John Boyer, Inc.
Clone Performance
Nov 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 4 quarters. Past performance does not predict future results.
Portfolio Concentration
25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 65.5% | $43,502,522 |
| Technology | 6.5% | $4,345,558 |
| Consumer Defensive | 6.1% | $4,055,177 |
| Financial Services | 5.8% | $3,869,481 |
| Communication Services | 4.1% | $2,741,665 |
| Healthcare | 4.1% | $2,697,764 |
| Utilities | 3.7% | $2,430,676 |
| Consumer Cyclical | 3.3% | $2,179,857 |
| Energy | 0.5% | $357,875 |
| Industrials | 0.4% | $277,146 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLD | Spdr Gold Trust | +5,050 | 96,684 | $35,616,451 | |
| KLAC | Kla Corp | +3,473 | 3,859 | $1,164,298 | |
| BEN | Franklin Resources Inc | +2,139 | 68,964 | $2,294,432 | |
| PFE | Pfizer Inc | +1,614 | 68,297 | $1,644,591 | |
| VZ | Verizon Communications Inc | +1,564 | 50,590 | $2,141,980 | |
| MO | Altria Group, Inc. | +898 | 41,560 | $2,990,242 | |
| VIG | Vanguard Dividend Appreciation ETF | +795 | 33,328 | $7,886,071 | |
| D | Dominion Energy, Inc | +710 | 24,158 | $1,649,749 | |
| ORI | Old Republic International Corp | +173 | 21,568 | $882,562 | |
| AMZN | Amazon Com Inc | +157 | 9,146 | $2,179,857 | |
| DUK | Duke Energy CORP | +35 | 3,953 | $500,370 | |
| ABBV | AbbVie Inc. | +30 | 3,287 | $827,140 | |
| CVX | Chevron Corp | +21 | 2,159 | $357,875 | |
| ED | Consolidated Edison Inc | +20 | 2,536 | $280,557 | |
| WMT | Walmart Inc. | +9 | 2,715 | $307,500 | |
| JNJ | Johnson & Johnson | +6 | 890 | $226,033 | |
| MCY | Mercury General Corp | +5 | 2,292 | $244,373 | |
| JPM | Jpmorgan Chase & Co | +4 | 1,369 | $448,114 | |
| LMT | Lockheed Martin Corp | +3 | 544 | $277,146 | |
| GOOGL | Alphabet Inc. | +1 | 1,033 | $364,989 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IBM | International Business Machines Corp | 741 | $208,376 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | 450 | $215,640 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 96,684 | $35,616,451 | 53.59% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 33,328 | $7,886,071 | 11.87% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 41,560 | $2,990,242 | 4.50% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 10,274 | $2,972,884 | 4.47% | |
| BEN |
Franklin Resources Inc
Financial Services
|
Added | 68,964 | $2,294,432 | 3.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,146 | $2,179,857 | 3.28% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 50,590 | $2,141,980 | 3.22% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 24,158 | $1,649,749 | 2.48% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 68,297 | $1,644,591 | 2.47% | |
| KLAC |
Kla Corp
Technology
|
Added | 3,859 | $1,164,298 | 1.75% | |
| ORI |
Old Republic International Corp
Financial Services
|
Added | 21,568 | $882,562 | 1.33% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,287 | $827,140 | 1.24% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 3,953 | $500,370 | 0.75% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 3,406 | $499,455 | 0.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,369 | $448,114 | 0.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,033 | $364,989 | 0.55% | |
| CVX |
Chevron Corp
Energy
|
Added | 2,159 | $357,875 | 0.54% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,715 | $307,500 | 0.46% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 2,536 | $280,557 | 0.42% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 544 | $277,146 | 0.42% | |
| UVV |
Universal Corp /Va/
Consumer Defensive
|
Reduced | 4,945 | $257,980 | 0.39% | |
| MCY |
Mercury General Corp
Financial Services
|
Added | 2,292 | $244,373 | 0.37% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 11,338 | $234,696 | 0.35% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 890 | $226,033 | 0.34% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 741 | $208,376 | 0.31% |
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.