Grant Donaldson

@Tudor Financial Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$170.968M

Total holdings134

Assets growth rate5.31%

Assets growth rate (2-Q avg)2.66%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Tudor Financial Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Tudor Financial Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 170.968M in assets, with a quarterly growth rate of 5.31% and a 2-quarter average growth rate of 2.66%. The portfolio is managed by Grant Donaldson, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CTASCintas Corp Recent Activity New Position	2.41%	$4.116M 22,530 shares@ $182.7 avg price	New Position
IATIshares Tr Recent Activity New Position	1.18%	$2.001M 39,727 shares@ $50.37 avg price	New Position
IYCIshares Tr Recent Activity New Position	0.64%	$1.091M 11,351 shares@ $96.16 avg price	New Position
FXOFirst Tr Exchange Traded Fd Recent Activity New Position	0.49%	$822,300 15,192 shares@ $54.13 avg price	New Position
VFHVanguard World Fd Recent Activity New Position	0.39%	$659,692 5,587 shares@ $118.08 avg price	New Position
TXNTexas Instrs Inc Recent Activity New Position	0.36%	$599,964 3,199 shares@ $187.55 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.26%	$430,547 420 shares@ $1025.12 avg price	New Position
IBMInternational Business Machs Recent Activity New Position	0.21%	$346,041 1,574 shares@ $219.85 avg price	New Position
AVGOBroadcom Inc Recent Activity New Position	0.17%	$288,669 1,245 shares@ $231.87 avg price	New Position
DISDisney Walt Co Recent Activity New Position	0.17%	$285,017 2,560 shares@ $111.34 avg price	New Position