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The Analysis of Cyr Financial Inc.'s Holdings & P&L

Currently, Cyr Financial Inc. holds 58 types of securities in its portfolio with a total value $169.9M. In the most recent quarter, they have increased their positions in XLG (+19.1K shares, valued at $1.0M), FBND (+22.7K shares, valued at $1.0M), SPAB (+39.2K shares, valued at $1.0M); decreased their positions in SCHD (-5.1K shares, valued at $156.0K), EWX (-2.1K shares, valued at $136.2K), CAT (-152 shares, valued at $107.6K); initiated new positions in N/A (+3.9K shares, valued at $340.2K), SGOV (+2.8K shares, valued at $277.6K), VTI (+744 shares, valued at $238.7K).

1M P&L

+3.1M+1.93%

3M P&L

+2.5M+1.52%

HY P&L

+8.3M+5.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A136.8M

87.1%

2Software - Infrastructure3.3M

2.1%

3Drug Manufacturers - General2.3M

1.5%

Top Industries by Stock Count

1N/A33 stocks

64.7%

2Software - Infrastructure3 stocks

5.9%

3Drug Manufacturers - General2 stocks

3.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

COWZ PACER FDS TR254.2K shares5.89%2026-03-312026-04-24

XLG INVESCO EXCHANGE TRADED FD T250.0K shares8.26%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS178.9K shares7.93%2026-03-312026-04-24

UITB VICTORY PORTFOLIOS II278.9K shares8.15%2026-03-312026-04-24

SPAB SPDR SERIES TRUST510.4K shares8.31%2026-03-312026-04-24

FBND FIDELITY MERRIMACK STR TR285.5K shares8.64%2026-03-312026-04-24

HEFA ISHARES TR248.4K shares7.61%2026-03-312026-04-24

IDMO INVESCO EXCH TRADED FD TR II189.7K shares7.53%2026-03-312026-04-24

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FDVV FIDELITY COVINGTON TRUST156.3K shares12.65%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR12.1K shares7.71%2026-03-312026-04-24

RWJ INVESCO EXCH TRADED FD TR II131.7K shares5.21%2026-03-312026-04-24

EDIV SPDR INDEX SHS FDS115.4K shares12.23%2026-03-312026-04-24

XOM EXXON MOBIL CORP11.5K shares2.66%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE4.9K shares4.90%2026-03-312026-04-24

IBDU ISHARES TR59.8K shares-2.86%2026-03-312026-04-24

VTEB VANGUARD MUN BD FDS27.9K shares26.13%2026-03-312026-04-24

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IBDT ISHARES TR54.1K shares-2.21%2026-03-312026-04-24

AAPL APPLE INC5.1K shares10.22%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares13.17%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO4.3K shares8.92%2026-03-312026-04-24

JMUB J P MORGAN EXCHANGE TRADED F25.3K shares15.45%2026-03-312026-04-24

CSCO CISCO SYS INC16.1K shares8.64%2026-03-312026-04-24

NVDA NVIDIA CORPORATION7.1K shares6.99%2026-03-312026-04-24

TSLA TESLA INC3.3K shares8.19%2026-03-312026-04-24

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WMT WALMART INC10.0K shares13.95%2026-03-312026-04-24

ALPHABET INC ALPHABET INC4.3K shares5.43%2026-03-312026-04-24

MSFT MICROSOFT CORP3.3K shares15.59%2026-03-312026-04-24

MUB ISHARES TR11.0K shares10.12%2026-03-312026-04-24

BROADCOM INC BROADCOM INC3.7K shares8.27%2026-03-312026-04-24

AMZN AMAZON COM INC5.6K shares9.85%2026-03-312026-04-24

ABBV ABBVIE INC5.3K shares20.52%2026-03-312026-04-24

TJX TJX COS INC NEW7.2K shares18.26%2026-03-312026-04-24

Sponsored

LLY ELI LILLY & CO1.2K shares13.62%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC7.7K shares21.35%2026-03-312026-04-24

META META PLATFORMS INC1.9K shares13.14%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC14.7K shares12.90%2026-03-312026-04-24

