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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
HON icon
101
Honeywell
HON
$77B
$433K 0.23%
2,182
– –
VYM icon
102
Vanguard High Dividend Yield ETF
VYM
$80.9B
$423K 0.22%
3,001
– –
GS icon
103
Goldman Sachs
GS
$300B
$420K 0.22%
527
-1
-0.2% -$741
IBB icon
104
iShares Biotechnology ETF
IBB
$9.34B
$417K 0.22%
2,890
– –
ADP icon
105
Automatic Data Processing
ADP
$106B
$407K 0.22%
1,385
+1
+0.1% +$301
AVGO icon
106
Broadcom
AVGO
$1.85T
$406K 0.22%
1,231
-3
-0.2% -$920
VEEV icon
107
Veeva Systems
VEEV
$33.1B
$386K 0.21%
1,296
– –
PLTR icon
108
Palantir
PLTR
$295B
$374K 0.2%
2,050
– –
DVY icon
109
iShares Select Dividend ETF
DVY
$23.5B
$372K 0.2%
2,619
– –
INFY icon
110
Infosys
INFY
$48.7B
$362K 0.19%
22,270
– –
FXU icon
111
First Trust Utilities AlphaDEX Fund
FXU
$814M
$356K 0.19%
+7,822
New +$344K
VOX icon
112
Vanguard Communication Services ETF
VOX
$5.59B
$355K 0.19%
+1,893
New +$338K
ETN icon
113
Eaton
ETN
$161B
$352K 0.19%
941
-2
-0.2% -$727
NFLX icon
114
Netflix
NFLX
$299B
$348K 0.18%
2,900
– –
TD icon
115
Toronto Dominion Bank
TD
$198B
$339K 0.18%
4,240
– –
CTSH icon
116
Cognizant
CTSH
$24.9B
$321K 0.17%
4,785
+1,865
+64% +$135K
CGCP icon
117
Capital Group Core Plus Income ETF
CGCP
$8.33B
$321K 0.17%
14,119
+26
+0.2% +$588
GE icon
118
GE Aerospace
GE
$374B
$316K 0.17%
1,052
-23
-2% -$6.29K
HWM icon
119
Howmet Aerospace
HWM
$113B
$316K 0.17%
1,608
+167
+12% +$30.4K
MRK icon
120
Merck
MRK
$322B
$311K 0.17%
3,702
-120
-3% -$9.88K
BMY icon
121
Bristol-Myers Squibb
BMY
$133B
$292K 0.16%
6,477
-22
-0.3% -$1.03K
SHW icon
122
Sherwin-Williams
SHW
$82.7B
$290K 0.15%
839
+75
+10% +$26.4K
BA icon
123
Boeing
BA
$171B
$288K 0.15%
1,336
+190
+17% +$42.8K
VTI icon
124
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$282K 0.15%
859
– –
DIS icon
125
Walt Disney
DIS
$167B
$282K 0.15%
2,461
– –
2 3 4
5
6

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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 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.