Tull Financial Group, Inc.

Q4 2025 13F-HR Holdings

Location
Chesapeake, VA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$233,490
Net value change ($000)
+7,024 (3.1%)
New positions
2
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/8/2025 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)
SPYM 1,794 3.4%
IEFA 1,554 5.5%
VYMI 1,144 7.9%
DYNF 927 7.4%
VCRB 853 2.4%
SPY 602 2.3%
GOOGL 320 NEW
DLTR 225 NEW
AAPL 218 27.6%
AMZN 197 42.9%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -869 -31.2%
ORCL -281 -100.0%
MSFT -103 -11.0%
TOWN -90 -29.5%
NSC -47 -4.5%
META -32 -11.6%
PG -11 -4.0%
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