Boyer Financial Services, Inc.
Filing Date
Global Rank
#8,291
/ 8,586
▼ 22
Top Industry
Semiconductors
23.6%
3Y Alpha vs SPY
-0.1%
Period ended 3 months ago
Filed Apr 10, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.0%
SPY
+11.2%
Annualised alpha
-0.6%
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, 2025Top 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 |
|---|---|---|
| Technology | 42.2% | $2,514,339 |
| Consumer Cyclical | 24.9% | $1,481,958 |
| Energy | 11.3% | $672,813 |
| Unclassified | 7.6% | $450,078 |
| Real Estate | 5.0% | $300,947 |
| Communication Services | 4.5% | $265,417 |
| Healthcare | 4.0% | $241,158 |
| Basic Materials | 0.4% | $26,438 |
| Financial Services | 0.1% | $7,050 |
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. | ||||
1 positions ·
$26,438 total
· Basic Materials only
· 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 |
|---|---|---|---|---|---|---|
| MNTK |
Montauk Renewables, Inc.
Basic Materials
|
NEW | 22,990 | $26,438 | 100.00% |