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Asset Manager ← All Institutions

THOR TRADING ADVISORS, LLC

327 W. PITTSBURGH ST., GREENSBURG, PA 15601 • 412-860-6078

Q1 2026 · Filed 2026-05-08
Market Value
$241M
Holdings
13
-1
New Purchases
0
Added To
10
Closed
1
Reduced
0
Top 10 Concentration
99.5%
Turnover
7.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XLE 3.91% 2.65% +1.26% $9M
XLB 3.39% 2.87% +0.53% $8M
XLU 2.99% 2.59% +0.41% $7M
XLP 3.08% 2.71% +0.37% $7M
XLI 3.14% 2.81% +0.33% $8M
XLV 2.79% 2.74% +0.05% $7M
BIL 0.97% 0.95% +0.03% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 37.82% 39.44% -1.62% $91M
DIA 38.53% 39.71% -1.18% $93M
XLF 0.00% 0.09% -0.09% $0
XLY 2.83% 2.88% -0.06% $7M
QQQ 0.43% 0.46% -0.03% $1M
XLK 0.10% 0.11% -0.01% $238K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $92M 38.3%
Large Cap 10 $141M 58.4%
Mid Cap 1 $8M 3.4%

Portfolio Analytics

Avg Market Cap
$125.2B
Median Market Cap
$41.2B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.79
# Stocks
0
# ETFs / Funds
13

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DIA 38.53% 200,763 $93M $463.19 -$3M +2,640 +1.3%
2 SPY 37.82% 140,349 $91M $650.34 -$4M +1,840 +1.3%
3 XLE 3.91% 154,214 $9M $61.26 $3M +11,986 +8.4%
4 XLB 3.39% 163,894 $8M $49.97 $1M +12,610 +8.3%
5 XLI 3.14% 46,923 $8M $161.73 $810K +3,588 +8.3%
6 XLP 3.08% 90,618 $7M $81.98 $898K +7,046 +8.4%
7 XLU 2.99% 157,448 $7M $45.89 $982K +12,116 +8.3%
8 XLY 2.83% 62,636 $7M $108.98 -$134K +4,810 +8.3%
9 XLV 2.79% 45,987 $7M $146.61 $133K +3,536 +8.3%
10 BIL 0.97% 25,647 $2M $91.64 $69K +680 +2.7%
11 QQQ 0.43% 1,810 $1M $577.18 -$76K
12 XLK 0.10% 1,792 $238K $132.90 -$22K
13 XLF —% -$210K -3,808 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
XLF —%
View SEC EDGAR Filings for THOR TRADING ADVISORS, LLC →

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