Tull Financial Group, Inc.: 13F Holdings & AI Insights

Momentum followerQuality / disciplined sizingSector-focused

Total reported value

$224.0M

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

Tull Financial Group, Inc. disclosed 31 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $224.0M and a quarterly turnover rate of 14.9%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "T"

Personality snowflake

Concentration: 55.21
Portfolio Stability: 14.88
Momentum/Contrarian: 100
Sector conviction: 75.57
Diversification: 62
Sizing Uniformity: 81.59

Recent moves

Trim JQUA
-43.1%　-$16.7M
Add DYNF
+74.0%　$8.9M
Add VWO
+34.4%　$1.9M
Add VYMI
+2.7%　$1.2M
Add VCRB
+1.3%　$230.1K
Add SPYM
+2.7%　-$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	23.57%	+0.50%	+2.72%
2	VCRB	Vanguard Core Bond ETF	ETF-Other	16.65%	+0.77%	+1.29%
3	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	12.93%	+0.17%	-3.89%
4	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	11.27%	-0.18%	-0.99%
5	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	9.98%	+4.23%	+73.97%
6	JQUA	Jpmorgan US Quality Factor	ETF-Other	9.21%	-6.78%	-43.07%
7	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	7.53%	+0.81%	+2.74%
8	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	3.23%	+0.94%	+34.42%
9	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.66%	-0.16%	-31.38%
10	IWF	Ishares Russell 1000 Growth	ETF-Other	0.52%	-0.03%	—
11	NVDA	Nvidia CORP	Stock-Tech	0.47%	-0.02%	-0.36%
12	NSC	Norfolk Southern CORP	Stock-Industrials	0.44%	+0.01%	-1.06%
13	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.43%	+0.03%	+6.66%
14	AAPL	Apple INC	Stock-Tech	0.38%	-0.05%	-8.50%
15	MSFT	Microsoft CORP	Stock-Tech	0.27%	-0.09%	-4.10%
16	TSLA	Tesla INC	Stock-Consumer Disc	0.27%	-0.04%	-0.06%
17	AMZN	Amazon.com INC	Stock-Consumer Disc	0.26%	-0.02%	-0.85%
18	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.21%	—	-0.40%
19	IXN	Ishares Global Tech ETF	ETF-Tech	0.21%	—	—
20	SCHG	Schwab US Large-cap Growth	ETF-Other	0.19%	-0.02%	-4.35%
21	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.17%	+0.01%	-3.19%
22	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.15%	—	+0.62%
23	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.14%	+0.02%	+10.23%
24	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.13%	-0.01%	+0.10%
25	VOOV	Vanguard S&p 500 Value ETF	ETF-Large Cap & Growth	0.12%	+0.01%	+6.21%
26	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	0.12%	—	—
27	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.11%	—	-6.84%
28	XLK	Ss Technology Select Sector	ETF-Tech	0.11%	—	+5.87%
29	TOWN	Towne Bank	Stock-Other	0.10%	+0.01%	+0.16%
30	META	Meta Platforms Inc-class A	Stock-Comm Services	0.10%	—	+0.27%
31	DLTR	Dollar Tree INC	Stock-Consumer Staples	0.09%	-0.01%	—

Portfolio Performance

Performance for Q3 2026

+2.8%

Performance Last 4 Quarters

+16.7%

Based on 82% of reported portfolio value with available pricing

Stdev: +10%
Beta: +0.73
Alpha: +2.5%
Max Drawdown: -4.9%
Annualized Perf: +13.8%
Batting Avg vs S&P: +45%
Sortino: +2.65
Stutzer: +0.4
Treynor: +0.18
Sterling: +0.93
Calmar: +2.83
Information Ratio: -0.33
Tracking Error: +4.2%
Stdev Down: +5.1%
Winning Months %: +70%
Losing Months %: +30%
Best 12 Months: +25.4%
Worst 12 Months: +14.3%
Efficiency Ratio: +0.51
Sharpe: +1.35
Stdev Sectors: +11.9%
Skewness: -0.05
Kurtosis: +0.03
Upside Potential: +4.11

