Data as of Q4 2025 (Dec 31, 2025)

Cyr Financial Inc.

•CIK: 2010666•Filing: Q4 2025

**Cyr Financial Inc.** manages $160M across a diversified portfolio of 58 positions. The fund exhibits significant concentration in key sectors, with top holdings including COWZ at $14.4M and XLG at $13.7M. Further allocations are notable in fixed income and broad market exposure, evidenced by BND ($12.3M) and UITB ($12.2M). This structure suggests a tactical approach balancing high-conviction equity plays with defensive asset allocation.

Total AUM
$160.4M
QoQ Performance
+9.6%
Positions
40
Top 10 Concentration
69.2%
Latest Filing
Q4 2025

Top Holdings Allocation

COWZ
XLG
BND
UITB
SPAB
FBND
IDMO
HEFA
COWZ9.0%
XLG8.5%
BND7.7%
UITB7.6%
SPAB7.6%
FBND7.5%
IDMO6.1%
HEFA6.0%

📈 Biggest Buys

FDVV
FIDELITY COVINGTON TRUST
NEW
4.9% of portfolio
EDIV
SPDR INDEX SHS FDS
NEW
2.5% of portfolio
SPAB
SPDR SERIES TRUST
+23.5%
7.6% of portfolio
UITB
VICTORY PORTFOLIOS II
+23.2%
7.6% of portfolio
FBND
FIDELITY MERRIMACK STR TR
+23.4%
7.5% of portfolio

📉 Biggest Sells

SCHD
SCHWAB STRATEGIC TR
-92.3%
0.3% of portfolio
EWX
SPDR INDEX SHS FDS
-85.6%
0.5% of portfolio
XLG
INVESCO EXCHANGE TRADED FD T
-5.1%
8.5% of portfolio
GOOGL
ALPHABET INC
-24.5%
0.8% of portfolio
AVGO
BROADCOM INC
-21.5%
0.7% of portfolio

Sector Breakdown

Other85.9%
Technology5.9%
Consumer2.9%
Financial1.5%
Healthcare1.4%
Industrial1.2%
Energy0.8%
ETF0.3%

🚪 Exited Positionssold since Q3 2025

HD
HOME DEPOT INC
SOLD
$930.7K
COST
COSTCO WHSL CORP NEW
SOLD
$811.8K
CRM
SALESFORCE INC
SOLD
$809.2K
UNH
UNITEDHEALTH GROUP INC
SOLD
$756.9K
IBTG
ISHARES TR
SOLD
$250.3K
+9 more exited positions

Changes from Q3 2025

NEW9 new positions
↑26 increased
↓21 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

📌 Top Holdings

COWZ9.0%
PACER FDS TR
$14.4M
XLG8.5%
INVESCO EXCHANGE TRADED FD T
$13.7M
BND7.7%
VANGUARD BD INDEX FDS
$12.3M
UITB7.6%
VICTORY PORTFOLIOS II
$12.2M
SPAB7.6%
SPDR SERIES TRUST
$12.1M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.