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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 1 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 63,735.0 $43.5M 14.77% +4K +6.0% $681.92 +8.8%
2 IAU ISHARES GOLD TR Financial Services 238,079.0 $19.3M 6.57% -3K -1.3% $81.17 -2.4%
3 QQQ INVESCO QQQ TR Financial Services 21,399.0 $13.1M 4.47% -326.0 -1.5% $614.31 +17.4%
4 SGOL ETFS GOLD TR Financial Services 306,444.0 $12.6M 4.28% -2K -0.7% $41.08 -2.4%
5 BIL SPDR SERIES TRUST 111,241.0 $10.2M 3.46% +719.0 +0.7% $91.38 +0.1%
6 VTI VANGUARD INDEX FDS 29,420.0 $9.9M 3.35% +5K +21.2% $335.27 +9.3%
7 AAPL APPLE INC Technology 31,531.0 $8.6M 2.91% -1K -3.1% $271.86 +7.1%
8 BOXX EA SERIES TRUST 61,474.0 $7.1M 2.40% +4K +6.4% $115.10 +1.7%
9 EMB ISHARES TR 70,323.0 $6.8M 2.30% +3K +5.0% $96.28 +0.1%
10 SPMO INVESCO EXCH TRADED FD TR II 55,251.0 $6.6M 2.24% +5K +10.2% $119.32 +27.8%
11 GLD SPDR GOLD TR Financial Services 15,319.0 $6.1M 2.06% -302.0 -1.9% $396.31 -2.5%
12 AUPH AURINIA PHARMACEUTICALS INC Healthcare 346,012.0 $5.5M 1.88% $15.95 -0.8%
13 TPB TURNING PT BRANDS INC Consumer Defensive 49,579.0 $5.4M 1.83% +15K +45.2% $108.40 -23.8%
14 IPKW INVESCO EXCH TRADED FD TR II 95,802.0 $5.3M 1.81% -6K -6.1% $55.57 +4.4%
15 XME SPDR SERIES TRUST 50,224.0 $5.2M 1.77% -4K -7.0% $103.61 +16.2%
16 SHYG ISHARES TR 104,292.0 $4.5M 1.52% +16K +17.6% $42.87 -1.2%
17 GSY INVESCO ACTIVELY MANAGED EXC 83,787.0 $4.2M 1.43% -4K -4.0% $50.25 -0.0%
18 MU MICRON TECHNOLOGY INC Technology 14,623.0 $4.2M 1.42% NEW $285.41 +243.9%
19 DOCN DIGITALOCEAN HLDGS INC Technology 86,603.0 $4.2M 1.42% +80K +1203.7% $48.12 +254.2%
20 GOOGL ALPHABET INC Communication Services 13,114.0 $4.1M 1.40% -184.0 -1.4% $313.00 +14.9%
Page 1 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%