Cyr Financial Inc.

Q2 2026 13F-HR Holdings

Location
Hennepin, IL
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$191,981
Net value change ($000)
+22,066 (13.0%)
New positions
5
Sold out positions
1
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

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)
XLG 2,697 19.8%
QQQ 2,384 34.2%
HEFA 1,753 16.6%
IDMO 1,649 15.8%
FDVV 1,482 17.2%
RWJ 1,450 21.8%
BND 1,131 8.6%
COWZ 1,066 6.7%
FBND 1,011 7.8%
SPAB 1,004 7.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,957 -100.0%
PULS -278 -46.3%
PLTR -84 -7.5%
IAU -49 -14.4%
CEG -37 -10.9%
WMT -14 -1.1%
CPSD -11 -1.1%
TFLO -9 -4.1%
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