B.O.S.S. Retirement Advisors, LLC

Pension

CIK

1964810

Location

Lehi, UT

Portfolio Value

Micro $68,971,479

Diversification

Diversified

Filing Date

Global Rank

#6,376 / 8,605 ▲ 125 · as of Mar 2026

Top Industry

Discount Stores 20.6%

3Y Alpha vs SPY

-7.9%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.7%

SPY

+75.5%

Annualised alpha

-7.8%

Max drawdown

−20.0%

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

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

Top Position

18.9%

+8.7 pts

Top 5

45.9%

+7.9 pts

Top 10

59.8%

+2.4 pts

HHI

623

Diversified+206

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.2%	$22,192,948	20
Consumer Defensive	20.2%	$13,917,330	4
Consumer Cyclical	13.1%	$9,018,655	9
Financial Services	6.5%	$4,513,788	9
Industrials	6.4%	$4,432,470	10
Communication Services	6.0%	$4,152,582	4
Healthcare	5.9%	$4,051,641	11
Unclassified	5.2%	$3,589,800	6
Energy	1.8%	$1,270,455	3
Real Estate	1.5%	$1,059,669	2
Utilities	0.6%	$409,244	1
Basic Materials	0.5%	$362,897	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
COST	Costco Wholesale Corp /New	+7,332	13,105	$13,058,215
AAPL	Apple Inc.	+2,722	19,291	$4,895,862
CMI	Cummins Inc	+789	2,347	$1,262,732
AVGO	Broadcom Inc.	+724	3,707	$1,147,353
WPM	Wheaton Precious Metals Corp.	+397	2,770	$362,897
MU	Micron Technology Inc	+322	1,692	$571,625
BA	Boeing Co	+44	3,175	$631,920
PG	PROCTER & GAMBLE Co	+42	1,453	$209,871
JNJ	Johnson & Johnson	+37	1,238	$302,616
SO	Southern Co	+34	4,240	$409,244
SBUX	Starbucks Corp	+3	3,624	$324,674
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−17,259	5,130	$475,499
NVDA	Nvidia Corp	−4,062	34,541	$6,023,950
SPY	Spdr S&P 500 ETF Trust	−4,047	1,092	$710,171
T	At&T Inc.	−2,577	9,119	$264,359
LRMR	Larimar Therapeutics, Inc.	−2,285	12,154	$54,693
SMR	NUSCALE POWER Corp	−1,789	27,216	$295,021
CSGP	Costar Group, Inc.	−1,714	6,360	$256,562
IAUM	iShares Gold Trust Micro	−1,218	4,605	$215,053
SLV	iShares Silver Trust	−1,200	4,382	$298,589
WFC	Wells Fargo & Company/Mn	−1,046	7,822	$622,709
SHOP	Shopify Inc.	−956	3,068	$363,926
AMZN	Amazon Com Inc	−936	16,260	$3,386,470
MPC	Marathon Petroleum Corp	−673	892	$217,808
MSFT	Microsoft Corp	−664	11,661	$4,316,552
IDXX	Idexx Laboratories Inc /De	−392	808	$454,007
SPGI	S&P Global Inc.	−377	1,365	$549,280
VEEV	Veeva Systems Inc	−366	1,368	$240,302
ADP	Automatic Data Processing Inc	−313	2,008	$407,985
CSCO	Cisco Systems, Inc.	−284	5,161	$400,441
BAC	Bank Of America Corp /De/	−277	5,499	$268,076
ODFL	Old Dominion Freight Line, Inc.	−276	1,032	$201,652
GOOGL	Alphabet Inc.	−253	7,068	$2,032,474
TSLA	Tesla, Inc.	−192	8,956	$3,329,393
LITE	Lumentum Holdings Inc.	−162	516	$362,624
XOM	ExxonMobil Holdings Corp	−157	3,674	$623,330
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	3,335	$808,370
HBNC	Horizon Bancorp Inc /In/	31,276	$518,243
GPC	Genuine Parts Co	4,807	$508,340
UNP	Union Pacific Corp	1,256	$304,730
TJX	Tjx Companies Inc /De/	1,675	$267,497
ETN	Eaton Corp plc	703	$251,442
PLTR	Palantir Technologies Inc.	1,672	$244,580
TXN	Texas Instruments Inc	1,212	$235,297
VZ	Verizon Communications Inc	4,611	$231,472
SYK	Stryker Corp	699	$229,684
DELL	Dell Technologies Inc.	1,258	$206,475
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
MDB	MongoDB, Inc.	825	$346,244
NOW	ServiceNow, Inc.	2,256	$345,596
CDNS	Cadence Design Systems Inc	980	$306,328
WDAY	Workday, Inc.	1,408	$302,410
MSCI	MSCI Inc.	509	$292,028
TEAM	Atlassian Corp	1,712	$277,583
HUBS	Hubspot Inc	656	$263,252
IAU	Ishares Gold Trust	3,074	$249,516
V	Visa Inc.	677	$237,430
IBIT	iShares Bitcoin Trust ETF	4,715	$234,099
MA	Mastercard Inc	393	$224,355
NFLX	Netflix Inc	2,156	$202,146
AXP	American Express Co	543	$200,882
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 positions · $68,971,479 total · as of Mar 31, 2026

