Tudor Financial Inc.

Q3 2026 13F-HR Holdings

Location
Dayton, OH
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
165
Total value ($000)
$224,271
Net value change ($000)
+1,793 (0.8%)
New positions
20
Sold out positions
7
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JAAA 3,082 219.0%
XLK 2,666 NEW
XOM 1,655 NEW
XLV 1,556 755.3%
BSJT 1,476 236.9%
BSJU 1,472 213.3%
META 1,470 304.3%
FPE 1,284 143.8%
XLY 1,231 NEW
XLC 1,199 584.9%
Top Reduces (Value $000, Stocks/ETFs)
ITA -3,437 -84.2%
EFA -2,696 -100.0%
SOXX -2,279 -41.1%
IYJ -1,709 -52.8%
XOM -1,431 -100.0%
IEZ -1,394 -67.2%
SLV -1,279 -100.0%
IAI -1,170 -36.7%
IDGT -817 -31.1%
FTXL -769 -42.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type