Institutional
Tudor Financial Inc.
CIK 0002045307
$195.6M
Reported AUM
139
Positions
Q1 2026
Period
2026-05-15
Filed
Editorial summary
Summary for Tudor Financial Inc. · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HYG | ISHARES TR | $79.43 | -0.50% | 6.72% | 19.17% | $9.1M | 4.65% | −129 | −0.1% |
| 2 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | 24.60% | 80.00% | $9.0M | 4.58% | −116 | −0.8% |
| 3 | DIA | STATE STR SPDR DOW JONES IND | $509.70 | -1.35% | 20.81% | 58.77% | $8.7M | 4.45% | −93 | −0.5% |
| 4 | IWB | ISHARES TR | $403.01 | -2.58% | 23.62% | 73.29% | $8.5M | 4.32% | −244 | −1.0% |
| 5 | SCHD | SCHWAB STRATEGIC TR | $32.30 | -0.89% | 26.40% | 50.98% | $7.9M | 4.05% | — | HELD |
| 6 | SCHF | SCHWAB STRATEGIC TR | $26.81 | -3.77% | 26.99% | 57.05% | $6.9M | 3.54% | +786 | +0.3% |
| 7 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | 33.69% | 99.06% | $4.2M | 2.17% | −33 | −0.4% |
| 8 | IVV | ISHARES TR | $740.91 | -2.62% | 24.60% | 80.03% | $4.0M | 2.04% | −95 | −1.5% |
| 9 | ITA | ISHARES TR | $229.45 | -0.92% | 26.77% | 121.06% | $3.9M | 1.97% | −251 | −1.4% |
| 10 | CTAS | CINTAS CORP | $179.85 | -0.06% | -20.25% | 91.19% | $3.8M | 1.95% | — | HELD |
| 11 | AMGN | AMGEN INC | $349.58 | 1.15% | 24.03% | 69.41% | $3.3M | 1.71% | −899 | −8.7% |
| 12 | ALL | ALLSTATE CORP | $221.01 | 4.82% | 8.89% | 91.62% | $3.1M | 1.60% | +1 | +0.0% |
| 13 | IAI | ISHARES TR | $179.98 | -2.20% | 15.87% | 88.49% | $3.1M | 1.58% | −177 | −0.9% |
| 14 | SOXX | ISHARES TR | $539.77 | -10.44% | 149.94% | 268.61% | $2.9M | 1.47% | +5,400 | +160.2% |
| 15 | IYJ | ISHARES TR | $157.19 | -0.91% | 12.25% | 46.12% | $2.8M | 1.45% | −154 | −0.8% |
| 16 | ORCL | ORACLE CORP | $213.68 | -9.59% | 24.02% | 162.37% | $2.8M | 1.42% | +13,025 | +222.4% |
| 17 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $2.7M | 1.39% | +61 | +0.6% |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $2.6M | 1.35% | +39 | +1.0% |
| 19 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $2.5M | 1.29% | −100 | −0.7% |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $207.83 | -1.42% | 18.26% | 47.36% | $2.5M | 1.27% | +154 | +1.2% |
| 21 | HSY | HERSHEY CO | $184.58 | 1.02% | 17.53% | 16.71% | $2.5M | 1.27% | — | HELD |
| 22 | EFA | ISHARES TR | $102.26 | -2.56% | 18.03% | 48.24% | $2.5M | 1.25% | +285 | +1.1% |
| 23 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | 19.84% | 133.52% | $2.4M | 1.22% | +7 | +0.1% |
| 24 | IEZ | ISHARES TR | $29.73 | -5.29% | 77.01% | 135.37% | $2.3M | 1.18% | +79,410 | NEW |
| 25 | SLV | ISHARES SILVER TR | $61.57 | -8.08% | 88.35% | 160.56% | $2.3M | 1.16% | −440 | −1.3% |
| 26 | VIG | VANGUARD SPECIALIZED FUNDS | $233.28 | -1.37% | 18.28% | 59.52% | $2.2M | 1.13% | −84 | −0.8% |
