Tudor Financial Inc.

CIK

2045307

Location

DAYTON, OH

Portfolio Value

Small $222,478,090

Diversification

Diversified

Filing Date

Global Rank

#6,172 / 8,819 ▲ 38

Top Industry

Drug Manufacturers - General 9.2%

Period ended 4 months ago

Filed Aug 10, 2026 · 3mo

8 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, never from the firm's own description.

Style

Concentrated

11.8 effective positions (12 or fewer)

Turnover

Low turnover

15.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 7.2 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 70.5%; sector active share 46.8% 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

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

Top Position

26.3%

+1.1 pts

Top 5

45.4%

+0.9 pts

Top 10

53.9%

+1.2 pts

HHI

844

Diversified+51

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.7%	$132,732,893	62
Technology	9.5%	$21,132,387	18
Industrials	7.5%	$16,654,334	19
Financial Services	7.0%	$15,548,504	15
Healthcare	5.1%	$11,382,943	9
Consumer Defensive	2.9%	$6,345,593	7
Communication Services	2.8%	$6,188,195	7
Consumer Cyclical	2.3%	$5,130,310	6
Energy	1.5%	$3,256,190	3
Utilities	1.0%	$2,268,021	4
Basic Materials	0.8%	$1,838,720	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FPE	First Trust Preferred Securities and Income ETF	+23,502	49,937	$892,873
ABT	Abbott Laboratories	+21,247	26,042	$2,363,051
SCHF	Schwab International Equity ETF	+13,325	293,456	$8,128,731
PGX	Invesco Ltd.	+9,260	138,765	$1,504,212
FTXR	First Trust Nasdaq Transportation ETF	+7,328	22,111	$1,007,642
SCHD	Schwab U.S. Dividend Equity ETF	+6,360	264,504	$8,387,421
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	+1,848	19,438	$824,365
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+1,766	116,136	$9,287,395
CGGO	Capital Group Global Growth Equity ETF	+1,515	19,963	$845,033
CGBL	Capital Group Core Balanced ETF	+1,430	18,655	$708,143
IJK	iShares S&P Mid-Cap 400 Growth ETF	+1,100	9,342	$1,097,685
VEEV	Veeva Systems Inc	+1,025	3,150	$559,030
ACN	Accenture plc	+975	10,360	$1,289,198
CTSH	Cognizant Technology Solutions Corp	+920	5,705	$220,954
FYX	First Trust Small Cap Core AlphaDEX Fund	+800	4,180	$603,174
NEE	Nextera Energy Inc	+764	8,438	$740,603
EFA	iShares MSCI EAFE ETF	+724	25,955	$2,696,205
PFF	iShares Preferred and Income Securities ETF	+720	50,176	$1,529,866
QQQM	Invesco Ltd.	+606	1,457	$441,427
CGGR	Capital Group Growth ETF	+575	13,331	$629,223
WMT	Walmart Inc.	+450	8,486	$961,124
JNJ	Johnson & Johnson	+362	6,087	$1,545,915
IEMG	iShares Trust	+347	16,476	$1,364,871
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+325	3,326	$525,607
