Boyer Financial Services, Inc.
Top Portfolio Positions
19 positions ·
$5,960,198 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
1,782 | $659,642 | 11.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,088 | $643,137 | 10.79% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,568 | $582,904 | 9.78% | |
| NVDA |
Nvidia Corp
Technology
|
3,300 | $575,520 | 9.66% | |
| AAPL |
Apple Inc.
Technology
|
1,780 | $451,746 | 7.58% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,152 | $389,318 | 6.53% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
9,978 | $377,567 | 6.33% | |
| AVGO |
Broadcom Inc.
Technology
|
1,082 | $334,889 | 5.62% | |
| PSA |
Public Storage
Real Estate
|
1,111 | $300,947 | 5.05% | |
| CVX |
Chevron Corp
Energy
|
1,427 | $295,246 | 4.95% |
Portfolio Trend
2 quarters · across all stocks
Holdings in CRDL
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,185 | 23,100 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $31,577 | 33,100 | Shares | Sole | 2026-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||