Latest Cyr Financial Inc. Stock Portfolio
Cyr Financial Inc. Performance:
2025 Q4: 0.37%YTD: 9.69%
Performance for 2025 Q4 is 0.37%, and YTD is 9.69%.
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 $160.4 Millions as of 31 Dec, 2025.
The top stock holdings of Cyr Financial Inc. are AFTY, CSD, BIV. The fund has invested 9% of it's portfolio in PACER FDS TR and 8.5% of portfolio in INVESCO EXCHANGE TRADED FD T.
The fund managers got completely rid off HOME DEPOT INC (HD), COSTCO WHSL CORP NEW (COST) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), SPDR INDEX SHS FDS (CWI) and ISHARES TR (ACWF). Cyr Financial Inc. opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), SPDR INDEX SHS FDS (CWI) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SPDR SERIES TRUST (BIL) and FIDELITY MERRIMACK STR TR (FBND).
The top stock holdings of Cyr Financial Inc. are AFTY, CSD, BIV. The fund has invested 9% of it's portfolio in PACER FDS TR and 8.5% of portfolio in INVESCO EXCHANGE TRADED FD T.
The fund managers got completely rid off HOME DEPOT INC (HD), COSTCO WHSL CORP NEW (COST) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), SPDR INDEX SHS FDS (CWI) and ISHARES TR (ACWF). Cyr Financial Inc. opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), SPDR INDEX SHS FDS (CWI) and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SPDR SERIES TRUST (BIL) and FIDELITY MERRIMACK STR TR (FBND).
Cyr Financial Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Cyr Financial Inc. made a return of 0.37% in the last quarter. In trailing 12 months, it's portfolio return was 9.69%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| fidelity covington trust | 7,867,440 |
| spdr index shs fds | 4,025,600 |
| palantir technologies inc | 1,126,220 |
| abbvie inc | 1,005,320 |
| walmart inc | 973,612 |
| tjx cos inc new | 938,096 |
| oracle corp | 873,976 |
| ishares tr | 344,336 |
New stocks bought by Cyr Financial Inc.
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 216 |
| spdr series trust | 23.53 |
| fidelity merrimack str tr | 23.39 |
| victory portfolios ii | 23.17 |
| vanguard bd index fds | 21.81 |
| meta platforms inc | 17.33 |
| berkshire hathaway inc del | 16.95 |
| j p morgan exchange traded f | 12.62 |
Additions to existing portfolio by Cyr Financial Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| schwab strategic tr | -92.28 |
| spdr index shs fds | -85.61 |
| ishares tr | -28.51 |
| alphabet inc | -24.52 |
| broadcom inc | -21.47 |
| ishares tr | -18.55 |
| nvidia corporation | -13.66 |
| ishares tr | -13.39 |
Cyr Financial Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -250,292 |
| ishares tr | -232,407 |
| ishares tr | -228,549 |
| ishares tr | -230,578 |
| ishares tr | -233,060 |
| ishares tr | -230,397 |
| ishares tr | -200,642 |
| salesforce inc | -809,192 |
Cyr Financial Inc. got rid off the above stocks
Sector Distribution
Cyr Financial Inc. has about 85.3% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
- Communication Services
- Healthcare
- Industrials
| Sector | % |
|---|---|
| Others | 85.3 |
| Technology | 5.8 |
| Consumer Cyclical | 2.2 |
| Communication Services | 1.6 |
| Healthcare | 1.4 |
| Industrials | 1.2 |
Market Cap. Distribution
Cyr Financial Inc. has about 14.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 85.3 |
| MEGA-CAP | 10.5 |
| LARGE-CAP | 4.1 |
Stocks belong to which Index?
About 13.3% of the stocks held by Cyr Financial Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 86.7 |
| S&P 500 | 13.3 |
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 69.2% of the portfolio is in top 10 stocks. NFLX 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: 16 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.78 | 4,619 | 1,255,640 | reduced | -0.43 | ||
| AAXJ | ishares tr | 0.67 | 9,991 | 1,070,160 | added | 3.81 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.63 | 4,400 | 1,005,320 | new | |||
| ACWF | ishares tr | 5.95 | 230,857 | 9,548,250 | added | 8.58 | ||
| ACWF | ishares tr | 0.15 | 5,368 | 243,972 | reduced | -28.51 | ||
| ACWF | ishares tr | 0.14 | 4,305 | 217,230 | added | 4.82 | ||
| AFTY | pacer fds tr | 9.01 | 240,096 | 14,446,600 | added | 7.66 | ||
| AGT | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon com inc | 0.73 | 5,058 | 1,167,490 | added | 7.69 | ||
| AOA | ishares tr | 0.34 | 1,967 | 544,680 | reduced | -1.99 | ||
| AVGO | broadcom inc | 0.75 | 3,457 | 1,196,470 | reduced | -21.47 | ||
| BAB | invesco exch traded fd tr ii | 3.80 | 125,131 | 6,096,380 | added | 5.34 | ||
| BBAX | j p morgan exchange traded f | 0.69 | 21,872 | 1,104,540 | added | 12.62 | ||
| BGRN | ishares tr | 0.88 | 55,351 | 1,408,960 | reduced | -1.71 | ||
| BGRN | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BGRN | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIL | spdr series trust | 7.57 | 471,228 | 12,134,100 | added | 23.53 | ||
| BIV | vanguard bd index fds | 7.65 | 165,716 | 12,274,600 | added | 21.81 | ||