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Cyr Financial Inc. Top Holdings and 13F Report (2026)

About Cyr Financial Inc.

Investment Activity

  • Cyr Financial Inc. has $169.91 million in total holdings as of March 31, 2026.
  • Cyr Financial Inc. owns shares of 58 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 8.08% of the portfolio was purchased this quarter.
  • About 0.84% of the portfolio was sold this quarter.
  • This quarter, Cyr Financial Inc. has purchased 58 new stocks and bought additional shares in 40 stocks.
  • Cyr Financial Inc. sold shares of 13 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

464285204 - iShares Gold Trust
$340,209 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF
$277,620 Holding
922908769 - Vanguard Total Stock Market ETF
$238,683 Holding

Largest Purchases this Quarter

Invesco S&P 500 Top 50 ETF
19,082 shares (about $1.04M)
Fidelity Total Bond ETF
22,699 shares (about $1.04M)
SPDR Portfolio Aggregate Bond ETF
39,167 shares (about $1.00M)
VictoryShares Core Intermediate Bond ETF
21,020 shares (about $988.30K)
Fidelity High Dividend ETF
17,549 shares (about $969.41K)

Largest Sales this Quarter

Schwab US Dividend Equity ETF
5,085 shares (about $156.01K)
SPDR S&P Emerging Markets SmallCap ETF
2,060 shares (about $136.20K)
Caterpillar
152 shares (about $107.64K)
ISHARES TR
2,856 shares (about $96.42K)
iShares iBonds Dec 2029 Term Corporate ETF
1,765 shares (about $41.05K)

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
$15,905,558$885,161 5.9%254,2459.4%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$13,638,558$1,040,925 8.3%250,0198.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$13,171,160$967,849 7.9%178,8597.8%ETF
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$13,111,020$988,297 8.2%278,8577.7%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$13,076,320$1,003,459 8.3%510,3957.7%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$13,025,833$1,035,528 8.6%285,5297.7%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$10,556,652$746,382 7.6%248,4216.2%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$10,403,916$728,330 7.5%189,7146.1%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$8,635,614$969,407 12.6%156,3295.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,969,330$498,675 7.7%12,0754.1%Finance
Invesco S&P SmallCap 600 Revenue ETF stock logo
RWJ
Invesco S&P SmallCap 600 Revenue ETF
$6,645,963$329,332 5.2%131,6553.9%ETF
EDIV
SPDR S&P Emerging Markets Dividend ETF
$4,556,110$496,579 12.2%115,4032.7%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,956,521$50,728 2.7%11,5321.2%Energy
GE Aerospace stock logo
GE
GE Aerospace
$1,397,202$65,263 4.9%4,9240.8%Aerospace
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$1,392,064$41,054 -2.9%59,8480.8%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,391,083$288,215 26.1%27,8830.8%ETF
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$1,371,016$31,029 -2.2%54,1260.8%ETF
Apple Inc. stock logo
AAPL
Apple
$1,292,157$119,799 10.2%5,0910.8%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,276,110$148,552 13.2%2,6630.8%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,271,946$104,132 8.9%4,3240.7%Finance
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$1,262,347$168,966 15.5%25,2520.7%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,249,820$99,393 8.6%16,1080.7%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,246,493$81,448 7.0%7,1470.7%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,242,017$94,053 8.2%3,3410.7%Auto/Tires/Trucks
WALMART INC
$1,237,580$151,497 13.9%9,9580.7%COM
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,233,925$63,551 5.4%4,2910.7%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,223,828$165,102 15.6%3,3060.7%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,167,907$107,322 10.1%11,0020.7%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,158,496$88,520 8.3%3,7430.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,157,148$103,718 9.8%5,5560.7%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$1,153,414$196,404 20.5%5,3030.7%Medical
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,153,353$178,065 18.3%7,2220.7%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,127,677$135,211 13.6%1,2260.7%Medical
PALANTIR TECHNOLOGIES INC
$1,124,747$197,917 21.4%7,6890.7%CL A
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,073,888$124,724 13.1%1,8770.6%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,055,429$120,555 12.9%14,6730.6%Computer and Technology
CALAMOS ETF TR
$1,012,178$5,986 -0.6%39,0570.6%S&P 500 STRUCTU
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$980,962$36,660 -3.6%8,7500.6%ETF
Oracle Corporation stock logo
ORCL
Oracle
$954,303$294,661 44.7%6,4870.6%Computer and Technology
iShares iBonds 2029 Term High Yield and Income ETF stock logo
IBHI
iShares iBonds 2029 Term High Yield and Income ETF
$818,817$39,930 -4.6%35,1680.5%ETF
SPDR S&P Emerging Markets SmallCap ETF stock logo
EWX
SPDR S&P Emerging Markets SmallCap ETF
$611,067$136,204 -18.2%9,2420.4%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$601,134$149 0.0%12,1440.4%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$490,236$747 0.2%1,9700.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$467,371$107,637 -18.7%6600.3%Industrials
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$449,358$16,731 3.9%7520.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$422,261$156,012 -27.0%13,7630.2%ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$340,4250.0%1,2190.2%Energy
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$340,209$340,209 New Holding3,8590.2%Finance
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$311,932$29,595 -8.7%14,2500.2%ETF
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$307,855$29,816 -8.8%14,0940.2%Manufacturing
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$277,620$277,620 New Holding2,7580.2%ETF
ISHARES TR
$245,098$96,419 -28.2%7,2600.1%LIFEPATH TGT2035
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$238,683$238,683 New Holding7440.1%ETF
iShares iBonds 2028 Term High Yield and Income ETF stock logo
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
$232,903$38,140 -14.1%9,9230.1%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$232,142$16,043 -6.5%5,0210.1%ETF
ISHARES TR
$226,683$9,379 4.3%6,1150.1%LIFEPATH TGT2060
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$221,759$3,797 1.7%4,3800.1%ETF
CALAMOS ETF TR
$219,6800.0%8,1320.1%NASDAQ 100 STRUC
Netflix, Inc. stock logo
NFLX
Netflix
$0$246,120 -100.0%00.0%Consumer Discretionary
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$0$212,129 -100.0%00.0%Manufacturing
CALAMOS ETF TR
$0$200,149 -100.0%00.0%AUTOCALLABLE INC

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