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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 1 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 41,933.0 $27.3M 8.90% -22K -34.2% $650.33 +14.1%
2 IAU ISHARES GOLD TR Financial Services 236,569.0 $20.9M 6.81% -2K -0.6% $88.16 -10.2%
3 SHV ISHARES TR 179,196.0 $19.8M 6.46% +146K +435.3% $110.39 -0.2%
4 SGOL ETFS GOLD TR Financial Services 306,385.0 $13.7M 4.46% $44.62 -10.1%
5 VTI VANGUARD INDEX FDS 33,713.0 $10.8M 3.53% +4K +14.6% $320.81 +14.2%
6 QQQ INVESCO QQQ TR Financial Services 18,094.0 $10.4M 3.41% -3K -15.4% $577.18 +25.0%
7 BIL SPDR SERIES TRUST 111,114.0 $10.2M 3.32% $91.64 -0.1%
8 IGE ISHARES TR 141,888.0 $8.9M 2.92% NEW $62.94 -4.7%
9 AAPL APPLE INC Technology 31,633.0 $8.0M 2.62% $253.79 +14.7%
10 BOXX EA SERIES TRUST 63,568.0 $7.4M 2.41% +2K +3.4% $116.29 +0.6%
11 DOCN DIGITALOCEAN HLDGS INC Technology 84,335.0 $7.2M 2.36% -2K -2.6% $85.78 +98.7%
12 GSY INVESCO ACTIVELY MANAGED EXC 141,587.0 $7.1M 2.32% +58K +69.0% $50.12 +0.2%
13 USAI PACER FDS TR 143,475.0 $6.7M 2.20% NEW $46.99 -1.8%
14 GLD SPDR GOLD TR Financial Services 15,029.0 $6.5M 2.11% -290.0 -1.9% $430.29 -10.2%
15 XLI SELECT SECTOR SPDR TR 39,785.0 $6.4M 2.10% NEW $161.73 +8.9%
16 XME SPDR SERIES TRUST 50,188.0 $5.4M 1.77% $108.01 +11.5%
17 SHYG ISHARES TR 121,776.0 $5.2M 1.68% +17K +16.8% $42.31 +0.1%
18 AUPH AURINIA PHARMACEUTICALS INC Healthcare 342,477.0 $5.1M 1.66% -4K -1.0% $14.82 +6.7%
19 AGX ARGAN INC Industrials 8,904.0 $4.8M 1.58% -2K -17.5% $544.66 +17.8%
20 ULST SSGA ACTIVE ETF TR 106,290.0 $4.3M 1.41% +27K +33.4% $40.50 -0.3%
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 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%