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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 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AUR AURORA INNOVATION INC Technology 10,000.0 $68K 0.03% NEW $6.82 -7.0%
82 BBAI BIGBEAR AI HLDGS INC Technology 11,683.0 $43K 0.02% NEW $3.67 -20.2%
Page 5 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%