Arkolith/Funds/Norris Financial Group, LLC

Norris Financial Group, LLC

CIK 2129318
Holdings as of Mar 31, 2026·disclosed May 20, 2026·~50-day 13F lag·13F-HR
Active Filer

Norris Financial Group, LLC holds a focused book of 86 stocks worth $306.4M as of Q1 2026 (disclosed May 20, 2026, a ~45-day 13F lag). This quarter they opened SELECT SECTOR SPDR TR and trimmed SS SPDR S&P 500 ETF TRUST-US. Their largest long position is SS SPDR S&P 500 ETF TRUST-US at 9% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
40
existing
Trimmed
31
reduced
Sold out
11
exited

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
48%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Financials
12%
Health Care
2%
Materials
1%
Industrials
1%
Utilities
1%
Energy
1%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

97 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$27.3M41.9K
8.9%
−34%
Reduced · −22K sh
2Ishares Gold TR
ISHARES NEW
$20.9M236.6K
6.8%
−0.6%
Reduced · −2K sh
3Ishares TR
TRUST ISHARE 0-1
$19.8M179.2K
6.5%
+435%
Added · +146K sh
4Etfs Gold TR
PHYSCL GOLD SHS
$13.7M306.4K
4.5%
~0%
Reduced · −59 sh
5Vanguard Index FDS
TOTAL STK MKT
$10.8M33.7K
3.5%
+15%
Added · +4K sh
6Invesco QQQ TR
UNIT SER 1
$10.4M18.1K
3.4%
−15%
Reduced · −3K sh
7SPDR Series Trust
STATE STREET SPD
$10.2M111.1K
3.3%
−0.1%
Reduced · −127 sh
8Ishares TR
NORTH AMERN NAT
$8.9M141.9K
2.9%
New
New position
9Apple Inc
COM
$8.0M31.6K
2.6%
+0.3%
Added · +102 sh
10Ea Series Trust
ALPHA ARCH 1-3
$7.4M63.6K
2.4%
+3.4%
Added · +2K sh
11Digitalocean Hldgs Inc
COM
$7.2M84.3K
2.4%
−2.6%
Reduced · −2K sh
12Invesco Actively Managed Exc
ULTRA SHRT DUR
$7.1M141.6K
2.3%
+69%
Added · +58K sh
13Pacer FDS TR
AMERICAN ENERGY
$6.7M143.5K
2.2%
New
New position
14SPDR Gold TR
GOLD SHS
$6.5M15.0K
2.1%
−1.9%
Reduced · −290 sh
15Select Sector SPDR TR
STATE STREET IND
$6.4M39.8K
2.1%
New
New position
16SPDR Series Trust
STATE STREET SPD
$5.4M50.2K
1.8%
−0.1%
Reduced · −36 sh
17Ishares TR
0-5YR HI YL CP
$5.2M121.8K
1.7%
+17%
Added · +17K sh
18Aurinia Pharmaceuticals Inc
COM
$5.1M342.5K
1.7%
−1.0%
Reduced · −4K sh
19Argan Inc
COM
$4.8M8.9K
1.6%
−18%
Reduced · −2K sh
20Ssga Active ETF TR
STATE STREET ULT
$4.3M106.3K
1.4%
+33%
Added · +27K sh
21TTM Technologies Inc
COM
$4.3M43.7K
1.4%
−3.6%
Reduced · −2K sh
22Select Sector SPDR TR
STATE STREET REA
$4.2M101.9K
1.4%
New
New position
23SPDR Series Trust
STATE STREET SPD
$4.2M16.4K
1.4%
+37%
Added · +4K sh
24Turning PT Brands Inc
COM
$4.2M47.8K
1.4%
−3.5%
Reduced · −2K sh
25Micron Technology Inc
COM
$4.1M12.0K
1.3%
−18%
Reduced · −3K sh
26Alphabet Inc
CAP STK CL A
$3.8M13.2K
1.2%
+0.3%
Added · +38 sh
27First TR Exchange-Traded FD
NASDQ CLN EDGE
$3.7M22.8K
1.2%
+2.9%
Added · +652 sh
