Wilson & Boucher Capital Management, LLC

CIK

1903579

Location

MORAGA, CA

Portfolio Value

Micro $84,367,650

Diversification

Diversified

Filing Date

Global Rank

#6,386 / 8,698 ▲ 121 · as of Mar 2026

Top Industry

Consumer Electronics 13.2%

3Y Alpha vs SPY

-2.3%

Period ended 5 months ago

Filed May 18, 2026 · 3mo

18 quarters · since Dec 2021

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

+64.0%

SPY

+75.3%

Annualised alpha

-2.7%

Max drawdown

−19.8%

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 12 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.1%

−0.7 pts

Top 5

31.8%

+0.4 pts

Top 10

46.6%

−0.9 pts

HHI

339

Diversified−6

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	23.6%	$19,871,579	8
Technology	22.7%	$19,181,507	10
Healthcare	14.9%	$12,563,857	11
Industrials	13.0%	$11,003,944	10
Consumer Defensive	8.6%	$7,248,631	5
Financial Services	7.0%	$5,932,080	9
Consumer Cyclical	3.7%	$3,106,436	4
Communication Services	2.2%	$1,827,366	3
Utilities	2.1%	$1,730,447	1
Energy	1.9%	$1,565,767	3
Basic Materials	0.4%	$336,036	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
VEA	Vanguard FTSE Developed Markets ETF	+8,202	30,039	$1,924,899
VEU	Vanguard FTSE All-World Ex-US ETF	+3,275	75,013	$5,633,476
GLD	Spdr Gold Trust	+556	1,361	$585,624
VIG	Vanguard Dividend Appreciation ETF	+262	15,916	$3,422,894
XLB	State Street Materials Select Sector SPDR ETF	+150	30,134	$1,505,795
WFC	Wells Fargo & Company/Mn	+100	11,095	$883,272
VZ	Verizon Communications Inc	+100	7,578	$380,415
ORCL	Oracle Corp	+71	14,269	$2,099,112
GOOGL	Alphabet Inc.	+65	4,003	$1,148,300
BRK-B	Berkshire Hathaway Inc	+55	1,093	$523,765
SBUX	Starbucks Corp	+50	8,394	$752,018
SYY	Sysco Corp	+50	7,890	$562,793
JNJ	Johnson & Johnson	+25	9,951	$2,432,422
LOW	Lowes Companies Inc	+25	3,285	$776,179
VB	Vanguard Morningstar Small-Cap ETF	+25	19,397	$5,080,462
UNP	Union Pacific Corp	+25	3,113	$755,276
QCOM	Qualcomm Inc/De	+15	5,117	$658,967
UNH	Unitedhealth Group Inc	+11	2,195	$593,945
AMZN	Amazon Com Inc	+10	5,446	$1,134,238
GS	Goldman Sachs Group Inc	+8	968	$818,918
LLY	ELI LILLY & Co	+6	548	$504,033
META	Meta Platforms, Inc.	+5	522	$298,651
URI	United Rentals, Inc.	+5	403	$293,609
MCK	Mckesson Corp	+3	766	$662,865
NEE	Nextera Energy Inc	+2	18,631	$1,730,447
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
NVO	Novo Nordisk A S	−3,210	44,828	$1,647,429
HIO	Western Asset High Income Opportunity Fund Inc.	−3,125	32,975	$119,699
PG	PROCTER & GAMBLE Co	−608	10,456	$1,510,264
PEP	Pepsico Inc	−203	11,616	$1,803,848
AMAT	Applied Materials Inc /De	−200	6,914	$2,363,136
CAT	Caterpillar Inc	−119	5,852	$4,145,907
MSFT	Microsoft Corp	−111	7,760	$2,872,519
SYK	Stryker Corp	−110	8,239	$2,707,253
AAPL	Apple Inc.	−52	33,634	$8,535,972
NVDA	Nvidia Corp	−45	1,440	$251,136
EMR	Emerson Electric Co	−33	4,991	$653,920
CMI	Cummins Inc	−28	2,760	$1,484,935
WMT	Walmart Inc.	−25	16,627	$2,066,403
SCHW	Schwab Charles Corp	−15	15,235	$1,431,785
SPY	Spdr S&P 500 ETF Trust	−9	1,446	$940,391
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ENB	Enbridge Inc	3,882	$210,171
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GIS	General Mills Inc	5,104	$237,336
C	Citigroup Inc	1,758	$205,141
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

65 tracked positions · $84,367,650 total · filing declares 114 positions · $150,744,746 · as of Mar 31, 2026

