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Portfolio (Quarterly) Guide ↗

Tudor Financial Inc.

· CIK 0002045307
13F Portfolio $195.6B AUM 139 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 37 Added 30 Reduced 12 Exited
Page 6 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VYM VANGUARD WHITEHALL FDS 3,001.0 $444K 0.23% $148.10 +6.2%
102 TROW PRICE T ROWE GROUP INC Financial Services 4,871.0 $439K 0.23% $90.15 +13.0%
103 WSO WATSCO INC Industrials 1,195.0 $435K 0.22% $363.79 +6.3%
104 CGIC CAPITAL GROUP INTERNATIONAL 12,578.0 $416K 0.21% +1K +9.1% $33.11 +9.3%
105 GD GENERAL DYNAMICS CORP Industrials 1,177.0 $404K 0.21% $343.22 -1.3%
106 FYX FIRST TR EXCHANGE-TRADED ALP 3,380.0 $403K 0.21% NEW $119.35 +10.6%
107 DVY ISHARES TR 2,531.0 $383K 0.20% -90.0 -3.4% $151.43 +1.8%
108 HWM HOWMET AEROSPACE INC Industrials 1,651.0 $380K 0.19% $230.39 +12.8%
109 BLK BLACKROCK INC Financial Services 395.0 $380K 0.19% -25.0 -6.0% $961.71 +10.6%
110 AVGO BROADCOM INC Technology 1,212.0 $375K 0.19% $309.58 +33.9%
111 VEEV VEEVA SYS INC Healthcare 2,125.0 $373K 0.19% -31.0 -1.4% $175.66 -6.1%
112 GE GE AEROSPACE Industrials 1,255.0 $356K 0.18% +53.0 +4.4% $283.76 +6.3%
113 NFLX NETFLIX INC. Communication Services 3,650.0 $351K 0.18% +100.0 +2.8% $96.15 -7.1%
114 ETN EATON CORP PLC Industrials 956.0 $342K 0.17% +15.0 +1.6% $357.67 +6.7%
115 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,306.0 $322K 0.17% $60.65 -1.8%
116 AJG GALLAGHER ARTHUR J & CO Financial Services 1,425.0 $309K 0.16% $216.58 -4.2%
117 CGCP CAPITAL GRP FIXED INCM ETF T 13,814.0 $309K 0.16% $22.34 -0.4%
118 INFY INFOSYS LTD Technology 22,270.0 $301K 0.15% $13.51 -6.4%
119 PLTR PALANTIR TECHNOLOGIES INC Technology 2,050.0 $300K 0.15% $146.28 -6.2%
120 AMAT APPLIED MATLS INC Technology 860.0 $294K 0.15% -25.0 -2.8% $341.79 +25.0%
Page 6 of 7  ·  139 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 31.8%
Technology 16.9%
Industrials 15.3%
Healthcare 8.5%
Consumer Defensive 7.0%
Communication Services 6.1%
Consumer Cyclical 4.8%
Utilities 4.0%
Energy 3.9%
Basic Materials 1.6%