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Portfolio (Quarterly) Guide ↗

Boyer Financial Services, Inc.

· CIK 0002108122
13F Portfolio $118M AUM 57 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 28 Added 9 Reduced 3 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 1,161.0 $418K 0.35% +79.0 +7.3% $360.43 +2.5%
22 GOOGL ALPHABET INC Communication Services 1,125.0 $405K 0.34% +202.0 +21.9% $360.03 -5.4%
23 EPD ENTERPRISE PRODS PARTNERS L 10,141.0 $373K 0.32% +163.0 +1.6% $36.75
24 VGT VANGUARD WORLD FD 2,330.0 $267K 0.23% +2K +706.2% $114.64 +6.1%
25 CVX CHEVRON CORPORATION Energy 1,520.0 $257K 0.22% +93.0 +6.5% $169.20 +18.1%
26 JNJ JOHNSON & JOHNSON Healthcare 894.0 $235K 0.20% +35.0 +4.1% $263.04 +1.1%
27 GLD SPDR GOLD TR Financial Services 547.0 $207K 0.17% +30.0 +5.8% $378.13 +11.8%
28 CRDL CARDIOL THERAPEUTICS INC Healthcare 34,100.0 $36K 0.03% +11K +47.6% $1.05 +101.4%
Page 2 of 2  ·  28 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 50.6%
Consumer Cyclical 22.8%
Financial Services 6.3%
Communication Services 5.5%
Real Estate 4.9%
Healthcare 3.7%
Energy 3.5%
Industrials 2.8%