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

Showing 1–50 of 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	33,634	-52	$8,535,972	−6.8%	10.12%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	75,013	+3,275	$5,633,476	+6.8%	6.68%
VB	Vanguard Morningstar Small-Cap ETF	Added	19,397	+25	$5,080,462	+1.7%	6.02%
CAT	Caterpillar Inc Industrials	Reduced	5,852	-119	$4,145,907	+21.2%	4.91%
VIG	Vanguard Dividend Appreciation ETF	Added	15,916	+262	$3,422,894	−0.5%	4.06%
MSFT	Microsoft Corp Technology	Reduced	7,760	-111	$2,872,519	−24.5%	3.40%
SYK	Stryker Corp Healthcare	Reduced	8,239	-110	$2,707,253	−7.7%	3.21%
JNJ	Johnson & Johnson Healthcare	Added	9,951	+25	$2,432,422	+18.4%	2.88%
AMAT	Applied Materials Inc /De Technology	Reduced	6,914	-200	$2,363,136	+29.3%	2.80%
ORCL	Oracle Corp Technology	Added	14,269	+71	$2,099,112	−24.1%	2.49%
WMT	Walmart Inc. Consumer Defensive	Reduced	16,627	-25	$2,066,403	+11.4%	2.45%
VEA	Vanguard FTSE Developed Markets ETF	Added	30,039	+8,202	$1,924,899	+41.1%	2.28%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,616	-203	$1,803,848	+6.3%	2.14%
NEE	Nextera Energy Inc Utilities	Added	18,631	+2	$1,730,447	+15.7%	2.05%
NVO	Novo Nordisk A S Healthcare	Reduced	44,828	-3,210	$1,647,429	−32.6%	1.95%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,456	-608	$1,510,264	−4.8%	1.79%
XLB	State Street Materials Select Sector SPDR ETF	Added	30,134	+150	$1,505,795	+10.7%	1.78%
CMI	Cummins Inc Industrials	Reduced	2,760	-28	$1,484,935	+4.3%	1.76%
ITW	Illinois Tool Works Inc Industrials	Held	5,620	0	$1,462,829	+5.7%	1.73%
SCHW	Schwab Charles Corp Financial Services	Reduced	15,235	-15	$1,431,785	−6.0%	1.70%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,310	0	$1,305,323	+15.5%	1.55%
HON	Honeywell International Inc Industrials	Held	5,478	0	$1,238,192	+15.9%	1.47%
ABBV	AbbVie Inc. Healthcare	Held	5,580	0	$1,213,594	−4.8%	1.44%
CSCO	Cisco Systems, Inc. Technology	Held	14,896	0	$1,155,780	+0.7%	1.37%
GOOGL	Alphabet Inc. Communication Services	Added	4,003	+65	$1,148,300	−7.1%	1.36%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,446	+10	$1,134,238	−9.6%	1.34%
ABT	Abbott Laboratories Healthcare	Held	10,709	0	$1,099,493	−18.1%	1.30%
AMGN	Amgen Inc Healthcare	Held	2,773	0	$975,680	+7.5%	1.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,446	-9	$940,391	−5.2%	1.11%
TRV	Travelers Companies, Inc. Financial Services	Held	3,088	0	$900,707	+0.6%	1.07%
WFC	Wells Fargo & Company/Mn Financial Services	Added	11,095	+100	$883,272	−13.8%	1.05%
GS	Goldman Sachs Group Inc Financial Services	Added	968	+8	$818,918	−3.0%	0.97%
QQQ	Invesco Qqq Trust, Series 1	Held	1,348	0	$778,038	−6.0%	0.92%
LOW	Lowes Companies Inc Consumer Cyclical	Added	3,285	+25	$776,179	−1.3%	0.92%
XOM	ExxonMobil Holdings Corp Energy	Added	4,495	+1	$762,621	+41.0%	0.90%
UNP	Union Pacific Corp Industrials	Added	3,113	+25	$755,276	+5.7%	0.90%
SBUX	Starbucks Corp Consumer Cyclical	Added	8,394	+50	$752,018	+7.0%	0.89%
MCK	Mckesson Corp Healthcare	Added	766	+3	$662,865	+5.9%	0.79%
QCOM	Qualcomm Inc/De Technology	Added	5,117	+15	$658,967	−24.5%	0.78%
EMR	Emerson Electric Co Industrials	Reduced	4,991	-33	$653,920	−1.9%	0.78%
UNH	Unitedhealth Group Inc Healthcare	Added	2,195	+11	$593,945	−17.6%	0.70%
CVX	Chevron Corp Energy	Held	2,866	0	$592,975	+35.8%	0.70%
GLD	Spdr Gold Trust	Added	1,361	+556	$585,624	+83.6%	0.69%
IBM	International Business Machines Corp Technology	Held	2,325	0	$563,556	−18.2%	0.67%
SYY	Sysco Corp Consumer Defensive	Added	7,890	+50	$562,793	−2.6%	0.67%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,852	+1	$544,784	−8.7%	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,093	+55	$523,765	+0.4%	0.62%
LLY	ELI LILLY & Co Healthcare	Added	548	+6	$504,033	−13.5%	0.60%
BNY	Bank of New York Mellon Corp Financial Services	Held	4,165	0	$494,093	+2.2%	0.59%
CVS	CVS HEALTH Corp Healthcare	Held	6,850	0	$491,967	−9.5%	0.58%

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.