TF

Tudor Financial Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$195.6M

Reporting period: 2026-03-31 · Number of holdings: 139

Tudor Financial Inc. disclosed 139 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $195.6M and a quarterly turnover rate of 17.5%.

Personality snowflake

Concentration
7.26
Portfolio Stability
17.52
Momentum/Contrarian
100
Sector conviction
41.06
Diversification
100
Sizing Uniformity
87.61

Recent moves

  • Add SOXX

    +160.2%　$1.9M

  • Add ORCL

    +222.4%　$1.6M

  • Add CMCSA

    +286.0%　$1.2M

  • Add SCHD

    0.0%　$839.0K

  • Trim MSFT

    +0.3%　-$538.8K

  • Trim VOO

    -0.8%　-$515.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield4.65%—-0.11%
2VOOVanguard S&p 500 ETFETF-Large Cap & Growth4.58%-0.27%-0.77%
3DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth4.45%-0.19%-0.49%
4IWBIshares Russell 1000 ETFETF-Other4.32%-0.26%-1.02%
5SCHDSchwab US Dvd Equity ETFETF-Other4.05%+0.43%—
6SCHFSchwab Intl Equity ETFETF-Other3.54%+0.10%+0.28%
7QQQInvesco Qqq Trust Series 1ETF-Tech2.17%-0.15%-0.45%
8IVVIshares Core S&p 500 ETFETF-Large Cap & Growth2.04%-0.14%-1.53%
9ITAIshares U.s. Aerospace & DefETF-Other1.97%—-1.40%
10CTASCintas CORPStock-Industrials1.95%-0.22%—
11AMGNAmgen INCStock-Healthcare1.71%—-8.66%
12ALLAllstate CORPStock-Financials1.60%—+0.01%
13IAIIshares U.s. Broker-dealersETF-Other1.58%-0.17%-0.93%
14SOXXIshares Semiconductor ETFETF-Other1.47%+0.95%+160.19%
15IYJIshares U.s. Industrials ETFETF-Other1.45%—-0.80%
16ORCLOracle CORPStock-Tech1.42%+0.84%+222.42%
17AAPLApple INCStock-Tech1.39%-0.09%+0.57%
18SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.35%—+0.97%
19NVDANvidia CORPStock-Tech1.29%-0.10%-0.68%
20RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth1.27%—+1.20%
21HSYHershey Co/theStock-Consumer Staples1.27%+0.16%—
22EFAIshares Msci Eafe ETFETF-Other1.25%—+1.14%
23JPMJpmorgan Chase & CoStock-Financials1.22%-0.12%+0.09%
24IEZIshares U.s. Oil Equipment &ETF-Other1.18%+1.18%NEW
25SLVIshares Silver TrustETF-Commodities1.16%—-1.31%
26VIGVanguard Dividend Apprec ETFETF-Other1.13%—-0.81%
27IAUIshares Gold TrustETF-Commodities1.10%+0.08%-0.53%
28GOOGAlphabet Inc-cl CStock-Comm Services1.04%-0.11%-0.70%
29LOWLowe's Cos INCStock-Consumer Disc1.04%—+0.43%
30CATCaterpillar INCStock-Industrials0.99%+0.18%-0.91%
31ACNAccenture plcStock-Tech0.95%-0.24%+7.87%
32MSFTMicrosoft CORPStock-Tech0.91%-0.28%+0.33%
33XOMExxon Mobil CORPStock-Energy0.91%+0.26%-0.42%
34AEPAmerican Electric PowerStock-Utilities0.88%+0.10%+0.29%
35CNICanadian Natl Railway CoStock-Industrials0.87%——
36CMCSAComcast Corp-class AStock-Comm Services0.86%+0.63%+286.03%
37APDAir Products & Chemicals INCStock-Materials0.82%+0.12%—
38PGProcter & Gamble Co/theStock-Consumer Staples0.77%—+0.76%
39PFFIshares Preferred & Income SETF-Other0.77%—-1.02%
40NOCNorthrop Grumman CORPStock-Industrials0.75%+0.13%—
41CSCOCisco Systems INCStock-Tech0.72%—+0.03%
42IJRIshares Core S&p Small-cap EETF-Small Cap0.72%—-0.82%
43PGXInvesco Preferred ETFETF-Other0.72%—+1.17%
44JNJJohnson & JohnsonStock-Healthcare0.72%+0.12%+0.93%
45VTVanguard Tot World Stk ETFETF-Other0.71%——
46IJHIshares Core S&p Midcap ETFETF-Other0.68%—+2.12%
47IBBIshares Biotechnology ETFETF-Tech0.65%—+1.35%
48TRVTravelers Cos Inc/theStock-Financials0.63%——
49VVisa Inc-class A SharesStock-Financials0.63%-0.10%—
50IEMGIshares Core Msci EmergingETF-Emerging Markets0.58%—-0.73%
1–50 of 139

Holding changes this quarter

Tudor Financial Inc.'s most significant position changes for 2026-03-31: Sold out: Ishares Expanded Tech-softwa (IGV); New buy: Ishares U.s. Oil Equipment & (IEZ); Sold out: First Trust Dj Internet Ind (FDN); Sold out: First Trust Financial Alphad (FXO); Sold out: Vanguard Mid-cap Growth ETF (VOT).

