Cyr Financial Inc.
Clone Performance
Aug 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.
Portfolio Concentration
25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.0% | $11,099,197 |
| Unclassified | 25.2% | $9,643,673 |
| Consumer Cyclical | 10.8% | $4,127,586 |
| Healthcare | 8.1% | $3,114,784 |
| Financial Services | 7.7% | $2,948,729 |
| Industrials | 7.5% | $2,871,527 |
| Communication Services | 7.2% | $2,756,507 |
| Consumer Defensive | 3.2% | $1,224,227 |
| Utilities | 0.8% | $302,763 |
| Basic Materials | 0.6% | $230,323 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | +1,442 | 16,115 | $1,162,858 | |
| PLTR | Palantir Technologies Inc. | +1,235 | 8,924 | $1,041,163 | |
| WMT | Walmart Inc. | +851 | 10,809 | $1,224,227 | |
| ORCL | Oracle Corp | +664 | 7,151 | $1,047,979 | |
| TJX | Tjx Companies Inc /De/ | +643 | 7,865 | $1,191,547 | |
| QQQ | Invesco Qqq Trust, Series 1 | +625 | 12,700 | $9,352,280 | |
| ABBV | AbbVie Inc. | +502 | 5,805 | $1,460,770 | |
| NVDA | Nvidia Corp | +465 | 7,612 | $1,523,085 | |
| CSCO | Cisco Systems, Inc. | +452 | 16,560 | $1,945,137 | |
| AMZN | Amazon Com Inc | +378 | 5,934 | $1,414,309 | |
| MSFT | Microsoft Corp | +359 | 3,665 | $1,367,118 | |
| AAPL | Apple Inc. | +306 | 5,397 | $1,561,675 | |
| JPM | Jpmorgan Chase & Co | +294 | 4,618 | $1,511,609 | |
| TSLA | Tesla, Inc. | +277 | 3,618 | $1,521,730 | |
| GE | General Electric Co | +251 | 5,175 | $1,934,052 | |
| GOOGL | Alphabet Inc. | +210 | 4,501 | $1,608,522 | |
| BRK-B | Berkshire Hathaway Inc | +209 | 2,872 | $1,437,120 | |
| META | Meta Platforms, Inc. | +161 | 2,038 | $1,147,985 | |
| LLY | ELI LILLY & Co | +153 | 1,379 | $1,654,014 | |
| AVGO | Broadcom Inc. | +96 | 3,839 | $1,450,182 | |
| CAT | Caterpillar Inc | +3 | 663 | $706,028 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 11,532 | $1,956,519 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 12,700 | $9,352,280 | 24.41% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 16,560 | $1,945,137 | 5.08% | |
| GE |
General Electric Co
Industrials
|
Added | 5,175 | $1,934,052 | 5.05% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,379 | $1,654,014 | 4.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,501 | $1,608,522 | 4.20% | |
| AAPL |
Apple Inc.
Technology
|
Added | 5,397 | $1,561,675 | 4.08% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,612 | $1,523,085 | 3.97% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 3,618 | $1,521,730 | 3.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,618 | $1,511,609 | 3.94% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,805 | $1,460,770 | 3.81% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,839 | $1,450,182 | 3.78% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,872 | $1,437,120 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 5,934 | $1,414,309 | 3.69% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,665 | $1,367,118 | 3.57% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 10,809 | $1,224,227 | 3.19% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 7,865 | $1,191,547 | 3.11% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 16,115 | $1,162,858 | 3.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,038 | $1,147,985 | 3.00% | |
| ORCL |
Oracle Corp
Technology
|
Added | 7,151 | $1,047,979 | 2.73% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 8,924 | $1,041,163 | 2.72% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 663 | $706,028 | 1.84% | |
| CEG |
Constellation Energy Corp
Utilities
|
Held | 1,219 | $302,763 | 0.79% | |
| IAU |
Ishares Gold Trust
|
Held | 3,859 | $291,393 | 0.76% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 197 | $231,447 | 0.60% | |
| NUE |
Nucor Corp
Basic Materials
|
NEW | 1,034 | $230,323 | 0.60% |
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.