Cyr Financial Inc. — 13F Holdings & Portfolio

CIK 2010666 · latest 13F-HR filed 2026-07-20

Cyr Financial Inc. manages $192.0M in 13F-reported U.S. long-equity assets across 62 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are COWZ (8.84%), XLG (8.51%), BND (7.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 1, added to 41, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
220 E HIGH ST.
SUITE 102
HENNEPIN, IL 61327
Phone
(815) 925-7501
Filing Manager
Cyr Financial Inc.
HENNEPIN, IL
Signatory
Christian J. Cyr
President/CCO
Loading holdings…
AUM

$192.0M

Long-equity book

Holdings

62

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+5 / −1 / ↑41 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO EXCHANGE TRADED FD T$2.7M +19.8%
  • INVESCO QQQ TR$2.4M +34.2%
  • ISHARES TR$1.8M +16.6%
  • INVESCO EXCH TRADED FD TR II$1.6M +15.9%
  • FIDELITY COVINGTON TRUST$1.5M +17.2%
Show all 41

Top Trims

  • PGIM ETF TR-$277.8K -46.2%
  • PALANTIR TECHNOLOGIES INC-$83.6K -7.4%
  • ISHARES GOLD TR-$48.8K -14.3%
  • CONSTELLATION ENERGY CORP-$37.6K -11.0%
Show all 4

New Positions

  • ISHARES TR$294.4K
  • GE VERNOVA INC$231.4K
  • NUCOR CORP$230.3K
  • INVESCO EXCHANGE TRADED FD T$212.4K
  • CALAMOS ETF TR$203.7K
Show all 5

Exited Positions

  • EXXON MOBIL CORP$2.0M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PACER FDS TR COWZ 69374H881 $17.0M 8.84% 272,864 SH
2 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $16.3M 8.51% 266,804 SH
3 VANGUARD BD INDEX FDS BND 921937835 $14.3M 7.45% 194,830 SH
4 SPDR SERIES TRUST SPAB 78464A649 $14.1M 7.33% 551,730 SH
5 FIDELITY MERRIMACK STR TR FBND 316188309 $14.0M 7.31% 308,567 SH
6 VICTORY PORTFOLIOS II UITB 92647N527 $14.0M 7.31% 299,590 SH
7 ISHARES TR HEFA 46434V803 $12.3M 6.41% 262,328 SH
8 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $12.1M 6.28% 199,919 SH
9 FIDELITY COVINGTON TRUST FDVV 316092840 $10.1M 5.27% 167,830 SH
10 INVESCO QQQ TR QQQ 46090E103 $9.4M 4.87% 12,700 SH
11 INVESCO EXCH TRADED FD TR II RWJ 46138G664 $8.1M 4.22% 136,063 SH
12 SPDR INDEX SHS FDS EDIV 78463X533 $5.1M 2.64% 123,882 SH
13 CISCO SYS INC CSCO 17275R102 $1.9M 1.01% 16,560 SH
14 GE AEROSPACE GE 369604301 $1.9M 1.01% 5,175 SH
15 ELI LILLY & CO LLY 532457108 $1.7M 0.86% 1,379 SH
16 ALPHABET INC GOOGL 02079K305 $1.6M 0.84% 4,501 SH
17 APPLE INC AAPL 037833100 $1.6M 0.81% 5,397 SH
18 VANGUARD MUN BD FDS VTEB 922907746 $1.5M 0.80% 30,273 SH
19 NVIDIA CORPORATION NVDA 67066G104 $1.5M 0.79% 7,612 SH
20 TESLA INC TSLA 88160R101 $1.5M 0.79% 3,618 SH
21 ISHARES TR IBDT 46435U515 $1.5M 0.79% 60,207 SH
22 ISHARES TR IBDU 46436E205 $1.5M 0.79% 65,619 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $1.5M 0.79% 4,618 SH
24 ABBVIE INC ABBV 00287Y109 $1.5M 0.76% 5,805 SH
25 BROADCOM INC AVGO 11135F101 $1.5M 0.76% 3,839 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.4M 0.75% 2,872 SH
27 AMAZON COM INC AMZN 023135106 $1.4M 0.74% 5,934 SH
28 MICROSOFT CORP MSFT 594918104 $1.4M 0.71% 3,665 SH
29 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $1.3M 0.70% 8,334 SH
30 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $1.3M 0.67% 25,506 SH
31 ISHARES TR MUB 464288414 $1.3M 0.66% 11,747 SH
32 WALMART INC WMT 931142103 $1.2M 0.64% 10,809 SH
33 TJX COS INC NEW TJX 872540109 $1.2M 0.62% 7,865 SH
34 UBER TECHNOLOGIES INC UBER 90353T100 $1.2M 0.61% 16,115 SH
35 META PLATFORMS INC META 30303M102 $1.1M 0.60% 2,038 SH
36 ORACLE CORP ORCL 68389X105 $1.0M 0.55% 7,151 SH
37 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.0M 0.54% 8,924 SH
38 CALAMOS ETF TR CPSD 12811T795 $1.0M 0.52% 37,495 SH
39 ISHARES TR IBHI 46436E379 $834.0K 0.43% 35,657 SH
40 CATERPILLAR INC CAT 149123101 $706.3K 0.37% 663 SH
41 SPDR INDEX SHS FDS EWX 78463X756 $629.4K 0.33% 8,471 SH
42 ISHARES TR IWY 464289438 $566.0K 0.29% 1,947 SH
43 VANGUARD INDEX FDS VOO 922908363 $491.8K 0.26% 716 SH
44 SCHWAB STRATEGIC TR SCHD 808524797 $429.7K 0.22% 13,550 SH
45 ISHARES TR SGOV 46436E718 $419.3K 0.22% 4,165 SH
46 PGIM ETF TR PULS 69344A107 $323.3K 0.17% 6,525 SH
47 ISHARES TR IBDV 46436E726 $317.8K 0.17% 14,578 SH
48 ISHARES TR IBTJ 46436E825 $311.3K 0.16% 14,381 SH
49 CONSTELLATION ENERGY CORP CEG 21037T109 $302.8K 0.16% 1,219 SH
50 ISHARES TR IBDS 46435UAA9 $294.4K 0.15% 12,156 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $192.0M 62 0002010666-26-000009
2026-03-31 2026-04-24 $169.9M 58 0002010666-26-000005
2025-12-31 2026-01-16 $160.4M 58 0002010666-26-000002