Latest Cyr Financial Inc. Stock Portfolio
Cyr Financial Inc. Performance:
2025 Q3: 1.82%YTD: 3.45%
Performance for 2025 Q3 is 1.82%, and YTD is 3.45%.
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 $146.3 Millions as of 30 Sep, 2025.
The top stock holdings of Cyr Financial Inc. are CSD, AFTY, BIV. The fund has invested 9.6% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 8.8% of portfolio in PACER FDS TR.
The fund managers got completely rid off AXON ENTERPRISE INC (AXON) stocks. They significantly reduced their stock positions in GOLDMAN SACHS GROUP INC (GS), CALAMOS ETF TR and BROADCOM INC (AVGO). Cyr Financial Inc. opened new stock positions in ISHARES TR (DMXF), ISHARES TR and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to PGIM ETF TR (PAB), CONSTELLATION ENERGY CORP (CEG) and ISHARES TR (DMXF).
The top stock holdings of Cyr Financial Inc. are CSD, AFTY, BIV. The fund has invested 9.6% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 8.8% of portfolio in PACER FDS TR.
The fund managers got completely rid off AXON ENTERPRISE INC (AXON) stocks. They significantly reduced their stock positions in GOLDMAN SACHS GROUP INC (GS), CALAMOS ETF TR and BROADCOM INC (AVGO). Cyr Financial Inc. opened new stock positions in ISHARES TR (DMXF), ISHARES TR and ISHARES TR (ACWF). The fund showed a lot of confidence in some stocks as they added substantially to PGIM ETF TR (PAB), CONSTELLATION ENERGY CORP (CEG) and ISHARES TR (DMXF).
Cyr Financial Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Cyr Financial Inc. made a return of 1.82% in the last quarter. In trailing 12 months, it's portfolio return was 4.68%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 260,677 |
| ishares tr | 250,292 |
| ishares tr | 233,060 |
| ishares tr | 232,407 |
| ishares tr | 230,578 |
| ishares tr | 230,397 |
| ishares tr | 228,549 |
| ishares tr | 209,214 |
New stocks bought by Cyr Financial Inc.
Additions
| Ticker | % Inc. |
|---|---|
| pgim etf tr | 122 |
| constellation energy corp | 78.74 |
| ishares tr | 36.88 |
| ishares tr | 23.2 |
| ishares tr | 18.33 |
| ishares tr | 18.25 |
| j p morgan exchange traded f | 13.02 |
| unitedhealth group inc | 12.87 |
Additions to existing portfolio by Cyr Financial Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| goldman sachs group inc | -12.29 |
| calamos etf tr | -6.00 |
| broadcom inc | -2.72 |
| ishares tr | -1.6 |
| ishares tr | -1.21 |
| alphabet inc | -1.1 |
| ishares tr | -0.26 |
Cyr Financial Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| axon enterprise inc | -230,167 |
Cyr Financial Inc. got rid off the above stocks
Sector Distribution
Cyr Financial Inc. has about 84.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 84.5 |
| Technology | 5.8 |
| Consumer Cyclical | 2.3 |
| Communication Services | 2.3 |
| Industrials | 1.3 |
| Healthcare | 1.1 |
Market Cap. Distribution
Cyr Financial Inc. has about 15.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 84.5 |
| MEGA-CAP | 12.2 |
| LARGE-CAP | 3.3 |
Stocks belong to which Index?
About 14.7% of the stocks held by Cyr Financial Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 85.3 |
| S&P 500 | 14.7 |
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 61 stocks in it's portfolio. About 66.1% of the portfolio is in top 10 stocks. CRM 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: 05 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.81 | 4,639 | 1,181,350 | added | 3.73 | ||
| AAXJ | ishares tr | 0.70 | 9,624 | 1,024,890 | added | 9.95 | ||
| AAXJ | ishares tr | 0.17 | 2,336 | 249,475 | reduced | -0.26 | ||
| AAXJ | ishares tr | 0.16 | 1,661 | 229,573 | reduced | -1.6 | ||
| ACWF | ishares tr | 5.76 | 212,616 | 8,421,720 | added | 4.86 | ||
| ACWF | ishares tr | 0.23 | 7,509 | 331,823 | reduced | -1.21 | ||
| ACWF | ishares tr | 0.14 | 4,107 | 207,773 | new | |||
| AFTY | pacer fds tr | 8.76 | 223,003 | 12,816,000 | added | 4.67 | ||
| AGT | ishares tr | 0.16 | 9,481 | 230,397 | new | |||
| AMZN | amazon com inc | 0.70 | 4,697 | 1,031,320 | added | 3.94 | ||
| AOA | ishares tr | 0.38 | 2,007 | 549,153 | added | 3.56 | ||
| AVGO | broadcom inc | 0.99 | 4,402 | 1,452,260 | reduced | -2.72 | ||
| AXON | axon enterprise inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAB | invesco exch traded fd tr ii | 3.92 | 118,787 | 5,737,420 | added | 2.8 | ||
| BBAX | j p morgan exchange traded f | 0.67 | 19,421 | 980,178 | added | 13.02 | ||
| BGRN | ishares tr | 0.98 | 56,314 | 1,437,140 | added | 1.79 | ||
| BGRN | ishares tr | 0.16 | 9,575 | 233,060 | new | |||
| BGRN | ishares tr | 0.14 | 8,641 | 200,642 | new | |||
| BIL | spdr series trust | 6.74 | 381,473 | 9,861,080 | added | 9.57 | ||
| BIV | vanguard bd index fds | 6.91 | 136,043 | 10,117,500 | added | 10.02 | ||