Cyr Financial
Latest statistics and disclosures from Cyr Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are COWZ, XLG, BND, UITB, SPAB, and represent 40.55% of Cyr Financial's stock portfolio.
- Added to shares of these 10 stocks: XLG, FBND, SPAB, UITB, FDVV, BND, COWZ, HEFA, IDMO, QQQ.
- Started 3 new stock positions in IAU, VTI, SGOV.
- Reduced shares in these 10 stocks: NFLX, IBTI, CAIE, SCHD, EWX, CAT, ITDC, IBDU, IBHI, IBHH.
- Sold out of its positions in CAIE, IBTI, NFLX.
- Cyr Financial was a net buyer of stock by $12M.
- Cyr Financial has $170M in assets under management (AUM), dropping by 5.96%.
- Central Index Key (CIK): 0002010666
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Portfolio Holdings for Cyr Financial
Cyr Financial holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 9.4 | $16M | +5% | 254k | 62.56 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 8.0 | $14M | +8% | 250k | 54.55 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.8 | $13M | +7% | 179k | 73.64 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 7.7 | $13M | +8% | 279k | 47.02 |
|
| Spdr Series Trust State Street Spd (SPAB) | 7.7 | $13M | +8% | 510k | 25.62 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 7.7 | $13M | +8% | 286k | 45.62 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 6.2 | $11M | +7% | 248k | 42.49 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 6.1 | $10M | +7% | 190k | 54.84 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 5.1 | $8.6M | +12% | 156k | 55.24 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.1 | $7.0M | +7% | 12k | 577.17 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) | 3.9 | $6.6M | +5% | 132k | 50.48 |
|
| Spdr Index Shs Fds State Street Spd (EDIV) | 2.7 | $4.6M | +12% | 115k | 39.48 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $2.0M | +2% | 12k | 169.66 |
|
| Ge Aerospace Com New (GE) | 0.8 | $1.4M | +4% | 4.9k | 283.75 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.8 | $1.4M | -2% | 60k | 23.26 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $1.4M | +26% | 28k | 49.89 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.8 | $1.4M | -2% | 54k | 25.33 |
|
| Apple (AAPL) | 0.8 | $1.3M | +10% | 5.1k | 253.81 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.3M | +13% | 2.7k | 479.20 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.3M | +8% | 4.3k | 294.16 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.7 | $1.3M | +15% | 25k | 49.99 |
|
| Cisco Systems (CSCO) | 0.7 | $1.2M | +8% | 16k | 77.59 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $1.2M | +6% | 7.1k | 174.41 |
|
| Tesla Motors (TSLA) | 0.7 | $1.2M | +8% | 3.3k | 371.75 |
|
| Wal-Mart Stores (WMT) | 0.7 | $1.2M | +13% | 10k | 124.28 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.2M | +5% | 4.3k | 287.56 |
|
| Microsoft Corporation (MSFT) | 0.7 | $1.2M | +15% | 3.3k | 370.18 |
|
| Ishares Tr National Mun Etf (MUB) | 0.7 | $1.2M | +10% | 11k | 106.15 |
|
| Broadcom (AVGO) | 0.7 | $1.2M | +8% | 3.7k | 309.51 |
|
| Amazon (AMZN) | 0.7 | $1.2M | +9% | 5.6k | 208.27 |
|
| Abbvie (ABBV) | 0.7 | $1.2M | +20% | 5.3k | 217.50 |
|
| TJX Companies (TJX) | 0.7 | $1.2M | +18% | 7.2k | 159.70 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $1.1M | +13% | 1.2k | 919.80 |
|
| Palantir Technologies Cl A (PLTR) | 0.7 | $1.1M | +21% | 7.7k | 146.28 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.1M | +13% | 1.9k | 572.13 |
|
| Uber Technologies (UBER) | 0.6 | $1.1M | +12% | 15k | 71.93 |
|
| Calamos Etf Tr S&p 500 Structu (CPSD) | 0.6 | $1.0M | 39k | 25.92 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.6 | $981k | -3% | 8.8k | 112.11 |
|
| Oracle Corporation (ORCL) | 0.6 | $954k | +44% | 6.5k | 147.11 |
|
| Ishares Tr Ibonds 29 Tr Hi (IBHI) | 0.5 | $819k | -4% | 35k | 23.28 |
|
| Spdr Index Shs Fds State Street Spd (EWX) | 0.4 | $611k | -18% | 9.2k | 66.12 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.4 | $601k | 12k | 49.50 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.3 | $490k | 2.0k | 248.85 |
|
|
| Caterpillar (CAT) | 0.3 | $467k | -18% | 660.00 | 708.14 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $449k | +3% | 752.00 | 597.55 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $422k | -26% | 14k | 30.68 |
|
| Constellation Energy (CEG) | 0.2 | $340k | 1.2k | 279.27 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $340k | NEW | 3.9k | 88.16 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.2 | $312k | -8% | 14k | 21.89 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $308k | -8% | 14k | 21.84 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $278k | NEW | 2.8k | 100.66 |
|
| Ishares Tr Lifepath Tgt2035 (ITDC) | 0.1 | $245k | -28% | 7.3k | 33.76 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $239k | NEW | 744.00 | 320.81 |
|
| Ishares Tr Ibonds 28 Tr Hi (IBHH) | 0.1 | $233k | -14% | 9.9k | 23.47 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $232k | -6% | 5.0k | 46.23 |
|
| Ishares Tr Lifepath Tgt2060 (ITDH) | 0.1 | $227k | +4% | 6.1k | 37.07 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $222k | 4.4k | 50.63 |
|
|
| Calamos Etf Tr Nasdaq 100 Struc (CPNJ) | 0.1 | $220k | 8.1k | 27.01 |
|
Past Filings by Cyr Financial
SEC 13F filings are viewable for Cyr Financial going back to 2024
- Cyr Financial 2026 Q1 filed April 24, 2026
- Cyr Financial 2025 Q4 filed Jan. 16, 2026
- Cyr Financial 2025 Q3 filed Nov. 5, 2025
- Cyr Financial 2025 Q1 restated filed July 18, 2025
- Cyr Financial 2025 Q2 filed July 17, 2025
- Cyr Financial 2025 Q1 filed April 22, 2025
- Cyr Financial 2024 Q4 filed Jan. 23, 2025
- Cyr Financial 2024 Q3 filed Oct. 17, 2024
- Cyr Financial 2024 Q2 filed July 10, 2024