Tudor Financial Inc.

Q2 2026 13F-HR Holdings

Location
Dayton, OH
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
151
Total value ($000)
$222,362
Net value change ($000)
+26,770 (13.7%)
New positions
18
Sold out positions
6
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SOXX 2,660 92.3%
IDGT 2,626 NEW
ABT 1,871 380.3%
APH 1,768 NEW
JAAA 1,407 NEW
VOO 1,337 14.9%
SCHWAB STRATEGIC TRUST 1,196 17.3%
DIA 1,151 13.2%
QQQ 1,125 26.5%
IWB 1,117 13.2%
Top Reduces (Value $000, Stocks/ETFs)
IAU -2,146 -100.0%
AEP -1,727 -100.0%
SLV -983 -43.5%
MISL -964 -100.0%
ACN -572 -30.7%
HON -465 -100.0%
HSY -393 -15.9%
NOC -370 -25.3%
XOM -344 -19.4%
CMCSA -239 -14.2%
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