Cyr Financial Inc.
Long book
$169.9M
Q1 2026
Positions
58
Top-10 weight
70%
concentration
Last quarter
+7.1%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsCyr Financial Inc. is a wealth-management firm allocating client money, running a $169.9M US long book across 58 positions.
The portfolio is concentrated: the top 10 names carry 70% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: PACER US CASH COWS 100 ETF, INVESCO S&P 500 TOP 50 ETF, VANGUARD TOTAL BOND MARKET, VICTORYSHARES CORE INTERMEDI, SS SPDR P AGG BOND ETF.
Over the last 8 quarters its long book ran on average 1.4pp per quarter behind the S&P 500, beating the index in 3 of 8 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q2 2024
+6.4%
Q3 2024
-1.5%
Q4 2024
-0.9%
Q1 2025
+6.6%
Q2 2025
+5.9%
Q3 2025
+2.6%
Q4 2025
-1.3%
Q1 2026
+7.1%
Sector allocation
Technology 42%
Consumer discretionary 14%
Industrials 12%
Financials 10%
Healthcare 9%
Energy 8%
Services media 4%
Utilities 1%
Long book by quarter
What does Cyr Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| XOM EXXON MOBIL CORP | Energy | 11.5K | $2.0M | 1.2% | +2.7% |
| GE GENERAL ELECTRIC | Industrials | 4.9K | $1.4M | 0.8% | +4.9% |
| AAPL APPLE INC | Technology | 5.1K | $1.3M | 0.8% | +10.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.7K | $1.3M | 0.8% | +13.2% |
| JPM JPMORGAN CHASE & CO | Financials | 4.3K | $1.3M | 0.7% | +8.9% |
| CSCO CISCO SYSTEMS INC | Technology | 16.1K | $1.2M | 0.7% | +8.6% |
| NVDA NVIDIA CORP | Technology | 7.1K | $1.2M | 0.7% | +7.0% |
| TSLA TESLA INC | Industrials | 3.3K | $1.2M | 0.7% | +8.2% |
| WMT WALMART INC | Consumer discretionary | 10.0K | $1.2M | 0.7% | +13.9% |
| GOOGL ALPHABET INC-CL A | Technology | 4.3K | $1.2M | 0.7% | +5.4% |
| MSFT MICROSOFT CORP | Technology | 3.3K | $1.2M | 0.7% | +15.6% |
| AVGO BROADCOM INC | Technology | 3.7K | $1.2M | 0.7% | +8.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 5.6K | $1.2M | 0.7% | +9.8% |
| ABBV ABBVIE INC | Healthcare | 5.3K | $1.2M | 0.7% | +20.5% |
| TJX TJX COMPANIES INC | Consumer discretionary | 7.2K | $1.2M | 0.7% | +18.3% |
| LLY ELI LILLY & CO | Healthcare | 1.2K | $1.1M | 0.7% | +13.6% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 7.7K | $1.1M | 0.7% | +21.4% |
| META META PLATFORMS INC-CLASS A | Technology | 1.9K | $1.1M | 0.6% | +13.1% |
| UBER UBER TECHNOLOGIES INC | Services media | 14.7K | $1.1M | 0.6% | +12.9% |
| ORCL ORACLE CORP | Technology | 6.5K | $954K | 0.6% | +44.7% |
| CAT CATERPILLAR INC | Industrials | 660 | $467K | 0.3% | -18.7% |
| CEG CONSTELLATION ENERGY | Utilities | 1.2K | $340K | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 24, 2026 | 58 | $169.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 16, 2026 | 58 | $160.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 5, 2025 | 63 | $146.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 17, 2025 | 54 | $129.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR/ARESTATEMENT | Jul 18, 2025 | 54 | $111.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 22, 2025 | 51 | $100.4M | SEC ↗ | |
| Q4 2024 | 13F-HR | Jan 23, 2025 | 54 | $109.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 17, 2024 | 43 | $107.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 10, 2024 | 41 | $100.1M | canonical | SEC ↗ |