| 27 | IAU | ISHARES GOLD TR | $81.22 | -3.63% | 30.01% | 135.01% | $2.1M | 1.10% | −130 | −0.5% |
| 28 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $2.0M | 1.04% | −50 | −0.7% |
| 29 | LOW | LOWES COS INC | $210.74 | 1.55% | -4.61% | 20.25% | $2.0M | 1.04% | +37 | +0.4% |
| 30 | CAT | CATERPILLAR INC | $904.28 | -3.85% | 158.69% | 378.33% | $1.9M | 0.99% | −25 | −0.9% |
| 31 | ACN | ACCENTURE PLC IRELAND | $178.25 | -0.34% | — | — | $1.9M | 0.95% | +685 | +7.9% |
| 32 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | — | — | $1.8M | 0.91% | +16 | +0.3% |
| 33 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | $1.8M | 0.91% | −44 | −0.4% |
| 34 | AEP | AMERICAN ELEC PWR CO INC | $129.14 | 1.06% | — | — | $1.7M | 0.88% | +38 | +0.3% |
| 35 | CNI | CANADIAN NATL RY CO | $120.38 | 0.74% | — | — | $1.7M | 0.87% | — | HELD |
| 36 | CMCSA | COMCAST CORP NEW | $23.82 | 2.10% | — | — | $1.7M | 0.86% | +43,305 | +286.0% |
| 37 | APD | AIR PRODUCTS AND CHEMICALS I | $282.35 | -0.18% | — | — | $1.6M | 0.82% | — | HELD |
| 38 | PG | PROCTER & GAMBLE CO | $146.54 | 4.09% | — | — | $1.5M | 0.77% | +79 | +0.8% |
| 39 | PFF | ISHARES TR | $30.91 | -1.09% | — | — | $1.5M | 0.77% | −510 | −1.0% |
| 40 | NOC | NORTHROP GRUMMAN CORP | $544.40 | -0.14% | — | — | $1.5M | 0.75% | — | HELD |
| 41 | CSCO | CISCO SYS INC | $121.64 | -6.43% | — | — | $1.4M | 0.72% | +6 | +0.0% |
| 42 | IJR | ISHARES TR | $137.68 | -1.84% | — | — | $1.4M | 0.72% | −94 | −0.8% |
| 43 | PGX | INVESCO EXCH TRADED FD TR II | $10.91 | -0.27% | — | — | $1.4M | 0.72% | +1,500 | +1.2% |
| 44 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | — | — | $1.4M | 0.72% | +53 | +0.9% |
| 45 | VT | VANGUARD INTL EQUITY INDEX F | $153.68 | -3.07% | — | — | $1.4M | 0.71% | — | HELD |
| 46 | IJH | ISHARES TR | $73.95 | -2.00% | — | — | $1.3M | 0.68% | +411 | +2.1% |
| 47 | IBB | ISHARES TR | $168.44 | -1.74% | — | — | $1.3M | 0.65% | +100 | +1.4% |
| 48 | TRV | TRAVELERS COMPANIES INC | $303.25 | 3.35% | — | — | $1.2M | 0.63% | — | HELD |
| 49 | V | VISA INC | $323.57 | 1.06% | — | — | $1.2M | 0.63% | — | HELD |
| 50 | IEMG | ISHARES INC | $78.63 | -6.40% | — | — | $1.1M | 0.58% | −119 | −0.7% |
| 51 | IDEV | ISHARES TR | $88.23 | -2.57% | — | — | $1.1M | 0.57% | −80 | −0.6% |
| 52 | CVX | CHEVRON CORPORATION | $187.31 | -0.55% | — | — | $1.1M | 0.56% | +6 | +0.1% |
| 53 | MPC | MARATHON PETE CORP | $262.01 | -1.89% | — | — | $1.1M | 0.55% | −138 | −3.0% |
| 54 | PEP | PEPSICO INC | $141.92 | -0.16% | — | — | $1.1M | 0.54% | −99 | −1.4% |
| 55 | AMZN | AMAZON COM INC | $246.03 | -3.06% | — | — | $1.0M | 0.53% | — | HELD |
| 56 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.17 | -6.69% | — | — | $1.0M | 0.53% | −75 | −2.4% |
