Latest Cyr Financial Inc. Stock Portfolio
Cyr Financial Inc. Performance:
2025 Q2: 2.7%YTD: 1.9%
Performance for 2025 Q2 is 2.7%, and YTD is 1.9%.
About Cyr Financial Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Cyr Financial Inc. reported an equity portfolio of $129.5 Millions as of 30 Jun, 2025.
The top stock holdings of Cyr Financial Inc. are CSD, AFTY, BIV. The fund has invested 9.4% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 9.1% of portfolio in PACER FDS TR.
The fund managers got completely rid off WISDOMTREE TR (AGZD), BLACKROCK ETF TRUST II (HYMU) and PIMCO ETF TR (BOND) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), AXON ENTERPRISE INC (AXON) and ISHARES TR (AAXJ). Cyr Financial Inc. opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), INVESCO QQQ TR (QQQ) and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD MUN BD FDS (VTEB) and TESLA INC (TSLA).
The top stock holdings of Cyr Financial Inc. are CSD, AFTY, BIV. The fund has invested 9.4% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 9.1% of portfolio in PACER FDS TR.
The fund managers got completely rid off WISDOMTREE TR (AGZD), BLACKROCK ETF TRUST II (HYMU) and PIMCO ETF TR (BOND) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), AXON ENTERPRISE INC (AXON) and ISHARES TR (AAXJ). Cyr Financial Inc. opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), INVESCO QQQ TR (QQQ) and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD MUN BD FDS (VTEB) and TESLA INC (TSLA).
Cyr Financial Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Cyr Financial Inc. made a return of 2.7% in the last quarter. In trailing 12 months, it's portfolio return was 3.83%.
New Buys
| Ticker | $ Bought |
|---|---|
| invesco exch traded fd tr ii | 8,128,310 |
| invesco qqq tr | 5,688,850 |
| ishares tr | 1,158,080 |
| ishares tr | 774,947 |
| ishares tr | 330,882 |
| ishares tr | 229,589 |
| constellation energy corp | 220,025 |
| calamos etf tr | 212,732 |
New stocks bought by Cyr Financial Inc.
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 255 |
| vanguard mun bd fds | 103 |
| tesla inc | 67.34 |
| broadcom inc | 62.89 |
| microsoft corp | 38.89 |
| home depot inc | 36.38 |
| costco whsl corp new | 32.55 |
| jpmorgan chase & co. | 32.32 |
Additions to existing portfolio by Cyr Financial Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -78.93 |
| axon enterprise inc | -56.08 |
| ishares tr | -51.41 |
| ishares tr | -38.93 |
| calamos etf tr | -30.00 |
| goldman sachs group inc | -29.84 |
| pgim etf tr | -20.03 |
| caterpillar inc | -16.12 |
Cyr Financial Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| blackrock etf trust ii | -649,286 |
| wisdomtree tr | -970,553 |
| pimco etf tr | -377,851 |
| etf ser solutions | -221,301 |
| berkley w r corp | -257,101 |
Cyr Financial Inc. got rid off the above stocks
Sector Distribution
Cyr Financial Inc. has about 84.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 84.3 |
| Technology | 6 |
| Communication Services | 2.4 |
| Consumer Cyclical | 2.2 |
| Industrials | 1.4 |
| Healthcare | 1.1 |
Market Cap. Distribution
Cyr Financial Inc. has about 15.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 84.3 |
| MEGA-CAP | 12.3 |
| LARGE-CAP | 3.4 |
Stocks belong to which Index?
About 14.8% of the stocks held by Cyr Financial Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 85.2 |
| S&P 500 | 14.8 |
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 54 stocks in it's portfolio. About 67.4% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Cyr Financial Inc. last quarter.
Last Reported on: 17 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| CSD | invesco exchange traded fd t | 9.44 | 234,611 | 12,223,200 | added | 16.18 | ||
Historical Trend of INVESCO EXCHANGE TRADED FD T Position Held By Cyr Financial Inc.What % of Portfolio is CSD?:Number of CSD shares held:Change in No. of Shares Held: | ||||||||
| AFTY | pacer fds tr | 9.07 | 213,053 | 11,739,200 | added | 7.98 | ||
| BIV | vanguard bd index fds | 7.03 | 123,654 | 9,104,660 | reduced | -4.91 | ||
| BIL | spdr series trust | 6.88 | 348,150 | 8,912,640 | added | 9.99 | ||
| CDC | victory portfolios ii | 6.81 | 187,335 | 8,817,860 | added | 10.08 | ||
| FBND | fidelity merrimack str tr | 6.74 | 190,626 | 8,721,140 | added | 11.16 | ||
| CGW | invesco exch traded fd tr ii | 6.28 | 158,632 | 8,128,310 | new | |||
| ACWF | ishares tr | 5.94 | 202,754 | 7,696,540 | added | 23.8 | ||
| FNDA | schwab strategic tr | 4.79 | 234,041 | 6,202,070 | added | 9.22 | ||
| QQQ | invesco qqq tr | 4.39 | 10,313 | 5,688,850 | new | |||
| BAB | invesco exch traded fd tr ii | 3.86 | 115,557 | 5,002,450 | added | 9.83 | ||
| CWI | spdr index shs fds | 3.72 | 77,657 | 4,817,070 | added | 11.2 | ||
| BGRN | ishares tr | 1.09 | 55,324 | 1,406,340 | added | 23.79 | ||
| MSFT | microsoft corp | 1.03 | 2,689 | 1,337,470 | added | 38.89 | ||
| GE | ge aerospace | 1.03 | 5,176 | 1,332,210 | added | 13.78 | ||
| AVGO | broadcom inc | 0.96 | 4,525 | 1,247,320 | added | 62.89 | ||
| NVDA | nvidia corporation | 0.94 | 7,683 | 1,213,880 | added | 26.07 | ||
| DMXF | ishares tr | 0.89 | 49,639 | 1,158,080 | new | |||
| UBER | uber technologies inc | 0.86 | 11,888 | 1,109,150 | reduced | -9.37 | ||
| NFLX | netflix inc | 0.85 | 818 | 1,095,410 | added | 28.21 | ||
