John Boyer, Inc.

CIK

1597484

Location

TAMPA, FL

Portfolio Value

Small $126,273,380

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,569 / 8,818 ▲ 84 · as of Jun 2026

Top Industry

Consumer Electronics 11.7%

Period ended 28 days ago

Filed Oct 27, 2026 · 1d

5 quarters · since Sep 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 90.8% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 4.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 87.6%; sector active share 71.1% against the combined 13F book's sector weights.

Over time 4 measured quarters

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 backtest

Portfolio Concentration

227 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

38.9%

+5.1 pts

Top 5

72.9%

−9.0 pts

Top 10

83.5%

−7.2 pts

HHI

1,869

Moderately concentrated−114

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.6%	$96,736,244	51
Technology	4.6%	$5,822,967	29
Financial Services	3.8%	$4,764,418	31
Consumer Defensive	3.4%	$4,238,035	16
Healthcare	2.8%	$3,545,159	22
Communication Services	2.7%	$3,466,960	11
Utilities	2.2%	$2,819,411	14
Consumer Cyclical	2.2%	$2,761,525	10
Industrials	0.8%	$956,332	28
Energy	0.5%	$685,726	7
Real Estate	0.2%	$254,968	4
Basic Materials	0.2%	$221,635	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHB	Schwab U.S. Broad Market ETF	+27,134	1,221,482	$35,801,637
PFE	Pfizer Inc	+3,733	72,030	$2,054,295
BEN	Franklin Templeton Inc	+1,971	70,935	$2,278,432
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+1,811	132,267	$16,621,993
VZ	Verizon Communications Inc	+1,790	52,380	$2,402,670
IJR	iShares Core S&P Small-Cap ETF	+1,755	58,109	$7,905,148
D	Dominion Energy, Inc	+1,653	25,811	$1,562,081
MO	Altria Group, Inc.	+1,321	42,881	$2,887,606
VIG	Vanguard Specialized Funds	+1,293	34,621	$8,077,425
AMZN	Amazon Com Inc	+251	9,397	$2,341,262
ORI	Old Republic International Corp	+166	21,734	$810,895
SCHV	Schwab U.S. Large-Cap Value ETF	+161	38,036	$1,266,979
AAPL	Apple Inc.	+123	10,397	$3,462,408
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+114	18,727	$738,592
UVV	Universal Corp	+77	5,022	$209,869
SCHA	Schwab U.S. Small-Cap ETF	+42	106,747	$3,483,154
DUK	Duke Energy CORP	+35	3,988	$454,671
PFXF	VanEck Preferred Securities ex Financials ETF	+27	16,137	$282,720
ABBV	AbbVie Inc.	+25	3,312	$866,386
DVY	iShares Select Dividend ETF	+23	2,802	$426,100
ED	Consolidated Edison Inc	+21	2,557	$261,350
JPM	Jpmorgan Chase & Co	+13	1,382	$457,207
JNJ	Johnson & Johnson	+10	900	$238,266
MCY	Mercury General Corp	+8	2,300	$227,355
KLAC	Kla Corp	+6	3,865	$753,404
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	−96,032	652	$248,307
IJH	iShares Core S&P Mid-Cap ETF	−2,087	10,495	$755,115
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−1,018	7,720	$1,198,144
SCHX	Schwab U.S. Large-Cap ETF	−815	149,509	$4,485,270
SCHM	Schwab U.S. Mid-Cap ETF	−720	99,610	$3,388,732
T	At&T Inc.	−445	10,893	$265,789
CVX	Chevron Corp	−137	2,022	$412,912
IBM	International Business Machines Corp	−48	693	$152,411
PG	PROCTER & GAMBLE Co	−47	3,359	$487,995
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GLDM	World Gold Trust	102,290	$8,406,192
DIA	Spdr Dow Jones Industrial Average ETF Trust	2,730	$1,388,341
AVGO	Broadcom Inc.	1,533	$538,374
PLTR	Palantir Technologies Inc.	1,356	$253,639
META	Meta Platforms, Inc.	292	$211,752
GOOGL	Alphabet Inc.	546	$187,867
XOM	ExxonMobil Holdings Corp	1,118	$181,954
SCHD	Schwab U.S. Dividend Equity ETF	5,497	$178,817
BIV	Vanguard Bond Index Funds	2,430	$177,049
NUE	Nucor Corp	734	$171,572
SO	Southern Co	1,847	$153,097
STIP	iShares 0-5 Year TIPS Bond ETF	1,483	$147,855
CTBI	Community Trust Bancorp Inc	1,989	$147,623
TSLA	Tesla, Inc.	373	$132,344
PFF	iShares Preferred and Income Securities ETF	4,361	$128,649
NEE	Nextera Energy Inc	1,642	$124,365
NNN	Nnn REIT, Inc.	2,973	$122,160
BKH	Black Hills Corp	1,695	$118,785
TD	Toronto Dominion Bank	1,004	$118,000
VEA	Vanguard FTSE Developed Markets ETF	1,641	$115,871
OC	Owens Corning	889	$103,781
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	2,051	$103,267
UNM	Unum Group	1,173	$102,907
NVDA	Nvidia Corp	440	$100,487
UHT	Universal Health Realty Income Trust	2,685	$100,392
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

