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Portfolio (Quarterly) Guide ↗

Boothe Investment Group, Inc.

· CIK 0001749798
13F Portfolio $317M AUM 38 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 17 Added 14 Reduced 3 Exited
Page 1 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CTA SIMPLIFY EXCHANGE TRADED FUN 1,741,958.0 $45.2M 14.23% $25.94 +10.9%
2 DBND DOUBLELINE ETF TRUST 754,481.0 $34.4M 10.84% +75K +11.0% $45.59 -2.2%
3 HEDJ WISDOMTREE TR 446,055.0 $25.4M 8.01% $57.00 -0.2%
4 SFLO VICTORY PORTFOLIOS II 600,452.0 $20.5M 6.47% -10K -1.6% $34.20 +16.4%
5 NDIA GLOBAL X FDS 556,705.0 $15.2M 4.79% +140K +33.5% $27.28 +0.5%
6 ASEA GLOBAL X FDS 755,042.0 $14.8M 4.67% -4K -0.5% $19.61 +9.9%
7 PINS PINTEREST INC Communication Services 692,251.0 $14.6M 4.59% +46K +7.1% $21.03 +1.0%
8 JMST J P MORGAN EXCHANGE TRADED F 274,289.0 $14.0M 4.41% -3K -1.1% $51.00 -0.3%
9 C CITIGROUP INC Financial Services 78,165.0 $10.9M 3.45% -468.0 -0.6% $139.96 -4.8%
10 SN SHARKNINJA INC Consumer Cyclical 69,585.0 $10.6M 3.34% +419.0 +0.6% $152.27 +13.8%
11 NOW SERVICENOW INC Technology 98,405.0 $9.8M 3.08% +4K +4.2% $99.28 +41.0%
12 AMD ADVANCED MICRO DEVICES INC Technology 16,082.0 $9.3M 2.94% -14K -47.3% $580.91 -21.0%
13 PFE PFIZER INC Healthcare 353,811.0 $8.5M 2.68% +3K +0.8% $24.08 +20.1%
14 ABBV ABBVIE INC Healthcare 31,708.0 $8.0M 2.51% +877.0 +2.8% $251.64 +4.1%
15 SPYM SPDR SERIES TRUST 88,218.0 $7.8M 2.44% -6K -6.7% $87.88 +2.2%
16 UBER UBER TECHNOLOGIES INC Technology 103,137.0 $7.4M 2.35% +3K +2.9% $72.16 +5.0%
17 ULTA ULTA BEAUTY INC Consumer Cyclical 15,535.0 $7.0M 2.21% +2K +15.4% $450.98 +21.1%
18 META META PLATFORMS INC Communication Services 11,874.0 $6.7M 2.11% +2K +18.8% $563.28 +4.2%
19 CRWD CROWDSTRIKE HLDGS INC Technology 7,885.0 $6.0M 1.90% -3K -27.3% $190.78 +8.7%
20 MSFT MICROSOFT CORP Technology 15,837.0 $5.9M 1.86% +202.0 +1.3% $373.02 +33.2%
Page 1 of 2  ·  38 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Communication Services 16.8%
Financial Services 15.2%
Consumer Cyclical 13.0%
Healthcare 12.2%
Energy 8.2%
Real Estate 1.9%