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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DEM WISDOMTREE TR 5,702.0 $283K 0.09% $49.69 +12.0%
82 D DOMINION ENERGY INC Utilities 4,530.0 $280K 0.09% +850.0 +23.1% $61.82 +10.8%
83 STWD STARWOOD PPTY TR INC Real Estate 16,254.0 $280K 0.09% -71K -81.3% $17.22 -1.5%
84 STRL STERLING INFRASTRUCTURE INC Industrials 644.0 $262K 0.09% NEW $407.27 +110.6%
85 TOPT ISHARES TR 8,781.0 $251K 0.08% $28.62 +16.4%
86 MTDR MATADOR RES CO Energy 3,950.0 $250K 0.08% NEW $63.18 -18.9%
87 RSP INVESCO EXCHANGE TRADED FD T 1,216.0 $233K 0.08% -891.0 -42.3% $191.92 +10.6%
88 FIRST TR EXCH TRADED FD III 3,084.0 $217K 0.07% +242.0 +8.5% $70.36
89 SSRM SSR MINING IN Basic Materials 7,344.0 $216K 0.07% NEW $29.40 +8.3%
90 TRGP TARGA RES CORP Energy 858.0 $215K 0.07% NEW $250.73 +3.6%
91 JEPI J P MORGAN EXCHANGE TRADED F 3,776.0 $214K 0.07% $56.68 -0.2%
92 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 12,000.0 $205K 0.07% $17.12 +19.5%
93 GOOG ALPHABET INC Communication Services 715.0 $205K 0.07% $286.86 +29.4%
94 HYLS FIRST TR EXCHANGE-TRADED FD 5,041.0 $205K 0.07% -2K -25.0% $40.57 +0.9%
95 RCAT RED CAT HLDGS INC Technology 14,853.0 $194K 0.06% +4K +42.4% $13.09 -16.7%
96 JELD JELD-WEN HLDG INC Industrials 106,133.0 $132K 0.04% +28K +36.2% $1.24 +46.8%
97 IMMUNITYBIO INC 14,126.0 $108K 0.04% $7.67
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 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%