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Asset Manager ← All Institutions

Tudor Financial Inc.

Q4 2025 · Filed 2026-02-13
Market Value
$195M
+3.8%
Holdings
147
+7
New Purchases
8
Added To
66
Closed
5
Reduced
40
Top 10 Concentration
34.5%
Turnover
8.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACN 1.19% 0.00% +1.19% $2M
SLV 1.11% 0.00% +1.11% $2M
IVV 2.18% 1.68% +0.49% $4M
FTXL 0.44% 0.00% +0.44% $866K
HYG 4.73% 4.29% +0.44% $9M
MISL 0.44% 0.00% +0.44% $852K
IBB 0.64% 0.22% +0.42% $1M
IYC 0.35% 0.00% +0.35% $692K
AMGN 1.74% 1.58% +0.16% $3M
FXU 0.33% 0.19% +0.14% $638K
VOX 0.32% 0.19% +0.13% $626K
LLY 0.57% 0.44% +0.13% $1M
WFC 0.56% 0.43% +0.12% $1M
FDX 0.12% 0.00% +0.12% $233K
AMAT 0.12% 0.00% +0.12% $227K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IAK 0.00% 1.72% -1.72% $0
FXR 0.00% 0.54% -0.54% $0
QQXT 0.00% 0.43% -0.43% $0
ORCL 0.58% 0.96% -0.38% $1M
IGV 1.66% 2.00% -0.34% $3M
CTAS 2.17% 2.46% -0.29% $4M
VOO 4.85% 5.09% -0.24% $9M
CMCSA 0.23% 0.47% -0.24% $453K
RTX 0.36% 0.60% -0.24% $705K
ITA 1.97% 2.21% -0.24% $4M
TD 0.00% 0.18% -0.18% $0
HRL 0.29% 0.44% -0.15% $570K
MSFT 1.19% 1.33% -0.14% $2M
VZ 0.00% 0.13% -0.13% $0
ALL 1.61% 1.74% -0.13% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 44 $61M 31.5%
Large Cap 80 $115M 59.1%
Mid Cap 11 $8M 4.2%
Small Cap 11 $9M 4.7%
Micro Cap 1 $852K 0.4%

Portfolio Analytics

Avg Market Cap
$372.3B
Median Market Cap
$91.7B
Avg P/E
32.9
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
86
# ETFs / Funds
61