227 tracked positions · $126,273,380 total · filing declares 227 positions · $126,455,105 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 227 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHB	Schwab U.S. Broad Market ETF	Added	1,221,482	+27,134	$35,801,637	+3.5%	28.35%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	132,267	+1,811	$16,621,993	+6.6%	13.16%
GLDM	World Gold Trust	NEW	102,290	NEW	$8,406,192	NEW	6.66%
VIG	Vanguard Specialized Funds	Added	34,621	+1,293	$8,077,425	+2.4%	6.40%
IJR	iShares Core S&P Small-Cap ETF	Added	58,109	+1,755	$7,905,148	−5.4%	6.26%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	149,509	-815	$4,485,270	+1.4%	3.55%
SCHA	Schwab U.S. Small-Cap ETF	Added	106,747	+42	$3,483,154	−9.7%	2.76%
AAPL	Apple Inc. Technology	Added	10,397	+123	$3,462,408	+16.5%	2.74%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	99,610	-720	$3,388,732	−8.4%	2.68%
MO	Altria Group, Inc. Consumer Defensive	Added	42,881	+1,321	$2,887,606	−3.4%	2.29%
VZ	Verizon Communications Inc Communication Services	Added	52,380	+1,790	$2,402,670	+12.2%	1.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,397	+251	$2,341,262	+7.4%	1.85%
BEN	Franklin Templeton Inc Financial Services	Added	70,935	+1,971	$2,278,432	−0.7%	1.80%
PFE	Pfizer Inc Healthcare	Added	72,030	+3,733	$2,054,295	+24.9%	1.63%
D	Dominion Energy, Inc Utilities	Added	25,811	+1,653	$1,562,081	−5.3%	1.24%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	2,730	NEW	$1,388,341	NEW	1.10%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	38,036	+161	$1,266,979	−3.9%	1.00%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	7,720	-1,018	$1,198,144	−13.2%	0.95%
ABBV	AbbVie Inc. Healthcare	Added	3,312	+25	$866,386	+4.7%	0.69%
ORI	Old Republic International Corp Financial Services	Added	21,734	+166	$810,895	−8.1%	0.64%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	10,495	-2,087	$755,115	−22.2%	0.60%
KLAC	Kla Corp Technology	Added	3,865	+6	$753,404	−35.3%	0.60%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	18,727	+114	$738,592	−12.5%	0.58%
SCHF	Schwab International Equity ETF	Held	19,988	0	$549,070	−0.8%	0.43%
AVGO	Broadcom Inc. Technology	NEW	1,533	NEW	$538,374	NEW	0.43%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,359	-47	$487,995	−2.3%	0.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,382	+13	$457,207	+2.0%	0.36%
DUK	Duke Energy CORP Utilities	Added	3,988	+35	$454,671	−9.1%	0.36%
DVY	iShares Select Dividend ETF	Added	2,802	+23	$426,100	−1.9%	0.34%
CVX	Chevron Corp Energy	Reduced	2,022	-137	$412,912	+15.4%	0.33%
GOOG	Alphabet Inc. Communication Services	Added	1,034	+1	$352,325	−3.5%	0.28%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Held	1,770	0	$346,477	+2.7%	0.27%
WMT	Walmart Inc. Consumer Defensive	Added	2,721	+6	$282,766	−8.0%	0.22%
PFXF	VanEck Preferred Securities ex Financials ETF	Added	16,137	+27	$282,720	−1.6%	0.22%
LMT	Lockheed Martin Corp Industrials	Added	548	+4	$279,069	+0.7%	0.22%
T	At&T Inc. Communication Services	Reduced	10,893	-445	$265,789	+13.2%	0.21%
ED	Consolidated Edison Inc Utilities	Added	2,557	+21	$261,350	−6.8%	0.21%
PLTR	Palantir Technologies Inc. Technology	NEW	1,356	NEW	$253,639	NEW	0.20%
GLD	Spdr Gold Trust	Reduced	652	-96,032	$248,307	−99.3%	0.20%
JNJ	Johnson & Johnson Healthcare	Added	900	+10	$238,266	+5.4%	0.19%
MCY	Mercury General Corp Financial Services	Added	2,300	+8	$227,355	−7.0%	0.18%
META	Meta Platforms, Inc. Communication Services	NEW	292	NEW	$211,752	NEW	0.17%
UVV	Universal Corp Consumer Defensive	Added	5,022	+77	$209,869	−18.6%	0.17%
GOOGL	Alphabet Inc. Communication Services	NEW	546	NEW	$187,867	NEW	0.15%
XOM	ExxonMobil Holdings Corp Energy	NEW	1,118	NEW	$181,954	NEW	0.14%
SCHD	Schwab U.S. Dividend Equity ETF	NEW	5,497	NEW	$178,817	NEW	0.14%
BIV	Vanguard Bond Index Funds	NEW	2,430	NEW	$177,049	NEW	0.14%
NUE	Nucor Corp Basic Materials	NEW	734	NEW	$171,572	NEW	0.14%
SO	Southern Co Utilities	NEW	1,847	NEW	$153,097	NEW	0.12%
IBM	International Business Machines Corp Technology	Reduced	693	-48	$152,411	−26.9%	0.12%

Showing the top 50 of 227 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.