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CIK: 0002045307
Total reported value
$222.5M
$222.5M
142 檔
19.7%
The Q4 2025 SEC filing reveals that Tudor Financial Inc. held a total portfolio value of $222.5M, covering 142 public equity positions.
In Q4 2025, Tudor Financial Inc. displayed an active expansion posture, initiating 8 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, HYG, DIA) accounted for 19.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.85% | +0.04% | -3.44% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 4.73% | -0.48% | +15.19% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.64% | -0.02% | -0.31% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.58% | -0.02% | -0.92% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.62% | -0.28% | +2.83% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.44% | +0.11% | +1.16% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.32% | +0.24% | -0.41% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.18% | +0.02% | +31.22% | |
| 9 | CTAS | Cintas CORP | Stock-Industrials | 2.17% | -0.23% | — | |
| 10 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.97% | -0.14% | -9.78% | |
| 11 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 1.75% | -0.15% | +0.89% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 1.74% | -0.12% | -1.42% | |
| 13 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.66% | — | -6.04% | |
| 14 | ALL | Allstate CORP | Stock-Financials | 1.61% | +0.02% | -0.89% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.48% | -0.02% | +1.59% | |
| 16 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.47% | — | +4.43% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | -0.08% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | -0.03% | -3.47% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | -0.03% | -0.42% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.25% | -0.02% | +1.47% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.23% | -0.04% | +1.43% | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.19% | -0.37% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.11% | -0.29% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.16% | -0.04% | +0.53% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | +0.10% | -13.84% | |
| 26 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.11% | -0.33% | — | |
| 27 | SLV | Ishares Silver Trust | ETF-Commodities | 1.11% | -0.58% | — | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.06% | -0.17% | +2.89% | |
| 29 | IAU | Ishares Gold Trust | ETF-Commodities | 1.02% | -1.10% | EXIT | |
| 30 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.84% | +0.03% | +6.70% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | +0.26% | -1.57% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-Other | 0.79% | -0.08% | +1.55% | |
| 33 | AEP | American Electric Power | Stock-Utilities | 0.78% | -0.88% | EXIT | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.08% | -0.62% | |
| 35 | PGX | Invesco Preferred ETF | ETF-Other | 0.74% | -0.04% | +7.82% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.73% | -0.04% | +0.65% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | -0.01% | -0.49% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.10% | -18.14% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.70% | +0.05% | +9.75% | |
| 40 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.70% | -0.09% | -0.47% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.66% | -0.01% | +6.94% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.27% | +13.11% | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.64% | -0.01% | +155.61% | |
| 44 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.62% | -0.26% | — | |
| 45 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.62% | -0.01% | — | |
| 46 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.61% | — | -10.73% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.03% | +0.05% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.01% | +2.67% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.01% | +3.60% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.17% | -8.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.5% | +31.22% | Add |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.4% | +15.19% | Add |
| 3 | IBB | Ishares Biotechnology ETF | +0.4% | +155.61% | Add |
| 4 | AMGN | Amgen Inc | +0.2% | -1.42% | Trim |
| 5 | FXU | First Trust Utilities Alphad | +0.1% | +81.21% | Add |
| 6 | LLY | Eli Lilly & Co | +0.1% | -4.98% | Trim |
| 7 | WFC | Wells Fargo & Co | +0.1% | +20.17% | Add |
| 8 | VOX | Vanguard Communication Servi | +0.1% | +70.68% | Add |
| 9 | IAU | Ishares Gold Trust | +0.1% | +4.50% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | -1.57% | Trim |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +13.11% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.07% | Add |
| 13 | CGGO | Cap Group Global Growth | +0.1% | +35.44% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -13.84% | Trim |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +18.34% | Add |
| 16 | AAPL | Apple Inc | +0.1% | +1.59% | Add |
| 17 | CNI | Canadian Natl Railway Co | +0.1% | +6.70% | Add |
| 18 | CGIC | Cap Group Intl Core Eq | +0.1% | +43.10% | Add |
| 19 | IJR | Ishares Core S&p Small-cap E | 0% | +9.75% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | +0.05% | Add |
| 21 | SOXX | Ishares Semiconductor ETF | 0% | +2.12% | Add |
| 22 | IYJ | Ishares U.s. Industrials ETF | 0% | +4.43% | Add |
| 23 | SCHF | Schwab Intl Equity ETF | 0% | +1.16% | Add |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | -0.31% | Trim |
| 25 | SCHD | Schwab US Dvd Equity ETF | 0% | +2.83% | Add |
| 26 | APD | Air Products & Chemicals Inc | -0.1% | -0.47% | Trim |
| 27 | FDN | First Trust Dj Internet Ind | -0.1% | -10.73% | Trim |
| 28 | HD | Home Depot Inc | -0.1% | -1.10% | Trim |
| 29 | ALL | Allstate CORP | -0.1% | -0.89% | Trim |
| 30 | MSFT | Microsoft CORP | -0.1% | -0.29% | Trim |
| 31 | HRL | Hormel Foods CORP | -0.2% | -28.04% | Trim |
| 32 | CMCSA | Comcast Corp-class A | -0.2% | -46.50% | Trim |
| 33 | RTX | Rtx CORP | -0.2% | -43.04% | Trim |
| 34 | ITA | Ishares U.s. Aerospace & Def | -0.2% | -9.78% | Trim |
| 35 | CTAS | Cintas CORP | -0.3% | — | Unchanged |
| 36 | IGV | Ishares Expanded Tech-softwa | -0.3% | -6.04% | Trim |
| 37 | ORCL | Oracle CORP | -0.4% | -8.91% | Trim |
| 38 | IAK | Ishares U.s. Insurance ETF | — | EXIT | Sold out |
| 39 | ACN | Accenture plc | — | NEW | New buy |
| 40 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 41 | FXR | First Trust Indst/producers | — | EXIT | Sold out |
| 42 | FTXL | First Trust Nasdaq Semicondu | — | NEW | New buy |
| 43 | MISL | First Trust Indxx Aero & Def | — | NEW | New buy |
| 44 | QQXT | First Trust Nasdaq-100 Ex-te | — | EXIT | Sold out |
| 45 | IYC | Ishares US Consumer Discreti | — | NEW | New buy |
| 46 | TD | Toronto-dominion Bank | — | EXIT | Sold out |
| 47 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 48 | FDX | Fedex CORP | — | NEW | New buy |
| 49 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 50 | KEY | Keycorp | — | NEW | New buy |
According to official SEC Form 13F filings, Tudor Financial Inc. reported a total U.S. public equity portfolio value of $222.5M across 142 disclosed positions in Q4 2025.
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
ACN
市值: $2.3M
Top Position Liquidated / Trimmed
IAK
前期市值: $3.2M
During Q4 2025, Tudor Financial Inc.'s top holdings by market value included VOO (4.8%)、HYG (4.7%)、DIA (4.6%). The largest single position, VOO, represented 4.8% of total portfolio value.
In Q4 2025, Tudor Financial Inc. made 49 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 16 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.
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