Cyr-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "GOOGL",
  "CAT",
  "AVGO",
  null,
  "WRB",
  "HD",
  null,
  "MUB",
  "META",
  "HEFA",
  null,
  null,
  "MSFT",
  "GE",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  null,
  null,
  null,
  null,
  "UBER",
  null,
  "AXON",
  null,
  "AMZN",
  "VTEB",
  "BND",
  "VOO",
  null,
  null,
  null,
  null,
  "SCHD",
  "CRM",
  null,
  "BRK-B",
  "CSCO",
  "COST",
  null,
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 51
Total Value: 100406672
Accession Number: 0001085146-25-002228
Form Type: 13F-HR
CIK: cyr-financial
Manager Name: Cyr-Financial

Data Enrichment

59% identified

30 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

51 positions • $100.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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69374H881

Shares:197.3K

Value:$10.8M

% of Portfolio:10.8% ($10.8M/$100.4M)

921937835

BND|921937835

Shares:130.0K

Value:$9.6M

% of Portfolio:9.5% ($9.6M/$100.4M)

46137V233

Shares:201.9K

Value:$9.3M

% of Portfolio:9.3% ($9.3M/$100.4M)

78464A649

Shares:316.5K

Value:$8.1M

% of Portfolio:8.1% ($8.1M/$100.4M)

92647N527

Shares:170.2K

Value:$8.0M

% of Portfolio:8.0% ($8.0M/$100.4M)

316188309

Shares:171.5K

Value:$7.8M

% of Portfolio:7.8% ($7.8M/$100.4M)

808524797

SCHD|808524797

Shares:214.3K

Value:$6.0M

% of Portfolio:6.0% ($6.0M/$100.4M)

46434V803

HEFA|46434V803

Shares:163.8K

Value:$5.9M

% of Portfolio:5.9% ($5.9M/$100.4M)

46138G664

Shares:105.2K

Value:$4.3M

% of Portfolio:4.3% ($4.3M/$100.4M)

78463X756

Shares:69.8K

Value:$4.0M

% of Portfolio:3.9% ($4.0M/$100.4M)

12811T795

Shares:61.4K

Value:$1.5M

% of Portfolio:1.5% ($1.5M/$100.4M)

46434V456

Shares:36.1K

Value:$1.4M

% of Portfolio:1.4% ($1.4M/$100.4M)

46435U515

Shares:44.7K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$100.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.3K

Value:$986.3K

% of Portfolio:1.0% ($986.3K/$100.4M)

97717W844

Shares:27.2K

Value:$970.6K

% of Portfolio:1.0% ($970.6K/$100.4M)

Uber Technologies, Inc

UBER|90353T100

Shares:13.1K

Value:$955.7K

% of Portfolio:1.0% ($955.7K/$100.4M)

464288414

MUB|464288414

Shares:8.7K

Value:$913.3K

% of Portfolio:0.9% ($913.3K/$100.4M)

GENERAL ELECTRIC CO

GE|369604301

Shares:4.5K

Value:$910.6K

% of Portfolio:0.9% ($910.6K/$100.4M)

46138E339

Shares:9.7K

Value:$901.1K

% of Portfolio:0.9% ($901.1K/$100.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.7K

Value:$879.3K

% of Portfolio:0.9% ($879.3K/$100.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip69374H881)✕	197.3K	QoQ +1.75% (-3.4K) YoY-	All Managers (Combined)	$10.8M	10.8% ($10.8M/$100.4M)	QoQ -1.33% (-$146.6K) YoY-
(BNDcusip921937835)	130.0K	QoQ +3.28% (+4.1K) YoY-	All Managers (Combined)	$9.6M	9.5% ($9.6M/$100.4M)	QoQ +5.49% (+$497.6K) YoY-
(cusip46137V233)✕	201.9K	QoQ +0.16% (-324) YoY-	All Managers (Combined)	$9.3M	9.3% ($9.3M/$100.4M)	QoQ -7.73% (-$779.5K) YoY-
(cusip78464A649)✕	316.5K	QoQ +3.36% (+10.3K) YoY-	All Managers (Combined)	$8.1M	8.1% ($8.1M/$100.4M)	QoQ +5.63% (+$431.3K) YoY-
(cusip92647N527)✕	170.2K	QoQ +3.78% (+6.2K) YoY-	All Managers (Combined)	$8.0M	8.0% ($8.0M/$100.4M)	QoQ +6.00% (+$452.2K) YoY-
(cusip316188309)✕	171.5K	QoQ +3.69% (+6.1K) YoY-	All Managers (Combined)	$7.8M	7.8% ($7.8M/$100.4M)	QoQ +5.49% (+$408.0K) YoY-
(SCHDcusip808524797)	214.3K	QoQ +4.04% (+8.3K) YoY-	All Managers (Combined)	$6.0M	6.0% ($6.0M/$100.4M)	QoQ +6.48% (+$364.9K) YoY-
(HEFAcusip46434V803)	163.8K	QoQ +4.31% (+6.8K) YoY-	All Managers (Combined)	$5.9M	5.9% ($5.9M/$100.4M)	QoQ +8.93% (+$487.6K) YoY-
(cusip46138G664)✕	105.2K	QoQ +2.43% (-2.5K) YoY-	All Managers (Combined)	$4.3M	4.3% ($4.3M/$100.4M)	QoQ -8.89% (-$418.0K) YoY-
(cusip78463X756)✕	69.8K	QoQ +2.76% (-1.9K) YoY-	All Managers (Combined)	$4.0M	3.9% ($4.0M/$100.4M)	QoQ -0.71% (-$28.3K) YoY-
(cusip12811T795)✕	61.4K	QoQ NEW(+61.4K) YoY-	All Managers (Combined)	$1.5M	1.5% ($1.5M/$100.4M)	QoQ NEW(+$1.5M) YoY-
(cusip46434V456)✕	36.1K	QoQ -1.80% (-663) YoY-	All Managers (Combined)	$1.4M	1.4% ($1.4M/$100.4M)	QoQ +4.99% (-$68.1K) YoY-
(cusip46435U515)✕	44.7K	QoQ +2.02% (+885) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$100.4M)	QoQ +3.49% (+$38.1K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	8.3K	QoQ +5.48% (+431) YoY-	All Managers (Combined)	$986.3K	1.0% ($986.3K/$100.4M)	QoQ +16.62% (+$140.6K) YoY-
(cusip97717W844)✕	27.2K	QoQ -15.21% (-4.9K) YoY-	All Managers (Combined)	$970.6K	1.0% ($970.6K/$100.4M)	QoQ -15.94% (-$184.2K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	13.1K	QoQ +1.75% (+226) YoY-	All Managers (Combined)	$955.7K	1.0% ($955.7K/$100.4M)	QoQ +22.90% (+$178.1K) YoY-
(MUBcusip464288414)	8.7K	QoQ -4.62% (-420) YoY-	All Managers (Combined)	$913.3K	0.9% ($913.3K/$100.4M)	QoQ -5.61% (-$54.4K) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	4.5K	QoQ +3.45% (+152) YoY-	All Managers (Combined)	$910.6K	0.9% ($910.6K/$100.4M)	QoQ +24.15% (+$177.1K) YoY-
(cusip46138E339)✕	9.7K	QoQ -5.34% (-550) YoY-	All Managers (Combined)	$901.1K	0.9% ($901.1K/$100.4M)	QoQ -7.81% (-$76.4K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.7K	QoQ +4.16% (+66) YoY-	All Managers (Combined)	$879.3K	0.9% ($879.3K/$100.4M)	QoQ +22.38% (+$160.8K) YoY-