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Latest Norway Savings Bank Stock Portfolio

Norway Savings Bank Performance:
2025 Q4: 2.33%YTD: 16.25%2024: 2.38%
Performance for 2025 Q4 is 2.33%, and YTD is 16.25%, and 2024 is 2.38%.

About Norway Savings Bank and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Norway Savings Bank reported an equity portfolio of $216.2 Millions as of 31 Dec, 2025.

The top stock holdings of Norway Savings Bank are GOOG, AAPL, MSFT. The fund has invested 5.4% of it's portfolio in ALPHABET INC-CL A and 5.2% of portfolio in APPLE INC.

They significantly reduced their stock positions in UNITED PARCEL SERVICE (UPS), ZOETIS INC (ZTS) and MONDELEZ INTL INC. (MDLZ). Norway Savings Bank opened new stock positions in KKR & CO. INC (KKR) and 3M CORP (MMM). The fund showed a lot of confidence in some stocks as they added substantially to IDEXX LABS (IDXX), BROADCOM INC (AVGO) and ZSCALER INC. (ZS).

Norway Savings Bank Annual Return Estimates Vs S&P 500

Our best estimate is that Norway Savings Bank made a return of 2.33% in the last quarter. In trailing 12 months, it's portfolio return was 16.25%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
kkr & co. inc364,975
3m corp200,285
New stocks bought by Norway Savings Bank

Additions

Ticker% Inc.
idexx labs25.5
broadcom inc22.65
zscaler inc.15.71
gsk plc13.82
astrazeneca plc12.76
alphabet inc-cl c11.42
lilly eli & co11.36
meta platforms inc.10.62
Additions to existing portfolio by Norway Savings Bank

Reductions

Ticker% Reduced
united parcel service-45.77
zoetis inc-34.83
mondelez intl inc.-24.7
accenture plc ireland shs cl a-22.18
american tower corp-21.38
adobe systems inc de-18.79
mccormick & co.-16.14
m&t bank corporation-11.97
Norway Savings Bank reduced stake in above stock

Sold off

None of the stocks were completely sold off by Norway Savings Bank

Sector Distribution

Norway Savings Bank has about 32.7% of it's holdings in Technology sector.

Sector%
Technology32.7
Healthcare12.5
Others11
Financial Services10.2
Communication Services8.1
Consumer Cyclical7.2
Industrials6.2
Consumer Defensive4.9
Energy4.3
Utilities1.6

Market Cap. Distribution

Norway Savings Bank has about 88.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP47.2
LARGE-CAP41.6
UNALLOCATED11

Stocks belong to which Index?

About 87.2% of the stocks held by Norway Savings Bank either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50087.2
Others12.6
Top 5 Winners (%)%
ALB
albemarle corp
70.7 %
LLY
lilly eli & co
38.0 %
AMD
advanced micro devices inc
32.1 %
GOOG
alphabet inc-cl a
28.6 %
GOOG
alphabet inc-cl c
27.0 %
Top 5 Winners ($)$
GOOG
alphabet inc-cl a
2.6 M
LLY
lilly eli & co
1.5 M
AMD
advanced micro devices inc
0.8 M
AAPL
apple inc.
0.7 M
APH
amphenol corp
0.6 M
Top 5 Losers (%)%
ORCL
oracle corp.
-30.5 %
ZS
zscaler inc.
-23.6 %
ZBRA
zebra technologies corp.
-17.6 %
HD
home depot
-14.6 %
TYL
tyler technologies
-12.9 %
Top 5 Losers ($)$
ORCL
oracle corp.
-2.3 M
MSFT
microsoft corp.
-0.6 M
PANW
palo alto networks inc
-0.6 M
ZS
zscaler inc.
-0.5 M
META
meta platforms inc.
-0.4 M

Norway Savings Bank Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Norway Savings Bank

Norway Savings Bank has 105 stocks in it's portfolio. About 36.4% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Norway Savings Bank last quarter.

Last Reported on: 08 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions