Institutions / John Boyer, Inc.
John Boyer, Inc.
CIK 1597484 · Institution · as of Jun 30, 2026
Portfolio value
$115.35M
Positions
39
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$115.35M+15.3%Positions
39-4.9%Top holdings
Jun 30, 2026View all 39 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $34.58M | 30.0% |
| Vanguard World Fd | $15.60M | 13.5% |
| iShares Tr | $8.36M | 7.2% |
| Vanguard Specialized Funds | $7.89M | 6.8% |
| SPDR Gold Tr | $7.87M | 6.8% |
| Schwab Strategic Tr | $4.42M | 3.8% |
| Schwab Strategic Tr | $3.86M | 3.3% |
| Schwab Strategic Tr | $3.70M | 3.2% |
| Altria Group, Inc. | $2.99M | 2.6% |
| Apple Inc. | $2.97M | 2.6% |
| Franklin Resources, Inc. | $2.29M | 2.0% |
| Amazon.com Inc | $2.18M | 1.9% |
| Verizon Communications Inc | $2.14M | 1.9% |
| Dominion Energy, Inc | $1.65M | 1.4% |
| Pfizer Inc | $1.64M | 1.4% |
| Vanguard Whitehall Fds | $1.38M | 1.2% |
| Schwab Strategic Tr | $1.32M | 1.1% |
| Kla Corp | $1.16M | 1.0% |
| iShares Tr | $969.9K | 0.8% |
| Old Republic International Corp | $882.6K | 0.8% |
| Select Sector SPDR Tr | $843.9K | 0.7% |
| AbbVie Inc. | $826.9K | 0.7% |
| Schwab Strategic Tr | $553.7K | 0.5% |
| Duke Energy Corp | $500.3K | 0.4% |
| PROCTER & GAMBLE Co | $499.6K | 0.4% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 92204A702 Common stock | $13.68M | +114K +716.22% | 130,456 13.52% of portfolio | medium |
| Q1 2026 as of | Add | 78463V107 Common stock | $8.66M | +91K +15274.83% | 91,634 7.55% of portfolio | medium |
| Q4 2025 as of | New | 98149E303 Common stock | $7.03M | +82K | 82,335 6.09% of portfolio | medium |
| Q1 2026 as of | Exit | 98149E303 Common stock | $-7.03M | -82K -100.00% | 0 | medium |
| Q4 2025 as of | Trim | 464287507 Common stock | $-5.05M | -76K -83.76% | 14,829 0.85% of portfolio | medium |
| Q4 2025 as of | Trim | 921946406 Common stock | $-3.70M | -26K -69.26% | 11,446 1.42% of portfolio | low |
| Q4 2025 as of | Trim | 808524102 Common stock | $-1.82M | -69K -5.78% | 1,131,457 25.73% of portfolio | low |
| Q4 2025 as of | New | Franklin Resources, Inc. Common stock | $1.48M | +62K | 61,793 1.28% of portfolio | low |
| Q2 2026 as of | Add | 808524102 Common stock | $1.37M | +47K +4.14% | 1,194,348 29.98% of portfolio | low |
| Q4 2025 as of | Exit | Black Hills Corp Common stock | $-1.31M | -21K -100.00% | 0 | low |