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CIK: 0002010666
Total reported value
$192.0M
$192.0M
54 檔
26.5%
At the close of Q2 2025, Cyr Financial Inc. disclosed equity holdings valued at approximately $192.0M, spread across 54 reported holdings.
In Q2 2025, Cyr Financial Inc. displayed an active expansion posture, initiating 5 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including XLG, COWZ, BND) accounted for 26.5% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 9.44% | +0.48% | +16.18% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 9.07% | -0.52% | +7.98% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 7.03% | -0.30% | -4.91% | |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 6.88% | -0.37% | +9.99% | |
| 5 | UITB | Victoryshares Core Intermedi | ETF-Other | 6.81% | -0.41% | +10.08% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.74% | -0.36% | +11.16% | |
| 7 | IDMO | Invesco S&p International De | ETF-Other | 6.28% | +0.16% | +15.99% | |
| 8 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.94% | +0.20% | +23.80% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.79% | -0.03% | +9.22% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.39% | +0.77% | -7.53% | |
| 11 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 3.86% | +0.31% | +9.83% | |
| 12 | EWX | State Street Spdr S&p Emergi | ETF-Other | 3.72% | -0.03% | +11.20% | |
| 13 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.09% | -0.02% | +23.79% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.01% | +38.89% | |
| 15 | GE | General Electric | Stock-Industrials | 1.03% | +0.19% | +13.78% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.08% | +62.89% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.06% | +26.07% | |
| 18 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.89% | -0.03% | +364.00% | |
| 19 | UBER | Uber Technologies Inc | Stock-Industrials | 0.86% | -0.01% | -9.37% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 0.85% | — | +28.21% | |
| 21 | CPSD | Clms S&p Str Alt Dec | ETF-Other | 0.82% | -0.08% | -30.00% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.04% | +32.32% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.03% | +30.50% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -1.15% | EXIT | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.27% | +30.57% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.06% | +67.34% | |
| 27 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.77% | +0.12% | -8.55% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.06% | +14.17% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.11% | +17.53% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | — | +17.75% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.05% | +13.07% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.71% | -0.03% | +1.05% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.70% | -0.02% | +103.87% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.69% | — | +18.50% | |
| 35 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.66% | -0.07% | +255.09% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.20% | +31.91% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | — | +32.55% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | — | +36.38% | |
| 39 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 0.60% | -0.05% | — | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | — | +22.45% | |
| 41 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.37% | — | -9.99% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | -4.27% | |
| 43 | ITDC | Ishares Lifepath Target 2035 | ETF-Other | 0.26% | — | +1.64% | |
| 44 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.26% | -0.02% | — | |
| 45 | IQLT | Ishares Msci International Q | ETF-Other | 0.25% | -0.01% | -78.93% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.09% | -16.12% | |
| 47 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.22% | -0.18% | -20.03% | |
| 48 | SUB | Ishares Short-term National | ETF-Other | 0.19% | — | -51.41% | |
| 49 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.18% | — | -56.08% | |
| 50 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.18% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | +1.1% | +16.18% | Add |
| 2 | IDMO | Invesco S&p International De | +0.9% | +15.99% | Add |
| 3 | IBDU | Ishares Ibonds Dec 2029 Term | +0.7% | +364.00% | Add |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | +0.6% | +23.80% | Add |
| 5 | IBHI | Ishares Ibonds 2029 Tm Hy In | +0.6% | NEW | New buy |
| 6 | AVGO | Broadcom Inc | +0.5% | +62.89% | Add |
| 7 | JMUB | Jpmorgan Municipal ETF | +0.4% | +255.09% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +38.89% | Add |
| 9 | NVDA | Nvidia CORP | +0.4% | +26.07% | Add |
| 10 | TSLA | Tesla Inc | +0.3% | +67.34% | Add |
| 11 | NFLX | Netflix Inc | +0.3% | +28.21% | Add |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +103.87% | Add |
| 13 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.3% | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +30.50% | Add |
| 15 | GE | General Electric | +0.2% | +13.78% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | +32.32% | Add |
| 17 | EWX | State Street Spdr S&p Emergi | +0.2% | +11.20% | Add |
| 18 | IBHH | Ishares Ibonds 2028 Tm Hy In | +0.2% | NEW | New buy |
| 19 | CSCO | Cisco Systems Inc | +0.2% | +30.57% | Add |
| 20 | CEG | Constellation Energy | +0.2% | NEW | New buy |
| 21 | CPNJ | Calamos Nsdq100 Alt ETF | +0.2% | NEW | New buy |
| 22 | COST | Costco Wholesale CORP | +0.1% | +32.55% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +17.53% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +14.17% | Add |
| 25 | HD | Home Depot Inc | +0.1% | +36.38% | Add |
| 26 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +23.79% | Add |
| 27 | LLY | Eli Lilly & Co | 0% | +31.91% | Add |
| 28 | RWJ | Invesco S&p Smallcap 600 | 0% | +9.83% | Add |
| 29 | CRM | Salesforce Inc | 0% | +18.50% | Add |
| 30 | UBER | Uber Technologies Inc | 0% | -9.37% | Trim |
| 31 | SPMO | Invesco S&p 500 Momentum ETF | 0% | -8.55% | Trim |
| 32 | PULS | Pgim Ultra Short Bond ETF | -0.1% | -20.03% | Trim |
| 33 | ACWI | Ishares Msci Acwi ETF | -0.1% | -38.93% | Trim |
| 34 | AXON | Axon Enterprise Inc | -0.1% | -56.08% | Trim |
| 35 | DSTL | Distillate US Fundamental St | -0.2% | EXIT | Sold out |
| 36 | WRB | Wr Berkley CORP | -0.2% | EXIT | Sold out |
| 37 | FBND | Fidelity Total Bond ETF | -0.3% | +11.16% | Add |
| 38 | SUB | Ishares Short-term National | -0.3% | -51.41% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.3% | +22.45% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -7.53% | Trim |
| 41 | UITB | Victoryshares Core Intermedi | -0.3% | +10.08% | Add |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | -0.3% | +9.99% | Add |
| 43 | SMMU | Pimco Shrt Trm Muni Bnd ETF | -0.3% | EXIT | Sold out |
| 44 | CPSD | Clms S&p Str Alt Dec | -0.5% | -30.00% | Trim |
| 45 | SCHD | Schwab US Dvd Equity ETF | -0.6% | +9.22% | Add |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | -0.6% | +7.98% | Add |
| 47 | INMU | Ishares Intermediate Muni In | -0.6% | EXIT | Sold out |
| 48 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | -0.9% | EXIT | Sold out |
| 49 | IQLT | Ishares Msci International Q | -1% | -78.93% | Trim |
| 50 | BND | Vanguard Total Bond Market | -1.5% | -4.91% | 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 Q2 2025.
During Q2 2025, Cyr Financial Inc.'s top holdings by market value included XLG (9.4%)、COWZ (9.1%)、BND (7.0%). The largest single position, XLG, represented 9.4% 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
IBHI
市值: $774.9K
Top Position Liquidated / Trimmed
DNL
前期市值: $970.6K
In Q2 2025, Cyr Financial Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 10 holdings, and fully liquidating 5 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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