13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002010666
Total reported value
$192.0M
$192.0M
54 檔
23.8%
The Q1 2025 SEC filing reveals that Cyr Financial Inc. held a total portfolio value of $192.0M, covering 54 public equity positions.
In Q1 2025, Cyr Financial Inc. displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including COWZ, BND, XLG) accounted for 23.8% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 9.65% | -0.52% | +1.76% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.53% | -0.30% | +3.28% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 8.30% | +0.48% | +0.16% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.22% | -0.37% | +3.36% | |
| 5 | UITB | Victoryshares Core Intermedi | ETF-Other | 7.14% | -0.41% | +3.79% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.99% | -0.36% | +3.70% | |
| 7 | IDMO | Invesco S&p International De | ETF-Other | 5.40% | +0.16% | +4.97% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.35% | -0.03% | +4.05% | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.31% | +0.20% | +4.31% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.67% | +0.77% | +0.72% | |
| 11 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 3.83% | +0.31% | +2.43% | |
| 12 | EWX | State Street Spdr S&p Emergi | ETF-Other | 3.53% | -0.03% | +2.76% | |
| 13 | CPSD | Clms S&p Str Alt Dec | ETF-Other | 1.31% | -0.08% | — | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 1.28% | -0.01% | -1.80% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.01% | -0.02% | +2.02% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -1.15% | EXIT | |
| 17 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-Other | 0.87% | — | -15.22% | |
| 18 | UBER | Uber Technologies Inc | Stock-Industrials | 0.85% | -0.01% | +1.75% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.82% | -0.03% | -4.62% | |
| 20 | GE | General Electric | Stock-Industrials | 0.81% | +0.19% | +3.46% | |
| 21 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.81% | +0.12% | -5.35% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | — | +4.16% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.05% | +2.73% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | — | +4.69% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.06% | +0.51% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.66% | — | +3.76% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.01% | +3.14% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.11% | +2.45% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.27% | +4.98% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.20% | +12.47% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.04% | +4.58% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | +0.06% | +3.15% | |
| 33 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.58% | — | -18.70% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.03% | +4.84% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | — | +5.79% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | — | +6.08% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | — | +0.31% | |
| 38 | SUB | Ishares Short-term National | ETF-Other | 0.45% | — | -19.26% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | +0.06% | +28.80% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.08% | +0.91% | |
| 41 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.41% | — | +3.46% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.40% | -0.02% | +106.52% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | — | +27.99% | |
| 44 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.34% | — | — | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.32% | -0.18% | -52.14% | |
| 46 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.30% | — | -1.71% | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.29% | — | -11.52% | |
| 48 | ITDC | Ishares Lifepath Target 2035 | ETF-Other | 0.28% | — | +4.30% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.09% | +0.21% | |
| 50 | WRB | Wr Berkley CORP | Stock-Financials | 0.23% | — | -1.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CPSD | Clms S&p Str Alt Dec | +1.3% | NEW | New buy |
| 2 | IDMO | Invesco S&p International De | +0.6% | +4.97% | Add |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | +0.3% | +4.31% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.3% | +3.28% | Add |
| 5 | UITB | Victoryshares Core Intermedi | +0.3% | +3.79% | Add |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | +0.2% | +3.36% | Add |
| 7 | FBND | Fidelity Total Bond ETF | +0.2% | +3.70% | Add |
| 8 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +4.05% | Add |
| 9 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | NEW | New buy |
| 10 | JMUB | Jpmorgan Municipal ETF | +0.2% | NEW | New buy |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +106.52% | Add |
| 12 | UBER | Uber Technologies Inc | +0.1% | +1.75% | Add |
| 13 | GE | General Electric | +0.1% | +3.46% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.16% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +5.48% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | +12.47% | Add |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +27.99% | Add |
| 18 | IQLT | Ishares Msci International Q | 0% | -1.80% | Trim |
| 19 | UNH | Unitedhealth Group Inc | 0% | +4.69% | Add |
| 20 | CSCO | Cisco Systems Inc | 0% | +4.98% | Add |
| 21 | COST | Costco Wholesale CORP | 0% | +5.79% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +4.58% | Add |
| 23 | WRB | Wr Berkley CORP | 0% | -1.95% | Trim |
| 24 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +2.02% | Add |
| 25 | CAT | Caterpillar Inc | 0% | +0.21% | Add |
| 26 | ACWI | Ishares Msci Acwi ETF | 0% | -11.52% | Trim |
| 27 | IWY | Ishares Russell Top 200 Grow | 0% | +3.46% | Add |
| 28 | AXON | Axon Enterprise Inc | -0.1% | -1.71% | Trim |
| 29 | MUB | Ishares National Muni Bond E | -0.1% | -4.62% | Trim |
| 30 | MSFT | Microsoft CORP | -0.1% | +3.14% | Add |
| 31 | SPMO | Invesco S&p 500 Momentum ETF | -0.1% | -5.35% | Trim |
| 32 | TSLA | Tesla Inc | -0.1% | +28.80% | Add |
| 33 | AAPL | Apple Inc | -0.1% | +2.73% | Add |
| 34 | EWX | State Street Spdr S&p Emergi | -0.1% | +2.76% | Add |
| 35 | SUB | Ishares Short-term National | -0.1% | -19.26% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.1% | +0.51% | Add |
| 37 | NVDA | Nvidia CORP | -0.1% | +3.15% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.45% | Add |
| 39 | CRM | Salesforce Inc | -0.2% | +3.76% | Add |
| 40 | INMU | Ishares Intermediate Muni In | -0.2% | -18.70% | Trim |
| 41 | AVGO | Broadcom Inc | -0.2% | +0.91% | Add |
| 42 | CPNJ | Calamos Nsdq100 Alt ETF | -0.2% | EXIT | Sold out |
| 43 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | -0.2% | -15.22% | Trim |
| 44 | NWSA | News CORP - Class A | -0.2% | EXIT | Sold out |
| 45 | ANET | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | -0.3% | +1.76% | Add |
| 47 | PULS | Pgim Ultra Short Bond ETF | -0.4% | -52.14% | Trim |
| 48 | RWJ | Invesco S&p Smallcap 600 | -0.5% | +2.43% | Add |
| 49 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | +0.72% | Add |
| 50 | XLG | Invesco S&p 500 Top 50 ETF | -0.9% | +0.16% | Add |
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 Q1 2025.
During Q1 2025, Cyr Financial Inc.'s top holdings by market value included COWZ (9.7%)、BND (8.5%)、XLG (8.3%). The largest single position, COWZ, represented 9.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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
CPSD
市值: $1.5M
Top Position Liquidated / Trimmed
ANET
前期市值: $262.7K
In Q1 2025, Cyr Financial Inc. made 50 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 10 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.