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CIK: 0002010666
Total reported value
$192.0M
$192.0M
58 檔
35.9%
In Q1 2026, Cyr Financial Inc.'s U.S. equity holdings reached a combined market value of $192.0M, distributed across 58 disclosed stock positions.
In Q1 2026, Cyr Financial Inc. displayed an active expansion posture, initiating 3 new positions and adding to 40 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including COWZ, XLG, BND) accounted for 35.9% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 9.36% | -0.52% | +5.89% | |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 8.03% | +0.48% | +8.26% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 7.75% | -0.30% | +7.93% | |
| 4 | UITB | Victoryshares Core Intermedi | ETF-Other | 7.72% | -0.41% | +8.15% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 7.70% | -0.37% | +8.31% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.67% | -0.36% | +8.64% | |
| 7 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 6.21% | +0.20% | +7.61% | |
| 8 | IDMO | Invesco S&p International De | ETF-Other | 6.12% | +0.16% | +7.53% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-Other | 5.08% | +0.19% | +12.65% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.10% | +0.77% | +7.71% | |
| 11 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 3.91% | +0.31% | +5.21% | |
| 12 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 2.68% | -0.04% | +12.23% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -1.15% | EXIT | |
| 14 | GE | General Electric | Stock-Industrials | 0.82% | +0.19% | +4.90% | |
| 15 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.82% | -0.03% | -2.86% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.82% | -0.02% | +26.13% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.81% | -0.02% | -2.21% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.76% | +0.05% | +10.22% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | — | +13.17% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.04% | +8.92% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.74% | -0.07% | +15.45% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.27% | +8.64% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.06% | +6.99% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | +0.06% | +8.19% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.09% | +13.95% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.11% | +5.43% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.01% | +15.59% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | -0.03% | +10.12% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.08% | +8.27% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.06% | +9.85% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.08% | +20.52% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.68% | -0.06% | +18.26% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.20% | +13.62% | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.66% | -0.12% | +21.35% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.03% | +13.14% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.62% | -0.01% | +12.90% | |
| 37 | CPSD | Clms S&p Str Alt Dec | ETF-Other | 0.60% | -0.08% | -0.59% | |
| 38 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.58% | +0.12% | -3.60% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.56% | -0.01% | +44.67% | |
| 40 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 0.48% | -0.05% | -4.65% | |
| 41 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.36% | -0.03% | -18.23% | |
| 42 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.35% | -0.18% | +0.02% | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.29% | — | +0.15% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.28% | +0.09% | -18.72% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | — | +3.87% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.25% | -0.03% | -26.98% | |
| 47 | CEG | Constellation Energy | Stock-Utilities | 0.20% | -0.04% | — | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.20% | -0.05% | — | |
| 49 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.18% | -0.01% | -8.67% | |
| 50 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.18% | -0.02% | -8.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COWZ | Pacer US Cash Cows 100 ETF | +0.4% | +5.89% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +2.66% | Add |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | +0.3% | +7.61% | Add |
| 4 | FDVV | Fidelity High Dividend ETF | +0.2% | +12.65% | Add |
| 5 | EDIV | State Street Spdr S&p Emergi | +0.2% | +12.23% | Add |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +8.31% | Add |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +26.13% | Add |
| 8 | FBND | Fidelity Total Bond ETF | +0.1% | +8.64% | Add |
| 9 | WMT | Walmart Inc | +0.1% | +13.95% | Add |
| 10 | UITB | Victoryshares Core Intermedi | +0.1% | +8.15% | Add |
| 11 | RWJ | Invesco S&p Smallcap 600 | +0.1% | +5.21% | Add |
| 12 | BND | Vanguard Total Bond Market | +0.1% | +7.93% | Add |
| 13 | TJX | Tjx Companies Inc | +0.1% | +18.26% | Add |
| 14 | JMUB | Jpmorgan Municipal ETF | +0.1% | +15.45% | Add |
| 15 | ABBV | Abbvie Inc | +0.1% | +20.52% | Add |
| 16 | CSCO | Cisco Systems Inc | 0% | +8.64% | Add |
| 17 | MUB | Ishares National Muni Bond E | 0% | +10.12% | Add |
| 18 | IDMO | Invesco S&p International De | 0% | +7.53% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +13.17% | Add |
| 20 | ORCL | Oracle CORP | 0% | +44.67% | Add |
| 21 | IQLT | Ishares Msci International Q | 0% | -6.46% | Trim |
| 22 | ITDH | Ishares Target Date 2060 | 0% | +4.32% | Add |
| 23 | TFLO | Ishares Treasury Floating Ra | 0% | +1.74% | Add |
| 24 | CAT | Caterpillar Inc | 0% | -18.72% | Trim |
| 25 | CPNJ | Calamos Nsdq100 Alt ETF | 0% | — | Unchanged |
| 26 | AAPL | Apple Inc | 0% | +10.22% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +3.87% | Add |
| 28 | IBHH | Ishares Ibonds 2028 Tm Hy In | 0% | -14.07% | Trim |
| 29 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | -8.67% | Trim |
| 30 | IBTJ | Ishares Ibonds Dec 2029 Term | 0% | -8.83% | Trim |
| 31 | PULS | Pgim Ultra Short Bond ETF | 0% | +0.02% | Add |
| 32 | CPSD | Clms S&p Str Alt Dec | 0% | -0.59% | Trim |
| 33 | UBER | Uber Technologies Inc | 0% | +12.90% | Add |
| 34 | PLTR | Palantir Technologies Inc-a | 0% | +21.35% | Add |
| 35 | IWY | Ishares Russell Top 200 Grow | -0.1% | +0.15% | Add |
| 36 | META | Meta Platforms Inc-class A | -0.1% | +13.14% | Add |
| 37 | AMZN | Amazon.com Inc | -0.1% | +9.85% | Add |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | +8.92% | Add |
| 39 | NVDA | Nvidia CORP | -0.1% | +6.99% | Add |
| 40 | IBHI | Ishares Ibonds 2029 Tm Hy In | -0.1% | -4.65% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.1% | +5.43% | Add |
| 42 | LLY | Eli Lilly & Co | -0.1% | +13.62% | Add |
| 43 | ITDC | Ishares Lifepath Target 2035 | -0.1% | -28.23% | Trim |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -26.98% | Trim |
| 45 | CEG | Constellation Energy | -0.1% | — | Unchanged |
| 46 | AVGO | Broadcom Inc | -0.1% | +8.27% | Add |
| 47 | IBDT | Ishares Ibonds Dec 2028 ETF | -0.1% | -2.21% | Trim |
| 48 | IBDU | Ishares Ibonds Dec 2029 Term | -0.1% | -2.86% | Trim |
| 49 | GE | General Electric | -0.1% | +4.90% | Add |
| 50 | EWX | State Street Spdr S&p Emergi | -0.1% | -18.23% | Trim |
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 Q1 2026.
During Q1 2026, Cyr Financial Inc.'s top holdings by market value included COWZ (9.4%)、XLG (8.0%)、BND (7.8%). The largest single position, COWZ, 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
IAU
市值: $340.2K
Top Position Liquidated / Trimmed
NFLX
前期市值: $246.1K
In Q1 2026, Cyr Financial Inc. made 59 total portfolio adjustments, initiating 3 new buys, adding to 40 positions, trimming 13 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.
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