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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SMTH	ALPS ETF TR	—	39,699	$1.0M	1.08%	SOLD
2	MNTK	MONTAUK RENEWABLES INC	Utilities	22,990	$26K	0.03%	SOLD
3	—	NAKAMOTO INC	—	31,902	$7K	0.01%	SOLD

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%