Wilson & Boucher Capital Management, LLC

CIK

1903579

Location

MORAGA, CA

Portfolio Value

Micro $3,106,436

Diversification

Diversified

Filing Date

Global Rank

#6,447 / 8,588 ▲ 120

Top Industry

Consumer Electronics 13.5%

3Y Alpha vs SPY

-7.5%

Period ended 3 months ago

Filed May 18, 2026 · 30d

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

+47.6%

SPY

+76.8%

Annualised alpha

-7.1%

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

4 positions · $3,106,436 total · Consumer Cyclical only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Added	5,446	+10	$1,134,238	−9.6%	36.51%
LOW	Lowes Companies Inc Consumer Cyclical	Added	3,285	+25	$776,179	−1.3%	24.99%
SBUX	Starbucks Corp Consumer Cyclical	Added	8,394	+50	$752,018	+7.0%	24.21%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,350	0	$444,001	−4.4%	14.29%