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
63 檔
29.6%
During the Q3 2025 filing period, Cyr Financial Inc. (CIK: 0002010666) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $192.0M across 63 reported positions.
In Q3 2025, Cyr Financial Inc. displayed an active expansion posture, initiating 13 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 9.56% | +0.48% | +3.68% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.76% | -0.52% | +4.67% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.91% | -0.30% | +10.02% | |
| 4 | UITB | Victoryshares Core Intermedi | ETF-Other | 6.80% | -0.41% | +11.74% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 6.74% | -0.37% | +9.57% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.73% | -0.36% | +11.74% | |
| 7 | IDMO | Invesco S&p International De | ETF-Other | 6.00% | +0.16% | +2.59% | |
| 8 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.75% | +0.20% | +4.86% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.56% | -0.03% | +4.35% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.28% | +0.77% | +1.18% | |
| 11 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 3.92% | +0.31% | +2.80% | |
| 12 | EWX | State Street Spdr S&p Emergi | ETF-Other | 3.61% | -0.03% | +1.12% | |
| 13 | GE | General Electric | Stock-Industrials | 1.06% | +0.19% | +0.08% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.08% | -2.72% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.06% | +0.70% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.98% | -0.02% | +1.79% | |
| 17 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.98% | -0.03% | +23.20% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.01% | +2.57% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | +0.06% | +0.32% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.11% | -1.10% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.04% | +8.06% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 0.82% | -0.01% | +2.56% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.81% | +0.05% | +3.73% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -1.15% | EXIT | |
| 25 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.78% | +0.12% | +5.77% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.03% | +0.14% | |
| 27 | CPSD | Clms S&p Str Alt Dec | ETF-Other | 0.71% | -0.08% | -6.00% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.06% | +3.94% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | -0.03% | +9.95% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.69% | +0.27% | +1.99% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | +3.50% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.68% | -0.02% | +7.64% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.68% | — | +1.34% | |
| 34 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.67% | -0.07% | +13.02% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | — | +2.64% | |
| 36 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 0.63% | -0.05% | +18.33% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.20% | +3.05% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | — | +3.54% | |
| 39 | CRM | Salesforce Inc | Stock-Tech | 0.55% | — | +4.31% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | — | +12.87% | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.44% | -0.18% | +122.39% | |
| 42 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.38% | — | +3.56% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | — | +0.70% | |
| 44 | CEG | Constellation Energy | Stock-Utilities | 0.27% | -0.04% | +78.74% | |
| 45 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.27% | -0.02% | +18.25% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | +0.09% | +2.53% | |
| 47 | ITDC | Ishares Lifepath Target 2035 | ETF-Other | 0.25% | — | +1.76% | |
| 48 | IQLT | Ishares Msci International Q | ETF-Other | 0.23% | -0.01% | -1.21% | |
| 49 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.22% | -0.01% | +36.88% | |
| 50 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.18% | — | — |
According to official SEC Form 13F filings, Cyr Financial Inc. reported a total U.S. public equity portfolio value of $192.0M across 63 disclosed positions in Q3 2025.
During Q3 2025, Cyr Financial Inc.'s top holdings by market value included XLG (9.6%)、COWZ (8.8%)、BND (6.9%). The largest single position, XLG, represented 9.6% 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.
In terms of portfolio concentration, the top 5 core holdings (including XLG, COWZ, BND) accounted for 29.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
IDMO
市值: $8.8M
Top Position Liquidated / Trimmed
DNL
前期市值: $970.6K
In Q3 2025, Cyr Financial Inc. made 50 total portfolio adjustments, initiating 13 new buys, adding to 27 positions, trimming 5 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.
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.