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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DBND DOUBLELINE ETF TRUST 754,481.0 $34.4M 10.84% +75K +11.0% $45.59 -2.2%
2 NDIA GLOBAL X FDS 556,705.0 $15.2M 4.79% +140K +33.5% $27.28 +0.5%
3 PINS PINTEREST INC Communication Services 692,251.0 $14.6M 4.59% +46K +7.1% $21.03 +1.0%
4 SN SHARKNINJA INC Consumer Cyclical 69,585.0 $10.6M 3.34% +419.0 +0.6% $152.27 +14.9%
5 NOW SERVICENOW INC Technology 98,405.0 $9.8M 3.08% +4K +4.2% $99.28 +43.9%
6 PFE PFIZER INC Healthcare 353,811.0 $8.5M 2.68% +3K +0.8% $24.08 +18.6%
7 ABBV ABBVIE INC Healthcare 31,708.0 $8.0M 2.51% +877.0 +2.8% $251.64 +3.3%
8 UBER UBER TECHNOLOGIES INC Technology 103,137.0 $7.4M 2.35% +3K +2.9% $72.16 +4.3%
9 ULTA ULTA BEAUTY INC Consumer Cyclical 15,535.0 $7.0M 2.21% +2K +15.4% $450.98 +21.0%
10 META META PLATFORMS INC Communication Services 11,874.0 $6.7M 2.11% +2K +18.8% $563.28 +2.7%
11 MSFT MICROSOFT CORP Technology 15,837.0 $5.9M 1.86% +202.0 +1.3% $373.02 +34.3%
12 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 599,840.0 $5.7M 1.81% +42K +7.5% $9.57 +3.0%
13 IBM INTERNATIONAL BUSINESS MACHS Technology 10,393.0 $2.9M 0.92% +2K +29.8% $281.21 -17.7%
14 BXP BXP INC Real Estate 39,658.0 $2.6M 0.83% +7K +21.1% $66.31 +1.1%
15 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 128,650.0 $1.7M 0.54% +10K +8.0% $13.42 -12.2%
16 VZ VERIZON COMMUNICATIONS INC Communication Services 35,152.0 $1.5M 0.47% +1K +3.7% $42.34 +18.8%
17 RSP INVESCO EXCHANGE TRADED FD T 5,806.0 $1.2M 0.39% +189.0 +3.4% $212.79 +2.3%

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%