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CIK: 0002010666
Total reported value
$192.0M
$192.0M
58 檔
33.7%
The Q4 2025 SEC filing reveals that Cyr Financial Inc. held a total portfolio value of $192.0M, covering 58 public equity positions.
Cyr Financial Inc. executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 14 holdings and trimming 9 positions.
In terms of portfolio concentration, the top 5 core holdings (including COWZ, XLG, BND) accounted for 33.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 9.01% | -0.52% | +7.66% | |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 8.54% | +0.48% | -5.06% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 7.65% | -0.30% | +21.81% | |
| 4 | UITB | Victoryshares Core Intermedi | ETF-Other | 7.61% | -0.41% | +23.17% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.57% | -0.37% | +23.53% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.55% | -0.36% | +23.39% | |
| 7 | IDMO | Invesco S&p International De | ETF-Other | 6.11% | +0.16% | +8.41% | |
| 8 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 5.95% | +0.20% | +8.58% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-Other | 4.91% | +0.19% | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.29% | +0.77% | +7.44% | |
| 11 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 3.80% | +0.31% | +5.34% | |
| 12 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 2.51% | -0.04% | — | |
| 13 | GE | General Electric | Stock-Industrials | 0.90% | +0.19% | -9.38% | |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.90% | -0.03% | +0.75% | |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.88% | -0.02% | -1.71% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.06% | -2.77% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.01% | +3.70% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -1.15% | EXIT | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.04% | +2.08% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.11% | -24.52% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.05% | -0.43% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.06% | -13.66% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.08% | -21.47% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | — | +16.95% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.06% | +7.69% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.20% | -3.32% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | +0.27% | +0.22% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.70% | -0.12% | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.69% | -0.02% | +10.78% | |
| 30 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.69% | -0.07% | +12.62% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.03% | +17.33% | |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.68% | +0.12% | -3.63% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.67% | -0.03% | +3.81% | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.66% | -0.01% | +6.60% | |
| 35 | CPSD | Clms S&p Str Alt Dec | ETF-Other | 0.64% | -0.08% | -2.78% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.08% | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.09% | — | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.58% | -0.06% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.01% | — | |
| 40 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 0.54% | -0.05% | -4.71% | |
| 41 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.46% | -0.03% | -85.61% | |
| 42 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.38% | -0.18% | -5.45% | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.34% | — | -1.99% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.32% | -0.03% | -92.28% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.09% | +0.12% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | +0.14% | |
| 47 | CEG | Constellation Energy | Stock-Utilities | 0.27% | -0.04% | — | |
| 48 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.21% | -0.01% | — | |
| 49 | ITDC | Ishares Lifepath Target 2035 | ETF-Other | 0.21% | — | -6.39% | |
| 50 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.21% | -0.02% | -13.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPAB | Ss Spdr P Agg Bond ETF | +0.8% | +23.53% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.8% | +23.39% | Add |
| 3 | UITB | Victoryshares Core Intermedi | +0.8% | +23.17% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.7% | +21.81% | Add |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | +0.3% | +7.66% | Add |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | +0.2% | +8.58% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | -3.32% | Trim |
| 8 | IDMO | Invesco S&p International De | +0.1% | +8.41% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +9.55% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +16.95% | Add |
| 11 | AMZN | Amazon.com Inc | 0% | +7.69% | Add |
| 12 | CAT | Caterpillar Inc | 0% | +0.12% | Add |
| 13 | CSCO | Cisco Systems Inc | 0% | +0.22% | Add |
| 14 | JMUB | Jpmorgan Municipal ETF | 0% | +12.62% | Add |
| 15 | QQQ | Invesco Qqq Trust Series 1 | 0% | +7.44% | Add |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +10.78% | Add |
| 17 | AAPL | Apple Inc | 0% | -0.43% | Trim |
| 18 | IQLT | Ishares Msci International Q | -0.1% | -28.51% | Trim |
| 19 | RWJ | Invesco S&p Smallcap 600 | -0.1% | +5.34% | Add |
| 20 | UBER | Uber Technologies Inc | -0.2% | +6.60% | Add |
| 21 | GE | General Electric | -0.2% | -9.38% | Trim |
| 22 | NVDA | Nvidia CORP | -0.2% | -13.66% | Trim |
| 23 | AVGO | Broadcom Inc | -0.2% | -21.47% | Trim |
| 24 | NFLX | Netflix Inc | -0.5% | +216.65% | Add |
| 25 | XLG | Invesco S&p 500 Top 50 ETF | -1% | -5.06% | Trim |
| 26 | EWX | State Street Spdr S&p Emergi | -3.2% | -85.61% | Trim |
| 27 | SCHD | Schwab US Dvd Equity ETF | -4.2% | -92.28% | Trim |
| 28 | FDVV | Fidelity High Dividend ETF | — | NEW | New buy |
| 29 | EDIV | State Street Spdr S&p Emergi | — | NEW | New buy |
| 30 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 31 | ABBV | Abbvie Inc | — | NEW | New buy |
| 32 | WMT | Walmart Inc | — | NEW | New buy |
| 33 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 34 | HD | Home Depot Inc | — | EXIT | Sold out |
| 35 | ORCL | Oracle CORP | — | NEW | New buy |
| 36 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 37 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 38 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 39 | IBDV | Ishares Ibonds Dec 2030 CORP | — | NEW | New buy |
| 40 | IBTG | Ishares Ibonds Dec 2026 Term | — | EXIT | Sold out |
| 41 | SUB | Ishares Short-term National | — | EXIT | Sold out |
| 42 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | EXIT | Sold out |
| 43 | IBHG | Ishares Ibonds 2027 Hy Inc | — | EXIT | Sold out |
| 44 | IBHF | Ishares Ibond 2026 Hy & Inc | — | EXIT | Sold out |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | — | EXIT | Sold out |
| 46 | ACWI | Ishares Msci Acwi ETF | — | EXIT | Sold out |
| 47 | IBTH | Ishares Ibonds Dec 2027 Term | — | EXIT | Sold out |
| 48 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 49 | IBHE | Ishares Ibonds 2025 H/y Inc | — | EXIT | Sold out |
| 50 | CAIE | Calamos Autocallable Inc ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Cyr Financial Inc. reported a total U.S. public equity portfolio value of $192.0M across 58 disclosed positions in Q4 2025.
During Q4 2025, Cyr Financial Inc.'s top holdings by market value included COWZ (9.0%)、XLG (8.5%)、BND (7.7%). The largest single position, COWZ, represented 9.0% 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
FDVV
市值: $7.9M
Top Position Liquidated / Trimmed
HD
前期市值: $930.7K
In Q4 2025, Cyr Financial Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 9 holdings, and fully liquidating 14 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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