Latest Cyr Financial Inc. Stock Portfolio

Cyr Financial Inc. Performance:

2026 Q1: -1.72%YTD: -1.72%2025: 10.82%

Performance for 2026 Q1 is -1.72%, and YTD is -1.72%, and 2025 is 10.82%.

About Cyr Financial Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cyr Financial Inc. reported an equity portfolio of $169.9 Millions as of 31 Mar, 2026.

The top stock holdings of Cyr Financial Inc. are AFTY, CSD, BIV. The fund has invested 9.4% of it's portfolio in PACER FDS TR and 8% of portfolio in INVESCO EXCHANGE TRADED FD T.

The fund managers got completely rid off NETFLIX INC (NFLX), ISHARES TR (DMXF) and CALAMOS ETF TR stocks. They significantly reduced their stock positions in ISHARES TR, SCHWAB STRATEGIC TR (FNDA) and CATERPILLAR INC (CAT). Cyr Financial Inc. opened new stock positions in ISHARES GOLD TR (IAU), ISHARES TR (DMXF) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ORACLE CORP (ORCL), VANGUARD MUN BD FDS (VTEB) and PALANTIR TECHNOLOGIES INC (PLTR).

Cyr Financial Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Cyr Financial Inc. made a return of -1.72% in the last quarter. In trailing 12 months, it's portfolio return was 10.25%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares gold tr	340,209
ishares tr	277,620
vanguard index fds	238,683

New stocks bought by Cyr Financial Inc.

Additions

Ticker	% Inc.
oracle corp	44.67
vanguard mun bd fds	26.13
palantir technologies inc	21.35
abbvie inc	20.52
tjx cos inc new	18.26
microsoft corp	15.59
j p morgan exchange traded f	15.45
walmart inc	13.95

Additions to existing portfolio by Cyr Financial Inc.

Reductions

Ticker	% Reduced
ishares tr	-28.23
schwab strategic tr	-26.98
caterpillar inc	-18.72
spdr index shs fds	-18.23
ishares tr	-14.07
ishares tr	-8.83
ishares tr	-8.67
ishares tr	-6.46

Cyr Financial Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-212,129
calamos etf tr	-200,149
netflix inc	-246,120

Cyr Financial Inc. got rid off the above stocks

Sector Distribution

Cyr Financial Inc. has about 85.8% of it's holdings in Others sector.

Sector	%
Others	85.8
Technology	5.5
Consumer Cyclical	2.1
Communication Services	1.4
Healthcare	1.3
Energy	1.2
Industrials	1.1

Market Cap. Distribution

Cyr Financial Inc. has about 14.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	85.8
MEGA-CAP	12.7
LARGE-CAP	1.5

Stocks belong to which Index?

About 12.9% of the stocks held by Cyr Financial Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	87.1
S&P 500	12.9

Top 5 Winners (%)		%
XOM	exxon mobil corp	40.2 %
CAT	caterpillar inc	21.4 %
WMT	walmart inc	10.8 %
FNDA	schwab strategic tr	10.3 %
AFTY	pacer fds tr	3.9 %

Top 5 Winners ($)		$
AFTY	pacer fds tr	0.6 M
XOM	exxon mobil corp	0.6 M
ACWF	ishares tr	0.3 M
BAB	invesco exch traded fd tr ii	0.2 M
WMT	walmart inc	0.1 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-22.2 %
ORCL	oracle corp	-21.6 %
CEG	constellation energy corp	-20.9 %
TSLA	tesla inc	-16.8 %
PLTR	palantir technologies inc	-16.4 %

Top 5 Losers ($)		$
CSD	invesco exchange traded fd t	-1.1 M
QQQ	invesco qqq tr	-0.4 M
MSFT	microsoft corp	-0.3 M
ORCL	oracle corp	-0.3 M
TSLA	tesla inc	-0.3 M

Cyr Financial Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cyr Financial Inc.

Cyr Financial Inc. has 58 stocks in it's portfolio. About 69.7% of the portfolio is in top 10 stocks. CSD proved to be the most loss making stock for the portfolio. AFTY was the most profitable stock for Cyr Financial Inc. last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.76	5,091	1,292,160	added	10.22

AAXJ	ishares tr	0.69	11,002	1,167,910	added	10.12

ABBV	abbvie inc	0.68	5,303	1,153,410	added	20.52

ACWF	ishares tr	6.21	248,421	10,556,700	added	7.61

ACWF	ishares tr	0.14	5,021	232,142	reduced	-6.46

ACWF	ishares tr	0.13	4,380	221,759	added	1.74

AFTY	pacer fds tr	9.36	254,245	15,905,600	added	5.89

AMZN	amazon com inc	0.68	5,556	1,157,150	added	9.85

AOA	ishares tr	0.29	1,970	490,236	added	0.15

AVGO	broadcom inc	0.68	3,743	1,158,500	added	8.27

BAB	invesco exch traded fd tr ii	3.91	131,655	6,645,960	added	5.21

BBAX	j p morgan exchange traded f	0.74	25,252	1,262,350	added	15.45

BGRN	ishares tr	0.81	54,126	1,371,020	reduced	-2.21

BIL	spdr series trust	7.70	510,395	13,076,300	added	8.31

BIV	vanguard bd index fds	7.75	178,859	13,171,200	added	7.93

CAT	caterpillar inc	0.28	660	467,371	reduced	-18.72

CDC	victory portfolios ii	7.72	278,857	13,111,000	added	8.15

CEG	constellation energy corp	0.20	1,219	340,425	unchanged	0.00

CGW	invesco exch traded fd tr ii	6.12	189,714	10,403,900	added	7.53

CGW	invesco exch traded fd tr ii	0.58	8,750	980,962	reduced	-3.6