Cyr Financial Inc. holds a focused book of 62 stocks worth $192.0M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Ibnds Dec 27 Corp ETF and trimmed Invesco S&P 500 Momentum ETF. Their largest long position is Pacer US Cash Cows 100 ETF at 9% of the equity book. Cloning the disclosed picks since 2025 would be +15% (+9.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Cyr Financial Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +17.6%, a 2.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Cyr Financial Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
15% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Pacer FDS TR US CASH COWS 100 | $17.0M | 272.9K | 8.8% | ▲+7.3% Added · +19K sh | |
| 2 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $16.3M | 266.8K | 8.5% | ▲+6.7% Added · +17K sh | |
| 3 | Vanguard BD Index FDS TOTAL BND MRKT | $14.3M | 194.8K | 7.4% | ▲+8.9% Added · +16K sh | |
| 4 | SPDR Series Trust ST STR AGGRE ETF | $14.1M | 551.7K | 7.3% | ▲+8.1% Added · +41K sh | |
| 5 | Fidelity Merrimack STR TR TOTAL BD ETF | $14.0M | 308.6K | 7.3% | ▲+8.1% Added · +23K sh | |
| 6 | Victory Portfolios II CORE BD ETF | $14.0M | 299.6K | 7.3% | ▲+7.4% Added · +21K sh | |
| 7 | Ishares TR HDG MSCI EAFE | $12.3M | 262.3K | 6.4% | ▲+5.6% Added · +14K sh | |
| 8 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $12.1M | 199.9K | 6.3% | ▲+5.4% Added · +10K sh | |
| 9 | Fidelity Covington Trust HIGH DIVID ETF | $10.1M | 167.8K | 5.3% | ▲+7.3% Added · +12K sh | |
| 10 | Invesco QQQ TR UNIT SER 1 | $9.4M | 12.7K | 4.9% | ▲+5.2% Added · +625 sh | |
| 11 | Invesco Exch Traded FD TR II S&P SMALLCAP 600 | $8.1M | 136.1K | 4.2% | ▲+3.3% Added · +4K sh | |
| 12 | SPDR Index SHS FDS ST MAR DIVID ETF | $5.1M | 123.9K | 2.6% | ▲+7.3% Added · +8K sh | |
| 13 | Cisco Sys Inc COM | $1.9M | 16.6K | 1.0% | ▲+2.8% Added · +452 sh | |
| 14 | Ge Aerospace COM NEW | $1.9M | 5.2K | 1.0% | ▲+5.1% Added · +251 sh | |
| 15 | Eli Lilly & Co COM | $1.7M | 1.4K | 0.9% | ▲+12% Added · +153 sh | |
| 16 | Alphabet Inc CAP STK CL A | $1.6M | 4.5K | 0.8% | ▲+4.9% Added · +210 sh | |
| 17 | Apple Inc COM | $1.6M | 5.4K | 0.8% | ▲+6.0% Added · +306 sh | |
| 18 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.5M | 30.3K | 0.8% | ▲+8.6% Added · +2K sh | |
| 19 | Nvidia Corporation COM | $1.5M | 7.6K | 0.8% | ▲+6.5% Added · +465 sh | |
| 20 | Tesla Inc COM | $1.5M | 3.6K | 0.8% | ▲+8.3% Added · +277 sh | |
| 21 | Ishares TR IBDS DEC28 ETF | $1.5M | 60.2K | 0.8% | ▲+11% Added · +6K sh | |
| 22 | Ishares TR IBONDS DEC 29 | $1.5M | 65.6K | 0.8% | ▲+9.6% Added · +6K sh | |
| 23 | JPMorgan Chase & Co COM | $1.5M | 4.6K | 0.8% | ▲+6.8% Added · +294 sh | |
| 24 | Abbvie Inc COM | $1.5M | 5.8K | 0.8% | ▲+9.5% Added · +502 sh | |
| 25 | Broadcom Inc COM | $1.5M | 3.8K | 0.8% | ▲+2.6% Added · +96 sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 2.9K | 0.7% | ▲+7.8% Added · +209 sh | |
| 27 | Amazon Com Inc COM | $1.4M | 5.9K | 0.7% | ▲+6.8% Added · +378 sh | |
| 28 | Microsoft Corp COM | $1.4M | 3.7K | 0.7% | ▲+11% Added · +359 sh | |
| 29 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $1.3M | 8.3K | 0.7% | ▼−4.8% Reduced · −416 sh | |
| 30 | J P Morgan Exchange Traded F MUNICIPAL ETF | $1.3M | 25.5K | 0.7% | ▲+1.0% Added · +254 sh | |
| 31 | Ishares TR NATIONAL MUN ETF | $1.3M | 11.7K | 0.7% | ▲+6.8% Added · +745 sh | |
| 32 | Walmart Inc COM | $1.2M | 10.8K | 0.6% | ▲+8.5% Added · +851 sh | |
| 33 | TJX Cos Inc New COM | $1.2M | 7.9K | 0.6% | ▲+8.9% Added · +643 sh | |
| 34 | Uber Technologies Inc COM | $1.2M | 16.1K | 0.6% | ▲+9.8% Added · +1K sh | |
| 35 | Meta Platforms Inc CL A | $1.1M | 2.0K | 0.6% | ▲+8.6% Added · +161 sh | |
| 36 | Oracle Corp COM | $1.0M | 7.2K | 0.5% | ▲+10% Added · +664 sh | |
| 37 | Palantir Technologies Inc CL A | $1.0M | 8.9K | 0.5% | ▲+16% Added · +1K sh | |
| 38 | Calamos ETF TR S&P 500 STRUCTU | $1.0M | 37.5K | 0.5% | ▼−4.0% Reduced · −2K sh | |
| 39 | Ishares TR IBONDS 29 TR HI | $834K | 35.7K | 0.4% | ▲+1.4% Added · +489 sh | |
| 40 | Caterpillar Inc COM | $706K | 663 | 0.4% | ▲+0.5% Added · +3 sh | |
| 41 | SPDR Index SHS FDS ST MARKE CAP ETF | $629K | 8.5K | 0.3% | ▼−8.3% Reduced · −771 sh | |
| 42 | Ishares TR RUS TP200 GR ETF | $566K | 1.9K | 0.3% | ▼−1.2% Reduced · −23 sh | |
| 43 | Vanguard Index FDS S&P 500 ETF SHS | $492K | 716 | 0.3% | ▼−4.8% Reduced · −36 sh | |
| 44 | Schwab Strategic TR US DIVIDEND EQ | $430K | 13.6K | 0.2% | ▼−1.5% Reduced · −213 sh | |
| 45 | Ishares TR 0-3 MTH TREASURY | $419K | 4.2K | 0.2% | ▲+51% Added · +1K sh | |
| 46 | Pgim ETF TR PGIM ULTRA SH BD | $323K | 6.5K | 0.2% | ▼−46% Reduced · −6K sh | |
| 47 | Ishares TR IBONDS DEC 2030 | $318K | 14.6K | 0.2% | ▲+2.3% Added · +328 sh | |
| 48 | Ishares TR IBONDS 29 TRM TS | $311K | 14.4K | 0.2% | ▲+2.0% Added · +287 sh | |
| 49 | Constellation Energy Corp COM | $303K | 1.2K | 0.2% | —Held | |
| 50 | Ishares TR IBONDS 27 ETF | $294K | 12.2K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 62 | $192.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 58 | $169.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 58 | $160.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 63 | $146.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 54 | $129.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jul 18, 2025 | 54 | $111.9M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 54 | $109.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.