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: 0002045307
Total reported value
$222.5M
$222.5M
135 檔
17.4%
The Q1 2025 SEC filing reveals that Tudor Financial Inc. held a total portfolio value of $222.5M, covering 135 public equity positions.
During Q1 2025, Tudor Financial Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, DIA, HYG) accounted for 17.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.09% | +0.04% | -1.09% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.79% | -0.02% | -0.58% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 4.61% | -0.48% | -0.85% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.59% | -0.02% | -0.11% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.18% | -0.28% | +10.84% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.11% | +0.11% | -0.69% | |
| 7 | CTAS | Cintas CORP | Stock-Industrials | 2.78% | -0.23% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.03% | +0.24% | -0.50% | |
| 9 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 2.02% | — | -0.16% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 1.93% | -0.12% | -0.71% | |
| 11 | ALL | Allstate CORP | Stock-Financials | 1.89% | +0.02% | +0.01% | |
| 12 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.82% | — | +0.33% | |
| 13 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.81% | -0.14% | +0.12% | |
| 14 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 1.59% | -0.15% | +0.89% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | -0.08% | -8.76% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.49% | -0.02% | -4.84% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.02% | -38.41% | |
| 18 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.47% | — | +1.11% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.23% | -0.02% | +0.70% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.22% | -0.04% | -0.15% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | -0.03% | +0.67% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.20% | -0.17% | — | |
| 23 | IAT | Ishares US Regional Banks Et | ETF-Other | 1.14% | — | +2.80% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | -0.11% | +0.04% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.08% | -0.28% | |
| 26 | PGX | Invesco Preferred ETF | ETF-Other | 1.03% | -0.04% | -2.39% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-Other | 0.99% | -0.08% | -3.49% | |
| 28 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.98% | -0.09% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | -0.03% | -4.70% | |
| 30 | AEP | American Electric Power | Stock-Utilities | 0.86% | -0.88% | EXIT | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.01% | +0.54% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.81% | +0.10% | -0.26% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | +0.10% | -4.43% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.76% | +0.05% | +0.83% | |
| 35 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.73% | — | -4.19% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.05% | +0.99% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.27% | +0.09% | |
| 38 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.67% | -0.01% | — | |
| 39 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.67% | -0.26% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.03% | +2.28% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | -0.01% | +0.08% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.64% | -0.21% | +0.49% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.64% | -0.04% | +13.84% | |
| 44 | FXR | First Trust Indst/producers | ETF-Other | 0.63% | — | -0.02% | |
| 45 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.62% | -0.14% | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.62% | -0.13% | +10.60% | |
| 47 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.59% | — | — | |
| 48 | IYC | Ishares US Consumer Discreti | ETF-Other | 0.59% | — | -1.37% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.59% | — | — | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.17% | -11.24% |
According to official SEC Form 13F filings, Tudor Financial Inc. reported a total U.S. public equity portfolio value of $222.5M across 135 disclosed positions in Q1 2025.
During Q1 2025, Tudor Financial Inc.'s top holdings by market value included VOO (5.1%)、DIA (4.8%)、HYG (4.6%). The largest single position, VOO, represented 5.1% 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 Q1 2025, Tudor Financial Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.