Tull Financial Group, Inc. 13F Portfolio

CIK 1769060 Filing since Q3 2024 Q3 2026 filed Nov 5, 2026
Holdings as of Sep 30, 2026, from the 13F filed Nov 5, 2026.

Portfolio Snapshot

12 positions · Q3 2026

Tull Financial Group, Inc. reported 12 positions worth $7.43M for the quarter ended Sep 30, 2026. Its largest holding is Nvidia Corp at 17.6% of the portfolio.

Portfolio Value
$7.43M
— QoQ · +16.7% YoY
Positions
12
first quarter on file
Top 10 Concentration
94.5%
of portfolio value
Largest Position
NVDA 17.6%
Nvidia Corp
Net Buying
–
no prior quarter to compare
Turnover
–
of the portfolio traded
Top Sector
Technology
53.3% of value
Track Record
8
quarters on file since Q3 2024

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

5 sectors
53.35%
Technology
Technology53.35%
Consumer Discretionary17.17%
Industrials14.35%
Financial Services9.23%
Consumer Staples5.91%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyConsumer DiscretionaryIndustrialsFinancial ServicesConsumer StaplesUtilities
Holdings · Q3 2026

12 Positions

As ofSep 30, 2026
Value$7.43M
Top 1094.5%
Avg position$618.94K
# Activity
Showing all 12 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Tull Financial.

About Tull Financial Group, Inc.’s 13F Portfolio

What are Tull Financial Group, Inc.’s largest holdings?

As of its Q3 2026 13F filing, Tull Financial Group, Inc.’s five largest positions were Nvidia Corp (NVDA) at 17.6%, Apple Inc. (AAPL) at 15.7%, Norfolk Southern Corp (NSC) at 14.4%, Microsoft Corp (MSFT) at 11.1%, Amazon Com Inc (AMZN) at 9.4% of the reported portfolio.

How much is Tull Financial Group, Inc.’s portfolio worth?

Tull Financial Group, Inc. reported a 13F portfolio worth $7.43M across 12 positions for Q3 2026.

Where does this data come from?

From the Form 13F-HR reports Tull Financial Group, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.