Arkolith/Funds/Norway Savings Bank

Norway Savings Bank

CIK 1692227Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Norway Savings Bank holds a diversified book of 104 reported positions worth $238.5M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened SS SPDR BB 1-3M T-Bill ETF and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Norway Savings Bank files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.7%
+14.2%/yr · since Oct '24
Their reported book
+25.7%
held from quarter-end
S&P 500
+34.5%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Norway Savings Bank (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.0 points over this window.

Growth of $10,000 cloning Norway Savings Bank's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
38%
Top 20 holdings
58%

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

Where the money is, by sector

92% mapped to company sectors

Information Technology
43%
Financials
12%
Health Care
11%
Consumer Discretionary
9%
ETFs / funds
8%
Industrials
6%
Energy
4%
Materials
2%

+4 sectors below the cut, 5% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Norway Savings Bank

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC45 / 80$2.5B
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$393.3M
Independent Investors Inc26 / 80$439.0M
Emerald Advisors, LLC38 / 80$641.6M
New World Advisors LLC40 / 80$470.7M
Mogy Joel R Investment Counsel Inc39 / 80$1.4B
Hoey Investments, Inc60 / 80$610.7M
Ketron Financial16 / 80$248.4M

Ranked by the share of each fund's own book sitting in the names it shares with Norway Savings Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

