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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 SFLO VICTORY PORTFOLIOS II 600,452.0 $20.5M 6.47% -10K -1.6% $34.20 +16.5%
2 ASEA GLOBAL X FDS 755,042.0 $14.8M 4.67% -4K -0.5% $19.61 +9.9%
3 JMST J P MORGAN EXCHANGE TRADED F 274,289.0 $14.0M 4.41% -3K -1.1% $51.00 -0.4%
4 C CITIGROUP INC Financial Services 78,165.0 $10.9M 3.45% -468.0 -0.6% $139.96 -5.3%
5 AMD ADVANCED MICRO DEVICES INC Technology 16,082.0 $9.3M 2.94% -14K -47.3% $580.91 -20.9%
6 SPYM SPDR SERIES TRUST 88,218.0 $7.8M 2.44% -6K -6.7% $87.88 +2.0%
7 CRWD CROWDSTRIKE HLDGS INC Technology 7,885.0 $6.0M 1.90% -3K -27.3% $190.78 +12.7%
8 SLB SLB LIMITED Energy 123,068.0 $5.7M 1.80% -36K -22.5% $46.49 +22.9%
9 CVX CHEVRON CORPORATION Energy 20,499.0 $3.4M 1.07% -4K -15.2% $165.76 +27.3%
10 CSCO CISCO SYS INC Technology 21,344.0 $2.5M 0.79% -11K -34.4% $117.46 -6.6%
11 XOM EXXON MOBIL CORP Energy 14,664.0 $2.0M 0.63% -5K -25.6% $136.72 +20.4%
12 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,011.0 $755K 0.24% -162.0 -13.8% $746.47 +2.1%
13 PNC PNC FINL SVCS GROUP INC Financial Services 2,702.0 $665K 0.21% -45.0 -1.6% $246.22 -3.5%
14 SUSA ISHARES TR 1,445.0 $223K 0.07% -181.0 -11.1% $154.30 +1.6%

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%