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Portfolio (Quarterly) Guide ↗

Tudor Financial Inc.

· CIK 0002045307
13F Portfolio $222M AUM 152 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 19 New 71 Added 61 Reduced
Page 3 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LMT LOCKHEED MARTIN CORP Industrials 986.0 $503K 0.23% -8K -89.1% $509.71 +2.9%
42 WSO WATSCO INC Industrials 1,195.0 $498K 0.22% -2K -58.9% $416.73 -24.2%
43 GE GE AEROSPACE Industrials 1,305.0 $488K 0.22% -3K -67.2% $373.74 -10.1%
44 META META PLATFORMS INC Communication Services 858.0 $483K 0.22% -9K -91.7% $562.99 +8.2%
45 AVGO BROADCOM INC Technology 1,273.0 $481K 0.22% -2K -54.3% $377.73 -6.1%
46 HWM HOWMET AEROSPACE INC Industrials 1,751.0 $471K 0.21% -1K -45.7% $268.79 -3.4%
47 MCD MCDONALDS CORP Consumer Cyclical 1,636.0 $442K 0.20% -4K -69.0% $270.36 -5.2%
48 QQQM INVESCO EXCH TRADED FD TR II 1,457.0 $442K 0.20% -3K -69.3% $303.06 -2.6%
49 GD GENERAL DYNAMICS CORP Industrials 1,152.0 $408K 0.18% -907.0 -44.0% $354.24 +1.2%
50 ETN EATON CORP PLC Industrials 926.0 $395K 0.18% -2K -67.6% $426.12 -4.4%
51 DVY ISHARES TR 2,512.0 $393K 0.18% -819.0 -24.6% $156.31 +5.2%
52 BLK BLACKROCK INC Financial Services 395.0 $380K 0.17% -2K -86.3% $961.56 +16.4%
53 DE DEERE & CO Industrials 513.0 $325K 0.15% -4K -88.6% $634.27 +9.5%
54 VTI VANGUARD INDEX FDS 859.0 $318K 0.14% -2K -73.2% $370.22 +2.5%
55 IYF ISHARES TR 2,455.0 $313K 0.14% -251.0 -9.3% $127.51 +8.3%
56 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,306.0 $292K 0.13% -2K -64.3% $223.91 +24.8%
57 BA BOEING CO Industrials 1,336.0 $289K 0.13% -2K -60.5% $216.49 -2.9%
58 GRID FIRST TR EXCHANGE-TRADED FD 1,337.0 $256K 0.12% -135.0 -9.2% $191.72 -6.9%
59 PM PHILIP MORRIS INTL INC Consumer Defensive 1,344.0 $243K 0.11% -805.0 -37.5% $180.92 +1.0%
60 DHR DANAHER CORP DEL Healthcare 1,131.0 $215K 0.10% -765.0 -40.4% $190.40 +8.9%
Page 3 of 4  ·  61 positions

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%