Tull Financial Group, Inc.

CIK

1769060

Location

CHESAPEAKE, VA

Portfolio Value

Small $258,246,719

Diversification

Diversified

Filing Date

Global Rank

#5,725 / 8,827 ▲ 10 · as of Jun 2026

Top Industry

Semiconductors 17.6%

Period ended 38 days ago

Filed Nov 5, 2026 · 2d

9 quarters · since Sep 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 96.4% of the book (60%+)

Turnover

Low turnover

11.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 7.6 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 90.3%; sector active share 84.3% against the combined 13F book's sector weights.

Over time 8 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

31 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

26.1%

+1.8 pts

Top 5

74.4%

−0.6 pts

Top 10

96.5%

+0.1 pts

HHI

1,438

Diversified+38

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.1%	$250,819,652	19
Technology	1.3%	$3,297,653	3
Consumer Cyclical	0.5%	$1,274,895	2
Industrials	0.4%	$1,065,741	1
Financial Services	0.3%	$685,485	2
Communication Services	0.3%	$664,400	2
Consumer Defensive	0.2%	$438,893	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+43,982	750,836	$67,395,039
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+20,278	420,761	$29,141,906
IEFA	iShares Core MSCI EAFE ETF	+12,162	342,158	$33,148,267
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+9,692	194,994	$19,719,743
JQUA	JPMorgan U.S. Quality Factor ETF	+9,659	345,080	$25,466,904
AVEM	Avantis Emerging Markets Equity ETF	+7,365	100,210	$9,421,744
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+1,303	3,146	$615,829
GOOGL	Alphabet Inc.	+121	1,168	$401,885
IEF	iShares 7-10 Year Treasury Bond ETF	+37	3,642	$325,267
PG	PROCTER & GAMBLE Co	+4	1,584	$230,123
META	Meta Platforms, Inc.	+4	362	$262,515
BRK-B	Berkshire Hathaway Inc	+2	974	$485,003
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
VCRB	VANGUARD CORE BOND ETF	−86,548	416,599	$30,670,018
SCHD	Schwab U.S. Dividend Equity ETF	−5,838	40,464	$1,316,293
VBIL	Vanguard Institutional Index Funds	−3,230	2,719	$205,882
VEA	Vanguard FTSE Developed Markets ETF	−1,983	3,948	$278,768
NVDA	Nvidia Corp	−446	5,728	$1,308,160
AAPL	Apple Inc.	−231	3,496	$1,164,237
SPY	Spdr S&P 500 ETF Trust	−153	38,300	$29,208,729
AMZN	Amazon Com Inc	−148	2,800	$697,620
VOO	VANGUARD 500 INDEX FUND	−41	1,625	$1,138,897
JPM	Jpmorgan Chase & Co	−13	606	$200,482
MSFT	Microsoft Corp	−1	1,609	$825,256
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PAVE	Global X U.S. Infrastructure Development ETF	5,513	$289,432
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
SCHG	Schwab U.S. Large-Cap Growth ETF	14,495	$490,510
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	980	$362,639
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	1,356	$297,248
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	3,371	$201,214
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

31 tracked positions · $258,246,719 total · filing declares 32 positions · $258,544,953 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	750,836	+43,982	$67,395,039	+8.5%	26.10%
IEFA	iShares Core MSCI EAFE ETF	Added	342,158	+12,162	$33,148,267	+4.0%	12.84%
VCRB	VANGUARD CORE BOND ETF	Reduced	416,599	-86,548	$30,670,018	−21.1%	11.88%
SPY	Spdr S&P 500 ETF Trust	Reduced	38,300	-153	$29,208,729	+1.7%	11.31%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	420,761	+20,278	$29,141,906	+7.0%	11.28%
JQUA	JPMorgan U.S. Quality Factor ETF	Added	345,080	+9,659	$25,466,904	+5.0%	9.86%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	194,994	+9,692	$19,719,743	+8.4%	7.64%
AVEM	Avantis Emerging Markets Equity ETF	Added	100,210	+7,365	$9,421,744	+5.2%	3.65%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	40,464	-5,838	$1,316,293	−10.3%	0.51%
NVDA	Nvidia Corp Technology	Reduced	5,728	-446	$1,308,160	+5.9%	0.51%
IWF	iShares Russell 1000 Growth ETF	Held	10,239	0	$1,282,537	+0.9%	0.50%
AAPL	Apple Inc. Technology	Reduced	3,496	-231	$1,164,237	+8.0%	0.45%
VOO	VANGUARD 500 INDEX FUND	Reduced	1,625	-41	$1,138,897	−0.5%	0.44%
NSC	Norfolk Southern Corp Industrials	Held	3,449	0	$1,065,741	−1.8%	0.41%
MSFT	Microsoft Corp Technology	Reduced	1,609	-1	$825,256	+37.4%	0.32%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,800	-148	$697,620	−0.7%	0.27%
IXN	iShares Global Tech ETF	Held	4,668	0	$691,890	+2.6%	0.27%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	3,146	+1,303	$615,829	+75.4%	0.24%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,627	0	$577,275	−15.6%	0.22%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	974	+2	$485,003	−0.3%	0.19%
GOOGL	Alphabet Inc. Communication Services	Added	1,168	+121	$401,885	+7.4%	0.16%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	3,642	+37	$325,267	−4.6%	0.13%
PAVE	Global X U.S. Infrastructure Development ETF	NEW	5,513	NEW	$289,432	NEW	0.11%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	563	0	$286,313	−2.6%	0.11%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	3,948	-1,983	$278,768	−34.0%	0.11%
META	Meta Platforms, Inc. Communication Services	Added	362	+4	$262,515	+30.2%	0.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,584	+4	$230,123	−0.7%	0.09%
IWD	iShares Russell 1000 Value ETF	Held	872	0	$216,194	+2.3%	0.08%
DLTR	Dollar Tree, Inc. Consumer Defensive	Held	1,831	0	$208,770	−5.7%	0.08%
VBIL	Vanguard Institutional Index Funds	Reduced	2,719	-3,230	$205,882	−54.3%	0.08%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	606	-13	$200,482	−1.1%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.