104 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc-CL A
Com
$12.8M35.7K
5.3%
−3.1%
Reduced · −1K sh
2Apple Inc.
Com
$11.4M39.5K
4.8%
−2.7%
Reduced · −1K sh
3Palo Alto Networks Inc
Com
$9.9M29.0K
4.1%
−0.8%
Reduced · −242 sh
4Nvidia Corp
Com
$9.0M45.0K
3.8%
−1.0%
Reduced · −453 sh
5Advanced Micro Devices Inc
Com
$8.8M15.1K
3.7%
−3.4%
Reduced · −540 sh
6iShares MSCI Emerging Markets Ex China ETF
Com
$8.3M80.7K
3.5%
+0.6%
Added · +519 sh
7Amphenol Corp
Com
$8.2M46.4K
3.4%
−1.8%
Reduced · −865 sh
8Amazon.com Inc
Com
$7.9M33.1K
3.3%
+1.1%
Added · +349 sh
9Microsoft Corp.
Com
$7.7M20.7K
3.2%
+4.2%
Added · +823 sh
10J.P. Morgan Chase & Co
Com
$7.3M22.4K
3.1%
−1.7%
Reduced · −388 sh
11Lilly Eli & Co
Com
$5.4M4.5K
2.2%
−12%
Reduced · −617 sh
12State ST SPDR Portfolio Dev World ex-US ETF
Com
$5.2M103.2K
2.2%
+1.6%
Added · +2K sh
13Analog Devices Inc.
Com
$5.2M13.0K
2.2%
−3.6%
Reduced · −483 sh
14Caterpillar Inc
Com
$4.9M4.6K
2.0%
−4.8%
Reduced · −229 sh
15Marvell Technology Inc
Com
$4.8M16.1K
2.0%
−0.6%
Reduced · −102 sh
16KLA-Tencor Corp.
Com
$4.6M15.2K
1.9%
+838%
Added · +14K sh
17Berkshire Hathaway Inc Cl B
Com
$4.0M8.1K
1.7%
−3.2%
Reduced · −270 sh
18Costco Wholesale Corp
Com
$4.0M4.3K
1.7%
+0.9%
Added · +38 sh
19Oracle Corp.
Com
$4.0M27.2K
1.7%
−1.6%
Reduced · −447 sh
20Ishares Core Dividend Growth ETF
Com
$3.9M51.8K
1.6%
+2.5%
Added · +1K sh
21Johnson & Johnson
Com
$3.6M14.1K
1.5%
−4.2%
Reduced · −615 sh
22Meta Platforms Inc.
Com
$3.5M6.3K
1.5%
−0.1%
Reduced · −5 sh
23Goldman Sachs Group
Com
$3.5M3.5K
1.5%
+0.7%
Added · +23 sh
24Chevron Corp
Com
$3.3M20.1K
1.4%
−2.9%
Reduced · −605 sh
25Exxon Mobil Corp
Com
$3.3M24.1K
1.4%
−2.7%
Reduced · −660 sh
26Procter & Gamble
Com
$3.0M20.4K
1.3%
+1.6%
Added · +312 sh
27Abbott Labs
Com
$2.9M32.1K
1.2%
+3.4%
Added · +1K sh
28Microchip Technology
Com
$2.9M31.8K
1.2%
−0.5%
Reduced · −167 sh
29BlackRock Inc
Com
$2.9M3.0K
1.2%
+3.6%
Added · +104 sh
30Boeing Co.
Com
$2.7M12.3K
1.1%
+4.4%
Added · +523 sh
31Idexx Labs
Com
$2.6M4.9K
1.1%
+5.6%
Added · +263 sh
32Digital Realty Trust
Com
$2.3M12.6K
1.0%
+4.4%
Added · +531 sh
33Lowes Cos Inc.
Com
$2.3M10.2K
0.9%
−1.4%
Reduced · −142 sh
34NextEra Energy Inc
Com
$2.2M24.7K
0.9%
−0.4%
Reduced · −96 sh
35Johnson Controls International
Com
$2.1M14.6K
0.9%
−0.4%
Reduced · −63 sh
36Intercontinental Exchange Inc
Com
$2.1M17.0K
0.9%
+2.5%
Added · +415 sh
37T J X Companies
Com
$2.1M13.7K
0.9%
+3.1%
Added · +416 sh
38Blackstone Inc
Com
$2.1M17.5K
0.9%
+4.1%
Added · +692 sh
39Conocophillips Inc.
Com
$2.0M19.6K
0.9%
+2.7%
Added · +521 sh
40HCA Healthcare Inc
Com
$1.9M4.8K
0.8%
+3.7%
Added · +173 sh
41Salesforce.com Inc.
Com
$1.8M11.3K
0.7%
−5.5%
Reduced · −656 sh
42Amgen Inc
Com
$1.7M4.7K
0.7%
+0.3%
Added · +14 sh
43Broadcom Inc
Com
$1.7M4.5K
0.7%
+42%
Added · +1K sh
44Coca Cola Company
Com
$1.6M19.3K
0.7%
−3.0%
Reduced · −600 sh
45Duke Energy Corp
Com
$1.6M12.3K
0.7%
−0.9%
Reduced · −115 sh
46Pepsico Inc
Com
$1.5M10.8K
0.6%
−1.0%
Reduced · −111 sh
47General Dynamics Corp.
Com
$1.5M4.1K
0.6%
+0.6%
Added · +24 sh
48EOG Resources Inc.
Com
$1.4M11.1K
0.6%
+7.0%
Added · +733 sh
49Danaher Corp.
Com
$1.4M7.1K
0.6%
−3.4%
Reduced · −250 sh
50Tyler Technologies
Com
$1.3M4.5K
0.5%
−8.9%
Reduced · −437 sh
Showing 50 of 104 positions
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Filing history

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

$238.5M · Q2 2026Q3 2024 · $184.4MQ2 2026 · $238.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 20268d177$238.5M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202620d174$210.9M13F-HR
Q4 2025Dec 31, 2025Jan 8, 20268d177$216.2M13F-HR
Q3 2025Sep 30, 2025Oct 7, 20257d176$206.8M13F-HR
Q2 2025Jun 30, 2025Jul 2, 20252d177$194.7M13F-HR
Q1 2025Mar 31, 2025Apr 22, 202522d183$175.9M13F-HR
Q4 2024Dec 31, 2024Jan 7, 20257d184$180.5M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202415d185$184.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.