Wilson & Boucher Capital Management, LLC

CIK

1903579

Location

MORAGA, CA

Portfolio Value

Micro $65,651,824

Diversification

Diversified

Filing Date

Global Rank

#6,446 / 8,586 ▲ 121

Top Industry

Consumer Electronics 13.5%

3Y Alpha vs SPY

-7.5%

Period ended 3 months ago

Filed May 18, 2026 · 29d

18 quarters · since Dec 2021

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

+47.2%

SPY

+78.1%

Annualised alpha

-7.5%

Max drawdown

−19.7%

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

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

Top Position

13.0%

−0.6 pts

Top 5

31.5%

−1.3 pts

Top 10

46.8%

−0.6 pts

HHI

382

Diversified−14

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.2%	$19,181,507	10
Healthcare	19.1%	$12,563,857	11
Industrials	16.8%	$11,003,944	10
Consumer Defensive	11.0%	$7,248,631	5
Financial Services	9.0%	$5,932,080	9
Consumer Cyclical	4.7%	$3,106,436	4
Unclassified	3.5%	$2,304,053	3
Utilities	2.6%	$1,730,447	1
Energy	2.4%	$1,565,767	3
Communication Services	1.0%	$679,066	2
Basic Materials	0.5%	$336,036	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	+556	1,361	$585,624
VZ	Verizon Communications Inc	+100	7,578	$380,415
WFC	Wells Fargo & Company/Mn	+100	11,095	$883,272
ORCL	Oracle Corp	+71	14,269	$2,099,112
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
LOW	Lowes Companies Inc	+25	3,285	$776,179
JNJ	Johnson & Johnson	+25	9,951	$2,432,422
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
JPM	Jpmorgan Chase & Co	+1	1,852	$544,784
XOM	Exxon Mobil Corp	+1	4,495	$762,621
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

59 positions · $65,651,824 total · 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 59 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%	13.00%
CAT	Caterpillar Inc Industrials	Reduced	5,852	-119	$4,145,907	+21.2%	6.31%
MSFT	Microsoft Corp Technology	Reduced	7,760	-111	$2,872,519	−24.5%	4.38%
SYK	Stryker Corp Healthcare	Reduced	8,239	-110	$2,707,253	−7.7%	4.12%
JNJ	Johnson & Johnson Healthcare	Added	9,951	+25	$2,432,422	+18.4%	3.71%
AMAT	Applied Materials Inc /De Technology	Reduced	6,914	-200	$2,363,136	+29.3%	3.60%
ORCL	Oracle Corp Technology	Added	14,269	+71	$2,099,112	−24.1%	3.20%
WMT	Walmart Inc. Consumer Defensive	Reduced	16,627	-25	$2,066,403	+11.4%	3.15%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,616	-203	$1,803,848	+6.3%	2.75%
NEE	Nextera Energy Inc Utilities	Added	18,631	+2	$1,730,447	+15.7%	2.64%
NVO	Novo Nordisk A S Healthcare	Reduced	44,828	-3,210	$1,647,429	−32.6%	2.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,456	-608	$1,510,264	−4.8%	2.30%
CMI	Cummins Inc Industrials	Reduced	2,760	-28	$1,484,935	+4.3%	2.26%
ITW	Illinois Tool Works Inc Industrials	Held	5,620	0	$1,462,829	+5.7%	2.23%
SCHW	Schwab Charles Corp Financial Services	Reduced	15,235	-15	$1,431,785	−6.0%	2.18%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,310	0	$1,305,323	+15.5%	1.99%
HON	Honeywell International Inc Industrials	Held	5,478	0	$1,238,192	+15.9%	1.89%
ABBV	AbbVie Inc. Healthcare	Held	5,580	0	$1,213,594	−4.8%	1.85%
CSCO	Cisco Systems, Inc. Technology	Held	14,896	0	$1,155,780	+0.7%	1.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,446	+10	$1,134,238	−9.6%	1.73%
ABT	Abbott Laboratories Healthcare	Held	10,709	0	$1,099,493	−18.1%	1.67%
AMGN	Amgen Inc Healthcare	Held	2,773	0	$975,680	+7.5%	1.49%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,446	-9	$940,391	−5.2%	1.43%
TRV	Travelers Companies, Inc. Financial Services	Held	3,088	0	$900,707	+0.6%	1.37%
WFC	Wells Fargo & Company/Mn Financial Services	Added	11,095	+100	$883,272	−13.8%	1.35%
GS	Goldman Sachs Group Inc Financial Services	Added	968	+8	$818,918	−3.0%	1.25%
QQQ	Invesco Qqq Trust, Series 1	Held	1,348	0	$778,038	−6.0%	1.19%
LOW	Lowes Companies Inc Consumer Cyclical	Added	3,285	+25	$776,179	−1.3%	1.18%
XOM	Exxon Mobil Corp Energy	Added	4,495	+1	$762,621	+41.0%	1.16%
UNP	Union Pacific Corp Industrials	Added	3,113	+25	$755,276	+5.7%	1.15%
SBUX	Starbucks Corp Consumer Cyclical	Added	8,394	+50	$752,018	+7.0%	1.15%
MCK	Mckesson Corp Healthcare	Added	766	+3	$662,865	+5.9%	1.01%
QCOM	Qualcomm Inc/De Technology	Added	5,117	+15	$658,967	−24.5%	1.00%
EMR	Emerson Electric Co Industrials	Reduced	4,991	-33	$653,920	−1.9%	1.00%
UNH	Unitedhealth Group Inc Healthcare	Added	2,195	+11	$593,945	−17.6%	0.90%
CVX	Chevron Corp Energy	Held	2,866	0	$592,975	+35.8%	0.90%
GLD	Spdr Gold Trust	Added	1,361	+556	$585,624	+83.6%	0.89%
IBM	International Business Machines Corp Technology	Held	2,325	0	$563,556	−18.2%	0.86%
SYY	Sysco Corp Consumer Defensive	Added	7,890	+50	$562,793	−2.6%	0.86%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,852	+1	$544,784	−8.7%	0.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,093	+55	$523,765	+0.4%	0.80%
LLY	ELI LILLY & Co Healthcare	Added	548	+6	$504,033	−13.5%	0.77%
BNY	Bank of New York Mellon Corp Financial Services	Held	4,165	0	$494,093	+2.2%	0.75%
CVS	CVS HEALTH Corp Healthcare	Held	6,850	0	$491,967	−9.5%	0.75%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,350	0	$444,001	−4.4%	0.68%
ADP	Automatic Data Processing Inc Technology	Held	2,136	0	$433,992	−21.0%	0.66%
VZ	Verizon Communications Inc Communication Services	Added	7,578	+100	$380,415	+24.9%	0.58%
HWM	Howmet Aerospace Inc. Industrials	Held	1,566	0	$360,900	+12.4%	0.55%
EMN	Eastman Chemical Co Basic Materials	Held	4,403	0	$336,036	+19.6%	0.51%
UPS	United Parcel Service Inc Industrials	Held	3,100	0	$304,978	−0.8%	0.46%