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CIK: 0001692227
Total reported value
$238.5M
$238.5M
104 檔
13.7%
The Q1 2025 SEC filing reveals that Norway Savings Bank held a total portfolio value of $238.5M, covering 104 public equity positions.
In Q1 2025, Norway Savings Bank displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 13.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.49% | -0.09% | -3.92% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.85% | -0.25% | +6.37% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.08% | -0.10% | -0.71% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.07% | +0.32% | +1.02% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.03% | +0.07% | +0.07% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.96% | +0.02% | -4.86% | |
| 7 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.87% | +1.92% | -3.46% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.74% | -0.20% | +0.21% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 2.54% | -0.29% | -1.96% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.42% | +0.47% | +9.30% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.33% | +0.03% | -4.77% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 2.29% | -0.26% | -1.88% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.16% | -0.02% | +0.82% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 2.15% | -0.63% | -1.61% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.99% | -0.33% | -0.38% | |
| 16 | APH | Amphenol Corp-cl A | Stock-Tech | 1.94% | +0.60% | -2.13% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.93% | -0.12% | -4.72% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.89% | -0.61% | -2.30% | |
| 19 | ICE | Intercontinental Exchange In | Stock-Financials | 1.54% | -0.36% | -0.65% | |
| 20 | ADI | Analog Devices Inc | Stock-Tech | 1.52% | +0.13% | +0.63% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.51% | -0.20% | -3.77% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.50% | -0.32% | +2.40% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.22% | +14.01% | |
| 24 | TYL | Tyler Technologies Inc | Stock-Tech | 1.40% | -0.25% | +3.37% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 1.30% | -0.11% | — | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.28% | -0.04% | +29.99% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.18% | -0.21% | +0.37% | |
| 28 | COP | Conocophillips | Stock-Energy | 1.14% | -0.34% | +1.03% | |
| 29 | BX | Blackstone Inc | Stock-Financials | 1.11% | -0.06% | +2.51% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 1.11% | -1.12% | EXIT | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.19% | -3.15% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.97% | -0.18% | +4.65% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.97% | -0.12% | -5.84% | |
| 34 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.97% | -0.18% | -2.52% | |
| 35 | MCHP | Microchip Technology Inc | Stock-Tech | 0.95% | +0.24% | -4.18% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.90% | -0.13% | +0.12% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.90% | +0.09% | +5.99% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.88% | -0.06% | -0.99% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.85% | +0.01% | +4.02% | |
| 40 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.85% | -0.07% | -14.17% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.83% | +0.42% | -0.40% | |
| 42 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.82% | -0.15% | +3.96% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.80% | +2.17% | +8.28% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.78% | -0.08% | +1.88% | |
| 45 | KLAC | Kla CORP | Stock-Tech | 0.77% | +0.79% | -5.83% | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.76% | -0.09% | +5.72% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.14% | -5.32% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.73% | -0.20% | EXIT | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | -0.07% | -0.20% | |
| 50 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.68% | -0.07% | +2.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 9 | ABT | Abbott Laboratories | — | NEW | New buy |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | ORCL | Oracle CORP | — | NEW | New buy |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | New buy |
| 14 | CVX | Chevron CORP | — | NEW | New buy |
| 15 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 16 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 18 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 19 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 20 | ADI | Analog Devices Inc | — | NEW | New buy |
| 21 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 22 | CRM | Salesforce Inc | — | NEW | New buy |
| 23 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 24 | TYL | Tyler Technologies Inc | — | NEW | New buy |
| 25 | BLK | Blackrock Inc | — | NEW | New buy |
| 26 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 27 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 28 | COP | Conocophillips | — | NEW | New buy |
| 29 | BX | Blackstone Inc | — | NEW | New buy |
| 30 | HON | Honeywell International Inc | — | NEW | New buy |
| 31 | PEP | Pepsico Inc | — | NEW | New buy |
| 32 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 33 | DUK | Duke Energy CORP | — | NEW | New buy |
| 34 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 35 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 36 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 37 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 38 | KO | Coca-cola Co/the | — | NEW | New buy |
| 39 | BA | Boeing Co/the | — | NEW | New buy |
| 40 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 41 | CAT | Caterpillar Inc | — | NEW | New buy |
| 42 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 43 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 44 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 45 | KLAC | Kla CORP | — | NEW | New buy |
| 46 | DHR | Danaher CORP | — | NEW | New buy |
| 47 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 48 | ACN | Accenture plc | — | NEW | New buy |
| 49 | AMGN | Amgen Inc | — | NEW | New buy |
| 50 | BDX | Becton Dickinson And Co | — | NEW | New buy |
According to official SEC Form 13F filings, Norway Savings Bank reported a total U.S. public equity portfolio value of $238.5M across 104 disclosed positions in Q1 2025.
During Q1 2025, Norway Savings Bank's top holdings by market value included AAPL (5.5%)、MSFT (3.9%)、JPM (3.1%). The largest single position, AAPL, represented 5.5% of total portfolio value.
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Top New Position Initiated
AAPL
市值: $9.7M
In Q1 2025, Norway Savings Bank made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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