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Asset Manager ← All Institutions

Tudor Financial Inc.

Q3 2025 · Filed 2025-11-14
Market Value
$188M
+6.6%
Holdings
140
-4
New Purchases
6
Added To
63
Closed
1
Reduced
39
Top 10 Concentration
34.8%
Turnover
5.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 1.42% 1.22% +0.20% $3M
FXU 0.19% 0.00% +0.19% $356K
VOX 0.19% 0.00% +0.19% $355K
NVDA 1.50% 1.33% +0.17% $3M
ORCL 0.96% 0.81% +0.15% $2M
GOOG 1.08% 0.94% +0.14% $2M
CGIC 0.13% 0.00% +0.13% $248K
ITA 2.21% 2.08% +0.12% $4M
SCHG 0.12% 0.00% +0.12% $218K
ITOT 0.11% 0.00% +0.11% $214K
TSLA 0.11% 0.00% +0.11% $207K
IVV 1.68% 1.58% +0.11% $3M
IAU 0.91% 0.82% +0.09% $2M
NOC 0.69% 0.61% +0.09% $1M
ABBV 0.50% 0.42% +0.08% $944K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CTAS 2.46% 2.85% -0.39% $5M
UNH 0.00% 0.29% -0.29% $0
VZ 0.13% 0.35% -0.22% $247K
HYG 4.29% 4.48% -0.19% $8M
CNI 0.78% 0.92% -0.14% $1M
HRL 0.44% 0.57% -0.13% $827K
DIA 4.66% 4.78% -0.12% $9M
PG 0.85% 0.97% -0.12% $2M
CMCSA 0.47% 0.58% -0.11% $889K
SCHD 3.64% 3.74% -0.09% $7M
IAK 1.72% 1.81% -0.09% $3M
V 0.74% 0.82% -0.09% $1M
APD 0.81% 0.89% -0.08% $2M
MSFT 1.33% 1.41% -0.08% $2M
QQXT 0.43% 0.50% -0.07% $803K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 44 $60M 31.7%
Large Cap 76 $109M 58.1%
Mid Cap 11 $7M 3.8%
Small Cap 9 $12M 6.4%

Portfolio Analytics

Avg Market Cap
$389.1B
Median Market Cap
$93.0B
Avg P/E
33.4
Median P/E
26.1
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
83
# ETFs / Funds
57

