Tudor Financial Inc.

Q4 2025 13F-HR Holdings

Location
Dayton, OH
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$195,356
Net value change ($000)
+7,173 (3.8%)
New positions
8
Sold out positions
5
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
ACN 2,334 NEW
SLV 2,167 NEW
HYG 1,162 14.4%
IVV 1,086 34.2%
FTXL 866 NEW
MISL 852 NEW
IBB 830 199.0%
IYC 692 NEW
AMGN 427 14.4%
DIA 291 3.3%
Top Reduces (Value $000, Stocks/ETFs)
IAK -3,235 -100.0%
FXR -1,024 -100.0%
QQXT -803 -100.0%
ORCL -667 -36.9%
IGV -514 -13.7%
CMCSA -436 -49.0%
RTX -425 -37.6%
CTAS -388 -8.4%
TD -339 -100.0%
ITA -309 -7.4%
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