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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Apple Inc.

AAPL|037833100

Shares:4.0K

Value:$878.5K

% of Portfolio:0.9% ($878.5K/$100.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.6K

Value:$830.7K

% of Portfolio:0.8% ($830.7K/$100.4M)

AMAZON COM INC

AMZN|023135106

Shares:4.0K

Value:$753.0K

% of Portfolio:0.7% ($753.0K/$100.4M)

Salesforce, Inc.

CRM|79466L302

Shares:2.8K

Value:$741.3K

% of Portfolio:0.7% ($741.3K/$100.4M)

MICROSOFT CORP

MSFT|594918104

Shares:1.9K

Value:$726.9K

% of Portfolio:0.7% ($726.9K/$100.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.6K

Value:$717.3K

% of Portfolio:0.7% ($717.3K/$100.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:11.1K

Value:$685.6K

% of Portfolio:0.7% ($685.6K/$100.4M)

ELI LILLY & Co

LLY|532457108

Shares:821

Value:$678.1K

% of Portfolio:0.7% ($678.1K/$100.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.7K

Value:$667.2K

% of Portfolio:0.7% ($667.2K/$100.4M)

NVIDIA CORP

NVDA|67066G104

Shares:6.1K

Value:$660.5K

% of Portfolio:0.7% ($660.5K/$100.4M)

092528207

Shares:27.4K

Value:$649.3K

% of Portfolio:0.6% ($649.3K/$100.4M)

Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$623.6K

% of Portfolio:0.6% ($623.6K/$100.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:639

Value:$604.4K

% of Portfolio:0.6% ($604.4K/$100.4M)

HOME DEPOT, INC.

HD|437076102

Shares:1.6K

Value:$601.4K

% of Portfolio:0.6% ($601.4K/$100.4M)

NETFLIX INC

NFLX|64110L106

Shares:638

Value:$595.0K

% of Portfolio:0.6% ($595.0K/$100.4M)

464288158

Shares:4.8K

Value:$509.0K

% of Portfolio:0.5% ($509.0K/$100.4M)

Tesla, Inc.

TSLA|88160R101

Shares:1.9K

Value:$490.3K

% of Portfolio:0.5% ($490.3K/$100.4M)

Broadcom Inc.

AVGO|11135F101

Shares:2.8K

Value:$465.1K

% of Portfolio:0.5% ($465.1K/$100.4M)

464289438

Shares:2.2K

Value:$454.1K

% of Portfolio:0.5% ($454.1K/$100.4M)

922907746

VTEB|922907746

Shares:9.1K

Value:$451.2K

% of Portfolio:0.4% ($451.2K/$100.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	4.0K	QoQ +2.72% (-105) YoY-	All Managers (Combined)	$878.5K	0.9% ($878.5K/$100.4M)	QoQ -8.86% (-$85.5K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.6K	QoQ +4.68% (+71) YoY-	All Managers (Combined)	$830.7K	0.8% ($830.7K/$100.4M)	QoQ +8.38% (+$64.3K) YoY-
AMAZON COM INC(AMZNcusip023135106)	4.0K	QoQ +0.50% (-20) YoY-	All Managers (Combined)	$753.0K	0.7% ($753.0K/$100.4M)	QoQ -12.83% (-$110.9K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	2.8K	QoQ +3.75% (-100) YoY-	All Managers (Combined)	$741.3K	0.7% ($741.3K/$100.4M)	QoQ -16.69% (-$148.6K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.9K	QoQ +3.14% (-59) YoY-	All Managers (Combined)	$726.9K	0.7% ($726.9K/$100.4M)	QoQ -8.11% (-$64.2K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	4.6K	QoQ +2.45% (-111) YoY-	All Managers (Combined)	$717.3K	0.7% ($717.3K/$100.4M)	QoQ -16.31% (-$139.8K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	11.1K	QoQ +4.97% (+527) YoY-	All Managers (Combined)	$685.6K	0.7% ($685.6K/$100.4M)	QoQ +9.43% (+$59.1K) YoY-
ELI LILLY & Co(LLYcusip532457108)	821	QoQ +12.46% (+91) YoY-	All Managers (Combined)	$678.1K	0.7% ($678.1K/$100.4M)	QoQ +20.31% (+$114.5K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.7K	QoQ +4.57% (+119) YoY-	All Managers (Combined)	$667.2K	0.7% ($667.2K/$100.4M)	QoQ +7.01% (+$43.7K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	6.1K	QoQ +3.14% (-186) YoY-	All Managers (Combined)	$660.5K	0.7% ($660.5K/$100.4M)	QoQ -16.75% (-$132.9K) YoY-
(cusip092528207)✕	27.4K	QoQ -18.70% (-6.3K) YoY-	All Managers (Combined)	$649.3K	0.6% ($649.3K/$100.4M)	QoQ -18.51% (-$147.5K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ +4.84% (+50) YoY-	All Managers (Combined)	$623.6K	0.6% ($623.6K/$100.4M)	QoQ +3.20% (+$19.4K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	639	QoQ +5.79% (+35) YoY-	All Managers (Combined)	$604.4K	0.6% ($604.4K/$100.4M)	QoQ +9.20% (+$50.9K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	1.6K	QoQ +6.07% (-94) YoY-	All Managers (Combined)	$601.4K	0.6% ($601.4K/$100.4M)	QoQ -0.05% (-$358) YoY-
NETFLIX INC(NFLXcusip64110L106)	638	QoQ +0.31% (+2) YoY-	All Managers (Combined)	$595.0K	0.6% ($595.0K/$100.4M)	QoQ +4.95% (+$28.1K) YoY-
(cusip464288158)✕	4.8K	QoQ -19.26% (-1.1K) YoY-	All Managers (Combined)	$509.0K	0.5% ($509.0K/$100.4M)	QoQ -19.16% (-$120.7K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	1.9K	QoQ +28.79% (-423) YoY-	All Managers (Combined)	$490.3K	0.5% ($490.3K/$100.4M)	QoQ -17.34% (-$102.9K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	2.8K	QoQ +0.90% (-25) YoY-	All Managers (Combined)	$465.1K	0.5% ($465.1K/$100.4M)	QoQ -27.12% (-$173.1K) YoY-
(cusip464289438)✕	2.2K	QoQ +3.45% (-72) YoY-	All Managers (Combined)	$454.1K	0.5% ($454.1K/$100.4M)	QoQ -7.25% (-$35.5K) YoY-
(VTEBcusip922907746)	9.1K	QoQ +106.51% (+4.7K) YoY-	All Managers (Combined)	$451.2K	0.4% ($451.2K/$100.4M)	QoQ +104.41% (+$230.5K) YoY-