28Nvidia Corporation
COM
$3.6M20.5K
1.2%
+3.1%
Added · +625 sh
29Amazon Com Inc
COM
$3.6M17.1K
1.2%
+1.3%
Added · +222 sh
30Vaneck ETF Trust
GOLD MINERS ETF
$3.5M38.4K
1.2%
+6.0%
Added · +2K sh
31Pimco ETF TR
ENHAN SHRT MA AC
$3.5M35.0K
1.1%
+52%
Added · +12K sh
32Ishares TR
0-3 MNTH TREASRY
$3.3M33.0K
1.1%
+16%
Added · +5K sh
33Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$3.3M13.9K
1.1%
−5.8%
Reduced · −848 sh
34Ishares Inc
MSCI EMRG CHN
$3.1M39.5K
1.0%
−0.2%
Reduced · −89 sh
35Cboe Global MKTS Inc
COM
$2.7M9.7K
0.9%
+2.8%
Added · +265 sh
36Newmont Corp
COM
$2.7M24.9K
0.9%
−1.9%
Reduced · −484 sh
37Oneok Inc New
COM
$2.7M29.5K
0.9%
+10%
Added · +3K sh
38Global X FDS
GLOBAL X SILVER
$2.6M29.0K
0.9%
+5.0%
Added · +1K sh
39United Parcel Svcs Inc
CL B
$2.6M26.1K
0.8%
−4.5%
Reduced · −1K sh
40Coinbase Global Inc
COM CL A
$2.5M14.5K
0.8%
New
New position
41Pfizer Inc
COM
$2.5M89.2K
0.8%
+370%
Added · +70K sh
42Celestica Inc
COM
$2.5M8.8K
0.8%
+2.9%
Added · +251 sh
43Ishares TR
RUS 1000 GRW ETF
$2.4M5.7K
0.8%
−2.8%
Reduced · −162 sh
44Lockheed Martin Corp
COM
$2.3M3.8K
0.8%
+20%
Added · +650 sh
45Gilead Sciences Inc
COM
$2.3M16.6K
0.8%
+1.3%
Added · +213 sh
46Pgim ETF TR
PGIM ULTRA SH BD
$2.3M46.0K
0.7%
+48%
Added · +15K sh
47Stag Industrial Inc
COM
$1.9M53.8K
0.6%
+42%
Added · +16K sh
48Global X FDS
US INFR DEV ETF
$1.9M36.4K
0.6%
+3.8%
Added · +1K sh
49Truist Finl Corp
COM
$1.7M36.2K
0.5%
−5.8%
Reduced · −2K sh
50Shopify Inc
CL A SUB VTG SHS
$1.6M13.4K
0.5%
+18%
Added · +2K sh
Showing 50 of 97 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 20, 202697$306.4M13F-HR
Q4 2025Dec 31, 2025May 20, 202697$294.2M13F-HR
Q3 2025Sep 30, 2025May 20, 202698$273.9M13F-HR
Q2 2025Jun 30, 2025May 20, 202682$244.1M13F-HR
Q1 2025Mar 31, 2025May 20, 202685$214.3M13F-HR
Q4 2024Dec 31, 2024May 20, 202682$212.8M13F-HR
Q3 2024Sep 30, 2024May 20, 202676$203.2M13F-HR
Q2 2024Jun 30, 2024May 20, 202678$192.0M13F-HR
Q1 2024Mar 31, 2024May 20, 202674$182.3M13F-HR
Q4 2023Dec 31, 2023May 20, 202667$164.6M13F-HR
Q3 2023Sep 30, 2023May 20, 202663$144.2M13F-HR
Q2 2023Jun 30, 2023May 20, 202663$144.4M13F-HR
Q1 2023Mar 31, 2023May 20, 202666$136.4M13F-HR
Q4 2022Dec 31, 2022May 20, 202668$118.3M13F-HR
Q3 2022Sep 30, 2022May 20, 202667$109.2M13F-HR
Q2 2022Jun 30, 2022May 20, 202666$124.3M13F-HR
Q1 2022Mar 31, 2022May 20, 202684$165.7M13F-HR
Q4 2021Dec 31, 2021May 20, 202686$165.8M13F-HR
Q3 2021Sep 30, 2021May 20, 202683$151.2M13F-HR
Q2 2021Jun 30, 2021May 20, 202682$148.3M13F-HR
Q1 2021Mar 31, 2021May 20, 202679$136.2M13F-HR
Q3 2020Sep 30, 2020Jun 2, 202669$118.2M13F-HR
Q2 2020Jun 30, 2020Jun 2, 202664$105.8M13F-HR
Q1 2020Mar 31, 2020Jun 2, 202661$90.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.