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

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Added	13,105	+7,332	$13,058,215	+162.3%	18.93%
NVDA	Nvidia Corp Technology	Reduced	34,541	-4,062	$6,023,950	−16.3%	8.73%
AAPL	Apple Inc. Technology	Added	19,291	+2,722	$4,895,862	+8.7%	7.10%
MSFT	Microsoft Corp Technology	Reduced	11,661	-664	$4,316,552	−27.6%	6.26%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,260	-936	$3,386,470	−14.7%	4.91%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	8,956	-192	$3,329,393	−19.1%	4.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,068	-253	$2,032,474	−11.3%	2.95%
META	Meta Platforms, Inc. Communication Services	Reduced	2,839	-130	$1,624,277	−17.1%	2.35%
GLD	Spdr Gold Trust	Reduced	3,083	-79	$1,326,584	+5.9%	1.92%
CMI	Cummins Inc Industrials	Added	2,347	+789	$1,262,732	+58.8%	1.83%
WTM	White Mountains Insurance Group Ltd Financial Services	Held	533	0	$1,170,979	+5.7%	1.70%
AVGO	Broadcom Inc. Technology	Added	3,707	+724	$1,147,353	+11.1%	1.66%
MASI	Masimo Corp Healthcare	Held	5,337	0	$949,292	+36.8%	1.38%
IBM	International Business Machines Corp Technology	NEW	3,335	NEW	$808,370	NEW	1.17%
OZ	Belpointe PREP, LLC Real Estate	Held	15,096	0	$803,107	−18.2%	1.16%
CAT	Caterpillar Inc Industrials	Reduced	1,099	-38	$778,597	+19.5%	1.13%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,092	-4,047	$710,171	−79.7%	1.03%
BA	Boeing Co Industrials	Added	3,175	+44	$631,920	−7.0%	0.92%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,674	-157	$623,330	+35.2%	0.90%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	7,822	-1,046	$622,709	−24.7%	0.90%
THC	Tenet Healthcare Corp Healthcare	Reduced	3,161	-25	$596,512	−5.8%	0.86%
MU	Micron Technology Inc Technology	Added	1,692	+322	$571,625	+46.2%	0.83%
QQQ	Invesco Qqq Trust, Series 1	Reduced	977	-13	$563,904	−7.3%	0.82%
SPGI	S&P Global Inc. Financial Services	Reduced	1,365	-377	$549,280	−36.2%	0.80%
HBNC	Horizon Bancorp Inc /In/ Financial Services	NEW	31,276	NEW	$518,243	NEW	0.75%
GPC	Genuine Parts Co Consumer Cyclical	NEW	4,807	NEW	$508,340	NEW	0.74%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,717	-65	$505,072	−12.0%	0.73%
GLDM	World Gold Trust	Reduced	5,130	-17,259	$475,499	−75.1%	0.69%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,423	-121	$468,010	−11.9%	0.68%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	808	-392	$454,007	−44.1%	0.66%
ASML	Asml Holding NV Technology	Reduced	340	-80	$449,082	−0.1%	0.65%
GLW	Corning Inc /Ny Technology	Reduced	3,281	-19	$446,117	+54.4%	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	899	-2	$430,800	−4.9%	0.62%
CVX	Chevron Corp Energy	Reduced	2,075	-30	$429,317	+33.8%	0.62%
SON	Sonoco Products Co Consumer Cyclical	Reduced	7,877	-84	$426,066	+22.6%	0.62%
SO	Southern Co Utilities	Added	4,240	+34	$409,244	+11.6%	0.59%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,287	-32	$408,508	+10.5%	0.59%
ADP	Automatic Data Processing Inc Technology	Reduced	2,008	-313	$407,985	−31.7%	0.59%
CSCO	Cisco Systems, Inc. Technology	Reduced	5,161	-284	$400,441	−4.5%	0.58%
AYI	Acuity Inc. (De) Industrials	Held	1,302	0	$364,846	−22.2%	0.53%
SHOP	Shopify Inc. Technology	Reduced	3,068	-956	$363,926	−43.8%	0.53%
WPM	Wheaton Precious Metals Corp. Basic Materials	Added	2,770	+397	$362,897	+30.1%	0.53%
LITE	Lumentum Holdings Inc. Technology	Reduced	516	-162	$362,624	+45.1%	0.53%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,338	-36	$362,049	−20.2%	0.52%
WEX	WEX Inc. Technology	Held	2,140	0	$327,505	+2.7%	0.47%
SBUX	Starbucks Corp Consumer Cyclical	Added	3,624	+3	$324,674	+6.5%	0.47%
JCI	Johnson Controls International plc Industrials	Reduced	2,444	-3	$320,041	+9.2%	0.46%
UNP	Union Pacific Corp Industrials	NEW	1,256	NEW	$304,730	NEW	0.44%
JNJ	Johnson & Johnson Healthcare	Added	1,238	+37	$302,616	+21.8%	0.44%
ABBV	AbbVie Inc. Healthcare	Reduced	1,384	-84	$301,006	−10.3%	0.44%