| 57 | VEA | VANGUARD TAX-MANAGED FDS | $69.17 | -3.72% | — | — | $1.0M | 0.53% | +603 | +3.9% |
| 58 | VYMI | VANGUARD WHITEHALL FDS | $98.05 | -1.98% | — | — | $1.0M | 0.52% | +105 | +1.0% |
| 59 | BAC | BANK AMERICA CORP | $53.83 | -0.63% | — | — | $1.0M | 0.52% | −31 | −0.1% |
| 60 | HD | HOME DEPOT INC | $310.78 | 0.27% | — | — | $1.0M | 0.52% | +1 | +0.0% |
| 61 | WMT | WALMART INC | $118.88 | 0.97% | — | — | $999K | 0.51% | +2 | +0.0% |
| 62 | FTXL | FIRST TR EXCHANGE TRADED FD | $244.38 | -10.52% | — | — | $980K | 0.50% | −37 | −0.6% |
| 63 | VPU | VANGUARD WORLD FD | $192.36 | 0.79% | — | — | $972K | 0.50% | +197 | +4.2% |
| 64 | MISL | FIRST TR EXCHANGE-TRADED FD | $45.94 | -2.26% | — | — | $964K | 0.49% | +1,654 | +8.3% |
| 65 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | — | — | $952K | 0.49% | +5 | +0.5% |
| 66 | WMT2 | WELLS FARGO & CO | — | — | — | — | $947K | 0.48% | +252 | +2.2% |
| 67 | ABBV | ABBVIE INC | $227.23 | 1.02% | — | — | $892K | 0.46% | +1 | +0.0% |
| 68 | IJK | ISHARES TR | $112.46 | -2.69% | — | — | $829K | 0.42% | −60 | −0.7% |
| 69 | VDE | VANGUARD WORLD FD | $162.36 | -2.11% | — | — | $783K | 0.40% | +4,525 | NEW |
| 70 | ITW | ILLINOIS TOOL WKS INC | $252.72 | 0.64% | — | — | $775K | 0.40% | — | HELD |
| 71 | VIS | VANGUARD WORLD FD | $340.04 | -1.50% | — | — | $745K | 0.38% | +2,387 | NEW |
| 72 | SHYG | ISHARES TR | $42.17 | -0.31% | — | — | $744K | 0.38% | +941 | +5.7% |
| 73 | RTX | RTX CORPORATION | $180.99 | 0.88% | — | — | $742K | 0.38% | +1 | +0.0% |
| 74 | NEE | NEXTERA ENERGY INC | $85.84 | 0.19% | — | — | $713K | 0.36% | +4 | +0.1% |
| 75 | DUK | DUKE ENERGY CORP NEW | $124.22 | 1.97% | — | — | $708K | 0.36% | +5 | +0.1% |
| 76 | OEF | ISHARES TR | $364.88 | -2.89% | — | — | $692K | 0.35% | — | HELD |
| 77 | IWD | ISHARES TR | $236.42 | -1.91% | — | — | $684K | 0.35% | — | HELD |
| 78 | FBT | FIRST TR EXCHANGE-TRADED FD | $222.75 | -1.35% | — | — | $683K | 0.35% | +3,402 | NEW |
| 79 | GOOGL | ALPHABET INC | $368.53 | -0.98% | — | — | $673K | 0.34% | −27 | −1.1% |
| 80 | LMT | LOCKHEED MARTIN CORP | $523.76 | 0.91% | — | — | $641K | 0.33% | — | HELD |
| 81 | IBM | INTERNATIONAL BUSINESS MACHS | $284.84 | -5.61% | — | — | $623K | 0.32% | +88 | +3.5% |
| 82 | AEE | AMEREN CORP | $109.27 | 2.13% | — | — | $622K | 0.32% | — | HELD |
| 83 | FV | FIRST TR EXCHANGE TRADED FD | $71.45 | -3.87% | — | — | $620K | 0.32% | +196 | +1.9% |
| 84 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $39.20 | -4.79% | — | — | $616K | 0.31% | +558 | +3.1% |
| 85 | CGBL | CAPITAL GROUP CORE BALANCED | $37.01 | -2.22% | — | — | $593K | 0.30% | +1,225 | +7.7% |
| 86 | VOX | VANGUARD WORLD FD | $188.53 | -1.87% | — | — | $590K | 0.30% | +50 | +1.5% |
