BOYS ARNOLD & CO INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2020, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2020-03-31, active share 51.6%; sector active share 18.7% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
234 tracked positions · as of Mar 31, 2020Sector Breakdown
As of Mar 31, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 26.0% | $104,592,403 |
| Technology | 16.1% | $64,635,939 |
| Consumer Cyclical | 15.5% | $62,106,492 |
| Healthcare | 10.5% | $42,002,437 |
| Financial Services | 9.6% | $38,758,339 |
| Communication Services | 7.3% | $29,379,151 |
| Consumer Defensive | 6.4% | $25,897,263 |
| Industrials | 4.0% | $15,945,179 |
| Utilities | 1.8% | $7,308,001 |
| Energy | 1.8% | $7,225,007 |
| Basic Materials | 0.5% | $2,149,442 |
| Real Estate | 0.4% | $1,765,453 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
First | 464,720 | $39,989,156 | 9.95% | |
| AAPL |
Apple Inc.
PUT
+ SHARES
Technology
|
First | 137,601 | $34,990,558 | 8.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 125,980 | $32,471,345 | 8.08% | |
|
PUT
+ SHARES
|
First | 104,173 | $9,860,000 | 2.45% | ||
| META |
Meta Platforms, Inc.
PUT
+ SHARES
Communication Services
|
First | 51,717 | $8,626,395 | 2.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 62,067 | $8,138,845 | 2.03% | |
|
|
First | 68,274 | $7,832,393 | 1.95% | ||
| MSFT |
Microsoft Corp
Technology
|
First | 47,077 | $7,424,513 | 1.85% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 39,630 | $7,399,317 | 1.84% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
First | 87,787 | $7,055,441 | 1.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 68,386 | $6,156,791 | 1.53% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 55,748 | $6,132,280 | 1.53% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 129,442 | $5,727,808 | 1.43% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 53,831 | $5,200,074 | 1.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 4,092 | $4,754,699 | 1.18% | |
| XLF |
State Street Corp
Financial Services
|
First | 211,428 | $4,401,930 | 1.10% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 3,778 | $4,393,000 | 1.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 2,142 | $4,176,300 | 1.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 22,655 | $4,142,013 | 1.03% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 50,345 | $3,972,723 | 0.99% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 32,114 | $3,856,891 | 0.96% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 115,837 | $3,780,914 | 0.94% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
First | 78,868 | $3,770,679 | 0.94% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
First | 106,295 | $3,627,848 | 0.90% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 13,857 | $3,455,658 | 0.86% | |
| AXP |
American Express Co
Financial Services
|
First | 40,285 | $3,448,798 | 0.86% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 44,124 | $3,394,899 | 0.84% | |
| TXN |
Texas Instruments Inc
Technology
|
First | 33,759 | $3,373,536 | 0.84% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 88,126 | $3,346,144 | 0.83% | |
| T |
At&T Inc.
Communication Services
|
First | 114,654 | $3,342,161 | 0.83% | |
| ADP |
Automatic Data Processing Inc
Technology
|
First | 24,217 | $3,309,979 | 0.82% | |
| DHR |
Danaher Corp
Healthcare
|
First | 23,068 | $3,192,841 | 0.79% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
First | 50,566 | $3,000,080 | 0.75% | |
| SYK |
Stryker Corp
Healthcare
|
First | 17,766 | $2,957,861 | 0.74% | |
| IBM |
International Business Machines Corp
Technology
|
First | 25,691 | $2,849,901 | 0.71% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 17,042 | $2,817,894 | 0.70% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
First | 9,685 | $2,761,484 | 0.69% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 24,078 | $2,735,739 | 0.68% | |
| INTC |
Intel Corp
Technology
|
First | 50,345 | $2,724,671 | 0.68% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
First | 10 | $2,720,000 | 0.68% | |
| CVX |
Chevron Corp
Energy
|
First | 37,183 | $2,694,280 | 0.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 13,775 | $2,622,760 | 0.65% | |
| V |
Visa Inc.
Financial Services
|
First | 15,998 | $2,577,597 | 0.64% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
First | 9,625 | $2,530,220 | 0.63% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
First | 29,071 | $2,481,209 | 0.62% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 10,040 | $2,415,824 | 0.60% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
First | 71,692 | $2,390,211 | 0.59% | |
| ORCL |
Oracle Corp
Technology
|
First | 49,219 | $2,378,754 | 0.59% | |
| XLV |
State Street(R) Health Care Select Sector SPDR(R) ETF
|
First | 26,218 | $2,322,390 | 0.58% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 57,418 | $2,257,101 | 0.56% |
Showing the top 50 of 234 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.