Boothe Investment Group, Inc.
Filing Date
Global Rank
#5,150
/ 8,603
▲ 507
· as of Mar 2026
Top Industry
Internet Content & Information
13.8%
3Y Alpha vs SPY
+14.3%
Period ended 3 months ago
Filed May 20, 2026 · 50d
24 quarters · since Jun 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+147.5%
SPY
+76.0%
Annualised alpha
+14.5%
Max drawdown
−20.2%
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
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.3%
−2.1 pts
Top 5
38.0%
−9.1 pts
Top 10
65.6%
−10.7 pts
HHI
559
Diversified−129
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.7% | $38,056,201 |
| Communication Services | 15.1% | $19,274,500 |
| Healthcare | 12.9% | $16,563,900 |
| Financial Services | 12.7% | $16,253,848 |
| Consumer Cyclical | 11.2% | $14,364,014 |
| Energy | 10.3% | $13,159,555 |
| Industrials | 5.5% | $6,989,427 |
| Real Estate | 1.3% | $1,699,621 |
| Utilities | 0.7% | $885,889 |
| Unclassified | 0.6% | $762,848 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| UBER | Uber Technologies, Inc | +51,250 | 100,224 | $7,209,112 | |
| NOW | ServiceNow, Inc. | +33,217 | 94,466 | $9,876,420 | |
| BDJ | BlackRock Enhanced Equity Dividend Trust | +30,111 | 558,077 | $4,810,623 | |
| PFE | Pfizer Inc | +7,175 | 351,085 | $9,858,466 | |
| BXP | BXP, Inc. | +3,860 | 32,748 | $1,699,621 | |
| VZ | Verizon Communications Inc | +2,990 | 33,901 | $1,701,830 | |
| CSCO | Cisco Systems, Inc. | +1,841 | 32,547 | $2,525,321 | |
| GFS | GLOBALFOUNDRIES Inc. | +1,092 | 77,458 | $3,445,331 | |
| SLB | Slb Limited/Nv | +911 | 158,750 | $8,158,162 | |
| IBM | International Business Machines Corp | +697 | 8,006 | $1,940,574 | |
| NEE | Nextera Energy Inc | +545 | 9,538 | $885,889 | |
| ABBV | AbbVie Inc. | +498 | 30,831 | $6,705,434 | |
| SN | SharkNinja, Inc. | +173 | 69,166 | $7,324,679 | |
| META | Meta Platforms, Inc. | +96 | 9,992 | $5,716,722 | |
| CRWD | CrowdStrike Holdings, Inc. | +40 | 10,851 | $1,059,084 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | −19,979 | 30,540 | $6,212,752 | |
| C | Citigroup Inc | −13,044 | 78,633 | $8,917,768 | |
| ULTA | Ulta Beauty, Inc. | −7,370 | 13,467 | $7,039,335 | |
| VRT | Vertiv Holdings Co | −651 | 27,893 | $6,989,427 | |
| CVX | Chevron Corp | −406 | 24,173 | $5,001,393 | |
| SPY | Spdr S&P 500 ETF Trust | −4 | 1,173 | $762,848 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
26 positions ·
$128,009,803 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PINS |
Pinterest, Inc.
Communication Services
|
NEW | 646,453 | $11,855,948 | 9.26% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 94,466 | $9,876,420 | 7.72% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 351,085 | $9,858,466 | 7.70% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 78,633 | $8,917,768 | 6.97% | |
| SLB |
Slb Limited/Nv
Energy
|
Added | 158,750 | $8,158,162 | 6.37% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
Added | 69,166 | $7,324,679 | 5.72% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 100,224 | $7,209,112 | 5.63% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
Reduced | 13,467 | $7,039,335 | 5.50% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 27,893 | $6,989,427 | 5.46% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 30,831 | $6,705,434 | 5.24% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 30,540 | $6,212,752 | 4.85% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 15,635 | $5,787,607 | 4.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 9,992 | $5,716,722 | 4.47% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 24,173 | $5,001,393 | 3.91% | |
| BDJ |
BlackRock Enhanced Equity Dividend Trust
Financial Services
|
Added | 558,077 | $4,810,623 | 3.76% | |
| GFS |
GLOBALFOUNDRIES Inc.
Technology
|
Added | 77,458 | $3,445,331 | 2.69% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 32,547 | $2,525,321 | 1.97% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 8,006 | $1,940,574 | 1.52% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 33,901 | $1,701,830 | 1.33% | |
| BXP |
BXP, Inc.
Real Estate
|
Added | 32,748 | $1,699,621 | 1.33% | |
| CEPT |
Cantor Equity Partners II, Inc.
Financial Services
|
NEW | 119,087 | $1,296,857 | 1.01% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 10,851 | $1,059,084 | 0.83% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 9,538 | $885,889 | 0.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,173 | $762,848 | 0.60% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Held | 19,076 | $656,977 | 0.51% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
NEW | 2,747 | $571,623 | 0.45% |