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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
+1.01%
1 Year Est. Return
+19.08%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$196M
AUM Growth
+$236K
Cap. Flow
+$1.31M
Cap. Flow %
0.67%
Top 10 Hldgs %
33.73%
Holding
151
New
9
Increased
60
Reduced
35
Closed
12

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$2.12M
2
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$2.11M
3
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.84M
4
CMCSA icon
Comcast
CMCSA
+$1.3M
5
VIS icon
Vanguard Industrials ETF
VIS
+$775K

Top Sells

Rank Stock Value
1
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.25M
2
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.18M
3
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$830K
4
VOT icon
Vanguard Morningstar Mid-Cap Growth ETF
VOT
+$814K
5
VFH icon
Vanguard Financials ETF
VFH
+$794K

Sector Composition

Rank Sector Weight
1 Technology 8.77%
2 Industrials 7.7%
3 Financials 6%
4 Healthcare 4.35%
5 Consumer Staples 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
101
Vanguard High Dividend Yield ETF
VYM
$80.9B
$444K 0.23%
3,001
– –
TROW icon
102
T. Rowe Price
TROW
$23.9B
$439K 0.22%
4,871
– –
WSO icon
103
Watsco Inc
WSO
$12.7B
$435K 0.22%
1,195
– –
CGIC
104
Capital Group International Core Equity ETF
CGIC
$2.21B
$416K 0.21%
12,578
+1,050
+9% +$35.9K
GD icon
105
General Dynamics
GD
$104B
$404K 0.21%
1,177
– –
FYX icon
106
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.36B
$403K 0.21%
+3,380
New +$408K
DVY icon
107
iShares Select Dividend ETF
DVY
$23.5B
$383K 0.2%
2,531
-90
-3% -$13.6K
HWM icon
108
Howmet Aerospace
HWM
$113B
$380K 0.19%
1,651
+1
+0.1% +$233
BLK icon
109
Blackrock
BLK
$169B
$380K 0.19%
395
-25
-6% -$26.3K
AVGO icon
110
Broadcom
AVGO
$1.85T
$375K 0.19%
1,212
+1
+0.1% +$329
VEEV icon
111
Veeva Systems
VEEV
$33.1B
$373K 0.19%
2,125
-31
-1% -$6.09K
GE icon
112
GE Aerospace
GE
$374B
$356K 0.18%
1,255
+53
+4% +$16.7K
NFLX icon
113
Netflix
NFLX
$299B
$351K 0.18%
3,650
+100
+3% +$8.81K
ETN icon
114
Eaton
ETN
$161B
$342K 0.17%
956
+15
+2% +$5.34K
BMY icon
115
Bristol-Myers Squibb
BMY
$133B
$322K 0.16%
5,306
+14
+0.3% +$816
AJG icon
116
Arthur J. Gallagher & Co
AJG
$64.1B
$309K 0.16%
1,425
– –
CGCP icon
117
Capital Group Core Plus Income ETF
CGCP
$8.33B
$309K 0.16%
13,814
+11
+0.1% +$249
INFY icon
118
Infosys
INFY
$48.7B
$301K 0.15%
22,270
– –
PLTR icon
119
Palantir
PLTR
$295B
$300K 0.15%
2,050
– –
AMAT icon
120
Applied Materials
AMAT
$403B
$294K 0.15%
860
-25
-3% -$8.41K
CTSH icon
121
Cognizant
CTSH
$24.9B
$294K 0.15%
4,785
– –
IYF icon
122
iShares US Financials ETF
IYF
$4.67B
$289K 0.15%
2,455
+310
+14% +$38.5K
DE icon
123
Deere & Co
DE
$160B
$289K 0.15%
513
-10
-2% -$5.64K
FIW icon
124
First Trust Water ETF
FIW
$1.85B
$279K 0.14%
2,710
– –
VTI icon
125
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$276K 0.14%
859
– –
3 4
5
6 7

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MAMF
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PAM
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MHFA
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LWA
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Tudor Financial's Q1 2026 Portfolio in Review

As of Q1 2026, Tudor Financial held 151 positions worth $196M, up 0.12% from $195M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Tudor Financial's Q1 2026 filing shows 9 new, 60 increased, 35 reduced and 12 closed positions. Its largest new stake was iShares US Oil Equipment & Services ETF: 79,410 shares worth $2.3M. The largest sale was iShares Expanded Tech-Software Sector ETF, an estimated $3.25M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, down from 8.8% a quarter earlier, followed by Industrials and Financials.

  • Tudor Financial's largest Q1 2026 buy was iShares US Oil Equipment & Services ETF: 79,410 shares worth $2.3M.
  • Tudor Financial added most to Oracle in Q1 2026, an estimated $2.12M increase.
  • Tudor Financial's biggest Q1 2026 reduction was Amgen, cutting an estimated $320K.
  • Tudor Financial fully exited iShares Expanded Tech-Software Sector ETF in Q1 2026, selling an estimated $3.25M.
  • Tudor Financial's ten largest holdings make up 34% of its $196M portfolio in Q1 2026.
  • Tudor Financial opened 9 new positions and closed 12 in Q1 2026.
  • Tudor Financial's portfolio value rose 0.12% quarter-over-quarter to $196M.

Based on Tudor Financial's 13F filing for Q1 2026, filed 14 May 2026.