Top Holdings (140 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 5.09% 15,633 $10M $612.40 $567K -223 -1.4%
2 IWB 4.70% 24,183 $9M $365.47 $625K -5 -0.0%
3 DIA 4.66% 18,923 $9M $463.74 $333K -236 -1.2%
4 HYG 4.29% 99,400 $8M $81.19 $165K +1,381 +1.4%
5 SCHD 3.64% 251,028 $7M $27.30 $258K +2,175 +0.9%
6 SCHF 3.42% 276,145 $6M $23.28 $367K +1,880 +0.7%
7 CTAS 2.46% 22,530 $5M $205.26 -$398K -4 -0.0%
8 QQQ 2.36% 7,408 $4M $600.33 $374K +24 +0.3%
9 ITA 2.21% 19,841 $4M $209.26 $474K +343 +1.8%
10 IGV 2.00% 32,729 $4M $115.01 $159K -199 -0.6%
11 IAI 1.77% 18,844 $3M $176.88 $216K +418 +2.3%
12 ALL 1.74% 15,234 $3M $214.65 $203K +1 +0.0%
13 IAK 1.72% 24,135 $3M $134.03 $40K +376 +1.6%
14 IVV 1.68% 4,737 $3M $669.32 $390K +258 +5.8%
15 AMGN 1.58% 10,533 $3M $282.20 $88K +201 +1.9%
16 NVDA 1.50% 15,148 $3M $186.58 $478K +285 +1.9%
17 IYJ 1.44% 18,543 $3M $145.87 $93K +192 +1.1%
18 SPY 1.42% 4,008 $3M $666.20 $188K -10 -0.2%
19 AAPL 1.42% 10,464 $3M $254.64 $517K -4 -0.0%
20 JPM 1.37% 8,157 $3M $315.42 $183K -87 -1.1%
21 MSFT 1.33% 4,817 $2M $517.93 $15K -168 -3.4%
22 RSP 1.27% 12,606 $2M $189.71 $144K +237 +1.9%
23 EFA 1.22% 24,594 $2M $93.37 $109K +125 +0.5%
24 HSY 1.18% 11,915 $2M $187.05 $251K
25 VIG 1.18% 10,299 $2M $215.79 $110K -20 -0.2%
26 LOW 1.11% 8,325 $2M $251.32 $266K +92 +1.1%
27 GOOG 1.08% 8,308 $2M $243.55 $372K -1,000 -10.7%
28 ORCL 0.96% 6,429 $2M $281.25 $381K -100 -1.5%
29 IAU 0.91% 23,417 $2M $72.77 $264K +323 +1.4%
30 PG 0.85% 10,467 $2M $153.64 -$111K -325 -3.0%
31 PFF 0.83% 49,201 $2M $31.62 $38K -255 -0.5%
32 CSCO 0.81% 22,209 $2M $68.42 -$21K +7 +0.0%
33 APD 0.81% 5,556 $2M $272.74 -$52K
34 AEP 0.79% 13,135 $1M $112.50 $115K
35 CNI 0.78% 15,595 $1M $94.30 -$152K
36 V 0.74% 4,066 $1M $341.35 -$67K -31 -0.8%
37 FDN 0.73% 4,929 $1M $279.84 -$14K -246 -4.8%
38 VT 0.73% 10,005 $1M $137.80 $109K +125 +1.3%
39 PGX 0.73% 118,725 $1M $11.60 $49K -645 -0.5%
40 CAT 0.71% 2,796 $1M $477.14 $230K -49 -1.7%
41 NOC 0.69% 2,140 $1M $609.32 $234K
42 HD 0.67% 3,101 $1M $405.17 $105K -41 -1.3%
43 IJR 0.66% 10,422 $1M $118.83 $140K +372 +3.7%
44 IJH 0.63% 18,150 $1M $65.26 $96K +600 +3.4%
45 TRV 0.62% 4,200 $1M $279.22 $49K
46 RTX 0.60% 6,752 $1M $167.33 $144K +1 +0.0%
47 AMZN 0.57% 4,874 $1M $219.57 $10K +40 +0.8%
48 JNJ 0.56% 5,669 $1M $185.41 $187K +14 +0.2%
49 XOM 0.56% 9,289 $1M $112.75 $45K -11 -0.1%
50 BAC 0.55% 20,205 $1M $51.59 $93K +132 +0.7%
51 FXR 0.54% 13,124 $1M $78.06 -$6K -758 -5.5%
52 IDEV 0.53% 12,361 $991K $80.17 $91K +525 +4.4%
53 IEMG 0.52% 14,838 $978K $65.92 $116K +481 +3.4%
54 PEP 0.51% 6,861 $964K $140.43 $58K +1 +0.0%
55 ABBV 0.50% 4,075 $944K $231.54 $207K +107 +2.7%
56 SOXX 0.48% 3,301 $895K $271.14 $168K +255 +8.4%
57 CMCSA 0.47% 28,301 $889K $31.42 -$134K -360 -1.3%
58 VEA 0.47% 14,786 $886K $59.92 $3K -710 -4.6%
59 TSM 0.47% 3,150 $880K $279.29 $166K
60 VYMI 0.45% 10,091 $855K $84.68 $23K -283 -2.7%
61 MPC 0.45% 4,394 $847K $192.75 $108K -53 -1.2%
62 WMT 0.45% 8,139 $839K $103.06 $38K -47 -0.6%
63 HRL 0.44% 33,440 $827K $24.74 -$184K
64 LLY 0.44% 1,084 $827K $763.14 -$14K +5 +0.5%
65 VPU 0.43% 4,314 $817K $189.41 $91K +199 +4.8%
66 WFC 0.43% 9,693 $812K $83.82 $88K +652 +7.2%
67 IJK 0.43% 8,472 $812K $95.89 $42K
68 CVX 0.43% 5,184 $805K $155.28 $64K +7 +0.1%
69 QQXT 0.43% 8,117 $803K $98.94 -$81K -833 -9.3%
70 FXO 0.43% 13,494 $801K $59.39 $48K +62 +0.5%
71 ITW 0.41% 2,978 $777K $260.76 $40K
72 VOT 0.40% 2,569 $755K $293.76 $85K +214 +9.1%
73 OEF 0.40% 2,255 $751K $332.84 $64K
74 SHYG 0.38% 16,529 $716K $43.30 $170K +3,871 +30.6%
75 VFH 0.37% 5,372 $705K $131.23 $102K +633 +13.4%
76 DUK 0.36% 5,449 $674K $123.74 $32K +5 +0.1%
77 IBM 0.36% 2,380 $671K $282.14 -$17K +43 +1.8%
78 FV 0.35% 10,566 $654K $61.92 $44K +267 +2.6%
79 IWD 0.35% 3,199 $651K $203.59 $30K
80 ABT 0.34% 4,708 $631K $133.93 -$10K +2 +0.0%
81 TROW 0.32% 5,780 $593K $102.64 $36K +1 +0.0%
82 AEE 0.31% 5,656 $590K $104.38 $41K -68 -1.2%
83 TXN 0.31% 3,202 $588K $183.71 -$76K +1 +0.0%
84 GOOGL 0.30% 2,342 $569K $243.10 $182K +145 +6.6%
85 NEE 0.30% 7,505 $567K $75.49 $32K -196 -2.5%
86 META 0.29% 752 $552K $734.47 $18K +28 +3.9%
87 LMT 0.28% 1,061 $530K $499.17 $39K +1 +0.1%
88 MDT 0.28% 5,480 $522K $95.24 $44K
89 CSX 0.27% 14,066 $499K $35.51 $41K +4 +0.0%
90 CGGR 0.27% 11,368 $499K $43.92 $101K +1,570 +16.0%
91 BLK 0.26% 420 $490K $1,165.87 $49K
92 WSO 0.26% 1,195 $483K $404.30 -$45K
93 CGBL 0.25% 13,569 $471K $34.72 $90K +2,175 +19.1%
94 CGGO 0.24% 13,209 $451K $34.17 $55K +810 +6.5%
95 MCD 0.24% 1,461 $444K $303.94 $17K
96 GD 0.24% 1,302 $444K $341.00 $64K
97 FPE 0.24% 24,280 $443K $18.24 $13K +117 +0.5%
98 AJG 0.23% 1,425 $441K $309.74 -$15K -2 -0.1%
99 EMR 0.23% 3,355 $440K $131.17 $6K +102 +3.1%
100 T 0.23% 15,536 $439K $28.24 $24K +1,194 +8.3%

New Positions

SymbolValue% Port
FXU $356K 0.19%
VOX $355K 0.19%
CGIC $248K 0.13%
SCHG $218K 0.12%
ITOT $214K 0.11%
TSLA $207K 0.11%

Sold Out Positions

SymbolValue% Port
UNH —%
View SEC EDGAR Filings for Tudor Financial Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms