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

About Cyr Financial Inc.

Investment Activity

  • Cyr Financial Inc. has $100.41 million in total holdings as of March 31, 2025.
  • Cyr Financial Inc. owns shares of 51 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 4.72% of the portfolio was purchased this quarter.
  • About 12.59% of the portfolio was sold this quarter.
  • This quarter, Cyr Financial Inc. has purchased 54 new stocks and bought additional shares in 36 stocks.
  • Cyr Financial Inc. sold shares of 11 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

12811T795 - CALAMOS ETF TR
$1,467,520 Holding
46641Q647 - JPMorgan Municipal ETF
$241,950 Holding

Largest Purchases this Quarter

CALAMOS ETF TR
61,411 shares (about $1.47M)
Vanguard Total Bond Market ETF
4,135 shares (about $303.72K)
VictoryShares Core Intermediate Bond ETF
6,210 shares (about $291.50K)
Fidelity Total Bond ETF
6,111 shares (about $278.97K)
SPDR Portfolio Aggregate Bond ETF
10,292 shares (about $262.86K)

Largest Sales this Quarter

PGIM Ultra Short Bond ETF
7,865 shares (about $391.15K)
iShares Intermediate Muni Income Active ETF
6,314 shares (about $149.36K)
iShares Short-Term National Muni Bond ETF
1,150 shares (about $121.45K)
Invesco S&P 500 Momentum ETF
550 shares (about $50.89K)

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
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$10,804,932$186,841 1.8%197,31410.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$9,551,072$303,716 3.3%130,0359.5%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$9,293,517$14,910 0.2%201,9459.3%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$8,084,100$262,858 3.4%316,5278.1%ETF
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$7,988,625$291,497 3.8%170,1888.0%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$7,828,655$278,967 3.7%171,4937.8%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$5,991,500$233,103 4.0%214,2886.0%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$5,943,431$245,792 4.3%163,7765.9%ETF
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$4,282,271$101,750 2.4%105,2154.3%ETF
SPDR S&P Emerging Markets SmallCap ETF stock logo
EWX
SPDR S&P Emerging Markets SmallCap ETF
$3,954,776$106,238 2.8%69,8353.9%ETF
CALAMOS ETF TR
$1,467,520$1,467,520 New Holding61,4111.5%S&P 500 STRUCTU
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,431,953$26,315 -1.8%36,0781.4%ETF
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$1,128,930$22,355 2.0%44,6921.1%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$986,263$51,258 5.5%8,2931.0%Energy
WisdomTree Global ex U.S. Quality Dividend Growth Fund stock logo
DNL
WisdomTree Global ex U.S. Quality Dividend Growth Fund
$970,553$174,214 -15.2%27,2091.0%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$955,705$16,466 1.8%13,1171.0%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$913,342$44,286 -4.6%8,6620.9%ETF
GE Aerospace stock logo
GE
GE Aerospace
$910,577$30,426 3.5%4,5490.9%Industrials
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$901,057$50,891 -5.3%9,7380.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$879,290$35,150 4.2%1,6510.9%Finance
Apple Inc. stock logo
AAPL
Apple
$878,512$23,323 2.7%3,9550.9%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$830,668$37,186 4.7%1,5860.8%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$753,049$3,805 0.5%3,9580.7%Retail/Wholesale
Salesforce, Inc. stock logo
CRM
Salesforce
$741,340$26,841 3.8%2,7620.7%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$726,898$22,152 3.1%1,9360.7%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$717,349$17,164 2.5%4,6390.7%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$685,598$32,521 5.0%11,1100.7%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$678,107$75,162 12.5%8210.7%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$667,216$29,191 4.6%2,7200.7%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$660,495$20,160 3.1%6,0940.7%Computer and Technology
INMU
iShares Intermediate Muni Income Active ETF
$649,286$149,358 -18.7%27,4480.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$623,622$28,818 4.8%1,0820.6%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$604,400$33,105 5.8%6390.6%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$601,410$34,450 6.1%1,6410.6%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$594,954$1,865 0.3%6380.6%Consumer Discretionary
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$509,021$121,447 -19.3%4,8200.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$490,331$109,625 28.8%1,8920.5%Auto/Tires/Trucks
Broadcom Inc. stock logo
AVGO
Broadcom
$465,121$4,186 0.9%2,7780.5%Computer and Technology
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$454,134$15,187 3.5%2,1530.5%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$451,195$232,718 106.5%9,0930.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$385,432$84,281 28.0%7500.4%ETF
PIMCO Short Term Municipal Bond Exchange-Traded Fund stock logo
SMMU
PIMCO Short Term Municipal Bond Exchange-Traded Fund
$377,8510.0%7,5540.4%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$359,075$391,153 -52.1%7,2200.4%ETF
Axon Enterprise, Inc. stock logo
AXON
Axon Enterprise
$332,926$5,785 -1.7%6330.3%Aerospace
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$321,671$41,896 -11.5%2,7640.3%Manufacturing
ISHARES TR
$313,366$12,926 4.3%10,4490.3%LIFEPATH TGT2035
Caterpillar Inc. stock logo
CAT
Caterpillar
$310,866$659 0.2%9430.3%Industrials
W. R. Berkley Co. stock logo
WRB
W. R. Berkley
$257,101$5,124 -2.0%3,6130.3%Finance
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$241,950$241,950 New Holding4,8390.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$234,3580.0%4290.2%Finance
Distillate U.S. Fundamental Stability & Value ETF stock logo
DSTL
Distillate U.S. Fundamental Stability & Value ETF
$221,301$1,844 -0.8%4,0800.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$5,661,099 -100.0%00.0%Finance
IDMO
Invesco S&P International Developed Momentum ETF
$0$5,294,945 -100.0%00.0%ETF
ARISTA NETWORKS INC
$0$262,730 -100.0%00.0%COM SHS
News Co. stock logo
NWSA
News
$0$204,402 -100.0%00.0%Consumer Discretionary
CALAMOS ETF TR
$0$202,606 -100.0%00.0%NASDAQ 100 STRUC

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