| 87 | CSX | CSX CORP | $46.99 | 1.64% | — | — | $577K | 0.30% | — | HELD |
| 88 | TXN | TEXAS INSTRS INC | $285.06 | -6.65% | — | — | $574K | 0.29% | — | HELD |
| 89 | FTXR | FIRST TR EXCHANGE TRADED FD | $44.17 | -0.90% | — | — | $563K | 0.29% | +14,783 | NEW |
| 90 | HRL | HORMEL FOODS CORP | $23.62 | 1.42% | — | — | $545K | 0.28% | — | HELD |
| 91 | MRK | MERCK & CO INC | $120.79 | 0.44% | — | — | $527K | 0.27% | +4 | +0.1% |
| 92 | CGGR | CAPITAL GROUP GROWTH ETF | $45.28 | -4.09% | — | — | $513K | 0.26% | +70 | +0.6% |
| 93 | ABT | ABBOTT LABORATORIES | $91.07 | 0.32% | — | — | $492K | 0.25% | +86 | +1.8% |
| 94 | META | META PLATFORMS INC | $593.00 | -5.51% | — | — | $491K | 0.25% | — | HELD |
| 95 | EMR | EMERSON ELEC CO | $138.12 | -2.77% | — | — | $475K | 0.24% | +143 | +4.1% |
| 96 | FPE | FIRST TR EXCH TRADED FD III | $17.91 | -0.39% | — | — | $469K | 0.24% | +724 | +2.8% |
| 97 | HON | HONEYWELL INTL INC | $213.97 | -1.69% | — | — | $465K | 0.24% | — | HELD |
| 98 | MCD | MCDONALDS CORP | $279.84 | 2.61% | — | — | $463K | 0.24% | +28 | +1.9% |
| 99 | T | AT&T INC | $22.75 | -0.09% | — | — | $460K | 0.24% | +843 | +5.6% |
| 100 | GS | GOLDMAN SACHS GROUP INC | $1038.68 | -4.94% | — | — | $460K | 0.23% | — | HELD |
| 101 | VYM | VANGUARD WHITEHALL FDS | — | — | — | — | $444K | 0.23% | — | HELD |
| 102 | TROW | PRICE T ROWE GROUP INC | — | — | — | — | $439K | 0.22% | — | HELD |
| 103 | WSO | WATSCO INC | — | — | — | — | $435K | 0.22% | — | HELD |
| 104 | CGIC | CAPITAL GROUP INTERNATIONAL | — | — | — | — | $416K | 0.21% | +1,050 | +9.1% |
| 105 | GD | GENERAL DYNAMICS CORP | — | — | — | — | $404K | 0.21% | — | HELD |
| 106 | FYX | FIRST TR EXCHANGE-TRADED ALP | — | — | — | — | $403K | 0.21% | +3,380 | NEW |
| 107 | DVY | ISHARES TR | — | — | — | — | $383K | 0.20% | −90 | −3.4% |
| 108 | HWM | HOWMET AEROSPACE INC | — | — | — | — | $380K | 0.19% | +1 | +0.1% |
| 109 | BLK | BLACKROCK INC | — | — | — | — | $380K | 0.19% | −25 | −6.0% |
| 110 | AVGO | BROADCOM INC | — | — | — | — | $375K | 0.19% | +1 | +0.1% |
| 111 | VEEV | VEEVA SYS INC | — | — | — | — | $373K | 0.19% | −31 | −1.4% |
| 112 | GE | GE AEROSPACE | — | — | — | — | $356K | 0.18% | +53 | +4.4% |
| 113 | NFLX | NETFLIX INC. | — | — | — | — | $351K | 0.18% | +100 | +2.8% |
| 114 | ETN | EATON CORP PLC | — | — | — | — | $342K | 0.17% | +15 | +1.6% |
| 115 | BMY | BRISTOL-MYERS SQUIBB CO | — | — | — | — | $322K | 0.16% | +14 | +0.3% |
| 116 | AJG | GALLAGHER ARTHUR J & CO | — | — | — | — | $309K | 0.16% | — | HELD |
| 117 | CGCP | CAPITAL GRP FIXED INCM ETF T | — | — | — | — | $309K | 0.16% | +11 | +0.1% |
| 118 | INFY | INFOSYS LTD | — | — | — | — | $301K | 0.15% | — | HELD |
