Bouchey Financial Group Ltd

CIK

1599054

Location

TROY, NY

Portfolio Value

Small $356,388,564

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,347 / 8,517 ▲ 325

Top Industry

Consumer Electronics 35.0%

3Y Alpha vs SPY

+6.1%

Period ended 47 days ago

Filed Jul 27, 2026 · 20d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+104.0%

SPY

+76.6%

Annualised alpha

+6.0%

Max drawdown

−23.5%

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 13 quarters. Past performance does not predict future results.

Portfolio Concentration

103 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.5%

−0.3 pts

Top 5

72.9%

−2.5 pts

Top 10

83.3%

+0.1 pts

HHI

1,564

Moderately concentrated−117

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.2%	$143,268,133	5
Technology	37.4%	$133,330,127	26
Consumer Cyclical	9.3%	$32,977,945	6
Financial Services	3.9%	$13,753,053	17
Industrials	2.5%	$8,909,165	15
Healthcare	2.0%	$7,108,784	10
Communication Services	1.7%	$5,951,431	5
Consumer Defensive	1.2%	$4,258,195	7
Energy	0.9%	$3,029,446	6
Basic Materials	0.5%	$1,620,069	2
Utilities	0.3%	$1,121,227	3
Real Estate	0.3%	$1,060,989	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+68,582	82,867	$30,911,048
TRTX	TPG RE Finance Trust, Inc.	+61,145	126,761	$1,060,989
HODL	VanEck Bitcoin ETF	+26,031	983,628	$16,338,061
NVDA	Nvidia Corp	+3,091	31,545	$6,311,839
AMZN	Amazon Com Inc	+1,423	117,848	$28,087,892
KLAC	Kla Corp	+1,288	1,412	$426,014
INTC	Intel Corp	+1,214	4,992	$697,032
CSCO	Cisco Systems, Inc.	+1,189	12,919	$1,517,465
MO	Altria Group, Inc.	+1,072	9,411	$677,121
AVGO	Broadcom Inc.	+985	7,216	$2,725,844
KO	Coca Cola Co	+883	4,756	$386,520
BAC	Bank Of America Corp /De/	+808	24,723	$1,408,716
TSLA	Tesla, Inc.	+745	5,240	$2,203,944
HD	Home Depot, Inc.	+549	3,432	$1,210,397
GE	General Electric Co	+475	3,451	$1,289,742
WFC	Wells Fargo & Company/Mn	+445	8,021	$662,855
MRK	Merck & Co., Inc.	+442	3,672	$471,852
BRK-B	Berkshire Hathaway Inc	+426	9,014	$4,510,515
V	Visa Inc.	+327	2,434	$835,081
UNP	Union Pacific Corp	+303	8,030	$2,184,160
LRCX	Lam Research Corp	+284	2,224	$963,725
PM	Philip Morris International Inc.	+264	7,746	$1,401,328
ANET	Arista Networks, Inc.	+261	1,787	$303,575
IBM	International Business Machines Corp	+260	3,336	$938,116
MU	Micron Technology Inc	+240	5,127	$5,918,044
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−5,908	11,555	$4,129,410
AAPL	Apple Inc.	−3,439	257,515	$74,514,540
T	At&T Inc.	−2,036	10,349	$214,224
VZ	Verizon Communications Inc	−1,571	11,947	$505,835
HON	Honeywell International Inc	−934	1,023	$229,049
QQQ	Invesco Qqq Trust, Series 1	−891	147,528	$108,639,619
CAT	Caterpillar Inc	−571	727	$774,182
PG	PROCTER & GAMBLE Co	−569	3,364	$493,296
ABBV	AbbVie Inc.	−363	4,326	$1,088,594
PEP	Pepsico Inc	−259	2,363	$319,950
CVX	Chevron Corp	−152	2,558	$424,014
WMT	Walmart Inc.	−131	4,531	$513,181
GLDM	World Gold Trust	−130	2,980	$236,671
