Boomfish Wealth Group, LLC

CIK

2010786

Location

ALPHARETTA, GA

Portfolio Value

Small $141,624,259

Diversification

Diversified

Filing Date

Global Rank

#4,619 / 8,232 ▲ 201

Top Industry

Semiconductors 11.8%

3Y Alpha vs SPY

-10.6%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+23.1%

SPY

+52.9%

Annualised alpha

-10.6%

Max drawdown

−17.5%

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

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

Top Position

4.0%

−0.1 pts

Top 5

15.5%

−0.2 pts

Top 10

27.1%

−0.2 pts

HHI

188

Diversified+2

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.7%	$56,202,454	23
Consumer Cyclical	12.5%	$17,689,859	8
Healthcare	11.0%	$15,540,686	10
Financial Services	10.9%	$15,475,035	6
Industrials	10.4%	$14,742,918	8
Energy	3.8%	$5,427,766	3
Consumer Defensive	3.6%	$5,063,008	5
Communication Services	3.5%	$4,912,994	3
Utilities	1.5%	$2,139,026	1
Real Estate	1.3%	$1,865,173	1
Basic Materials	1.1%	$1,604,909	2
Unclassified	0.7%	$960,431	2

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
NFLX	Netflix Inc	+10,073	13,393	$1,287,736
PG	PROCTER & GAMBLE Co	+8,729	13,688	$1,977,094
JPM	Jpmorgan Chase & Co	+8,048	9,131	$2,685,974
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+3,653	8,083	$2,731,649
TSLA	Tesla, Inc.	+3,436	6,522	$2,424,553
WDAY	Workday, Inc.	+2,891	13,589	$1,765,482
NOW	ServiceNow, Inc.	+2,673	19,383	$2,026,492
UNH	Unitedhealth Group Inc	+1,605	7,417	$2,006,966
PAYX	Paychex Inc	+758	12,094	$1,114,099
TSCO	Tractor Supply Co /De/	+634	19,496	$883,168
PANW	Palo Alto Networks Inc	+527	17,036	$2,731,211
BAC	Bank Of America Corp /De/	+513	38,253	$1,864,833
FTNT	Fortinet, Inc.	+477	33,262	$2,718,170
PEP	Pepsico Inc	+440	10,775	$1,673,249
NEE	Nextera Energy Inc	+428	23,030	$2,139,026
ANET	Arista Networks, Inc.	+412	24,857	$3,051,942
VEEV	Veeva Systems Inc	+403	11,544	$2,027,819
AVGO	Broadcom Inc.	+377	9,372	$2,900,727
ICE	Intercontinental Exchange, Inc.	+343	18,435	$2,899,456
MCHP	Microchip Technology Inc	+326	41,149	$2,658,636
MSFT	Microsoft Corp	+281	9,080	$3,361,143
AAPL	Apple Inc.	+254	17,645	$4,478,124
NVDA	Nvidia Corp	+246	32,817	$5,723,284
ENB	Enbridge Inc	+241	38,573	$2,088,342
LOW	Lowes Companies Inc	+238	13,101	$3,095,504
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
ECL	Ecolab Inc.	−5,441	759	$201,909
AMAT	Applied Materials Inc /De	−4,387	10,830	$3,701,585
UPS	United Parcel Service Inc	−634	20,965	$2,062,536
ASML	Asml Holding NV	−364	2,930	$3,870,031
LMT	Lockheed Martin Corp	−309	5,424	$3,278,211
JNJ	Johnson & Johnson	−135	9,791	$2,393,312
COST	Costco Wholesale Corp /New	−98	597	$594,868
KLAC	Kla Corp	−91	2,818	$4,149,251
FISV	Fiserv Inc	−22	10,359	$578,032
MPWR	Monolithic Power Systems Inc	−15	1,213	$1,326,233
TMO	Thermo Fisher Scientific Inc.	−10	5,698	$2,800,737
CAT	Caterpillar Inc	−8	354	$250,794
KO	Coca Cola Co	−6	4,921	$374,242
RTX	RTX Corp	−4	12,185	$2,350,486
SPY	Spdr S&P 500 ETF Trust	−2	588	$382,399
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	2,830	$1,403,000
AMD	Advanced Micro Devices Inc	5,866	$1,193,320
ISRG	Intuitive Surgical Inc	2,199	$1,013,717
CRDL	Cardiol Therapeutics Inc.	14,423	$19,471
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	6,751	$2,362,782
CSGP	Costar Group, Inc.	34,474	$2,318,031
APD	Air Products & Chemicals, Inc.	5,814	$1,436,174
MDLZ	Mondelez International, Inc.	23,380	$1,258,545
DHR	Danaher Corp /De/	5,127	$1,173,672
XYZ	Block, Inc.	15,271	$993,989
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 positions · $141,624,259 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 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CRDL	Cardiol Therapeutics Inc. Healthcare	NEW	14,423	NEW	$19,471	NEW	0.01%
