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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
(+6.6%)
Cap. Flow
+$1.53M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
34.82%
Holding
140
New
6
Increased
63
Reduced
39
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Utilities AlphaDEX Fund
FXU
|
+$344K |
| 2 |
Vanguard Communication Services ETF
VOX
|
+$338K |
| 3 |
CGIC
Capital Group International Core Equity ETF
CGIC
|
+$240K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$208K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$207K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$513K |
| 2 |
Verizon
VZ
|
+$374K |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$210K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$131K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Kimberly-Clark
KMB
$35.7B
| $254K | 0.13% |
2,042
| – | – |
|
127
Starbucks
SBUX
$118B
| $250K | 0.13% |
2,954
-299
| -9% | -$26.8K |
|
128
First Trust Water ETF
FIW
$1.89B
| $248K | 0.13% |
2,210
| – | – |
|
|
CGIC
129
Capital Group International Core Equity ETF
CGIC
$2.27B
| $248K | 0.13% |
+8,056
| New | +$240K |
|
|
130
Verizon
VZ
$198B
| $247K | 0.13% |
5,609
-8,641
| -61% | -$374K |
|
131
iShares US Financials ETF
IYF
$4.58B
| $246K | 0.13% |
1,945
+60
| +3% | +$7.42K |
|
132
Deere & Co
DE
$163B
| $239K | 0.13% |
522
| – | – |
|
133
Danaher
DHR
$139B
| $228K | 0.12% |
1,151
-75
| -6% | -$14.9K |
|
134
Southern Company
SO
$107B
| $218K | 0.12% |
2,300
+1
| +0% | +$93 |
|
|
135
Schwab US Large-Cap Growth ETF
SCHG
$61.2B
| $218K | 0.12% |
+6,827
| New | +$208K |
|
136
Philip Morris
PM
$292B
| $216K | 0.11% |
1,333
+3
| +0.2% | +$505 |
|
|
137
iShares Core S&P Total US Stock Market ETF
ITOT
$95.7B
| $214K | 0.11% |
+1,473
| New | +$207K |
|
138
Tesla
TSLA
$1.27T
| $207K | 0.11% |
+465
| New | +$161K |
|
|
PFL
139
PIMCO Income Strategy Fund
PFL
$385M
| $134K | 0.07% |
15,685
+42
| +0.3% | +$354 |
|
|
140
UnitedHealth
UNH
$377B
| – | – |
-1,643
| Closed | -$513K |
|
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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.