Christian J. Cyr
Cyr Financial Inc.
Assets Managed
$169.915M
Holdings
58
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
5.96%(2Q avg: 7.77%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Cyr Financial Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 58 positions.
Assets under management
The assets under management (AUM) of Cyr Financial Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 169.915M in assets, with a quarterly growth rate of 5.96% and a 2-quarter average growth rate of 7.77%. The portfolio is managed by Christian J. Cyr, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
COWZ Pacer Us Cash Cows 100 Etf
| 9.37% | $15.906M 254,245 shares@ $62.56 avg price | Increased 5.9% |
XLG Invesco S&p 500 Top 50 Etf
| 8.03% | $13.639M 250,019 shares@ $54.56 avg price | Increased 8.27% |
BND Vanguard Total Bond Market
| 7.76% | $13.171M 178,859 shares@ $73.64 avg price | Increased 7.94% |
UITB Victoryshares Core Intermedi
| 7.72% | $13.111M 278,857 shares@ $47.02 avg price | Increased 8.16% |
SPAB Spdr Portfolio Aggregate Bon
| 7.7% | $13.076M 510,395 shares@ $25.63 avg price | Increased 8.32% |
FBND Fidelity Total Bond Etf
| 7.67% | $13.026M 285,529 shares@ $45.63 avg price | Increased 8.64% |
HEFA Isha Curr Hedged Msci Eafe
| 6.22% | $10.557M 248,421 shares@ $42.5 avg price | Increased 7.61% |
IDMO Invesco S&p International De
| 6.13% | $10.404M 189,714 shares@ $54.85 avg price | Increased 7.53% |
FDVV Fidelity High Dividend Etf
| 5.09% | $8.636M 156,329 shares@ $55.25 avg price | Increased 12.65% |
QQQ Invesco Qqq Trust Series 1
| 4.11% | $6.969M 12,075 shares@ $577.18 avg price | Increased 7.71% |
1-10 of 58