ESPR	Esperion Therapeutics, Inc. Healthcare	Held	45,306	0	$124,138	−25.9%	0.09%
ECL	Ecolab Inc. Basic Materials	Reduced	759	-5,441	$201,909	−87.6%	0.14%
SAIA	Saia Inc Industrials	Held	680	0	$238,870	+7.6%	0.17%
CAT	Caterpillar Inc Industrials	Reduced	354	-8	$250,794	+20.9%	0.18%
ABBV	AbbVie Inc. Healthcare	Added	1,371	+7	$298,178	−4.3%	0.21%
KO	Coca Cola Co Consumer Defensive	Reduced	4,921	-6	$374,242	+8.7%	0.26%
SPY	Spdr S&P 500 ETF Trust	Reduced	588	-2	$382,399	−5.0%	0.27%
CVX	Chevron Corp Energy	Added	1,982	+62	$410,075	+40.1%	0.29%
PLTR	Palantir Technologies Inc. Technology	Added	2,880	+56	$421,286	−16.1%	0.30%
WMT	Walmart Inc. Consumer Defensive	Added	3,569	+140	$443,555	+16.1%	0.31%
FISV	Fiserv Inc	Reduced	10,359	-22	$578,032	−17.1%	0.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	597	-98	$594,868	−0.7%	0.42%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,353	+12	$773,878	−3.9%	0.55%
ADSK	Autodesk, Inc. Technology	Added	3,622	+142	$867,106	−15.8%	0.61%
GOOGL	Alphabet Inc. Communication Services	Added	3,033	+67	$872,169	−6.1%	0.62%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Added	19,496	+634	$883,168	−6.4%	0.62%
CDNS	Cadence Design Systems Inc Technology	Added	3,268	+79	$908,079	−8.9%	0.64%
ISRG	Intuitive Surgical Inc Healthcare	NEW	2,199	NEW	$1,013,717	NEW	0.72%
PAYX	Paychex Inc Technology	Added	12,094	+758	$1,114,099	−12.4%	0.79%
ROP	Roper Technologies Inc Technology	Added	3,267	+197	$1,156,060	−15.4%	0.82%
AMD	Advanced Micro Devices Inc Technology	NEW	5,866	NEW	$1,193,320	NEW	0.84%
ACN	Accenture plc Technology	Added	6,222	+80	$1,233,760	−25.1%	0.87%
NFLX	Netflix Inc Communication Services	Added	13,393	+10,073	$1,287,736	+313.7%	0.91%
MPWR	Monolithic Power Systems Inc Technology	Reduced	1,213	-15	$1,326,233	+19.2%	0.94%
LIN	Linde PLC Basic Materials	NEW	2,830	NEW	$1,403,000	NEW	0.99%
PEP	Pepsico Inc Consumer Defensive	Added	10,775	+440	$1,673,249	+12.8%	1.18%
WDAY	Workday, Inc. Technology	Added	13,589	+2,891	$1,765,482	−23.2%	1.25%
HON	Honeywell International Inc Industrials	Added	7,986	+149	$1,805,075	+18.1%	1.27%
UNP	Union Pacific Corp Industrials	Added	7,557	+74	$1,833,479	+5.9%	1.29%
BAC	Bank Of America Corp /De/ Financial Services	Added	38,253	+513	$1,864,833	−10.2%	1.32%
DLR	Digital Realty Trust, Inc. Real Estate	Added	10,350	+78	$1,865,173	+17.4%	1.32%
AMGN	Amgen Inc Healthcare	Added	5,600	+10	$1,970,360	+7.7%	1.39%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,688	+8,729	$1,977,094	+178.2%	1.40%
UNH	Unitedhealth Group Inc Healthcare	Added	7,417	+1,605	$2,006,966	+4.6%	1.42%
NOW	ServiceNow, Inc. Technology	Added	19,383	+2,673	$2,026,492	−20.8%	1.43%
VEEV	Veeva Systems Inc Healthcare	Added	11,544	+403	$2,027,819	−18.5%	1.43%
UPS	United Parcel Service Inc Industrials	Reduced	20,965	-634	$2,062,536	−3.7%	1.46%
ENB	Enbridge Inc Energy	Added	38,573	+241	$2,088,342	+13.9%	1.47%
CRM	Salesforce, Inc. Technology	Added	11,329	+230	$2,114,784	−28.1%	1.49%
NEE	Nextera Energy Inc Utilities	Added	23,030	+428	$2,139,026	+17.9%	1.51%
DPZ	Dominos Pizza Inc Consumer Cyclical	Added	5,990	+122	$2,149,152	−12.1%	1.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,559	+45	$2,184,672	−3.7%	1.54%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	543	+40	$2,286,203	−15.1%	1.61%
RTX	RTX Corp Industrials	Reduced	12,185	-4	$2,350,486	+5.1%	1.66%
MELI	Mercadolibre Inc Consumer Cyclical	Added	1,373	+47	$2,373,944	−11.1%	1.68%
JNJ	Johnson & Johnson Healthcare	Reduced	9,791	-135	$2,393,312	+16.5%	1.69%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,522	+3,436	$2,424,553	+74.7%	1.71%
MCHP	Microchip Technology Inc Technology	Added	41,149	+326	$2,658,636	+2.2%	1.88%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,131	+8,048	$2,685,974	+669.7%	1.90%