Christian J. Cyr Portfolio
Invests via Cyr Financial Inc. | Managed by Christian J. Cyr
Invests via Cyr Financial Inc.
Managed by Christian J. Cyr
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Christian J. Cyr Profile
Veteran private markets professional focusing on growth-stage and middle-market investments across healthcare, financial services and business services. Christian J. Cyr is an investor and operator with a background in corporate finance, M&A and portfolio company value creation. Experience includes sourcing deal flow, leading diligence, executing carve-outs and active board oversight. Investment approach emphasizes operational improvements, revenue growth and disciplined capital-structure management. Frequently serves as chair or board director for portfolio companies and partners with limited partners and co-investors on buy-and-build and growth equity situations.
Veteran private markets professional focusing on growth-stage and middle-market investments across healthcare, financial services and business services. Christian J. Cyr is an investor and operator with a background in corporate finance, M&A and portfolio company value creation. Experience includes sourcing deal flow, leading diligence, executing carve-outs and active board oversight. Investment approach emphasizes operational improvements, revenue growth and disciplined capital-structure management. Frequently serves as chair or board director for portfolio companies and partners with limited partners and co-investors on buy-and-build and growth equity situations.
Investment Philosophy & Strategy
Focuses on growth-stage and middle-market opportunities in healthcare, financial services and business services, combining investor rigor with operator-led value creation. Prioritizes carve-outs, buy-and-build and growth equity situations where hands-on board oversight and active portfolio management can drive operational improvements and revenue expansion. Underwrites deals with disciplined capital-structure thinking, detailed commercial and execution diligence, and a medium-to-long time horizon. Prefers partnerships with LPs and co-investors to deploy patient capital and accelerate scale through targeted M&A and commercial initiatives.
Focuses on growth-stage and middle-market opportunities in healthcare, financial services and business services, combining investor rigor with operator-led value creation. Prioritizes carve-outs, buy-and-build and growth equity situations where hands-on board oversight and active portfolio management can drive operational improvements and revenue expansion. Underwrites deals with disciplined capital-structure thinking, detailed commercial and execution diligence, and a medium-to-long time horizon. Prefers partnerships with LPs and co-investors to deploy patient capital and accelerate scale through targeted M&A and commercial initiatives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.23%
Gain
Monthly
0.17%
Yearly
2.05%
Drawdown
17.16%
$181.5M
Equity
Holdings
$181.5M
Investment
$160.67M
$25.09M
Profit -$238,633.33
Realized
$4.25M
Unrealized
$20.84M
Dividends
$6.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$238,633.33
Win %
70%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$92,501.32
Win %
70%
This Month
Compared to last month
Gain
0.4%
Profit
$730,895.91
Win %
70%
This Year
Compared to last year
Gain
6.82%
Profit
$11.59M
Win %
69%
ABBV AbbVie Inc.
+3.03%
+$39,268.71 
TJX The TJX Companies, Inc.
+2.42%
+$26,396.41 
WMT Walmart Inc.
+2.39%
+$26,787.02 
MSFT Microsoft Corp.
+2.09%
+$27,340.65 
SCHD Schwab U.S. Dividend Equity ETF
+1.96%
+$8,739.5 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.92%
+$152,719.8 
AAPL Apple Inc.
+1.65%
+$27,491.4 
COWZ Pacer US Cash Cows 100 ETF
+1.57%
+$255,516.23 
UBER Uber Technologies, Inc.
+1.37%
+$14,599.64 
LLY Eli Lilly and Company
+1.24%
+$17,642.14 
XOM Exxon Mobil Corporation
+0.73%
+$12,223.92 
AMZN Amazon.com Inc
+0.61%
+$8,605.69 
FDVV Fidelity High Dividend ETF
+0.59%
+$57,060.08 
GOOGL Alphabet Inc
+0.27%
+$4,277.7 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$2,025.21 
PLTR Palantir Technologies Inc.
+0.14%
+$1,493.97 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.02%
+$49.62 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$121.44 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$6.34 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
0%
$0 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
+$0.44 
GE General Electric Company
-5.88%
-$104,413.47 
ORCL Oracle Corporation
-4.27%
-$36,716.42 
CAT Caterpillar Inc.
-4.13%
-$24,928.2 
AVGO Broadcom Inc.
-4.1%
-$60,561.74 
SPMO Invesco S&P 500 Momentum ETF
-2.91%
-$38,150 
CEG Constellation Energy Corporation
-2.76%
-$8,673.18 
CSCO Cisco Systems, Inc.
-2.62%
-$47,193.22 
NVDA NVIDIA Corporation
-2.41%
-$36,592.64 
IAU iShares Gold Trust
-1.73%
-$5,093.49 
META Meta Platforms Inc Class A
-1.7%
-$21,716.91 
IDMO Invesco S&P International Developed Momentum ETF
-1.57%
-$179,279.73 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.41%
-$9,365.84 
IWY iShares Russell Top 200 Growth ETF
-1.39%
-$7,919.4 
TSLA Tesla, Inc.
-1.34%
-$17,673.89 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$106,622.61 
XLG Invesco S&P 500 Top 50 ETF
-0.62%
-$96,257.32 
ITDH iShares LifePath Target Date 2060 ETF
-0.48%
-$1,237.68 
JPM JPMorgan Chase & Co.
-0.46%
-$6,961.6 
IQLT iShares MSCI International Quality Factor ETF
-0.45%
-$1,129.72 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.42%
-$48,442.1 
ITDC iShares LifePath Target Date 2035 ETF
-0.38%
-$1,014.95 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.32%
-$15,579.41 
VOO Vanguard S&P 500 ETF
-0.27%
-$1,417.54 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$688.2 
CPNJ Calamos Nasdaq-100 Structured Alt Protection ETF – June
-0.18%
-$407.41 
JMUB JPMorgan Municipal Bond ETF
-0.14%
-$1,742.39 
MUB iShares National Muni Bond ETF
-0.13%
-$1,485.27 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.12%
-$15,720.17 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,394.15 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$272.01 
FBND Fidelity Total Bond ETF
-0.08%
-$10,136.28 
BND Vanguard Total Bond Market Index Fund
-0.05%
-$6,260.06 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$598.48 
UITB VictoryShares Core Intermediate Bond ETF
-0.03%
-$4,182.85 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$71.25 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$270.63 Events
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Dividends
Dividend Analysis
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| Trades 414 | Longs Won 282/414 68% | Profit Factor 8.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $249,164.64 |
| Average Win $100,908.98 | Best Trade (Jul 16) $2.3M | Sharpe Ratio -11.27 |
| Average Loss -$25,519.52 | Worst Trade (Dec 31) -$414,755.51 | Z-Score 4.27 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 2d | Expectancy $60,598.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,092 | 6,383 | 5,674 | 4,965 | 4,255 | 3,546 | 2,837 | 2,128 | 1,418 | 709 |
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Returns
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