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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 7 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,785.0 $294K 0.15% $61.35 -16.5%
122 IYF ISHARES TR 2,455.0 $289K 0.15% +310.0 +14.4% $117.66 +4.1%
123 DE DEERE & CO Industrials 513.0 $289K 0.15% -10.0 -1.9% $563.02 -6.4%
124 FIW FIRST TR EXCHANGE-TRADED FD 2,710.0 $279K 0.14% $103.13 -2.4%
125 VTI VANGUARD INDEX FDS 859.0 $276K 0.14% $320.94 +13.1%
126 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,354.0 $275K 0.14% $203.15 +8.1%
127 BA BOEING CO Industrials 1,336.0 $266K 0.14% $199.05 +8.8%
128 SBUX STARBUCKS CORP Consumer Cyclical 2,954.0 $265K 0.14% $89.58 +16.0%
129 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,312.0 $223K 0.11% $96.47 +1.5%
130 DIS DISNEY WALT CO Communication Services 2,311.0 $223K 0.11% -80.0 -3.4% $96.40 +7.3%
131 SO SOUTHERN CO Utilities 2,301.0 $222K 0.11% $96.50 -2.2%
132 PM PHILIP MORRIS INTL INC Consumer Defensive 1,340.0 $222K 0.11% $165.38 +14.1%
133 DHR DANAHER CORP DEL Healthcare 1,130.0 $214K 0.11% -21.0 -1.8% $189.67 -9.7%
134 VZ VERIZON COMMUNICATIONS INC Communication Services 4,199.0 $211K 0.11% NEW $50.20 -4.1%
135 ITOT ISHARES TR 1,459.0 $208K 0.11% +20.0 +1.4% $142.39 +13.3%
136 GRID FIRST TR EXCHANGE-TRADED FD 1,257.0 $206K 0.10% NEW $163.55 +15.8%
137 KEY KEYCORP Financial Services 10,228.0 $205K 0.10% +538.0 +5.5% $20.05 +6.1%
138 QQQM INVESCO EXCH TRADED FD TR II 851.0 $202K 0.10% NEW $237.75 +23.0%
139 PFL PIMCO INCOME STRATEGY FD Financial Services 14,708.0 $118K 0.06% $8.00 -3.6%
Page 7 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%