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	31	$224.0M	15	1SPYM 2VCRB 3IEFA Top holdings2026-03-31 1.SPYM 2.VCRB 3.IEFA 4.SPY 5.DYNF 6.JQUA 7.VYMI 8.VWO 9.SCHD 10.IWF
2025-12-31	32	$233.5M	4	1SPYM 2JQUA 3VCRB Top holdings2025-12-31 1.SPYM 2.JQUA 3.VCRB 4.IEFA 5.SPY 6.VYMI 7.DYNF 8.VWO 9.SCHD 10.IWF
2025-09-30	31	$226.5M	0	1SPYM 2JQUA 3VCRB Top holdings2025-09-30 1.SPYM 2.JQUA 3.VCRB 4.IEFA 5.SPY 6.VYMI 7.DYNF 8.VWO 9.SCHD 10.IWF
2025-06-30	35	$219.8M	0	1SPYM 2VCRB 3JQUA Top holdings2025-06-30 1.SPYM 2.VCRB 3.JQUA 4.IEFA 5.SPY 6.VYMI 7.DYNF 8.VTEB 9.VWO 10.SCHD
2025-03-31	27	$171.7M	0	1SPYM 2JQUA 3IEFA Top holdings2025-03-31 1.SPYM 2.JQUA 3.IEFA 4.SPY 5.VCRB 6.VYMI 7.SCHD 8.DYNF 9.VWO 10.VCIT
2024-12-31	28	$165.8M	0	1SPY 2JQUA 3IEFA Top holdings2024-12-31 1.SPY 2.JQUA 3.IEFA 4.SPYM 5.VCRB 6.VOOV 7.VYMI 8.SCHD 9.VCIT 10.VOO
2024-09-30	26	$164.5M	0	1SPY 2IEFA 3JQUA Top holdings2024-09-30 1.SPY 2.IEFA 3.JQUA 4.SCHD 5.VCRB 6.SPYM 7.VYMI 8.JPST 9.VOO 10.IWF

Holding changes this quarter

Tull Financial Group, Inc.'s most significant position changes for 2026-03-31: Sold out: Ishares Russell 1000 Value E (IWD); Trim: Jpmorgan US Quality Factor (JQUA) — shares -43.07%; Add: Ishrs US E F R A Etf-usd INC (DYNF) — shares +73.97%; Add: Vanguard Ftse Emerging Marke (VWO) — shares +34.42%; Add: Vanguard Int High Dvd Yld In (VYMI) — shares +2.74%.

