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☆Cyr Financial Inc.

CIK 0002010666 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.648
AUM ($M)
192
Positions
62
Turnover
0.04
Top-10 wt
70%
Herfindahl
0.054
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 63 positions · portfolio value $192M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆COWZ funds › PACER FDS TR ADD — 8.8% -0.5% 17.0 272,864 +18,619 5 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T ADD — 8.5% +0.5% 16.3 266,804 +16,785 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 7.4% -0.3% 14.3 194,830 +15,971 5 —
☆SPAB funds › SPDR SERIES TRUST ADD — 7.3% -0.4% 14.1 551,730 +41,335 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 7.3% -0.4% 14.0 308,567 +23,038 5 —
☆UITB funds › VICTORY PORTFOLIOS II ADD — 7.3% -0.4% 14.0 299,590 +20,733 5 —
☆HEFA funds › ISHARES TR ADD — 6.4% +0.2% 12.3 262,328 +13,907 5 —
☆IDMO funds › INVESCO EXCH TRADED FD TR II ADD — 6.3% +0.2% 12.1 199,919 +10,205 5 —
☆FDVV funds › FIDELITY COVINGTON TRUST ADD — 5.3% +0.2% 10.1 167,830 +11,501 3 —
☆QQQ funds › INVESCO QQQ TR ADD — 4.9% +0.8% 9.4 12,700 +625 5 —
☆RWJ funds › INVESCO EXCH TRADED FD TR II ADD — 4.2% +0.3% 8.1 136,063 +4,408 5 —
☆EDIV funds › SPDR INDEX SHS FDS ADD — 2.6% -0.0% 5.1 123,882 +8,479 3 —
☆CSCO funds › CISCO SYS INC ADD — 1.0% +0.3% 1.9 16,560 +452 5 —
☆GE funds › GE AEROSPACE ADD — 1.0% +0.2% 1.9 5,175 +251 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.9% +0.2% 1.7 1,379 +153 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.8% +0.1% 1.6 4,501 +210 5 —
☆AAPL funds › APPLE INC ADD — 0.8% +0.1% 1.6 5,397 +306 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.8% -0.0% 1.5 30,273 +2,390 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.8% +0.1% 1.5 7,612 +465 5 —
☆TSLA funds › TESLA INC ADD — 0.8% +0.1% 1.5 3,618 +277 5 —
☆IBDT funds › ISHARES TR ADD — 0.8% -0.0% 1.5 60,207 +6,081 5 —
☆IBDU funds › ISHARES TR ADD — 0.8% -0.0% 1.5 65,619 +5,771 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.8% +0.0% 1.5 4,618 +294 5 —
☆ABBV funds › ABBVIE INC ADD — 0.8% +0.1% 1.5 5,805 +502 3 —
☆AVGO funds › BROADCOM INC ADD — 0.8% +0.1% 1.5 3,839 +96 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.7% -0.0% 1.4 2,872 +209 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.7% +0.1% 1.4 5,934 +378 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.7% -0.0% 1.4 3,665 +359 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 0.7% +0.1% 1.3 8,334 -416 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.7% -0.1% 1.3 25,506 +254 5 —
☆MUB funds › ISHARES TR ADD — 0.7% -0.0% 1.3 11,747 +745 5 —
☆WMT funds › WALMART INC ADD — 0.6% -0.1% 1.2 10,809 +851 3 —
☆TJX funds › TJX COS INC NEW ADD — 0.6% -0.1% 1.2 7,865 +643 3 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.6% -0.0% 1.2 16,115 +1,442 5 —
☆META funds › META PLATFORMS INC ADD — 0.6% -0.0% 1.1 2,038 +161 5 —
☆ORCL funds › ORACLE CORP ADD — 0.5% -0.0% 1.0 7,151 +664 3 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.5% -0.1% 1.0 8,924 +1,235 3 —
☆CUSIP:12811T795 funds › CALAMOS ETF TR TRIM — 0.5% -0.1% 1.0 37,495 -1,562 5 —
☆IBHI funds › ISHARES TR ADD — 0.4% -0.0% 0.8 35,657 +489 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.4% +0.1% 0.7 663 +3 5 —
☆EWX funds › SPDR INDEX SHS FDS TRIM — 0.3% -0.0% 0.6 8,471 -771 5 —
☆IWY funds › ISHARES TR TRIM — 0.3% +0.0% 0.6 1,947 -23 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 0.5 716 -36 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 0.4 13,550 -213 5 —
☆SGOV funds › ISHARES TR ADD — 0.2% +0.1% 0.4 4,165 +1,407 2 —
☆PULS funds › PGIM ETF TR TRIM — 0.2% -0.2% 0.3 6,525 -5,619 5 —
☆IBDV funds › ISHARES TR ADD — 0.2% -0.0% 0.3 14,578 +328 3 —
☆IBTJ funds › ISHARES TR ADD — 0.2% -0.0% 0.3 14,381 +287 5 —
☆CEG funds › CONSTELLATION ENERGY CORP HOLD — 0.2% -0.0% 0.3 1,219 +0 5 —
☆IBDS funds › ISHARES TR NEW — 0.2% +0.2% 0.3 12,156 +12,156 1 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.2% -0.0% 0.3 3,859 +0 2 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.3 744 +0 2 —
☆ITDC funds › ISHARES TR ADD — 0.1% -0.0% 0.3 7,330 +70 5 —
☆ITDH funds › ISHARES TR ADD — 0.1% +0.0% 0.3 6,249 +134 4 —
☆IQLT funds › ISHARES TR ADD — 0.1% -0.0% 0.3 5,076 +55 5 —
☆IBHH funds › ISHARES TR ADD — 0.1% -0.0% 0.2 10,393 +470 5 —
☆GEV funds › GE VERNOVA INC NEW — 0.1% +0.1% 0.2 197 +197 1 —
☆NUE funds › NUCOR CORP NEW — 0.1% +0.1% 0.2 1,034 +1,034 1 —
☆CPNJ funds › CALAMOS ETF TR HOLD — 0.1% -0.0% 0.2 8,132 +0 5 —
☆TFLO funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 4,216 -164 4 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T NEW — 0.1% +0.1% 0.2 2,357 +2,357 1 —
☆CAIE funds › CALAMOS ETF TR NEW — 0.1% +0.1% 0.2 7,485 +7,485 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT — 0.0% -1.2% 0.0 0 -11,532 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 192 62 0.04 70% 0.054 0.647 — in
2026Q1 170 58 0.03 70% 0.055 0.661 — in
2025Q4 160 58 0.15 69% 0.054 0.354 — in
2025Q3 146 63 0.03 66% 0.051 0.562 — in
2025Q2 129 54 0.16 67% 0.052 0.329 — entered
2025Q1 100 51 0.00 73% 0.061 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status