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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCCO SOUTHERN COPPER CORP Basic Materials 1,978.0 $284K 0.10% +15.0 +0.8% $143.47 +35.6%
82 HYLS FIRST TR EXCHANGE-TRADED FD 6,721.0 $281K 0.10% NEW $41.86 -2.2%
83 TOPT ISHARES TR 8,781.0 $274K 0.09% $31.23 +6.6%
84 HON HONEYWELL INTL INC Industrials 1,380.0 $269K 0.09% NEW $195.09 +17.6%
85 DEM WISDOMTREE TR 5,709.0 $267K 0.09% $46.71 +19.2%
86 HPI HANCOCK JOHN PFD INCOME FD Financial Services 16,100.0 $261K 0.09% $16.19 +0.6%
87 POWL POWELL INDS INC Industrials 780.0 $249K 0.09% -398.0 -33.8% $318.78 -8.2%
88 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 12,000.0 $230K 0.08% $19.20 +6.5%
89 GOOG ALPHABET INC Communication Services 715.0 $224K 0.08% NEW $313.80 +18.3%
90 JEPI J P MORGAN EXCHANGE TRADED F 3,776.0 $216K 0.07% $57.24 -1.2%
91 D DOMINION ENERGY INC Utilities 3,680.0 $216K 0.07% $58.59 +16.9%
92 KHC KRAFT HEINZ CO Consumer Defensive 8,617.0 $209K 0.07% NEW $24.25 -1.9%
93 MFC MANULIFE FINL CORP Financial Services 5,674.0 $206K 0.07% NEW $36.28 +13.3%
94 FIRST TR EXCH TRADED FD III 2,842.0 $202K 0.07% NEW $70.99
95 JELD JELD-WEN HLDG INC Industrials 77,894.0 $192K 0.07% +26K +49.6% $2.46 -26.0%
96 RCAT RED CAT HLDGS INC Technology 10,434.0 $83K 0.03% NEW $7.93 +37.5%
97 IMMUNITYBIO INC 14,126.0 $28K 0.01% $1.98
Page 5 of 5  ·  97 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%