Position changes disclosed by Tull Financial Group, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DYNF	Ishrs US E F R A Etf-usd INC	+4.2%	+73.97%	Add
2	VWO	Vanguard Ftse Emerging Marke	+0.9%	+34.42%	Add
3	VYMI	Vanguard Int High Dvd Yld In	+0.8%	+2.74%	Add
4	VCRB	Vanguard Core Bond ETF	+0.8%	+1.29%	Add
5	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.5%	+2.72%	Add
6	IEFA	Ishares Core Msci Eafe ETF	+0.2%	-3.89%	Trim
7	VOO	Vanguard S&p 500 ETF	0%	+6.66%	Add
8	VTI	Vanguard Total Stock Mkt ETF	0%	+10.23%	Add
9	NSC	Norfolk Southern CORP	0%	-1.06%	Trim
10	VOOV	Vanguard S&p 500 Value ETF	0%	+6.21%	Add
11	VEA	Vanguard Ftse Developed ETF	0%	-3.19%	Trim
12	TOWN	Towne Bank	0%	+0.16%	Add
13	META	Meta Platforms Inc-class A	—	+0.27%	Add
14	BRK-B	Berkshire Hathaway Inc-cl B	—	-0.40%	Trim
15	IXN	Ishares Global Tech ETF	—	—	Unchanged
16	PG	Procter & Gamble Co/the	—	-6.84%	Trim
17	DIA	Ss Spdr Dow Jones Indus Avg	—	—	Unchanged
18	XLK	Ss Technology Select Sector	—	+5.87%	Add
19	IEF	Ishares 7-10 Year Treasury B	—	+0.62%	Add
20	GOOGL	Alphabet Inc-cl A	0%	+0.10%	Add
21	DLTR	Dollar Tree INC	0%	—	Unchanged
22	NVDA	Nvidia CORP	0%	-0.36%	Trim
23	SCHG	Schwab US Large-cap Growth	0%	-4.35%	Trim
24	AMZN	Amazon.com INC	0%	-0.85%	Trim
25	IWF	Ishares Russell 1000 Growth	0%	—	Unchanged
26	TSLA	Tesla INC	0%	-0.06%	Trim
27	AAPL	Apple INC	-0.1%	-8.50%	Trim
28	MSFT	Microsoft CORP	-0.1%	-4.10%	Trim
29	SCHD	Schwab US Dvd Equity ETF	-0.2%	-31.38%	Trim
30	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-0.99%	Trim
31	JQUA	Jpmorgan US Quality Factor	-6.8%	-43.07%	Trim
32	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out

FAQ

What is Tull Financial Group, Inc. and what type of investor is it?

Tull Financial Group, 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 $224.0M, spread across 31 disclosed positions.

What are Tull Financial Group, Inc.'s largest equity positions?

Based on the latest 13F filing, Tull Financial Group, Inc.'s top holdings by market value are: 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — $52.8M (23.6%) 2. Vanguard Core Bond ETF (VCRB) — $37.3M (16.6%) 3. Ishares Core Msci Eafe ETF (IEFA) — $29.0M (12.9%) 4. Ss Spdr S&p 500 ETF Trust-us (SPY) — $25.2M (11.3%) 5. Ishrs US E F R A Etf-usd INC (DYNF) — $22.3M (10.0%)

What changes did Tull Financial Group, Inc. make in its most recent portfolio filing?

In the latest reported quarter, Tull Financial Group, Inc. made 28 notable position adjustments: 0 new positions were initiated, 13 existing holdings were added to, 14 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Ishares Russell 1000 Value E (IWD); Trim: Jpmorgan US Quality Factor (JQUA) — shares -43.07%; Add: Ishrs US E F R A Etf-usd INC (DYNF) — shares +73.97%; Add: Vanguard Ftse Emerging Marke (VWO) — shares +34.42%; Add: Vanguard Int High Dvd Yld In (VYMI) — shares +2.74%

What sectors does Tull Financial Group, Inc. focus on?

Tull Financial Group, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 41.3% • Consumer Discretionary: 19.3% • Industrials: 16.1% • Communication Services: 8.3% • Financials: 7.7% • Consumer Staples: 7.3%

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Tull Financial Group, Inc.: 13F Holdings & AI Insights

Momentum followerQuality / disciplined sizingSector-focused

Total reported value

$224.0M

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

Tull Financial Group, Inc. disclosed 31 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $224.0M and a quarterly turnover rate of 14.9%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "T"

Personality snowflake

Concentration: 55.21
Portfolio Stability: 14.88
Momentum/Contrarian: 100
Sector conviction: 75.57
Diversification: 62
Sizing Uniformity: 81.59