Position changes disclosed by Tudor Financial Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SOXXIshares Semiconductor ETF+1%+160.19%Add
2ORCLOracle CORP+0.8%+222.42%Add
3CMCSAComcast Corp-class A+0.6%+286.03%Add
4SCHDSchwab US Dvd Equity ETF+0.4%—Unchanged
5XOMExxon Mobil CORP+0.3%-0.42%Trim
6CATCaterpillar INC+0.2%-0.91%Trim
7MPCMarathon Petroleum CORP+0.2%-3.04%Trim
8HSYHershey Co/the+0.2%—Unchanged
9CVXChevron CORP+0.2%+0.11%Add
10NOCNorthrop Grumman CORP+0.1%—Unchanged
11APDAir Products & Chemicals INC+0.1%—Unchanged
12JNJJohnson & Johnson+0.1%+0.93%Add
13SCHFSchwab Intl Equity ETF+0.1%+0.28%Add
14AEPAmerican Electric Power+0.1%+0.29%Add
15IAUIshares Gold Trust+0.1%-0.53%Trim
16AAPLApple INC-0.1%+0.57%Add
17VVisa Inc-class A Shares-0.1%—Unchanged
18NVDANvidia CORP-0.1%-0.68%Trim
19GOOGAlphabet Inc-cl C-0.1%-0.70%Trim
20JPMJpmorgan Chase & Co-0.1%+0.09%Add
21IVVIshares Core S&p 500 ETF-0.1%-1.53%Trim
22QQQInvesco Qqq Trust Series 1-0.2%-0.45%Trim
23IAIIshares U.s. Broker-dealers-0.2%-0.93%Trim
24DIASs Spdr Dow Jones Indus Avg-0.2%-0.49%Trim
25CTASCintas CORP-0.2%—Unchanged
26ACNAccenture plc-0.2%+7.87%Add
27IWBIshares Russell 1000 ETF-0.3%-1.02%Trim
28VOOVanguard S&p 500 ETF-0.3%-0.77%Trim
29MSFTMicrosoft CORP-0.3%+0.33%Add
30IGVIshares Expanded Tech-softwa—EXITSold out
31IEZIshares U.s. Oil Equipment &—NEWNew buy
32FDNFirst Trust Dj Internet Ind—EXITSold out
33FXOFirst Trust Financial Alphad—EXITSold out
34VOTVanguard Mid-cap Growth ETF—EXITSold out
35VFHVanguard Financials ETF—EXITSold out
36VDEVanguard Energy ETF—NEWNew buy
37VISVanguard Industrials ETF—NEWNew buy
38IYCIshares US Consumer Discreti—EXITSold out
39FBTFirst Trust Nyse Arca Biotec—NEWNew buy
40FXUFirst Trust Utilities Alphad—EXITSold out
41MDTMedtronic plc—EXITSold out
42FTXRFirst Trust Nasdaq Transport—NEWNew buy
43FYXFirst Trust Small Cap Core A—NEWNew buy
44SHWSherwin-williams Co/the—EXITSold out
45FDXFedex CORP—EXITSold out
46SCHGSchwab US Large-cap Growth—EXITSold out
47TSLATesla INC—EXITSold out
48VZVerizon Communications INC—NEWNew buy
49GRIDFirst Trst Nasd Cl Edg Sgiif—NEWNew buy
50QQQMInvesco Nasdaq 100 ETF—NEWNew buy

FAQ

What is Tudor Financial Inc. and what type of investor is it?
Tudor Financial Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $195.6M, spread across 139 disclosed positions.
What are Tudor Financial Inc.'s largest equity positions?
Based on the latest 13F filing, Tudor Financial Inc.'s top holdings by market value are: 1. Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — $9.1M (4.7%) 2. Vanguard S&p 500 ETF (VOO) — $9.0M (4.6%) 3. Ss Spdr Dow Jones Indus Avg (DIA) — $8.7M (4.5%) 4. Ishares Russell 1000 ETF (IWB) — $8.5M (4.3%) 5. Schwab US Dvd Equity ETF (SCHD) — $7.9M (4.0%)
What changes did Tudor Financial Inc. make in its most recent portfolio filing?
In the latest reported quarter, Tudor Financial Inc. made 44 notable position adjustments: 9 new positions were initiated, 11 existing holdings were added to, 12 positions were partially reduced, and 12 were completely exited. The largest of these moves: Sold out: Ishares Expanded Tech-softwa (IGV); New buy: Ishares U.s. Oil Equipment & (IEZ); Sold out: First Trust Dj Internet Ind (FDN); Sold out: First Trust Financial Alphad (FXO); Sold out: Vanguard Mid-cap Growth ETF (VOT)
What sectors does Tudor Financial Inc. focus on?
Tudor Financial Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 21.4% • Industrials: 18.8% • Financials: 14.7% • Health Care: 10.6% • Consumer Staples: 8.8% • Communication Services: 7.7%