AMGN	Amgen Inc	+300	9,784	$3,542,982
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HRL	Hormel Foods Corp	−11,115	12,950	$321,419
SLV	iShares Silver Trust	−9,274	23,928	$1,279,430
CSCO	Cisco Systems, Inc.	−2,605	15,582	$1,830,261
IEZ	iShares U.S. Oil Equipment & Services ETF	−2,359	77,051	$2,072,671
HON	Honeywell International Inc	−1,032	1,025	$229,497
ITA	iShares U.S. Aerospace & Defense ETF	−814	16,835	$4,081,140
VEA	Vanguard FTSE Developed Markets ETF	−797	15,341	$1,093,046
MPC	Marathon Petroleum Corp	−735	3,665	$937,030
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	−627	18,208	$3,192,408
FBT	First Trust NYSE Arca Biotechnology Index Fund	−573	2,829	$701,280
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	−540	9,530	$1,495,733
FV	First Trust Dorsey Wright Focus 5 ETF	−507	9,755	$740,209
NVDA	Nvidia Corp	−390	14,133	$2,827,871
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	−377	10,481	$1,029,234
IJH	iShares Core S&P Mid-Cap ETF	−353	19,467	$1,501,100
FTXL	First Trust Nasdaq Semiconductor ETF	−351	6,295	$1,793,760
IWB	iShares Russell 1000 ETF	−338	23,378	$9,573,291
SPY	Spdr S&P 500 ETF Trust	−260	3,787	$2,828,017
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−220	1,239	$203,530
VPU	VANGUARD UTILITIES INDEX FUND	−216	4,689	$917,777
IWD	iShares Russell 1000 Value ETF	−200	2,999	$727,047
IDEV	iShares Core MSCI International Developed Markets ETF	−193	13,127	$1,168,434
IBM	International Business Machines Corp	−163	2,406	$676,591
AAPL	Apple Inc.	−139	10,552	$3,053,326
DUK	Duke Energy CORP	−129	5,276	$667,836
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
IDGT	iShares U.S. Digital Infrastructure and Real Estate ETF	21,929	$2,625,778
APH	Amphenol Corp	10,030	$1,768,489
JAAA	Janus Henderson AAA CLO ETF	27,862	$1,406,752
FTXN	First Trust Nasdaq Oil & Gas ETF	25,730	$860,153
BSJU		26,723	$689,747
BSJT		29,468	$622,658
FXN	First Trust Energy AlphaDEX Fund	24,237	$490,314
MU	Micron Technology Inc	403	$465,178
GEV	GE Vernova Inc.	323	$379,479
C	Citigroup Inc	1,658	$232,053
SCHG	Schwab U.S. Large-Cap Growth ETF	6,827	$231,025
HONA	Honeywell Aerospace Inc.	1,025	$226,607
LIN	Linde PLC	419	$217,435
TSLA	Tesla, Inc.	507	$213,244
INTC	Intel Corp	1,501	$209,584
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	1,297	$205,782
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	1,914	$205,046
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	24,341	$2,145,902
AEP	American Electric Power Co Inc	13,173	$1,726,716
MISL	First Trust Indxx Aerospace & Defense ETF	21,566	$964,215
VZ	Verizon Communications Inc	4,199	$210,789
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

