Tudor Financial Inc.

CIK: 0002045307SEC EDGAR →

Portfolio Value

$195.4M

Holdings

142

As of

Q4 2025

New Positions

8

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

15,096$9.5M
4.85%
2

ISHARES TR

114,499$9.2M
4.73%
3

SPDR DOW JONES INDL AVERAGE

18,864$9.1M
4.64%
4

ISHARES TR

23,960$8.9M
4.58%
5

SCHWAB STRATEGIC TR

258,144$7.1M
3.62%
6

SCHWAB STRATEGIC TR

279,345$6.7M
3.44%
7

INVESCO QQQ TR

7,378$4.5M
2.32%
8

ISHARES TR

6,216$4.3M
2.18%
9

CINTAS CORP

22,530$4.2M
2.17%
10

ISHARES TR

17,900$3.8M
1.97%

Quarterly Changes

Top Buys

ACNNEW
$2.3M
SLVNEW
$2.2M
HYG↑ Increased
$1.2M
IVV↑ Increased
$1.1M
FTXLNEW
$865K

Top Sells

IAKCLOSED
$3.2M
FXRCLOSED
$1.0M
QQXTCLOSED
$803K
ORCL↓ Decreased
$667K
IGV↓ Decreased
$514K

New Positions (8)

$2.3M · 9K shares
$2.2M · 34K shares
$865K · 7K shares
$852K · 20K shares
$691K · 7K shares
$232K · 805 shares
$227K · 885 shares
$200K · 10K shares

Closed Positions (5)

$3.2M · 24K shares
$1.0M · 13K shares
$803K · 8K shares
$339K · 4K shares
$247K · 6K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services60$112.3M57.5%
Unknown9$19.4M9.9%
Technology16$19.1M9.8%
Healthcare10$9.3M4.7%
Industrials17$9.0M4.6%
Consumer Defensive6$6.3M3.2%
Consumer Cyclical6$5.2M2.7%
Communication Services7$5.0M2.6%
Energy4$4.5M2.3%
Utilities5$3.5M1.8%
Basic Materials2$1.6M0.8%