We are live on ! Find out more
TF

Tudor Financial Portfolio holdings

AUM $196M
1-Year Est. Return 19.08%
This Fund
S&P 500
This Quarter Est. Return
+2.62%
1 Year Est. Return
+19.08%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$195M
AUM Growth
+$7.17M
Cap. Flow
+$4.2M
Cap. Flow %
2.15%
Top 10 Hldgs %
34.49%
Holding
147
New
8
Increased
66
Reduced
41
Closed
5

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$2.21M
2
SLV icon
iShares Silver Trust
SLV
+$1.68M
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.22M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1M
5
MISL icon
First Trust Indxx Aerospace & Defense ETF
MISL
+$835K

Top Sells

Rank Stock Value
1
IAK icon
iShares US Insurance ETF
IAK
+$3.23M
2
FXR icon
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
+$1.02M
3
QQXT icon
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
+$803K
4
RTX icon
RTX Corp
RTX
+$505K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$406K

Sector Composition

Rank Sector Weight
1 Technology 8.79%
2 Industrials 7.46%
3 Financials 6.46%
4 Healthcare 4.74%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
101
Merck
MRK
$322B
$461K 0.24%
4,381
+679
+18% +$63.7K
CMCSA icon
102
Comcast
CMCSA
$85B
$453K 0.23%
15,140
-13,161
-47% -$376K
BLK icon
103
Blackrock
BLK
$169B
$450K 0.23%
420
– –
MCD icon
104
McDonald's
MCD
$192B
$447K 0.23%
1,462
+1
+0.1% +$306
VYM icon
105
Vanguard High Dividend Yield ETF
VYM
$80.9B
$431K 0.22%
3,001
– –
AVGO icon
106
Broadcom
AVGO
$1.85T
$419K 0.21%
1,211
-20
-2% -$7.15K
WSO icon
107
Watsco Inc
WSO
$12.7B
$403K 0.21%
1,195
– –
HON icon
108
Honeywell
HON
$77B
$401K 0.21%
2,057
-125
-6% -$24.5K
CTSH icon
109
Cognizant
CTSH
$24.9B
$397K 0.2%
4,785
– –
INFY icon
110
Infosys
INFY
$48.7B
$397K 0.2%
22,270
– –
GD icon
111
General Dynamics
GD
$104B
$396K 0.2%
1,177
-125
-10% -$42.6K
CGIC
112
Capital Group International Core Equity ETF
CGIC
$2.21B
$375K 0.19%
11,528
+3,472
+43% +$109K
T icon
113
AT&T
T
$159B
$373K 0.19%
15,028
-508
-3% -$12.9K
GE icon
114
GE Aerospace
GE
$374B
$370K 0.19%
1,202
+150
+14% +$45.2K
DVY icon
115
iShares Select Dividend ETF
DVY
$23.5B
$370K 0.19%
2,621
+2
+0.1% +$283
AJG icon
116
Arthur J. Gallagher & Co
AJG
$64.1B
$369K 0.19%
1,425
– –
PLTR icon
117
Palantir
PLTR
$295B
$364K 0.19%
2,050
– –
ADP icon
118
Automatic Data Processing
ADP
$106B
$348K 0.18%
1,352
-33
-2% -$8.79K
HWM icon
119
Howmet Aerospace
HWM
$113B
$338K 0.17%
1,650
+42
+3% +$8.36K
NFLX icon
120
Netflix
NFLX
$299B
$333K 0.17%
3,550
+650
+22% +$70.1K
CGCP icon
121
Capital Group Core Plus Income ETF
CGCP
$8.33B
$313K 0.16%
13,803
-316
-2% -$7.19K
ETN icon
122
Eaton
ETN
$161B
$300K 0.15%
941
– –
FIW icon
123
First Trust Water ETF
FIW
$1.85B
$294K 0.15%
2,710
+500
+23% +$55.8K
BA icon
124
Boeing
BA
$171B
$290K 0.15%
1,336
– –
VTI icon
125
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$288K 0.15%
859
– –
2 3 4
5
6

Similar funds

CPRPA
Cerity Partners Retirement Plan Advisors New York $196M AUM
SC
Scholtz & Company Stamford, Connecticut $195M AUM 12.04% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
MAMF
Mirabaud Asset Management (France) Paris, France $196M AUM
PAM
Peninsula Asset Management Bradenton, Florida $196M AUM 10.62% 1-Year Est. Return
MHFA
Mission Hills Financial Advisory San Diego, California $195M AUM 8.43% 1-Year Est. Return
RAM
Revere Asset Management Dallas, Texas $195M AUM 80.44% 1-Year Est. Return
LWA
Legacy Wealth Advisors Miami, Florida $196M AUM

Tudor Financial's Q4 2025 Portfolio in Review

As of Q4 2025, Tudor Financial held 147 positions worth $195M, up 3.8% from $188M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Tudor Financial's Q4 2025 filing shows 8 new, 66 increased, 41 reduced and 5 closed positions. Its largest new stake was Accenture: 8,700 shares worth $2.33M. The largest sale was iShares US Insurance ETF, an estimated $3.23M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.1% a quarter earlier, followed by Industrials and Financials.

  • Tudor Financial's largest Q4 2025 buy was Accenture: 8,700 shares worth $2.33M.
  • Tudor Financial added most to iShares iBoxx $ High Yield Corporate Bond ETF in Q4 2025, an estimated $1.22M increase.
  • Tudor Financial's biggest Q4 2025 reduction was RTX Corp, cutting an estimated $505K.
  • Tudor Financial fully exited iShares US Insurance ETF in Q4 2025, selling an estimated $3.23M.
  • Tudor Financial's ten largest holdings make up 34% of its $195M portfolio in Q4 2025.
  • Tudor Financial opened 8 new positions and closed 5 in Q4 2025.
  • Tudor Financial's portfolio value rose 3.8% quarter-over-quarter to $195M.

Based on Tudor Financial's 13F filing for Q4 2025, filed 13 Feb 2026.