| 119 | PLTR | PALANTIR TECHNOLOGIES INC | — | — | — | — | $300K | 0.15% | — | HELD |
| 120 | AMAT | APPLIED MATLS INC | — | — | — | — | $294K | 0.15% | −25 | −2.8% |
| 121 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | — | — | — | — | $294K | 0.15% | — | HELD |
| 122 | IYF | ISHARES TR | — | — | — | — | $289K | 0.15% | +310 | +14.5% |
| 123 | DE | DEERE & CO | — | — | — | — | $289K | 0.15% | −10 | −1.9% |
| 124 | FIW | FIRST TR EXCHANGE-TRADED FD | — | — | — | — | $279K | 0.14% | — | HELD |
| 125 | VTI | VANGUARD INDEX FDS | — | — | — | — | $276K | 0.14% | — | HELD |
| 126 | ADP | AUTOMATIC DATA PROCESSING IN | — | — | — | — | $275K | 0.14% | +2 | +0.1% |
| 127 | BA | BOEING CO | — | — | — | — | $266K | 0.14% | — | HELD |
| 128 | SBUX | STARBUCKS CORP | — | — | — | — | $265K | 0.14% | — | HELD |
| 129 | KMB | KIMBERLY-CLARK CORP | — | — | — | — | $223K | 0.11% | — | HELD |
| 130 | DIS | DISNEY WALT CO | — | — | — | — | $223K | 0.11% | −80 | −3.3% |
| 131 | SO | SOUTHERN CO | — | — | — | — | $222K | 0.11% | +1 | +0.0% |
| 132 | PM | PHILIP MORRIS INTL INC | — | — | — | — | $222K | 0.11% | +3 | +0.2% |
| 133 | DHR | DANAHER CORP DEL | — | — | — | — | $214K | 0.11% | −21 | −1.8% |
| 134 | VZ | VERIZON COMMUNICATIONS INC | — | — | — | — | $211K | 0.11% | +4,199 | NEW |
| 135 | ITOT | ISHARES TR | — | — | — | — | $208K | 0.11% | +20 | +1.4% |
| 136 | GRID | FIRST TR EXCHANGE-TRADED FD | — | — | — | — | $206K | 0.11% | +1,257 | NEW |
| 137 | KEY | KEYCORP | — | — | — | — | $205K | 0.10% | +538 | +5.6% |
| 138 | QQQM | INVESCO EXCH TRADED FD TR II | — | — | — | — | $202K | 0.10% | +851 | NEW |
| 139 | PFL | PIMCO INCOME STRATEGY FD | — | — | — | — | $118K | 0.06% | — | HELD |
| 140 | IGV | ISHARES TR | — | — | — | — | — | — | −30,751 | EXITED |
| 141 | FDN | FIRST TR EXCHANGE-TRADED FD | — | — | — | — | — | — | −4,400 | EXITED |
| 142 | FXO | FIRST TR EXCHANGE TRADED FD | — | — | — | — | — | — | −13,757 | EXITED |
| 143 | VOT | VANGUARD INDEX FDS | — | — | — | — | — | — | −2,916 | EXITED |
| 144 | VFH | VANGUARD WORLD FD | — | — | — | — | — | — | −5,950 | EXITED |
| 145 | IYC | ISHARES TR | — | — | — | — | — | — | −6,710 | EXITED |
| 146 | FXU | FIRST TR EXCHANGE TRADED FD | — | — | — | — | — | — | −14,174 | EXITED |
| 147 | MDT | MEDTRONIC PLC | — | — | — | — | — | — | −5,880 | EXITED |
| 148 | SHW | SHERWIN WILLIAMS CO | — | — | — | — | — | — | −864 | EXITED |
| 149 | FDX | FEDEX CORP | — | — | — | — | — | — | −805 | EXITED |
| 150 | SCHG | SCHWAB STRATEGIC TR | — | — | — | — | — | — | −6,827 | EXITED |
| 151 | TSLA | TESLA INC | — | — | — | — | — | — | −482 | EXITED |
Source: SEC EDGAR · accession 0001214659-26-006492. 13F discloses long positions only — shorts, foreign equities, and options are excluded.