology 18,871.0 $2.2M 0.86% +6K +41.2% $114.18 +27.1%
37 STAG STAG INDUSTRIAL INC Real Estate 53,739.0 $2.0M 0.81% $38.06 -1.0%
38 TFC TRUIST FINL CORP Financial Services 35,561.0 $1.8M 0.70% -616.0 -1.7% $49.82 +3.7%
39 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,473.0 $1.8M 0.70% NEW $271.95 -37.3%
40 NANR SPDR INDEX SHS FDS 19,032.0 $1.4M 0.57% +2K +9.6% $75.50 +19.7%
Page 2 of 5  ·  82 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 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%