Portfolio (Quarterly)
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Tudor Financial Inc.
· CIK 0002045307| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 5,318.0 | $306K | 0.14% | +4K | +250.8% | $57.62 | +18.2% |
| 62 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,954.0 | $302K | 0.14% | +2K | +229.7% | $102.18 | +3.6% |
| 63 | FIW | FIRST TR EXCHANGE-TRADED FD | — | 2,710.0 | $297K | 0.13% | +1K | +118.9% | $109.52 | -0.7% |
| 64 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,586.0 | $284K | 0.13% | +2K | +346.6% | $109.77 | -1.7% |
| 65 | NFLX | NETFLIX INC. | Communication Services | 3,550.0 | $253K | 0.11% | +2K | +130.8% | $71.40 | +15.8% |
| 66 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,050.0 | $239K | 0.11% | +441.0 | +27.4% | $116.67 | +56.4% |
| 67 | KEY | KEYCORP | Financial Services | 10,260.0 | $236K | 0.11% | +10K | +3308.6% | $23.05 | -4.0% |
| 68 | INFY | INFOSYS LTD | Technology | 22,270.0 | $234K | 0.10% | +22K | +10000.0% | $10.49 | +15.3% |
| 69 | DIS | DISNEY WALT CO | Communication Services | 2,311.0 | $222K | 0.10% | +1K | +99.7% | $96.27 | +11.3% |
| 70 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 5,705.0 | $221K | 0.10% | +6K | +4538.2% | $38.73 | +66.9% |
| 71 | SO | SOUTHERN CO | Utilities | 2,301.0 | $220K | 0.10% | +950.0 | +70.3% | $95.71 | -7.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
31.6%
Technology
20.0%
Industrials
15.5%
Healthcare
10.9%
Consumer Defensive
6.1%
Consumer Cyclical
4.9%
Communication Services
3.5%
Energy
3.1%
Utilities
2.5%
Basic Materials
1.8%