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	Status
1	VRT	VERTIV HOLDINGS CO	Industrials	27,893	$7.0M	2.25%	SOLD
2	GFS	GLOBALFOUNDRIES INC	Technology	77,458	$3.4M	1.11%	SOLD
3	NEE	NEXTERA ENERGY INC	Utilities	9,538	$886K	0.28%	SOLD

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%