152 tracked positions · $222,478,090 total · filing declares 152 positions · $222,477,852 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 152 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Held	14,980	0	$10,288,413	+14.9%	8	before history	4.62%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	18,846	+75	$9,844,961	+13.2%	8	before history	4.43%
IWB	iShares Russell 1000 ETF	Reduced	23,378	-338	$9,573,291	+13.2%	8	before history	4.30%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	116,136	+1,766	$9,287,395	+2.1%	8	before history	4.17%
SCHD	Schwab U.S. Dividend Equity ETF	Added	264,504	+6,360	$8,387,421	+5.9%	8	before history	3.77%
SCHF	Schwab International Equity ETF	Added	293,456	+13,325	$8,128,731	+17.2%	8	before history	3.65%
SOXX	iShares Semiconductor ETF	Reduced	8,650	-121	$5,542,574	+92.3%	8	before history	2.49%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,285	-60	$5,364,674	+26.5%	8	before history	2.41%
IVV	iShares Core S&P 500 ETF	Added	6,130	+9	$4,590,695	+14.8%	8	before history	2.06%
ITA	iShares U.S. Aerospace & Defense ETF	Reduced	16,835	-814	$4,081,140	+5.7%	8	before history	1.83%
CTAS	Cintas Corp Industrials	Held	22,530	0	$3,831,902	+0.6%	7	$210.24	1.72%
ALL	Allstate Corp Financial Services	Added	15,101	+1	$3,593,131	+14.8%	8	before history	1.62%
AMGN	Amgen Inc Healthcare	Added	9,784	+300	$3,542,982	+6.2%	8	before history	1.59%
IYJ	iShares U.S. Industrials ETF	Added	19,421	+211	$3,236,509	+14.2%	8	before history	1.45%
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	Reduced	18,208	-627	$3,192,408	+3.2%	8	before history	1.43%
AAPL	Apple Inc. Technology	Reduced	10,552	-139	$3,053,326	+12.5%	8	before history	1.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,787	-260	$2,828,017	+7.5%	8	before history	1.27%
NVDA	Nvidia Corp Technology	Reduced	14,133	-390	$2,827,871	+11.6%	8	before history	1.27%
RSP	Victory Portfolios II	Added	13,105	+160	$2,788,350	+12.2%	8	before history	1.25%
CAT	Caterpillar Inc Industrials	Reduced	2,618	-109	$2,787,908	+44.3%	8	before history	1.25%
ORCL	Oracle Corp Technology	Added	19,008	+127	$2,785,622	+0.3%	8	before history	1.25%
EFA	iShares MSCI EAFE ETF	Added	25,955	+724	$2,696,205	+10.0%	5	unpriced	1.21%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,097	-33	$2,650,391	+10.8%	8	before history	1.19%
IDGT	iShares U.S. Digital Infrastructure and Real Estate ETF	NEW	21,929	NEW	$2,625,778	NEW	1	unpriced	1.18%
GOOG	Alphabet Inc. Communication Services	Added	7,182	+74	$2,537,616	+24.5%	8	before history	1.14%
VIG	Vanguard Specialized Funds	Reduced	10,210	-60	$2,415,890	+9.4%	8	before history	1.09%
ABT	Abbott Laboratories Healthcare	Added	26,042	+21,247	$2,363,051	+380.0%	8	before history	1.06%
HSY	Hershey Co Consumer Defensive	Reduced	11,880	-35	$2,084,346	−15.9%	6	$164.63	0.94%
IEZ	iShares U.S. Oil Equipment & Services ETF	Reduced	77,051	-2,359	$2,072,671	−9.8%	2	unpriced	0.93%
CNI	Canadian National Railway Co Industrials	Added	16,740	+100	$1,996,077	+16.7%	6	$101.39	0.90%
LOW	Lowes Companies Inc Consumer Cyclical	Added	8,763	+160	$1,932,153	−4.9%	8	before history	0.87%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,582	-2,605	$1,830,261	+29.7%	8	before history	0.82%
FTXL	First Trust Nasdaq Semiconductor ETF	Reduced	6,295	-351	$1,793,760	+83.0%	3	$123.64	0.81%
MSFT	Microsoft Corp Technology	Reduced	4,778	-41	$1,782,289	−0.1%	8	before history	0.80%
APH	Amphenol Corp Technology	NEW	10,030	NEW	$1,768,489	NEW	1	$144.16	0.79%
IJR	iShares Core S&P Small-Cap ETF	Added	11,556	+212	$1,713,870	+21.5%	8	before history	0.77%
APD	Air Products & Chemicals, Inc. Basic Materials	Held	5,530	0	$1,621,285	+0.9%	8	before history	0.73%
JNJ	Johnson & Johnson Healthcare	Added	6,087	+362	$1,545,915	+10.5%	8	before history	0.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,469	-12	$1,535,174	+1.4%	8	before history	0.69%
PFF	iShares Preferred and Income Securities ETF	Added	50,176	+720	$1,529,866	+2.0%	8	before history	0.69%
PGX	Invesco Ltd. Financial Services	Added	138,765	+9,260	$1,504,212	+6.8%	8	before history	0.68%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	19,467	-353	$1,501,100	+12.2%	8	before history	0.67%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Reduced	9,530	-540	$1,495,733	+7.4%	8	before history	0.67%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,101	+26	$1,480,944	+42.5%	8	before history	0.67%
CMCSA	Comcast Corp Communication Services	Added	58,600	+155	$1,438,630	−14.3%	8	before history	0.65%
XOM	ExxonMobil Holdings Corp Energy	Added	10,468	+5	$1,431,184	−19.4%	8	before history	0.64%
		Held	7,487	0	$1,423,952	+12.6%	8	before history	0.64%
JAAA	Janus Henderson AAA CLO ETF	NEW	27,862	NEW	$1,406,752	NEW	1	$50.59	0.63%
TRV	Travelers Companies, Inc. Financial Services	Held	4,200	0	$1,386,504	+13.2%	8	before history	0.62%
V	Visa Inc. Financial Services	Reduced	4,021	-25	$1,379,564	+12.8%	8	before history	0.62%

Showing the top 50 of 152 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.