Wilson & Boucher Capital Management, LLC
CIK
1903579
City
MORAGA
State / Country
CA
Top Portfolio Positions
59 positions ·
$65,651,824 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
33,634 | $8,535,972 | 13.00% | |
| CAT |
Caterpillar Inc
Industrials
|
5,852 | $4,145,907 | 6.31% | |
| MSFT |
Microsoft Corp
Technology
|
7,760 | $2,872,519 | 4.38% | |
| SYK |
Stryker Corp
Healthcare
|
8,239 | $2,707,253 | 4.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
9,951 | $2,432,422 | 3.71% | |
| AMAT |
Applied Materials Inc /De
Technology
|
6,914 | $2,363,136 | 3.60% | |
| ORCL |
Oracle Corp
Technology
|
14,269 | $2,099,112 | 3.20% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
16,627 | $2,066,403 | 3.15% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
11,616 | $1,803,848 | 2.75% | |
| NEE |
Nextera Energy Inc
Utilities
|
18,631 | $1,730,447 | 2.64% |
Portfolio Trend
18 quarters · across all stocks
Holdings in HIO
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,699 | 32,975 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $133,931 | 36,100 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $138,624 | 36,100 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $151,240 | 38,000 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $151,240 | 38,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $149,340 | 38,000 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $153,900 | 38,000 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $144,780 | 38,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $157,950 | 40,500 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $156,330 | 40,500 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $147,420 | 40,500 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $153,090 | 40,500 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $177,165 | 46,500 | Shares | Sole | 2023-05-11 | |
| No 13F history on record for this holder in this stock. | ||||||