Recent moves

Trim JQUA
-43.1%　-$16.7M
Add DYNF
+74.0%　$8.9M
Add VWO
+34.4%　$1.9M
Add VYMI
+2.7%　$1.2M
Add VCRB
+1.3%　$230.1K
Add SPYM
+2.7%　-$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	23.57%	+0.50%	+2.72%
2	VCRB	Vanguard Core Bond ETF	ETF-Other	16.65%	+0.77%	+1.29%
3	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	12.93%	+0.17%	-3.89%
4	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	11.27%	-0.18%	-0.99%
5	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	9.98%	+4.23%	+73.97%
6	JQUA	Jpmorgan US Quality Factor	ETF-Other	9.21%	-6.78%	-43.07%
7	VYMI	Vanguard Int High Dvd Yld In	ETF-Other	7.53%	+0.81%	+2.74%
8	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	3.23%	+0.94%	+34.42%
9	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.66%	-0.16%	-31.38%
10	IWF	Ishares Russell 1000 Growth	ETF-Other	0.52%	-0.03%	—
11	NVDA	Nvidia CORP	Stock-Tech	0.47%	-0.02%	-0.36%
12	NSC	Norfolk Southern CORP	Stock-Industrials	0.44%	+0.01%	-1.06%
13	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.43%	+0.03%	+6.66%
14	AAPL	Apple INC	Stock-Tech	0.38%	-0.05%	-8.50%
15	MSFT	Microsoft CORP	Stock-Tech	0.27%	-0.09%	-4.10%
16	TSLA	Tesla INC	Stock-Consumer Disc	0.27%	-0.04%	-0.06%
17	AMZN	Amazon.com INC	Stock-Consumer Disc	0.26%	-0.02%	-0.85%
18	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.21%	—	-0.40%
19	IXN	Ishares Global Tech ETF	ETF-Tech	0.21%	—	—
20	SCHG	Schwab US Large-cap Growth	ETF-Other	0.19%	-0.02%	-4.35%
21	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.17%	+0.01%	-3.19%
22	IEF	Ishares 7-10 Year Treasury B	ETF-Gov Bonds	0.15%	—	+0.62%
23	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.14%	+0.02%	+10.23%
24	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.13%	-0.01%	+0.10%
25	VOOV	Vanguard S&p 500 Value ETF	ETF-Large Cap & Growth	0.12%	+0.01%	+6.21%
26	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	0.12%	—	—
27	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.11%	—	-6.84%
28	XLK	Ss Technology Select Sector	ETF-Tech	0.11%	—	+5.87%
29	TOWN	Towne Bank	Stock-Other	0.10%	+0.01%	+0.16%
30	META	Meta Platforms Inc-class A	Stock-Comm Services	0.10%	—	+0.27%
31	DLTR	Dollar Tree INC	Stock-Consumer Staples	0.09%	-0.01%	—

Portfolio Performance

Performance for Q3 2026

+2.8%

Performance Last 4 Quarters

+16.7%

Based on 82% of reported portfolio value with available pricing

Stdev: +10%
Beta: +0.73
Alpha: +2.5%
Max Drawdown: -4.9%
Annualized Perf: +13.8%
Batting Avg vs S&P: +45%
Sortino: +2.65
Stutzer: +0.4
Treynor: +0.18
Sterling: +0.93
Calmar: +2.83
Information Ratio: -0.33
Tracking Error: +4.2%
Stdev Down: +5.1%
Winning Months %: +70%
Losing Months %: +30%
Best 12 Months: +25.4%
Worst 12 Months: +14.3%
Efficiency Ratio: +0.51
Sharpe: +1.35
Stdev Sectors: +11.9%
Skewness: -0.05
Kurtosis: +0.03
Upside Potential: +4.11

