Tudor Financial Inc.

Q1 2026 13F-HR Holdings

Location
Dayton, OH
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
138
Total value ($000)
$195,474
Net value change ($000)
+118 (0.1%)
New positions
9
Sold out positions
13
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEZ 2,299 NEW
SOXX 1,868 184.0%
ORCL 1,637 143.5%
CMCSA 1,225 270.4%
SCHD 839 11.8%
VDE 783 NEW
VIS 745 NEW
FBT 683 NEW
FTXR 563 NEW
XOM 511 40.4%
Top Reduces (Value $000, Stocks/ETFs)
IGV -3,250 -100.0%
FDN -1,184 -100.0%
FXO -830 -100.0%
VOT -814 -100.0%
VFH -794 -100.0%
IYC -692 -100.0%
FXU -638 -100.0%
MDT -565 -100.0%
MSFT -539 -23.2%
VOO -515 -5.4%
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