Tudor Financial Inc.

Q3 2025 13F-HR Holdings

Location
Dayton, OH
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
139
Total value ($000)
$188,183
Net value change ($000)
+11,695 (6.6%)
New positions
6
Sold out positions
1
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWB 625 7.6%
VOO 567 6.3%
AAPL 517 24.1%
NVDA 478 20.4%
ITA 474 12.9%
IVV 390 14.0%
ORCL 381 26.7%
QQQ 374 9.2%
GOOGL 372 22.5%
SCHWAB STRATEGIC TRUST 368 6.1%
Top Reduces (Value $000, Stocks/ETFs)
UNH -513 -100.0%
CTAS -397 -7.9%
VZ -370 -60.0%
HRL -185 -18.3%
CNI -152 -9.4%
CMCSA -134 -13.1%
PG -111 -6.5%
QQXT -81 -9.2%
TXN -77 -11.6%
V -67 -4.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type