Boyer Financial Services, Inc.
Filing Date
Global Rank
#8,286
/ 8,603
▼ 29
· as of Mar 2026
Top Industry
Semiconductors
22.5%
3Y Alpha vs SPY
-5.9%
Period ended 3 months ago
Filed Apr 10, 2026 · 3mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+1.0%
SPY
+10.0%
Annualised alpha
-24.5%
Max drawdown
−11.5%
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
19 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.6%
−0.2 pts
Top 5
46.7%
+0.9 pts
Top 10
74.0%
+1.1 pts
HHI
690
Diversified+32
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.3% | $2,514,339 |
| Consumer Cyclical | 23.8% | $1,481,958 |
| Energy | 10.8% | $672,813 |
| Unclassified | 7.2% | $450,078 |
| Real Estate | 4.8% | $300,947 |
| Financial Services | 4.5% | $282,013 |
| Communication Services | 4.3% | $265,417 |
| Healthcare | 3.9% | $241,158 |
| Basic Materials | 0.4% | $26,438 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
19 positions ·
$6,235,161 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,782 | $659,642 | 10.58% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,088 | $643,137 | 10.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,568 | $582,904 | 9.35% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,300 | $575,520 | 9.23% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,780 | $451,746 | 7.25% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,152 | $389,318 | 6.24% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 9,978 | $377,567 | 6.06% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,082 | $334,889 | 5.37% | |
| PSA |
Public Storage
Real Estate
|
Held | 1,111 | $300,947 | 4.83% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,427 | $295,246 | 4.74% | |
| NAKA |
Nakamoto Inc.
Financial Services
|
Held | 31,902 | $282,013 | 4.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 923 | $265,417 | 4.26% | |
| LEN |
Lennar Corp /New/
Consumer Cyclical
|
Held | 2,947 | $255,917 | 4.10% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 350 | $227,619 | 3.65% | |
| GLD |
Spdr Gold Trust
|
Reduced | 517 | $222,459 | 3.57% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 859 | $209,973 | 3.37% | |
| RCT |
RedCloud Holdings plc
Technology
|
Added | 145,386 | $103,224 | 1.66% | |
| CRDL |
Cardiol Therapeutics Inc.
Healthcare
|
Reduced | 23,100 | $31,185 | 0.50% | |
| MNTK |
Montauk Renewables, Inc.
Basic Materials
|
NEW | 22,990 | $26,438 | 0.42% |