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CIK: 0001597484
Total reported value
$115.4M
$115.4M
41 檔
54.2%
During the Q1 2026 filing period, John Boyer, Inc. (CIK: 0001597484) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $115.4M across 41 reported positions.
In Q1 2026, John Boyer, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 28.78% | +1.20% | — | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 11.16% | +2.36% | — | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 8.71% | -1.89% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.00% | -0.16% | — | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.85% | +0.40% | — | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.89% | -0.05% | — | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.14% | +0.20% | — | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.12% | +0.09% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.77% | -0.19% | — | |
| 10 | MO | Altria Group Inc | Stock-Consumer Staples | 2.68% | -0.09% | — | |
| 11 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.46% | -0.60% | — | |
| 12 | PFE | Pfizer Inc | Stock-Healthcare | 1.87% | -0.44% | — | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | +0.02% | — | |
| 14 | BEN | Franklin Resources Inc | Stock-Financials | 1.58% | +0.41% | — | |
| 15 | D | Dominion Energy Inc | Stock-Utilities | 1.45% | -0.02% | — | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.30% | -0.10% | — | |
| 17 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.18% | -0.04% | — | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.90% | -0.06% | — | |
| 19 | ORI | Old Republic Intl CORP | Stock-Financials | 0.85% | -0.08% | — | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.85% | -0.12% | — | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.01% | — | |
| 22 | KLAC | Kla CORP | Stock-Tech | 0.57% | +0.44% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.13% | — | |
| 24 | DUK | Duke Energy CORP | Stock-Utilities | 0.51% | -0.08% | — | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | -0.01% | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.13% | — | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.42% | -0.04% | — | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.01% | — | |
| 29 | T | At&t Inc | Stock-Comm Services | 0.34% | -0.14% | — | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.07% | — | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.33% | -0.09% | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.02% | — | |
| 33 | ED | Consolidated Edison Inc | Stock-Utilities | 0.28% | -0.04% | — | |
| 34 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 0.28% | -0.03% | — | |
| 35 | UVV | Universal Corp/va | Stock-Other | 0.27% | -0.05% | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | -0.25% | EXIT | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.23% | +0.06% | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 0.23% | -0.23% | EXIT | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.02% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.22% | EXIT | |
| 41 | MCY | Mercury General CORP | Stock-Other | 0.20% | +0.01% | — |
According to official SEC Form 13F filings, John Boyer, Inc. reported a total U.S. public equity portfolio value of $115.4M across 41 disclosed positions in Q1 2026.
During Q1 2026, John Boyer, Inc.'s top holdings by market value included SCHB (28.8%)、VGT (11.2%)、GLD (8.7%). The largest single position, SCHB, represented 28.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, VGT, GLD) accounted for 54.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
JNJ
市值: $216.3K
Top Position Liquidated / Trimmed
GLDM
前期市值: $7.0M
In Q1 2026, John Boyer, Inc. made 43 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 9 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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