SPY	Spdr S&P 500 ETF Trust	−128	23,671	$17,676,792
JNJ	Johnson & Johnson	−70	7,596	$1,929,156
PLTR	Palantir Technologies Inc.	−49	2,271	$264,957
COST	Costco Wholesale Corp /New	−48	499	$466,799
KEY	Keycorp /New/	−40	16,989	$391,596
LMT	Lockheed Martin Corp	−35	1,207	$614,918
META	Meta Platforms, Inc.	−7	1,595	$898,447
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	2,239	$666,975
STX	Seagate Technology Holdings plc	391	$377,315
TXN	Texas Instruments Inc	1,156	$344,568
SNDK	Sandisk Corp	130	$295,584
QCOM	Qualcomm Inc/De	1,450	$267,945
NXPI	NXP Semiconductors N.V.	950	$266,978
MMM	3M Co	1,497	$242,379
TRV	Travelers Companies, Inc.	708	$233,724
ORCL	Oracle Corp	1,562	$228,911
TRST	Trustco Bank Corp N Y	4,126	$226,558
HONA	Honeywell Aerospace Inc.	1,017	$224,553
AXON	Axon Enterprise, Inc.	383	$214,713
BKNG	Booking Holdings Inc.	1,196	$213,175
ROK	Rockwell Automation, Inc	425	$210,409
TMO	Thermo Fisher Scientific Inc.	409	$205,056
BNY	Bank of New York Mellon Corp	1,415	$204,623
ADI	Analog Devices Inc	515	$204,542
APP	AppLovin Corp	395	$203,515
ED	Consolidated Edison Inc	1,812	$200,461
RDW	Redwire Corp	11,541	$141,146
CRWD	CrowdStrike Holdings, Inc.	439	$83,754
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VXF	Vanguard Extended Market ETF	3,561	$732,853
VEU	Vanguard FTSE All-World Ex-US ETF	8,228	$617,922
FAST	Fastenal Co	7,730	$358,672
VIG	Vanguard Dividend Appreciation ETF	1,519	$326,676
NOC	Northrop Grumman Corp /De/	369	$251,746
COP	Conocophillips	1,752	$231,264
NFLX	Netflix Inc	2,387	$229,510
BIBL	Inspire 100 ETF	4,660	$219,719
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	4,720	$217,875
MUNY	Vanguard New York Tax-Exempt Bond ETF	1,972	$202,031
PLUG	Plug Power Inc	12,551	$28,365
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 tracked positions · $356,388,564 total · as of Jun 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 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	147,528	-891	$108,639,619	+26.8%	30.48%
AAPL	Apple Inc. Technology	Reduced	257,515	-3,439	$74,514,540	+12.5%	20.91%
MSFT	Microsoft Corp Technology	Added	82,867	+68,582	$30,911,048	+484.6%	8.67%
AMZN	Amazon Com Inc Consumer Cyclical	Added	117,848	+1,423	$28,087,892	+15.8%	7.88%
SPY	Spdr S&P 500 ETF Trust	Reduced	23,671	-128	$17,676,792	+14.2%	4.96%
HODL	VanEck Bitcoin ETF	Added	983,628	+26,031	$16,338,061	−11.0%	4.58%
NVDA	Nvidia Corp Technology	Added	31,545	+3,091	$6,311,839	+27.2%	1.77%
MU	Micron Technology Inc Technology	Added	5,127	+240	$5,918,044	+258.4%	1.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	9,014	+426	$4,510,515	+9.6%	1.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,555	-5,908	$4,129,410	−17.7%	1.16%
JPM	Jpmorgan Chase & Co Financial Services	Added	8,495	+172	$2,780,668	+13.6%	0.78%
AVGO	Broadcom Inc. Technology	Added	7,216	+985	$2,725,844	+41.3%	0.76%
