Bouchey Financial Group Ltd

CIK

1599054

Location

TROY, NY

Portfolio Value

Micro $1,259,932

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,246 / 8,232 ▲ 111

Top Industry

Consumer Electronics 43.0%

3Y Alpha vs SPY

+1.5%

Period ended 3 months ago

Filed Apr 13, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+80.8%

SPY

+74.2%

Annualised alpha

+1.5%

Max drawdown

−23.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

87 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

31.2%

−2.2 pts

Top 5

76.6%

−2.0 pts

Top 10

83.8%

−2.8 pts

HHI

1,731

Moderately concentrated−159

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.8%	$120,108,325	5
Technology	31.1%	$85,151,068	17
Consumer Cyclical	10.3%	$28,246,976	5
Financial Services	4.1%	$11,378,178	14
Industrials	2.8%	$7,556,632	13
Healthcare	2.2%	$6,104,187	9
Communication Services	1.9%	$5,259,447	5
Consumer Defensive	1.5%	$4,181,596	7
Energy	1.3%	$3,546,335	7
Basic Materials	0.5%	$1,259,932	2
Utilities	0.3%	$920,081	2
Real Estate	0.2%	$512,460	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HODL	VanEck Bitcoin ETF	+270,698	957,597	$18,347,558
AVGO	Broadcom Inc.	+3,705	6,231	$1,928,556
AMZN	Amazon Com Inc	+3,645	116,425	$24,247,834
CSCO	Cisco Systems, Inc.	+2,236	11,730	$910,130
PLUG	Plug Power Inc	+2,108	12,551	$28,365
WMT	Walmart Inc.	+1,864	4,662	$579,393
MRK	Merck & Co., Inc.	+1,311	3,230	$388,536
CVX	Chevron Corp	+954	2,710	$560,699
KO	Coca Cola Co	+852	3,873	$294,541
GOOGL	Alphabet Inc.	+787	10,696	$3,075,741
ABT	Abbott Laboratories	+731	3,038	$311,911
VZ	Verizon Communications Inc	+671	13,518	$678,603
PG	PROCTER & GAMBLE Co	+606	3,933	$568,082
PLTR	Palantir Technologies Inc.	+523	2,320	$339,369
NEE	Nextera Energy Inc	+500	7,013	$651,367
T	At&T Inc.	+390	12,385	$359,041
FAST	Fastenal Co	+380	7,730	$358,672
TSLA	Tesla, Inc.	+339	4,495	$1,671,016
CAT	Caterpillar Inc	+318	1,298	$919,581
MO	Altria Group, Inc.	+312	8,339	$550,290
JNJ	Johnson & Johnson	+300	7,666	$1,873,877
XOM	Exxon Mobil Corp	+296	4,970	$843,210
AAPL	Apple Inc.	+249	260,954	$66,227,515
DE	Deere & Co	+246	743	$418,531
PEP	Pepsico Inc	+241	2,622	$407,170
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−8,581	148,419	$85,664,478
BAC	Bank Of America Corp /De/	−4,510	23,915	$1,165,856
NVDA	Nvidia Corp	−3,506	28,454	$4,962,377
JPM	Jpmorgan Chase & Co	−417	8,323	$2,448,293
KEY	Keycorp /New/	−316	17,029	$341,431
AXP	American Express Co	−195	902	$272,836
ABBV	AbbVie Inc.	−141	4,689	$1,019,810
BRK-B	Berkshire Hathaway Inc	−109	8,588	$4,115,369
ANET	Arista Networks, Inc.	−44	1,526	$187,362
GLDM	World Gold Trust	−36	3,110	$288,265
AEP	American Electric Power Co Inc	−28	2,050	$268,714
AMD	Advanced Micro Devices Inc	−23	4,148	$843,827
MSFT	Microsoft Corp	−21	14,285	$5,287,878
WFC	Wells Fargo & Company/Mn	−16	7,576	$603,125
SPGI	S&P Global Inc.	−13	630	$267,964
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−6	1,029	$347,750
URI	United Rentals, Inc.	−1	363	$264,467
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
TRTX	TPG RE Finance Trust, Inc.	65,616	$512,460
CBU	Community Financial System, Inc.	5,246	$307,677
AMAT	Applied Materials Inc /De	867	$296,331
TPL	Texas Pacific Land Corp	567	$269,075
NOC	Northrop Grumman Corp /De/	369	$251,746
VLO	Valero Energy Corp/Tx	971	$239,914
COP	Conocophillips	1,752	$231,264
NFLX	Netflix Inc	2,387	$229,510
SXI	Standex International Corp/De/	840	$214,082
KLAC	Kla Corp	124	$182,578
INTC	Intel Corp	3,778	$166,723
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
PAYX	Paychex Inc	3,713	$416,524
ORCL	Oracle Corp	1,353	$263,713
CRWD	CrowdStrike Holdings, Inc.	469	$219,848
TMO	Thermo Fisher Scientific Inc.	358	$207,443
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $1,259,932 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
NUE	Nucor Corp Basic Materials	Added	6,158	+12	$1,041,317	+3.9%	82.65%
SHW	Sherwin Williams Co Basic Materials	Added	682	+47	$218,615	+6.2%	17.35%