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Cyr Financial Inc. Top Holdings and 13F Report (2025)

About Cyr Financial Inc.

Investment Activity

  • Cyr Financial Inc. has $129.48 million in total holdings as of June 30, 2025.
  • Cyr Financial Inc. owns shares of 54 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 23.39% of the portfolio was purchased this quarter.
  • About 4.50% of the portfolio was sold this quarter.
  • This quarter, Cyr Financial Inc. has purchased 51 new stocks and bought additional shares in 33 stocks.
  • Cyr Financial Inc. sold shares of 13 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

46090E103 - Invesco QQQ
$5,688,846 Holding
46436E205 - iShares iBonds Dec 2029 Term Corporate ETF
$1,158,078 Holding
46436E825 - iShares iBonds Dec 2029 Term Treasury ETF
$330,882 Holding

Largest Purchases this Quarter

Invesco QQQ
10,313 shares (about $5.69M)
Invesco S&P 500 Top 50 ETF
32,666 shares (about $1.70M)
iShares Currency Hedged MSCI EAFE ETF
38,978 shares (about $1.48M)
iShares iBonds Dec 2029 Term Corporate ETF
49,639 shares (about $1.16M)

Largest Sales this Quarter

iShares MSCI Intl Quality Factor ETF
28,477 shares (about $1.23M)
Vanguard Total Bond Market ETF
6,381 shares (about $469.83K)
CALAMOS ETF TR
18,421 shares (about $456.94K)
Axon Enterprise
355 shares (about $293.92K)
iShares Short-Term National Muni Bond ETF
2,478 shares (about $263.53K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCyr Financial Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$12,223,248$1,701,901 16.2%234,6119.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$11,739,227$867,219 8.0%213,0539.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$9,104,663$469,834 -4.9%123,6547.0%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$8,912,642$809,549 10.0%348,1506.9%ETF
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$8,817,861$807,110 10.1%187,3356.8%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$8,721,141$875,335 11.2%190,6266.7%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$8,128,309$8,128,309 New Holding158,6326.3%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$7,696,542$1,479,605 23.8%202,7545.9%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,202,074$523,453 9.2%234,0414.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,688,846$5,688,846 New Holding10,3134.4%Finance
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$5,002,447$447,704 9.8%115,5573.9%ETF
SPDR S&P Emerging Markets SmallCap ETF stock logo
EWX
SPDR S&P Emerging Markets SmallCap ETF
$4,817,071$485,199 11.2%77,6573.7%ETF
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$1,406,337$270,266 23.8%55,3241.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,337,467$374,531 38.9%2,6891.0%Computer and Technology
GE Aerospace stock logo
GE
GE Aerospace
$1,332,214$161,379 13.8%5,1761.0%Aerospace
Broadcom Inc. stock logo
AVGO
Broadcom
$1,247,316$481,560 62.9%4,5251.0%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,213,881$251,055 26.1%7,6830.9%Computer and Technology
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$1,158,078$1,158,078 New Holding49,6390.9%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,109,150$114,666 -9.4%11,8880.9%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,095,408$241,043 28.2%8180.8%Consumer Discretionary
CALAMOS ETF TR
$1,066,376$456,937 -30.0%42,9900.8%S&P 500 STRUCTU
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,043,386$254,831 32.3%3,5990.8%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,042,183$243,570 30.5%1,4120.8%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,040,447$146,495 16.4%9,6520.8%Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,006,426$235,614 30.6%14,5060.8%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,005,712$404,699 67.3%3,1660.8%Auto/Tires/Trucks
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$1,001,547$93,688 -8.6%8,9050.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$991,423$123,078 14.2%4,5190.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$960,731$143,264 17.5%5,4520.7%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$944,337$142,331 17.7%1,9440.7%Finance
Apple Inc. stock logo
AAPL
Apple
$917,501$106,071 13.1%4,4720.7%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$914,527$9,508 1.1%8,7530.7%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$908,918$463,088 103.9%18,5380.7%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$892,628$139,362 18.5%3,2730.7%Computer and Technology
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$852,964$612,756 255.1%17,1830.7%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$844,264$204,245 31.9%1,0830.7%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$838,532$205,920 32.6%8470.6%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$820,540$218,884 36.4%2,2380.6%Retail/Wholesale
iShares iBonds 2029 Term High Yield and Income ETF stock logo
IBHI
iShares iBonds 2029 Term High Yield and Income ETF
$774,947$774,947 New Holding32,7120.6%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$605,846$111,061 22.4%1,9420.5%Medical
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$477,789$53,005 -10.0%1,9380.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$407,846$18,177 -4.3%7180.3%ETF
ISHARES TR
$341,964$5,506 1.6%10,6200.3%LIFEPATH TGT2035
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$330,882$330,882 New Holding15,0950.3%Manufacturing
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$328,507$1,230,745 -78.9%7,6010.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$307,043$59,002 -16.1%7910.2%Industrials
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$287,331$71,957 -20.0%5,7740.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$249,065$263,528 -51.4%2,3420.2%ETF
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$230,167$293,918 -56.1%2780.2%Aerospace
iShares iBonds 2028 Term High Yield and Income ETF stock logo
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
$229,589$229,589 New Holding9,6750.2%ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$220,025$220,025 New Holding6820.2%Energy
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$217,054$138,359 -38.9%1,6880.2%Manufacturing
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$213,033$90,592 -29.8%3010.2%Finance
CALAMOS ETF TR
$212,732$212,732 New Holding8,1320.2%NASDAQ 100 STRUC
WisdomTree Global ex U.S. Quality Dividend Growth Fund stock logo
DNL
WisdomTree Global ex U.S. Quality Dividend Growth Fund
$0$970,553 -100.0%00.0%Finance
INMU
iShares Intermediate Muni Income Active ETF
$0$649,286 -100.0%00.0%ETF
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$0$377,851 -100.0%00.0%ETF
W.R. Berkley Corporation stock logo
WRB
W.R. Berkley
$0$257,101 -100.0%00.0%Finance
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$0$221,301 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data