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TF

Tudor Financial Portfolio holdings

AUM $196M
1-Year Est. Return 19.08%
This Fund
S&P 500
This Quarter Est. Return
+6.34%
1 Year Est. Return
+19.08%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$188M
AUM Growth
+$11.7M
Cap. Flow
+$1.53M
Cap. Flow %
0.81%
Top 10 Hldgs %
34.82%
Holding
140
New
6
Increased
63
Reduced
39
Closed
1

Top Buys

Rank Stock Value
1
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$344K
2
VOX icon
Vanguard Communication Services ETF
VOX
+$338K
3
CGIC
Capital Group International Core Equity ETF
CGIC
+$240K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$208K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$207K

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$513K
2
VZ icon
Verizon
VZ
+$374K
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$210K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$131K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$106K

Sector Composition

Rank Sector Weight
1 Technology 8.14%
2 Industrials 7.96%
3 Financials 6.66%
4 Healthcare 4.34%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUK icon
76
Duke Energy
DUK
$97.8B
$674K 0.36%
5,449
+5
+0.1% +$607
IBM icon
77
IBM
IBM
$211B
$671K 0.36%
2,380
+43
+2% +$11.3K
FV icon
78
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$654K 0.35%
10,566
+267
+3% +$16.3K
IWD icon
79
iShares Russell 1000 Value ETF
IWD
$82.2B
$651K 0.35%
3,199
– –
ABT icon
80
Abbott
ABT
$183B
$631K 0.34%
4,708
+2
+0% +$263
TROW icon
81
T. Rowe Price
TROW
$23.9B
$593K 0.32%
5,780
+1
+0% +$105
AEE icon
82
Ameren
AEE
$30.3B
$590K 0.31%
5,656
-68
-1% -$6.79K
TXN icon
83
Texas Instruments
TXN
$252B
$588K 0.31%
3,202
+1
+0% +$196
GOOGL icon
84
Alphabet (Google) Class A
GOOGL
$4.36T
$569K 0.3%
2,342
+145
+7% +$30.4K
NEE icon
85
NextEra Energy
NEE
$181B
$567K 0.3%
7,505
-196
-3% -$14.3K
META icon
86
Meta Platforms (Facebook)
META
$1.42T
$552K 0.29%
752
+28
+4% +$20.8K
LMT icon
87
Lockheed Martin
LMT
$134B
$530K 0.28%
1,061
+1
+0.1% +$454
MDT icon
88
Medtronic
MDT
$109B
$522K 0.28%
5,480
– –
CSX icon
89
CSX Corp
CSX
$93.4B
$499K 0.27%
14,066
+4
+0% +$137
CGGR icon
90
Capital Group Growth ETF
CGGR
$23.8B
$499K 0.27%
11,368
+1,570
+16% +$66.3K
BLK icon
91
Blackrock
BLK
$169B
$490K 0.26%
420
– –
WSO icon
92
Watsco Inc
WSO
$12.7B
$483K 0.26%
1,195
– –
CGBL icon
93
Capital Group Core Balanced ETF
CGBL
$7.14B
$471K 0.25%
13,569
+2,175
+19% +$74.1K
CGGO icon
94
Capital Group Global Growth Equity ETF
CGGO
$11.4B
$451K 0.24%
13,209
+810
+7% +$26.5K
MCD icon
95
McDonald's
MCD
$192B
$444K 0.24%
1,461
– –
GD icon
96
General Dynamics
GD
$104B
$444K 0.24%
1,302
– –
FPE icon
97
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$443K 0.24%
24,280
+117
+0.5% +$2.11K
AJG icon
98
Arthur J. Gallagher & Co
AJG
$64.1B
$441K 0.23%
1,425
-2
-0.1% -$603
EMR icon
99
Emerson Electric
EMR
$83.9B
$440K 0.23%
3,355
+102
+3% +$13.9K
T icon
100
AT&T
T
$159B
$439K 0.23%
15,536
+1,194
+8% +$33.9K
2 3
4
5 6

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MAMF
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PAM
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Tudor Financial's Q3 2025 Portfolio in Review

As of Q3 2025, Tudor Financial held 140 positions worth $188M, up 6.6% from $176M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Tudor Financial's Q3 2025 filing shows 6 new, 63 increased, 39 reduced and 1 closed positions. Its largest new stake was First Trust Utilities AlphaDEX Fund: 7,822 shares worth $356K. The largest sale was UnitedHealth, an estimated $513K.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, up from 7.8% a quarter earlier, followed by Industrials and Financials.

  • Tudor Financial's largest Q3 2025 buy was First Trust Utilities AlphaDEX Fund: 7,822 shares worth $356K.
  • Tudor Financial added most to iShares 0-5 Year High Yield Corporate Bond ETF in Q3 2025, an estimated $167K increase.
  • Tudor Financial's biggest Q3 2025 reduction was Verizon, cutting an estimated $374K.
  • Tudor Financial fully exited UnitedHealth in Q3 2025, selling an estimated $513K.
  • Tudor Financial's ten largest holdings make up 35% of its $188M portfolio in Q3 2025.
  • Tudor Financial opened 6 new positions and closed 1 in Q3 2025.
  • Tudor Financial's portfolio value rose 6.6% quarter-over-quarter to $188M.

Based on Tudor Financial's 13F filing for Q3 2025, filed 14 Nov 2025.