Top Holdings (147 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 4.85% 15,096 $9M $627.15 -$106K -537 -3.4%
2 HYG 4.73% 114,499 $9M $80.63 $1M +15,099 +15.2%
3 DIA 4.64% 18,864 $9M $480.57 $290K -59 -0.3%
4 IWB 4.58% 23,960 $9M $373.44 $109K -223 -0.9%
5 SCHD 3.62% 258,144 $7M $27.43 $228K +7,116 +2.8%
6 SCHF 3.44% 279,345 $7M $24.04 $287K +3,200 +1.2%
7 QQQ 2.32% 7,378 $5M $614.31 $85K -30 -0.4%
8 IVV 2.18% 6,216 $4M $684.92 $1M +1,479 +31.2%
9 CTAS 2.17% 22,530 $4M $188.07 -$387K
10 ITA 1.97% 17,900 $4M $214.68 -$309K -1,941 -9.8%
11 IAI 1.75% 19,012 $3M $179.37 $77K +168 +0.9%
12 AMGN 1.74% 10,383 $3M $327.32 $426K -150 -1.4%
13 IGV 1.66% 30,751 $3M $105.69 -$514K -1,978 -6.0%
14 ALL 1.61% 15,099 $3M $208.16 -$127K -135 -0.9%
15 AAPL 1.48% 10,630 $3M $271.87 $225K +166 +1.6%
16 IYJ 1.47% 19,364 $3M $148.17 $164K +821 +4.4%
17 SPY 1.40% 4,008 $3M $681.95 $63K
18 NVDA 1.40% 14,623 $3M $186.50 -$99K -525 -3.5%
19 JPM 1.34% 8,123 $3M $322.20 $44K -34 -0.4%
20 RSP 1.25% 12,791 $2M $191.56 $59K +185 +1.5%
21 EFA 1.23% 24,946 $2M $96.03 $99K +352 +1.4%
22 ACN 1.19% 8,700 $2M $268.30 +8,700 NEW
23 MSFT 1.19% 4,803 $2M $483.62 -$172K -14 -0.3%
24 VIG 1.16% 10,354 $2M $219.78 $53K +55 +0.5%
25 GOOG 1.15% 7,158 $2M $313.80 $223K -1,150 -13.8%
26 HSY 1.11% 11,915 $2M $181.98 -$60K
27 SLV 1.11% 33,642 $2M $64.42 +33,642 NEW
28 LOW 1.06% 8,566 $2M $241.16 -$26K +241 +2.9%
29 IAU 1.02% 24,471 $2M $81.17 $282K +1,054 +4.5%
30 CNI 0.84% 16,640 $2M $98.85 $174K +1,045 +6.7%
31 CAT 0.81% 2,752 $2M $572.84 $242K -44 -1.6%
32 PFF 0.79% 49,966 $2M $30.96 -$9K +765 +1.6%
33 AEP 0.78% 13,135 $2M $115.31 $37K
34 PG 0.76% 10,402 $1M $143.30 -$118K -65 -0.6%
35 PGX 0.74% 128,005 $1M $11.24 $62K +9,280 +7.8%
36 VT 0.73% 10,070 $1M $141.06 $42K +65 +0.7%
37 V 0.73% 4,046 $1M $350.70 $31K -20 -0.5%
38 CSCO 0.72% 18,181 $1M $77.03 -$119K -4,028 -18.1%
39 IJR 0.70% 11,438 $1M $120.18 $136K +1,016 +9.8%
40 APD 0.70% 5,530 $1M $247.04 -$149K -26 -0.5%
41 IJH 0.66% 19,409 $1M $66.00 $97K +1,259 +6.9%
42 XOM 0.65% 10,507 $1M $120.34 $217K +1,218 +13.1%
43 IBB 0.64% 7,387 $1M $168.77 $829K +4,497 +155.6%
44 NOC 0.62% 2,140 $1M $570.21 -$84K
45 TRV 0.62% 4,200 $1M $290.06 $46K
46 FDN 0.61% 4,400 $1M $269.18 -$195K -529 -10.7%
47 JNJ 0.60% 5,672 $1M $206.94 $123K +3 +0.1%
48 AMZN 0.59% 5,004 $1M $230.82 $85K +130 +2.7%
49 BAC 0.59% 20,933 $1M $55.00 $109K +728 +3.6%
50 ORCL 0.58% 5,856 $1M $194.90 -$667K -573 -8.9%
51 LLY 0.57% 1,030 $1M $1,074.92 $280K -54 -5.0%
52 IDEV 0.57% 13,400 $1M $82.48 $114K +1,039 +8.4%
53 IEMG 0.56% 16,248 $1M $67.22 $114K +1,410 +9.5%
54 WFC 0.56% 11,648 $1M $93.20 $273K +1,955 +20.2%
55 HD 0.54% 3,067 $1M $344.11 -$201K -34 -1.1%
56 SOXX 0.52% 3,371 $1M $301.18 $120K +70 +2.1%
57 PEP 0.50% 6,861 $985K $143.51 $21K
58 VEA 0.50% 15,535 $970K $62.47 $84K +749 +5.1%
59 VYMI 0.50% 10,753 $968K $90.00 $113K +662 +6.6%
60 TSM 0.49% 3,150 $957K $303.89 $77K
61 ABBV 0.48% 4,101 $937K $228.51 -$6K +26 +0.6%
62 WMT 0.46% 8,034 $895K $111.41 $56K -105 -1.3%
63 VPU 0.45% 4,708 $871K $185.04 $54K +394 +9.1%
64 FTXL 0.44% 6,683 $866K $129.54 +6,683 NEW
65 MISL 0.44% 19,912 $852K $42.79 +19,912 NEW
66 FXO 0.42% 13,757 $830K $60.35 $29K +263 +1.9%
67 VOT 0.42% 2,916 $814K $279.13 $59K +347 +13.5%
68 CVX 0.41% 5,291 $806K $152.40 $1K +107 +2.1%
69 IJK 0.41% 8,302 $804K $96.88 -$8K -170 -2.0%
70 VFH 0.41% 5,950 $794K $133.48 $89K +578 +10.8%
71 OEF 0.38% 2,175 $746K $342.97 -$5K -80 -3.5%
72 GOOGL 0.38% 2,367 $741K $313.00 $172K +25 +1.1%
73 MPC 0.38% 4,538 $738K $162.62 -$109K +144 +3.3%
74 IBM 0.38% 2,481 $735K $296.22 $63K +101 +4.2%
75 ITW 0.38% 2,978 $733K $246.30 -$43K
76 SHYG 0.37% 16,649 $714K $42.87 -$2K +120 +0.7%
77 RTX 0.36% 3,846 $705K $183.41 -$424K -2,906 -43.0%
78 IYC 0.35% 6,710 $692K $103.13 +6,710 NEW
79 IWD 0.34% 3,199 $673K $210.34 $22K
80 FXU 0.33% 14,174 $638K $45.01 $282K +6,352 +81.2%
81 FV 0.32% 10,066 $633K $62.92 -$21K -500 -4.7%
82 DUK 0.32% 5,400 $633K $117.22 -$41K -49 -0.9%
83 VOX 0.32% 3,231 $626K $193.63 $270K +1,338 +70.7%
84 CGGO 0.32% 17,890 $620K $34.65 $169K +4,681 +35.4%
85 NEE 0.32% 7,670 $616K $80.28 $49K +165 +2.2%
86 ABT 0.30% 4,709 $590K $125.29 -$41K +1 +0.0%
87 HRL 0.29% 24,065 $570K $23.70 -$257K -9,375 -28.0%
88 META 0.29% 857 $566K $660.28 $14K +105 +14.0%
89 CGBL 0.29% 16,000 $565K $35.33 $94K +2,431 +17.9%
90 MDT 0.29% 5,880 $565K $96.06 $43K +400 +7.3%
91 AEE 0.29% 5,656 $565K $99.86 -$26K
92 CGGR 0.29% 12,686 $564K $44.47 $65K +1,318 +11.6%
93 LMT 0.26% 1,061 $513K $483.73 -$16K
94 TXN 0.26% 2,957 $513K $173.49 -$75K -245 -7.7%
95 CSX 0.26% 14,066 $510K $36.25 $10K
96 TROW 0.26% 4,871 $499K $102.37 -$95K -909 -15.7%
97 VEEV 0.25% 2,156 $481K $223.23 $95K +860 +66.4%
98 GS 0.24% 543 $477K $878.41 $57K +16 +3.0%
99 FPE 0.24% 25,711 $468K $18.22 $26K +1,431 +5.9%
100 EMR 0.24% 3,480 $462K $132.73 $22K +125 +3.7%

New Positions

SymbolValue% Port
ACN $2M 1.19%
SLV $2M 1.11%
FTXL $866K 0.44%
MISL $852K 0.44%
IYC $692K 0.35%
FDX $233K 0.12%
AMAT $227K 0.12%
KEY $200K 0.10%

Sold Out Positions

SymbolValue% Port
VZ —%
TD —%
IAK —%
QQXT —%
FXR —%
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