Institutional Fund
Tudor Financial Inc.
Dayton, OHCIK 20453076 filings on record
Portfolio Value
$195.59M
Q1 2026
Holdings
139
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+0.1%
from $195.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr4.7%
- Vanguard Index Fds4.6%
- Spdr Dow Jones Indl Average4.4%
- Ishares Tr4.3%
- Schwab Strategic Tr4.0%
- Schwab Strategic Tr3.5%
- Other74.4%
Portfolio Holdings
139 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 114.4K | $9.10M | 4.7% | −129 | Reduced |
| 2 | Vanguard Index Fds | 15.0K | $8.95M | 4.6% | −116 | Reduced |
| 3 | Spdr Dow Jones Indl Average | 18.8K | $8.69M | 4.4% | −93 | Reduced |
| 4 | Ishares Tr | 23.7K | $8.46M | 4.3% | −244 | Reduced |
| 5 | Schwab Strategic Tr | 258.1K | $7.92M | 4.0% | 0 | Held |
| 6 | Schwab Strategic Tr | 280.1K | $6.93M | 3.5% | +786 | Added |
| 7 | Invesco Qqq Tr | 7.3K | $4.24M | 2.2% | −33 | Reduced |
| 8 | Ishares Tr | 6.1K | $4.00M | 2.0% | −95 | Reduced |
| 9 | Ishares Tr | 17.6K | $3.86M | 2.0% | −251 | Reduced |
| 10 | Cintas Corp | 22.5K | $3.81M | 1.9% | 0 | Held |
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