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Asset Manager ← All Institutions

THOR TRADING ADVISORS, LLC

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

Q2 2025 · Filed 2025-08-13
Market Value
$80M
-67.8%
Holdings
16
+4
New Purchases
10
Added To
0
Closed
3
Reduced
3
Top 10 Concentration
86.9%
Turnover
81.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QQQ 18.43% 0.00% +18.43% $15M
SPY 17.60% 0.00% +17.60% $14M
DIA 16.73% 0.00% +16.73% $13M
XLK 5.45% 0.00% +5.45% $4M
XLI 5.07% 0.00% +5.07% $4M
XLY 4.98% 0.00% +4.98% $4M
XLF 4.79% 0.00% +4.79% $4M
XLB 4.70% 0.00% +4.70% $4M
XLU 4.55% 0.00% +4.55% $4M
XLRE 4.49% 0.00% +4.49% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
THLV 0.00% 36.97% -36.97% $0
BIL 0.00% 27.47% -27.47% $0
THIR 0.00% 13.50% -13.50% $0
XLP 4.33% 7.52% -3.19% $3M
XLV 4.23% 7.28% -3.05% $3M
XLE 4.64% 7.26% -2.61% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $29M 36.0%
Large Cap 10 $44M 54.8%
Mid Cap 2 $7M 9.2%
Micro Cap 2 $0 0.0%

Portfolio Analytics

Avg Market Cap
$102.3B
Median Market Cap
$34.2B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.81
# Stocks
0
# ETFs / Funds
16

Top Holdings (16 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QQQ 18.43% 26,665 $15M $551.64 +26,665 NEW
2 SPY 17.60% 22,732 $14M $617.85 +22,732 NEW
3 DIA 16.73% 30,302 $13M $440.65 +30,302 NEW
4 XLK 5.45% 17,188 $4M $253.23 +17,188 NEW
5 XLI 5.07% 27,417 $4M $147.52 +27,417 NEW
6 XLY 4.98% 18,287 $4M $217.33 +18,287 NEW
7 XLF 4.79% 73,043 $4M $52.37 +73,043 NEW
8 XLB 4.70% 42,725 $4M $87.81 +42,725 NEW
9 XLE 4.64% 43,676 $4M $84.81 -$14M -148,480 -77.3%
10 XLU 4.55% 44,416 $4M $81.66 +44,416 NEW
11 XLRE 4.49% 86,595 $4M $41.42 +86,595 NEW
12 XLP 4.33% 42,676 $3M $80.97 -$15M -185,137 -81.3%
13 XLV 4.23% 25,026 $3M $134.79 -$15M -98,377 -79.7%
14 BIL —% -$68M -741,141 -100.0% SOLD
15 THLV —% -$91M -2,848,607 -100.0% SOLD
16 THIR —% -$33M -763,209 -100.0% SOLD

New Positions

SymbolValue% Port
QQQ $15M 18.43%
SPY $14M 17.60%
DIA $13M 16.73%
XLK $4M 5.45%
XLI $4M 5.07%
XLY $4M 4.98%
XLF $4M 4.79%
XLB $4M 4.70%
XLU $4M 4.55%
XLRE $4M 4.49%

Sold Out Positions

SymbolValue% Port
BIL —%
THLV —%
THIR —%
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