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	31	$224.0M	15	1SPYM 2VCRB 3IEFA Top holdings2026-03-31 1.SPYM 2.VCRB 3.IEFA 4.SPY 5.DYNF 6.JQUA 7.VYMI 8.VWO 9.SCHD 10.IWF
2025-12-31	32	$233.5M	4	1SPYM 2JQUA 3VCRB Top holdings2025-12-31 1.SPYM 2.JQUA 3.VCRB 4.IEFA 5.SPY 6.VYMI 7.DYNF 8.VWO 9.SCHD 10.IWF
2025-09-30	31	$226.5M	0	1SPYM 2JQUA 3VCRB Top holdings2025-09-30 1.SPYM 2.JQUA 3.VCRB 4.IEFA 5.SPY 6.VYMI 7.DYNF 8.VWO 9.SCHD 10.IWF
2025-06-30	35	$219.8M	0	1SPYM 2VCRB 3JQUA Top holdings2025-06-30 1.SPYM 2.VCRB 3.JQUA 4.IEFA 5.SPY 6.VYMI 7.DYNF 8.VTEB 9.VWO 10.SCHD
2025-03-31	27	$171.7M	0	1SPYM 2JQUA 3IEFA Top holdings2025-03-31 1.SPYM 2.JQUA 3.IEFA 4.SPY 5.VCRB 6.VYMI 7.SCHD 8.DYNF 9.VWO 10.VCIT
2024-12-31	28	$165.8M	0	1SPY 2JQUA 3IEFA Top holdings2024-12-31 1.SPY 2.JQUA 3.IEFA 4.SPYM 5.VCRB 6.VOOV 7.VYMI 8.SCHD 9.VCIT 10.VOO
2024-09-30	26	$164.5M	0	1SPY 2IEFA 3JQUA Top holdings2024-09-30 1.SPY 2.IEFA 3.JQUA 4.SCHD 5.VCRB 6.SPYM 7.VYMI 8.JPST 9.VOO 10.IWF

Holding changes this quarter

Position changes disclosed by Tull Financial Group, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	DYNF	Ishrs US E F R A Etf-usd INC	+4.2%	+73.97%	Add
2	VWO	Vanguard Ftse Emerging Marke	+0.9%	+34.42%	Add
3	VYMI	Vanguard Int High Dvd Yld In	+0.8%	+2.74%	Add
4	VCRB	Vanguard Core Bond ETF	+0.8%	+1.29%	Add
5	SPYM	Ste Str Spdr Pt S&p 500 ETF	+0.5%	+2.72%	Add
6	IEFA	Ishares Core Msci Eafe ETF	+0.2%	-3.89%	Trim
7	VOO	Vanguard S&p 500 ETF	0%	+6.66%	Add
8	VTI	Vanguard Total Stock Mkt ETF	0%	+10.23%	Add
9	NSC	Norfolk Southern CORP	0%	-1.06%	Trim
10	VOOV	Vanguard S&p 500 Value ETF	0%	+6.21%	Add
11	VEA	Vanguard Ftse Developed ETF	0%	-3.19%	Trim
12	TOWN	Towne Bank	0%	+0.16%	Add
13	META	Meta Platforms Inc-class A	—	+0.27%	Add
14	BRK-B	Berkshire Hathaway Inc-cl B	—	-0.40%	Trim
15	IXN	Ishares Global Tech ETF	—	—	Unchanged
16	PG	Procter & Gamble Co/the	—	-6.84%	Trim
17	DIA	Ss Spdr Dow Jones Indus Avg	—	—	Unchanged
18	XLK	Ss Technology Select Sector	—	+5.87%	Add
19	IEF	Ishares 7-10 Year Treasury B	—	+0.62%	Add
20	GOOGL	Alphabet Inc-cl A	0%	+0.10%	Add
21	DLTR	Dollar Tree INC	0%	—	Unchanged
22	NVDA	Nvidia CORP	0%	-0.36%	Trim
23	SCHG	Schwab US Large-cap Growth	0%	-4.35%	Trim
24	AMZN	Amazon.com INC	0%	-0.85%	Trim
25	IWF	Ishares Russell 1000 Growth	0%	—	Unchanged
26	TSLA	Tesla INC	0%	-0.06%	Trim
27	AAPL	Apple INC	-0.1%	-8.50%	Trim
28	MSFT	Microsoft CORP	-0.1%	-4.10%	Trim
29	SCHD	Schwab US Dvd Equity ETF	-0.2%	-31.38%	Trim
30	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.2%	-0.99%	Trim
31	JQUA	Jpmorgan US Quality Factor	-6.8%	-43.07%	Trim
32	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out