Data as of Q4 2025 (Dec 31, 2025)

Tull Financial Group, Inc.

•CIK: 1769060•Filing: Q4 2025

**Tull Financial Group, Inc.** manages $233M across a portfolio of 32 positions, exhibiting a concentrated, multi-asset approach. The fund maintains significant exposure to technology and growth names, highlighted by the top holdings in SPYM ($53.9M) and JQUA ($37.3M). Further diversification is evident with substantial allocations to VCRB ($37.1M) and IEFA ($29.8M). This structure suggests a tactical focus on high-beta sectors alongside broad international and domestic equity exposure.

Total AUM
$233.5M
QoQ Performance
+3.1%
Positions
26
Top 10 Concentration
95.3%
Latest Filing
Q4 2025

Top Holdings Allocation

SPYM
JQUA
VCRB
IEFA
SPY
VYMI
DYNF
SPYM23.1%
JQUA16.0%
VCRB15.9%
IEFA12.8%
SPY11.5%
VYMI6.7%
DYNF5.7%
VWO2.3%

📈 Biggest Buys

VCRB
VANGUARD MALVERN FDS
+3.0%
15.9% of portfolio
IEFA
ISHARES TR
+3.0%
12.8% of portfolio
DYNF
BLACKROCK ETF TRUST
+4.6%
5.7% of portfolio
SPYM
SPDR SERIES TRUST
+1.0%
23.1% of portfolio
GOOGL
ALPHABET INC
NEW
0.1% of portfolio

📉 Biggest Sells

SCHD
SCHWAB STRATEGIC TR
-31.6%
0.8% of portfolio
TOWN
TOWNEBANK PORTSMOUTH VA
-26.9%
0.1% of portfolio
MSFT
MICROSOFT CORP
-4.6%
0.4% of portfolio
SPY
SPDR S&P 500 ETF TR
-0.1%
11.5% of portfolio
NSC
NORFOLK SOUTHN CORP
-0.6%
0.4% of portfolio

Sector Breakdown

Other85.8%
ETF11.9%
Technology1.5%
Consumer0.6%
Financial0.2%

🚪 Exited Positionssold since Q3 2025

ORCL
ORACLE CORP
SOLD
$281.2K

Changes from Q3 2025

NEW2 new positions
↑20 increased
↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024

📌 Top Holdings

SPYM23.1%
SPDR SERIES TRUST
$53.9M
JQUA16.0%
J P MORGAN EXCHANGE TRADED F
$37.3M
VCRB15.9%
VANGUARD MALVERN FDS
$37.1M
IEFA12.8%
ISHARES TR
$29.8M
SPY11.5%
SPDR S&P 500 ETF TR
$26.7M

⚖️ 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.