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Cyr Financial Inc. Top Holdings and 13F Report (2025)

About Cyr Financial Inc.

Investment Activity

  • Cyr Financial Inc. has $109.66 million in total holdings as of December 31, 2024.
  • Cyr Financial Inc. owns shares of 54 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 48.50% of the portfolio was purchased this quarter.
  • About 39.81% of the portfolio was sold this quarter.
  • This quarter, Cyr Financial Inc. has purchased 41 new stocks and bought additional shares in 13 stocks.
  • Cyr Financial Inc. sold shares of 17 stocks and completely divested from 11 stocks this quarter.

Largest New Holdings this Quarter

Fidelity Total Bond ETF
$7,420,690 Holding

Largest Purchases this Quarter

SPDR Portfolio Aggregate Bond ETF
306,235 shares (about $7.65M)
VictoryShares Core Intermediate Bond ETF
163,978 shares (about $7.54M)
Fidelity Total Bond ETF
165,382 shares (about $7.42M)
iShares Currency Hedged MSCI EAFE ETF
157,003 shares (about $5.46M)

Largest Sales this Quarter

Vanguard Total Bond Market ETF
281,452 shares (about $20.24M)
iShares MSCI Intl Quality Factor ETF
131,041 shares (about $4.86M)
Invesco QQQ
5,824 shares (about $2.98M)
Axon Enterprise
1,732 shares (about $1.03M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCyr Financial Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$10,951,571$584,511 5.6%193,90210.0%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$10,072,971$2,315,443 29.8%201,6219.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$9,053,491$20,239,263 -69.1%125,9008.3%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$7,652,813$7,652,813 New Holding306,2357.0%ETF
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$7,536,429$7,536,429 New Holding163,9786.9%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$7,420,690$7,420,690 New Holding165,3826.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,661,099$2,977,535 -34.5%11,0735.2%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$5,626,580$4,244,789 307.2%205,9515.1%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$5,455,854$5,455,854 New Holding157,0035.0%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$5,294,945$5,294,945 New Holding130,2894.8%ETF
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$4,700,222$4,439 -0.1%102,7154.3%ETF
SPDR S&P Emerging Markets SmallCap ETF stock logo
EWX
SPDR S&P Emerging Markets SmallCap ETF
$3,983,090$763,574 23.7%67,9593.6%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,363,837$4,864,281 -78.1%36,7411.2%ETF
WisdomTree Global ex U.S. Quality Dividend Growth Fund stock logo
DNL
WisdomTree Global ex U.S. Quality Dividend Growth Fund
$1,154,709$4,650,534 -80.1%32,0931.1%Finance
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$1,090,800$76,966 -6.6%43,8071.0%ETF
SPMO
Invesco S&P 500 Momentum ETF
$977,463$977,463 New Holding10,2880.9%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$967,710$240,063 33.0%9,0820.9%ETF
Apple Inc. stock logo
AAPL
Apple
$964,013$55,086 -5.4%3,8500.9%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$889,916$159,797 -15.2%2,6620.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$863,958$48,485 -5.3%3,9380.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$857,172$39,565 4.8%4,5280.8%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$845,702$631,964 295.7%7,8620.8%Oils/Energy
INMU
iShares Intermediate Muni Income Active ETF
$796,793$44,203 5.9%33,7620.7%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$793,419$793,419 New Holding5,9080.7%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$791,118$80,503 11.3%1,8770.7%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$777,585$152,368 24.4%12,8910.7%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$766,378$87,514 12.9%1,5150.7%Medical
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$747,454$332,130 80.0%15,0850.7%ETF
General Electric stock logo
GE
General Electric
$733,439$733,439 New Holding4,3970.7%Transportation
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$718,449$718,449 New Holding1,5850.7%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$638,256$638,256 New Holding2,7530.6%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$629,720$103,582 -14.1%5,9700.6%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$626,514$626,514 New Holding10,5830.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$623,486$623,486 New Holding2,6010.6%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$604,246$604,246 New Holding1,0320.6%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$601,768$601,768 New Holding1,5470.5%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$593,241$593,241 New Holding1,4690.5%Auto/Tires/Trucks
Netflix, Inc. stock logo
NFLX
Netflix
$566,880$566,880 New Holding6360.5%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$563,592$563,592 New Holding7300.5%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$553,469$553,469 New Holding6040.5%Retail/Wholesale
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$489,649$468,708 -48.9%2,0810.4%ETF
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$382,742$1,029,362 -72.9%6440.3%Aerospace
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$376,491$376,491 New Holding7,5540.3%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$367,055$17,507 -4.6%3,1240.3%Manufacturing
Caterpillar Inc. stock logo
CAT
Caterpillar
$341,452$341,452 New Holding9410.3%Industrial Products
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$315,743$11,315 3.7%5860.3%ETF
ISHARES TR
$299,037$299,037 New Holding10,0180.3%LIFEPATH TGT2035
ARISTA NETWORKS INC
$262,730$262,730 New Holding2,3770.2%COM SHS
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$245,654$610,986 -71.3%4290.2%Finance
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$225,958$564,620 -71.4%4,1140.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$220,722$220,722 New Holding4,4030.2%ETF
W. R. Berkley Co. stock logo
WRB
W. R. Berkley
$215,646$310,448 -59.0%3,6850.2%Finance
News Co. stock logo
NWSA
News
$204,402$512,272 -71.5%7,4220.2%Consumer Discretionary
CALAMOS ETF TR
$202,606$202,606 New Holding8,1320.2%NASDAQ 100 STRUC
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$0$788,052 -100.0%00.0%Finance
Intuit Inc. stock logo
INTU
Intuit
$0$760,346 -100.0%00.0%Computer and Technology
Arista Networks, Inc. stock logo
ANET
Arista Networks
$0$741,616 -100.0%00.0%Computer and Technology
Assurant, Inc. stock logo
AIZ
Assurant
$0$719,043 -100.0%00.0%Finance
Lennar Co. stock logo
LEN
Lennar
$0$714,131 -100.0%00.0%Construction
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$0$708,317 -100.0%00.0%Construction
The Allstate Co. stock logo
ALL
Allstate
$0$700,748 -100.0%00.0%Finance
PulteGroup, Inc. stock logo
PHM
PulteGroup
$0$690,189 -100.0%00.0%Construction
Builders FirstSource, Inc. stock logo
BLDR
Builders FirstSource
$0$644,437 -100.0%00.0%Retail/Wholesale
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$0$274,183 -100.0%00.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$215,888 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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