CPSD CALAMOS ETF TR39.1K shares-0.59%2026-03-312026-04-24

SPMO INVESCO EXCH TRADED FD TR II8.8K shares-3.60%2026-03-312026-04-24

ORCL ORACLE CORP6.5K shares44.67%2026-03-312026-04-24

IBHI ISHARES TR35.2K shares-4.65%2026-03-312026-04-24

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EWX SPDR INDEX SHS FDS9.2K shares-18.23%2026-03-312026-04-24

PULS PGIM ETF TR12.1K shares0.02%2026-03-312026-04-24

IWY ISHARES TR2.0K shares0.15%2026-03-312026-04-24

CAT CATERPILLAR INC660 shares-18.72%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS752 shares3.87%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR13.8K shares-26.98%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP1.2K shares0.00%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR3.9K sharesnew addition2026-03-312026-04-24

Sponsored

IBDV ISHARES TR14.3K shares-8.67%2026-03-312026-04-24

IBTJ ISHARES TR14.1K shares-8.83%2026-03-312026-04-24

SGOV ISHARES TR2.8K sharesnew addition2026-03-312026-04-24

ITDC ISHARES TR7.3K shares-28.23%2026-03-312026-04-24

VTI VANGUARD INDEX FDS744 sharesnew addition2026-03-312026-04-24

IBHH ISHARES TR9.9K shares-14.07%2026-03-312026-04-24

IQLT ISHARES TR5.0K shares-6.46%2026-03-312026-04-24

ITDH ISHARES TR6.1K shares4.32%2026-03-312026-04-24

Sponsored

TFLO ISHARES TR4.4K shares1.74%2026-03-312026-04-24

CPNJ CALAMOS ETF TR8.1K shares0.00%2026-03-312026-04-24

COWZ

PACER FDS TR

5.89%

Shares254.2K

Event2026-03-31

Filed2026-04-24

XLG

INVESCO EXCHANGE TRADED FD T

8.26%

Shares250.0K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

7.93%

Shares178.9K

Event2026-03-31

Filed2026-04-24

UITB

VICTORY PORTFOLIOS II

8.15%

Shares278.9K

Event2026-03-31

Filed2026-04-24

SPAB

SPDR SERIES TRUST

8.31%

Shares510.4K

Event2026-03-31

Filed2026-04-24

FBND

FIDELITY MERRIMACK STR TR

8.64%

Shares285.5K

Event2026-03-31

Filed2026-04-24

HEFA

ISHARES TR

7.61%

Shares248.4K

Event2026-03-31

Filed2026-04-24

IDMO

INVESCO EXCH TRADED FD TR II

7.53%

Shares189.7K

Event2026-03-31

Filed2026-04-24

FDVV

FIDELITY COVINGTON TRUST

12.65%

Shares156.3K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

7.71%

Shares12.1K

Event2026-03-31

Filed2026-04-24

RWJ

INVESCO EXCH TRADED FD TR II

5.21%

Shares131.7K

Event2026-03-31

Filed2026-04-24

EDIV

SPDR INDEX SHS FDS

12.23%

Shares115.4K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

2.66%

Shares11.5K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

4.90%

Shares4.9K

Event2026-03-31

Filed2026-04-24

IBDU

ISHARES TR

-2.86%

Shares59.8K

Event2026-03-31

Filed2026-04-24

VTEB

VANGUARD MUN BD FDS

26.13%

Shares27.9K

Event2026-03-31

Filed2026-04-24

IBDT

ISHARES TR

-2.21%

Shares54.1K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

10.22%

Shares5.1K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

13.17%

Shares2.7K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

8.92%

Shares4.3K

Event2026-03-31

Filed2026-04-24

JMUB

J P MORGAN EXCHANGE TRADED F

15.45%

Shares25.3K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

8.64%

Shares16.1K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

6.99%

Shares7.1K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

8.19%

Shares3.3K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

13.95%

Shares10.0K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

5.43%

Shares4.3K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

15.59%

Shares3.3K

Event2026-03-31

Filed2026-04-24

MUB

ISHARES TR

10.12%

Shares11.0K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

8.27%

Shares3.7K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

9.85%

Shares5.6K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

20.52%

Shares5.3K

Event2026-03-31

Filed2026-04-24

TJX

TJX COS INC NEW

18.26%

Shares7.2K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

13.62%

Shares1.2K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

21.35%

Shares7.7K

Event2026-03-31

Filed2026-04-24