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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 4 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 2,972.0 $1.0M 0.47% -6K -65.2% $352.71 -9.8%
62 ABBV ABBVIE INC Healthcare 4,146.0 $1.0M 0.47% -3K -38.5% $251.65 +3.4%
63 VYMI VANGUARD WHITEHALL FDS 10,481.0 $1.0M 0.46% +6K +158.7% $98.20 +9.1%
64 FTXR FIRST TR EXCHANGE TRADED FD 22,111.0 $1.0M 0.45% +20K +1108.9% $45.57 -4.3%
65 WFC WELLS FARGO & CO Financial Services 11,902.0 $984K 0.44% +9K +304.0% $82.64 +7.9%
66 WMT WALMART INC Consumer Defensive 8,486.0 $961K 0.43% +6K +210.4% $113.27 -4.3%
67 MPC MARATHON PETE CORP Energy 3,665.0 $937K 0.42% -5K -58.3% $255.64 +51.7%
68 GOOGL ALPHABET INC Communication Services 2,585.0 $924K 0.41% -4K -59.1% $357.38 -4.2%
69 VPU VANGUARD WORLD FD 4,689.0 $918K 0.41% -4K -47.4% $195.73 -4.9%
70 PEP PEPSICO INC Consumer Defensive 6,769.0 $917K 0.41% +3K +81.6% $135.40 +3.4%
71 FPE FIRST TR EXCH TRADED FD III 49,937.0 $893K 0.40% +50K +10000.0% $17.88 -1.3%
72 CVX CHEVRON CORPORATION Energy 5,357.0 $888K 0.40% $165.76 +27.5%
73 TXN TEXAS INSTRS INC Technology 2,957.0 $881K 0.40% +2K +280.6% $298.07 -14.8%
74 FTXN FIRST TR EXCHANGE TRADED FD 25,730.0 $860K 0.39% NEW $33.43 +22.4%
75 VIS VANGUARD WORLD FD 2,377.0 $857K 0.39% -11K -82.7% $360.38 -7.1%
76 CGGO CAPITAL GROUP GBL GROWTH EQT 19,963.0 $845K 0.38% +18K +1229.1% $42.33 -4.9%
77 SHYG ISHARES TR 19,438.0 $824K 0.37% +18K +1250.8% $42.41 -1.0%
78 OEF ISHARES TR 2,175.0 $796K 0.36% -51.0 -2.3% $365.87 +5.0%
79 ITW ILLINOIS TOOL WKS INC Industrials 2,900.0 $784K 0.35% +818.0 +39.3% $270.47 +0.4%
80 NEE NEXTERA ENERGY INC Utilities 8,438.0 $741K 0.33% +6K +295.0% $87.77 -4.2%
Page 4 of 8  ·  152 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%