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Portfolio (Quarterly) Guide ↗

Boothe Investment Group, Inc.

· CIK 0001749798
13F Portfolio $311M AUM 40 positions Filed May 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 40 New
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 9,992.0 $5.7M 1.84% NEW $572.11 +4.9%
22 CVX CHEVRON CORPORATION Energy 24,173.0 $5.0M 1.61% NEW $206.90 -12.9%
23 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 558,077.0 $4.8M 1.55% NEW $8.62 +9.0%
24 CRWD CROWDSTRIKE HLDGS INC Technology 10,851.0 $4.2M 1.36% NEW $390.41 +74.0%
25 GFS GLOBALFOUNDRIES INC Technology 77,458.0 $3.4M 1.11% NEW $44.48 +79.7%
26 XOM EXXON MOBIL CORP Energy 19,696.0 $3.3M 1.08% NEW $169.66 -16.9%
27 CSCO CISCO SYS INC Technology 32,547.0 $2.5M 0.81% NEW $77.59 +54.1%
28 IBM INTERNATIONAL BUSINESS MACHS Technology 8,006.0 $1.9M 0.62% NEW $242.39 +11.7%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 33,901.0 $1.7M 0.55% NEW $50.20 -6.2%
30 BXP BXP INC Real Estate 32,748.0 $1.7M 0.55% NEW $51.90 +26.6%
31 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 0.46% NEW $718140.00
32 CEPT CANTOR EQUITY PARTNERS II IN Financial Services 119,087.0 $1.3M 0.42% NEW $10.89 +10.2%
33 RSP INVESCO EXCHANGE TRADED FD T 5,617.0 $1.1M 0.35% NEW $191.93 +10.6%
34 NEE NEXTERA ENERGY INC Utilities 9,538.0 $886K 0.28% NEW $92.88 -7.2%
35 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,173.0 $763K 0.25% NEW $650.60 +15.3%
36 MFC MANULIFE FINL CORP Financial Services 19,076.0 $657K 0.21% NEW $34.44 +19.4%
37 MMKT TEXAS CAPITAL FUNDS TRUST 6,484.0 $650K 0.21% NEW $100.24 -0.0%
38 PNC PNC FINL SVCS GROUP INC Financial Services 2,747.0 $572K 0.18% NEW $208.09 +12.8%
39 SGOV ISHARES TR 5,000.0 $503K 0.16% NEW $100.66 -0.1%
40 SUSA ISHARES TR 1,626.0 $215K 0.07% NEW $132.10 +16.1%
Page 2 of 2  ·  40 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 30.7%
Communication Services 14.3%
Financial Services 12.6%
Healthcare 12.3%
Energy 12.3%
Consumer Cyclical 10.7%
Industrials 5.2%
Real Estate 1.3%
Utilities 0.7%