Boyer Financial Services, Inc.
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
20 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.8% | $3,598,061 |
| Consumer Cyclical | 22.0% | $1,728,357 |
| Energy | 8.0% | $624,738 |
| Communication Services | 7.9% | $619,983 |
| Unclassified | 5.9% | $462,872 |
| Real Estate | 4.5% | $353,642 |
| Healthcare | 3.4% | $263,195 |
| Industrials | 2.6% | $202,187 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CRDL | Cardiol Therapeutics Inc. | +11,000 | 34,100 | $36,146 | |
| AAPL | Apple Inc. | +878 | 2,658 | $769,118 | |
| NVDA | Nvidia Corp | +485 | 3,785 | $757,340 | |
| TSLA | Tesla, Inc. | +252 | 1,820 | $765,492 | |
| GOOGL | Alphabet Inc. | +202 | 1,125 | $402,041 | |
| EPD | Enterprise Products Partners L.P. | +163 | 10,141 | $372,783 | |
| MSFT | Microsoft Corp | +116 | 1,898 | $707,991 | |
| CVX | Chevron Corp | +93 | 1,520 | $251,955 | |
| AVGO | Broadcom Inc. | +79 | 1,161 | $438,567 | |
| JNJ | Johnson & Johnson | +35 | 894 | $227,049 | |
| GLD | Spdr Gold Trust | +30 | 547 | $201,503 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +9 | 1,161 | $554,458 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 2,658 | $769,118 | 9.79% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,820 | $765,492 | 9.75% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,785 | $757,340 | 9.64% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,898 | $707,991 | 9.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,921 | $696,191 | 8.87% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,161 | $554,458 | 7.06% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,161 | $438,567 | 5.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,125 | $402,041 | 5.12% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 10,141 | $372,783 | 4.75% | |
| PSA |
Public Storage
Real Estate
|
Held | 1,111 | $353,642 | 4.50% | |
| CRDO |
Credo Technology Group Holding Ltd
Technology
|
NEW | 1,246 | $338,849 | 4.31% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Held | 2,947 | $266,674 | 3.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 350 | $261,369 | 3.33% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,520 | $251,955 | 3.21% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 894 | $227,049 | 2.89% | |
| APP |
AppLovin Corp
Communication Services
|
NEW | 423 | $217,942 | 2.78% | |
| GE |
General Electric Co
Industrials
|
NEW | 541 | $202,187 | 2.57% | |
| GLD |
Spdr Gold Trust
|
Added | 547 | $201,503 | 2.57% | |
| CRDL |
Cardiol Therapeutics Inc.
Healthcare
|
Added | 34,100 | $36,146 | 0.46% | |
| RCT |
RedCloud Holdings plc
Technology
|
Reduced | 107,953 | $31,738 | 0.40% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.