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
139 檔
19.4%
In Q1 2026, Tudor Financial Inc.'s U.S. equity holdings reached a combined market value of $222.5M, distributed across 139 disclosed stock positions.
In Q1 2026, Tudor Financial Inc. displayed an active expansion posture, initiating 9 new positions and adding to 60 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 4.65% | -0.48% | -0.11% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.58% | +0.04% | -0.77% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.45% | -0.02% | -0.49% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.32% | -0.02% | -1.02% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.05% | -0.28% | — | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.54% | +0.11% | +0.28% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.17% | +0.24% | -0.45% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | +0.02% | -1.53% | |
| 9 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.97% | -0.14% | -1.40% | |
| 10 | CTAS | Cintas CORP | Stock-Industrials | 1.95% | -0.23% | — | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 1.71% | -0.12% | -8.66% | |
| 12 | ALL | Allstate CORP | Stock-Financials | 1.60% | +0.02% | +0.01% | |
| 13 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 1.58% | -0.15% | -0.93% | |
| 14 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.47% | +1.02% | +160.19% | |
| 15 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 1.45% | — | -0.80% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.42% | -0.17% | +222.42% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.39% | -0.02% | +0.57% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | -0.08% | +0.97% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.29% | -0.03% | -0.68% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.27% | -0.02% | +1.20% | |
| 21 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.27% | -0.33% | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.25% | -0.04% | +1.14% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.03% | +0.09% | |
| 24 | IEZ | Ishares U.s. Oil Equipment & | ETF-Other | 1.18% | -0.25% | — | |
| 25 | SLV | Ishares Silver Trust | ETF-Commodities | 1.16% | -0.58% | -1.31% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.13% | -0.04% | -0.81% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 1.10% | -1.10% | EXIT | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.10% | -0.70% | |
| 29 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.04% | -0.17% | +0.43% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.99% | +0.26% | -0.91% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.95% | -0.37% | +7.87% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.11% | +0.33% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.27% | -0.42% | |
| 34 | AEP | American Electric Power | Stock-Utilities | 0.88% | -0.88% | EXIT | |
| 35 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.87% | +0.03% | — | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.86% | -0.21% | +286.03% | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.82% | -0.09% | — | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.08% | +0.76% | |
| 39 | PFF | Ishares Preferred & Income S | ETF-Other | 0.77% | -0.08% | -1.02% | |
| 40 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.75% | -0.26% | — | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | +0.10% | +0.03% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | +0.05% | -0.82% | |
| 43 | PGX | Invesco Preferred ETF | ETF-Other | 0.72% | -0.04% | +1.17% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.03% | +0.93% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.71% | -0.04% | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.68% | -0.01% | +2.12% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.65% | -0.01% | +1.35% | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.63% | -0.01% | — | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.01% | — | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | +0.03% | -0.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SOXX | Ishares Semiconductor ETF | +1% | +160.19% | Add |
| 2 | ORCL | Oracle CORP | +0.8% | +222.42% | Add |
| 3 | CMCSA | Comcast Corp-class A | +0.6% | +286.03% | Add |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.4% | — | Unchanged |
| 5 | XOM | Exxon Mobil CORP | +0.3% | -0.42% | Trim |
| 6 | CAT | Caterpillar Inc | +0.2% | -0.91% | Trim |
| 7 | MPC | Marathon Petroleum CORP | +0.2% | -3.04% | Trim |
| 8 | HSY | Hershey Co/the | +0.2% | — | Unchanged |
| 9 | CVX | Chevron CORP | +0.2% | +0.11% | Add |
| 10 | NOC | Northrop Grumman CORP | +0.1% | — | Unchanged |
| 11 | APD | Air Products & Chemicals Inc | +0.1% | — | Unchanged |
| 12 | JNJ | Johnson & Johnson | +0.1% | +0.93% | Add |
| 13 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.28% | Add |
| 14 | AEP | American Electric Power | +0.1% | +0.29% | Add |
| 15 | IAU | Ishares Gold Trust | +0.1% | -0.53% | Trim |
| 16 | LMT | Lockheed Martin CORP | +0.1% | — | Unchanged |
| 17 | FTXL | First Trust Nasdaq Semicondu | +0.1% | -0.55% | Trim |
| 18 | MISL | First Trust Indxx Aero & Def | +0.1% | +8.31% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +0.02% | Add |
| 20 | VPU | Vanguard Utilities ETF | +0.1% | +4.18% | Add |
| 21 | SLV | Ishares Silver Trust | +0.1% | -1.31% | Trim |
| 22 | T | At&t Inc | +0.1% | +5.61% | Add |
| 23 | NEE | Nextera Energy Inc | 0% | +0.05% | Add |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 0% | -2.38% | Trim |
| 25 | DUK | Duke Energy CORP | 0% | +0.09% | Add |
| 26 | CSX | Csx CORP | 0% | — | Unchanged |
| 27 | PEP | Pepsico Inc | 0% | -1.44% | Trim |
| 28 | AMAT | Applied Materials Inc | 0% | -2.82% | Trim |
| 29 | MRK | Merck & Co. Inc. | 0% | +0.09% | Add |
| 30 | CNI | Canadian Natl Railway Co | 0% | — | Unchanged |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | +3.88% | Add |
| 32 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 33 | TXN | Texas Instruments Inc | 0% | — | Unchanged |
| 34 | AEE | Ameren Corporation | 0% | — | Unchanged |
| 35 | DE | Deere & Co | 0% | -1.91% | Trim |
| 36 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.12% | Add |
| 37 | VYMI | Vanguard Int High Dvd Yld In | 0% | +0.98% | Add |
| 38 | EFA | Ishares Msci Eafe ETF | 0% | +1.14% | Add |
| 39 | ETN | Eaton Corporation plc | 0% | +1.59% | Add |
| 40 | HWM | Howmet Aerospace Inc | 0% | +0.06% | Add |
| 41 | CGIC | Cap Group Intl Core Eq | 0% | +9.11% | Add |
| 42 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 43 | RTX | Rtx CORP | 0% | +0.03% | Add |
| 44 | IJR | Ishares Core S&p Small-cap E | 0% | -0.82% | Trim |
| 45 | RSP | Invesco S&p 500 Equal Weight | 0% | +1.20% | Add |
| 46 | IEMG | Ishares Core Msci Emerging | 0% | -0.73% | Trim |
| 47 | BMY | Bristol-myers Squibb Co | 0% | +0.26% | Add |
| 48 | WSO | Watsco Inc | 0% | — | Unchanged |
| 49 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +5.65% | Add |
| 50 | CGBL | Cap Group Core Balanced | 0% | +7.66% | Add |
According to official SEC Form 13F filings, Tudor Financial Inc. reported a total U.S. public equity portfolio value of $222.5M across 139 disclosed positions in Q1 2026.
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 HYG, VOO, DIA) accounted for 19.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
IEZ
市值: $2.3M
Top Position Liquidated / Trimmed
IGV
前期市值: $3.3M
During Q1 2026, Tudor Financial Inc.'s top holdings by market value included HYG (4.7%)、VOO (4.6%)、DIA (4.5%). The largest single position, HYG, represented 4.7% of total portfolio value.
In Q1 2026, Tudor Financial Inc. made 116 total portfolio adjustments, initiating 9 new buys, adding to 60 positions, trimming 35 holdings, and fully liquidating 12 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.