AMD	Advanced Micro Devices Inc Technology	Added	4,386	+238	$2,547,871	+201.9%	0.71%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,240	+745	$2,203,944	+31.9%	0.62%
UNP	Union Pacific Corp Industrials	Added	8,030	+303	$2,184,160	+16.5%	0.61%
JNJ	Johnson & Johnson Healthcare	Reduced	7,596	-70	$1,929,156	+2.9%	0.54%
CSCO	Cisco Systems, Inc. Technology	Added	12,919	+1,189	$1,517,465	+66.7%	0.43%
LLY	ELI LILLY & Co Healthcare	Added	1,183	+18	$1,418,925	+32.4%	0.40%
BAC	Bank Of America Corp /De/ Financial Services	Added	24,723	+808	$1,408,716	+20.8%	0.40%
PM	Philip Morris International Inc. Consumer Defensive	Added	7,746	+264	$1,401,328	+13.3%	0.39%
NUE	Nucor Corp Basic Materials	Added	6,191	+33	$1,379,045	+32.4%	0.39%
GE	General Electric Co Industrials	Added	3,451	+475	$1,289,742	+52.7%	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,432	+549	$1,210,397	+27.7%	0.34%
ABBV	AbbVie Inc. Healthcare	Reduced	4,326	-363	$1,088,594	+6.7%	0.31%
TRTX	TPG RE Finance Trust, Inc. Real Estate	Added	126,761	+61,145	$1,060,989	+107.0%	0.30%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,779	+103	$1,021,501	−10.6%	0.29%
GEV	GE Vernova Inc. Industrials	Added	841	+78	$988,057	+48.4%	0.28%
LRCX	Lam Research Corp Technology	Added	2,224	+284	$963,725	+132.5%	0.27%
IBM	International Business Machines Corp Technology	Added	3,336	+260	$938,116	+25.8%	0.26%
PANW	Palo Alto Networks Inc Technology	Added	2,664	+106	$908,477	+121.5%	0.25%
META	Meta Platforms, Inc. Communication Services	Reduced	1,595	-7	$898,447	−2.0%	0.25%
V	Visa Inc. Financial Services	Added	2,434	+327	$835,081	+31.1%	0.23%
ET	Energy Transfer LP Energy	Held	41,402	0	$791,606	−0.9%	0.22%
AMAT	Applied Materials Inc /De Technology	Added	1,086	+219	$785,178	+165.0%	0.22%
CAT	Caterpillar Inc Industrials	Reduced	727	-571	$774,182	−15.8%	0.22%
AMGN	Amgen Inc Healthcare	Added	1,938	+113	$701,788	+9.3%	0.20%
INTC	Intel Corp Technology	Added	4,992	+1,214	$697,032	+318.1%	0.20%
XOM	ExxonMobil Holdings Corp Energy	Added	4,999	+29	$683,463	−18.9%	0.19%
MO	Altria Group, Inc. Consumer Defensive	Added	9,411	+1,072	$677,121	+23.0%	0.19%
MRVL	Marvell Technology, Inc. Technology	NEW	2,239	NEW	$666,975	NEW	0.19%
WFC	Wells Fargo & Company/Mn Financial Services	Added	8,021	+445	$662,855	+9.9%	0.19%
NEE	Nextera Energy Inc Utilities	Added	7,049	+36	$618,690	−5.0%	0.17%
LMT	Lockheed Martin Corp Industrials	Reduced	1,207	-35	$614,918	−18.1%	0.17%
MPLX	Mplx LP Energy	Held	10,568	0	$595,295	−1.3%	0.17%
RTX	RTX Corp Industrials	Added	2,904	+193	$550,975	+5.4%	0.15%
MS	Morgan Stanley Financial Services	Added	2,560	+209	$535,142	+38.3%	0.15%
UNH	Unitedhealth Group Inc Healthcare	Added	1,242	+239	$516,212	+90.2%	0.14%
DE	Deere & Co Industrials	Added	812	+69	$515,075	+23.1%	0.14%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,531	-131	$513,181	−11.4%	0.14%
VZ	Verizon Communications Inc Communication Services	Reduced	11,947	-1,571	$505,835	−25.5%	0.14%

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.