Boothe Investment Group, Inc.
Clone Performance
Aug 2023–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 13 quarters. Past performance does not predict future results.
Portfolio Concentration
24 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.2% | $39,395,744 |
| Communication Services | 17.4% | $22,734,878 |
| Financial Services | 15.2% | $19,844,978 |
| Consumer Cyclical | 13.5% | $17,601,681 |
| Healthcare | 12.6% | $16,498,769 |
| Energy | 8.5% | $11,124,207 |
| Real Estate | 2.0% | $2,629,721 |
| Unclassified | 0.6% | $754,984 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PINS | Pinterest, Inc. | +45,798 | 692,251 | $14,558,038 | |
| BDJ | BlackRock Enhanced Equity Dividend Trust | +41,763 | 599,840 | $5,740,468 | |
| CEPT | Cantor Equity Partners II, Inc. | +9,563 | 128,650 | $1,726,483 | |
| BXP | BXP, Inc. | +6,910 | 39,658 | $2,629,721 | |
| NOW | ServiceNow, Inc. | +3,939 | 98,405 | $9,769,648 | |
| UBER | Uber Technologies, Inc | +2,913 | 103,137 | $7,442,365 | |
| PFE | Pfizer Inc | +2,726 | 353,811 | $8,519,768 | |
| IBM | International Business Machines Corp | +2,387 | 10,393 | $2,922,615 | |
| ULTA | Ulta Beauty, Inc. | +2,068 | 15,535 | $7,005,974 | |
| META | Meta Platforms, Inc. | +1,882 | 11,874 | $6,688,505 | |
| VZ | Verizon Communications Inc | +1,251 | 35,152 | $1,488,335 | |
| ABBV | AbbVie Inc. | +877 | 31,708 | $7,979,001 | |
| SN | SharkNinja, Inc. | +419 | 69,585 | $10,595,707 | |
| MSFT | Microsoft Corp | +202 | 15,837 | $5,907,517 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLB | Slb Limited/Nv | −35,682 | 123,068 | $5,721,431 | |
| AMD | Advanced Micro Devices Inc | −14,458 | 16,082 | $9,342,194 | |
| CSCO | Cisco Systems, Inc. | −11,203 | 21,344 | $2,507,066 | |
| XOM | ExxonMobil Holdings Corp | −5,032 | 14,664 | $2,004,862 | |
| CVX | Chevron Corp | −3,674 | 20,499 | $3,397,914 | |
| CRWD | CrowdStrike Holdings, Inc. | −2,966 | 7,885 | $1,504,339 | |
| C | Citigroup Inc | −468 | 78,165 | $10,939,973 | |
| SPY | Spdr S&P 500 ETF Trust | −162 | 1,011 | $754,984 | |
| PNC | Pnc Financial Services Group, Inc. | −45 | 2,702 | $665,286 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PINS |
Pinterest, Inc.
Communication Services
|
Added | 692,251 | $14,558,038 | 11.15% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 78,165 | $10,939,973 | 8.38% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
Added | 69,585 | $10,595,707 | 8.11% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 98,405 | $9,769,648 | 7.48% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 16,082 | $9,342,194 | 7.15% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 353,811 | $8,519,768 | 6.52% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 31,708 | $7,979,001 | 6.11% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 103,137 | $7,442,365 | 5.70% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Added | 15,535 | $7,005,974 | 5.37% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 11,874 | $6,688,505 | 5.12% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 15,837 | $5,907,517 | 4.52% | |
| BDJ |
BlackRock Enhanced Equity Dividend Trust
Financial Services
|
Added | 599,840 | $5,740,468 | 4.40% | |
| SLB |
Slb Limited/Nv
Energy
|
Reduced | 123,068 | $5,721,431 | 4.38% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 20,499 | $3,397,914 | 2.60% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 10,393 | $2,922,615 | 2.24% | |
| BXP |
BXP, Inc.
Real Estate
|
Added | 39,658 | $2,629,721 | 2.01% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 21,344 | $2,507,066 | 1.92% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 14,664 | $2,004,862 | 1.54% | |
| CEPT |
Cantor Equity Partners II, Inc.
Financial Services
|
Added | 128,650 | $1,726,483 | 1.32% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 7,885 | $1,504,339 | 1.15% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 35,152 | $1,488,335 | 1.14% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Held | 19,076 | $772,768 | 0.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,011 | $754,984 | 0.58% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 2,702 | $665,286 | 0.51% |
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.