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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 6 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 4,288.0 $551K 0.25% +800.0 +22.9% $128.51 +17.0%
102 VYM VANGUARD WHITEHALL FDS 3,326.0 $526K 0.24% +2K +180.7% $158.03 +3.9%
103 LMT LOCKHEED MARTIN CORP Industrials 986.0 $503K 0.23% -8K -89.1% $509.71 +3.1%
104 WSO WATSCO INC Industrials 1,195.0 $498K 0.22% -2K -58.9% $416.73 -24.4%
105 FXN FIRST TR EXCHANGE-TRADED FD 24,237.0 $490K 0.22% NEW $20.23 +17.9%
106 GE GE AEROSPACE Industrials 1,305.0 $488K 0.22% -3K -67.2% $373.74 -9.8%
107 META META PLATFORMS INC Communication Services 858.0 $483K 0.22% -9K -91.7% $562.99 +9.6%
108 AVGO BROADCOM INC Technology 1,273.0 $481K 0.22% -2K -54.3% $377.73 -5.3%
109 HWM HOWMET AEROSPACE INC Industrials 1,751.0 $471K 0.21% -1K -45.7% $268.79 -3.5%
110 MU MICRON TECHNOLOGY INC Technology 403.0 $465K 0.21% NEW $1154.29 -11.9%
111 CGIC CAPITAL GROUP INTERNATIONAL 12,579.0 $458K 0.21% +12K +1126.0% $36.39 +2.5%
112 MCD MCDONALDS CORP Consumer Cyclical 1,636.0 $442K 0.20% -4K -69.0% $270.36 -5.4%
113 QQQM INVESCO EXCH TRADED FD TR II 1,457.0 $442K 0.20% -3K -69.3% $303.06 -2.3%
114 GD GENERAL DYNAMICS CORP Industrials 1,152.0 $408K 0.18% -907.0 -44.0% $354.24 +1.5%
115 ETN EATON CORP PLC Industrials 926.0 $395K 0.18% -2K -67.6% $426.12 -3.6%
116 DVY ISHARES TR 2,512.0 $393K 0.18% -819.0 -24.6% $156.31 +5.1%
117 BLK BLACKROCK INC Financial Services 395.0 $380K 0.17% -2K -86.3% $961.56 +16.7%
118 GEV GE VERNOVA INC Utilities 323.0 $380K 0.17% NEW $1175.10 -19.8%
119 T AT&T INC Communication Services 15,891.0 $329K 0.15% +15K +1381.0% $20.70 +24.0%
120 AJG GALLAGHER ARTHUR J & CO Financial Services 1,425.0 $327K 0.15% +559.0 +64.5% $229.57 +14.4%
Page 6 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%