Boyer Financial Services, Inc.

CIK

2108122

Location

NEWPORT BEACH, CA

Portfolio Value

Micro $5,960,198

Diversification

Diversified

Filing Date

Global Rank

#7,939 / 8,232 ▲ 100

Top Industry

Semiconductors 23.6%

3Y Alpha vs SPY

+2.7%

Period ended 2 months ago

Filed Apr 10, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

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

Cloned portfolio

+9.8%

SPY

+9.1%

Annualised alpha

+2.7%

Max drawdown

−11.2%

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

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

Top Position

11.1%

−0.3 pts

Top 5

48.9%

+0.7 pts

Top 10

77.4%

+2.3 pts

HHI

732

Diversified+33

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.2%	$2,514,339	6
Consumer Cyclical	24.9%	$1,481,958	3
Energy	11.3%	$672,813	2
Unclassified	7.6%	$450,078	2
Real Estate	5.0%	$300,947	1
Communication Services	4.5%	$265,417	1
Healthcare	4.0%	$241,158	2
Basic Materials	0.4%	$26,438	1
Financial Services	0.1%	$7,050	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
RCT	RedCloud Holdings plc	+22,047	145,386	$103,224
AMZN	Amazon Com Inc	+539	3,088	$643,137
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
CRDL	Cardiol Therapeutics Inc.	−10,000	23,100	$31,185
NVDA	Nvidia Corp	−990	3,300	$575,520
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−875	1,152	$389,318
AVGO	Broadcom Inc.	−864	1,082	$334,889
AAPL	Apple Inc.	−675	1,780	$451,746
TSLA	Tesla, Inc.	−500	1,568	$582,904
GOOGL	Alphabet Inc.	−250	923	$265,417
MSFT	Microsoft Corp	−169	1,782	$659,642
CVX	Chevron Corp	−102	1,427	$295,246
SPY	Spdr S&P 500 ETF Trust	−4	350	$227,619
GLD	Spdr Gold Trust	−3	517	$222,459
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
JNJ	Johnson & Johnson	859	$209,973
MNTK	Montauk Renewables, Inc.	22,990	$26,438
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
EME	EMCOR Group, Inc.	572	$349,943
APGE	Apogee Therapeutics, Inc.	3,126	$235,950
META	Meta Platforms, Inc.	349	$230,371
MRKR	Marker Therapeutics, Inc.	36,817	$54,857
OPAL	OPAL Fuels Inc.	15,233	$35,873
NIPG	NIP Group Inc.	20,800	$20,737
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $5,960,198 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	1,782	-169	$659,642	−30.1%	11.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,088	+539	$643,137	+9.3%	10.79%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,568	-500	$582,904	−37.3%	9.78%
NVDA	Nvidia Corp Technology	Reduced	3,300	-990	$575,520	−28.1%	9.66%
AAPL	Apple Inc. Technology	Reduced	1,780	-675	$451,746	−32.3%	7.58%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,152	-875	$389,318	−36.8%	6.53%
EPD	Enterprise Products Partners L.P. Energy	Held	9,978	0	$377,567	+18.0%	6.33%
AVGO	Broadcom Inc. Technology	Reduced	1,082	-864	$334,889	−50.3%	5.62%
PSA	Public Storage Real Estate	Held	1,111	0	$300,947	+4.4%	5.05%
CVX	Chevron Corp Energy	Reduced	1,427	-102	$295,246	+26.7%	4.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	923	-250	$265,417	−27.7%	4.45%
LEN	Lennar Corp /New/ Consumer Cyclical	Held	2,947	0	$255,917	−15.5%	4.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	350	-4	$227,619	−5.7%	3.82%
GLD	Spdr Gold Trust	Reduced	517	-3	$222,459	+7.9%	3.73%
JNJ	Johnson & Johnson Healthcare	NEW	859	NEW	$209,973	NEW	3.52%
RCT	RedCloud Holdings plc Technology	Added	145,386	+22,047	$103,224	−43.8%	1.73%
CRDL	Cardiol Therapeutics Inc. Healthcare	Reduced	23,100	-10,000	$31,185	−1.2%	0.52%
MNTK	Montauk Renewables, Inc. Basic Materials	NEW	22,990	NEW	$26,438	NEW	0.44%
NAKA	Nakamoto Inc. Financial Services	Held	31,902	0	$7,050	−37.0%	0.12%