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Portfolio (Quarterly) Guide ↗

Boyer Financial Services, Inc.

· CIK 0002108122
13F Portfolio $94M AUM 44 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 21 Added 17 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CGMS CAPITAL GRP FIXED INCM ETF T 131,025.0 $3.6M 3.78% -2K -1.5% $27.23 +1.0%
2 JBND J P MORGAN EXCHANGE TRADED F 53,260.0 $2.9M 3.04% -17K -24.5% $53.77 -0.1%
3 TBG EA SERIES TRUST 62,788.0 $2.2M 2.32% -6K -8.8% $34.86 +6.3%
4 SMTH ALPS ETF TR 39,699.0 $1.0M 1.08% -18K -31.1% $25.76 +0.3%
5 MSFT MICROSOFT CORP Technology 1,782.0 $660K 0.70% -169.0 -8.7% $370.17 +0.8%
6 TSLA TESLA INC Consumer Cyclical 1,568.0 $583K 0.62% -500.0 -24.2% $371.75 +2.1%
7 NVDA NVIDIA CORPORATION Technology 3,300.0 $576K 0.61% -990.0 -23.1% $174.40 +10.4%
8 AAPL APPLE INC Technology 1,780.0 $452K 0.48% -675.0 -27.5% $253.79 +11.8%
9 VTI VANGUARD INDEX FDS 1,298.0 $416K 0.44% -29.0 -2.2% $320.81 +13.0%
10 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,152.0 $389K 0.41% -875.0 -43.2% $337.95 +27.9%
11 AVGO BROADCOM INC Technology 1,082.0 $335K 0.35% -864.0 -44.4% $309.51 +17.9%
12 CVX CHEVRON CORPORATION Energy 1,427.0 $295K 0.31% -102.0 -6.7% $206.90 -17.3%
13 GOOGL ALPHABET INC Communication Services 923.0 $265K 0.28% -250.0 -21.3% $287.56 +17.3%
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 350.0 $228K 0.24% -4.0 -1.1% $650.34 +12.2%
15 GLD SPDR GOLD TR Financial Services 517.0 $222K 0.24% -3.0 -0.6% $430.29 -13.2%
16 VGT VANGUARD WORLD FD 289.0 $202K 0.21% -4.0 -1.4% $697.72 -83.7%
17 CRDL CARDIOL THERAPEUTICS INC Healthcare 23,100.0 $31K 0.03% -10K -30.2% $1.35 -23.0%

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 41.2%
Consumer Cyclical 25.3%
Energy 11.5%
Financial Services 7.7%
Real Estate 5.1%
Communication Services 4.5%
Healthcare 4.1%
Utilities 0.5%