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CIK: 0002010666
Total reported value
$192.0M
$192.0M
54 檔
23.6%
In Q4 2024, Cyr Financial Inc.'s U.S. equity holdings reached a combined market value of $192.0M, distributed across 54 disclosed stock positions.
In Q4 2024, Cyr Financial Inc. displayed an active expansion posture, initiating 19 new positions and adding to 9 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including COWZ, XLG, BND) accounted for 23.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 9.99% | -0.52% | +2.75% | |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 9.19% | +0.48% | +26.66% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 8.26% | -0.30% | -3.99% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 6.98% | -0.37% | +13.48% | |
| 5 | UITB | Victoryshares Core Intermedi | ETF-Other | 6.87% | -0.41% | +12.52% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.77% | -0.36% | +10.54% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.16% | +0.77% | -36.47% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.13% | -0.03% | +297.78% | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 4.98% | +0.20% | — | |
| 10 | IDMO | Invesco S&p International De | ETF-Other | 4.83% | +0.16% | — | |
| 11 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 4.29% | +0.31% | +0.80% | |
| 12 | EWX | State Street Spdr S&p Emergi | ETF-Other | 3.63% | -0.03% | +20.63% | |
| 13 | IQLT | Ishares Msci International Q | ETF-Other | 1.24% | -0.01% | -78.41% | |
| 14 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 1.05% | — | -80.65% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.99% | -0.02% | -3.26% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.89% | +0.12% | — | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | -0.03% | +6.28% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.05% | -4.42% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 0.81% | — | -12.89% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.79% | +0.06% | -8.55% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.11% | -4.63% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -1.15% | EXIT | |
| 23 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.73% | — | -14.30% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.06% | +2.30% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.01% | +5.15% | |
| 26 | UBER | Uber Technologies Inc | Stock-Industrials | 0.71% | -0.01% | +21.69% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | — | +11.07% | |
| 28 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.68% | -0.18% | +31.27% | |
| 29 | GE | General Electric | Stock-Industrials | 0.67% | +0.19% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | — | — | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.08% | — | |
| 32 | SUB | Ishares Short-term National | ETF-Other | 0.57% | — | -5.24% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.27% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.04% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.03% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | — | — | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.06% | — | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | — | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.20% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | — | — | |
| 41 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.45% | — | -49.38% | |
| 42 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.35% | — | -69.33% | |
| 43 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.34% | — | +17.94% | |
| 44 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.33% | — | -9.95% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | +0.09% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | — | +3.72% | |
| 47 | ITDC | Ishares Lifepath Target 2035 | ETF-Other | 0.27% | — | — | |
| 48 | ANET | Arista Networks Inc | Stock-Tech | 0.24% | — | — | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.22% | — | -72.11% | |
| 50 | DSTL | Distillate US Fundamental St | ETF-Other | 0.21% | — | -71.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HEFA | Isha Curr Hedged Msci Eafe | +5% | NEW | New buy |
| 2 | IDMO | Invesco S&p International De | +4.8% | NEW | New buy |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | +2.1% | +26.66% | Add |
| 4 | SCHD | Schwab US Dvd Equity ETF | +1% | +297.78% | Add |
| 5 | SPMO | Invesco S&p 500 Momentum ETF | +0.9% | NEW | New buy |
| 6 | GE | General Electric | +0.7% | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | +0.6% | NEW | New buy |
| 9 | CSCO | Cisco Systems Inc | +0.6% | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | +0.6% | NEW | New buy |
| 11 | XOM | Exxon Mobil CORP | +0.6% | +292.32% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.6% | NEW | New buy |
| 13 | HD | Home Depot Inc | +0.6% | NEW | New buy |
| 14 | TSLA | Tesla Inc | +0.5% | NEW | New buy |
| 15 | NFLX | Netflix Inc | +0.5% | NEW | New buy |
| 16 | LLY | Eli Lilly & Co | +0.5% | NEW | New buy |
| 17 | COST | Costco Wholesale CORP | +0.5% | NEW | New buy |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | +0.4% | +13.48% | Add |
| 19 | UITB | Victoryshares Core Intermedi | +0.4% | +12.52% | Add |
| 20 | EWX | State Street Spdr S&p Emergi | +0.4% | +20.63% | Add |
| 21 | CAT | Caterpillar Inc | +0.3% | NEW | New buy |
| 22 | ITDC | Ishares Lifepath Target 2035 | +0.3% | NEW | New buy |
| 23 | FBND | Fidelity Total Bond ETF | +0.2% | +10.54% | Add |
| 24 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | NEW | New buy |
| 26 | CPNJ | Calamos Nsdq100 Alt ETF | +0.2% | NEW | New buy |
| 27 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +31.27% | Add |
| 28 | NVDA | Nvidia CORP | +0.1% | +2.30% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | -4.63% | Trim |
| 30 | AMZN | Amazon.com Inc | 0% | -8.55% | Trim |
| 31 | IBDT | Ishares Ibonds Dec 2028 ETF | -0.1% | -3.26% | Trim |
| 32 | INMU | Ishares Intermediate Muni In | -0.2% | -14.30% | Trim |
| 33 | IWY | Ishares Russell Top 200 Grow | -0.4% | -49.38% | Trim |
| 34 | AXON | Axon Enterprise Inc | -0.4% | -69.33% | Trim |
| 35 | GS | Goldman Sachs Group Inc | -0.5% | -72.11% | Trim |
| 36 | NWSA | News CORP - Class A | -0.5% | -73.30% | Trim |
| 37 | WRB | Wr Berkley CORP | -0.5% | -73.49% | Trim |
| 38 | DSTL | Distillate US Fundamental St | -0.6% | -71.41% | Trim |
| 39 | DHR | Danaher CORP | -0.6% | EXIT | Sold out |
| 40 | CTVA | Corteva Inc | -0.7% | EXIT | Sold out |
| 41 | INTU | Intuit Inc | -0.7% | EXIT | Sold out |
| 42 | BLDR | Builders Firstsource Inc | -0.8% | EXIT | Sold out |
| 43 | PHM | Pultegroup Inc | -0.8% | EXIT | Sold out |
| 44 | ACGL | Arch Capital Group Ltd. | -0.8% | EXIT | Sold out |
| 45 | DHI | Dr Horton Inc | -0.8% | EXIT | Sold out |
| 46 | ANETEUR | Arista Networks Inc | -0.8% | EXIT | Sold out |
| 47 | BND | Vanguard Total Bond Market | -0.9% | -3.99% | Trim |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -2.8% | -36.47% | Trim |
| 49 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | -5.1% | -80.65% | Trim |
| 50 | IQLT | Ishares Msci International Q | -5.4% | -78.41% | Trim |
According to official SEC Form 13F filings, Cyr Financial Inc. reported a total U.S. public equity portfolio value of $192.0M across 54 disclosed positions in Q4 2024.
During Q4 2024, Cyr Financial Inc.'s top holdings by market value included COWZ (10.0%)、XLG (9.2%)、BND (8.3%). The largest single position, COWZ, represented 10.0% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
HEFA
市值: $5.5M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $832.1K
In Q4 2024, Cyr Financial Inc. made 50 total portfolio adjustments, initiating 19 new buys, adding to 9 positions, trimming 14 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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