Institutions / Boothe Investment Group, Inc.
Boothe Investment Group, Inc.
CIK 1749798 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$279.44M
Positions
36
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 36 โ
| Company | Value | % of portfolio |
|---|---|---|
| Simplify Exchange Traded Fun | $47.12M | 16.9% |
| Doubleline ETF Trust | $29.93M | 10.7% |
| WisdomTree Tr | $23.24M | 8.3% |
| Victory Portfolios II | $17.88M | 6.4% |
| Global X Fds | $13.77M | 4.9% |
| J P Morgan Exchange Traded F | $13.60M | 4.9% |
| Ulta Beauty, Inc. | $12.61M | 4.5% |
| Global X Fds | $11.95M | 4.3% |
| Advanced Micro Devices Inc | $10.82M | 3.9% |
| Citigroup Inc | $10.70M | 3.8% |
| ServiceNow Inc | $9.38M | 3.4% |
| Pfizer Inc | $8.56M | 3.1% |
| Sharkninja Inc | $7.72M | 2.8% |
| AbbVie Inc. | $6.93M | 2.5% |
| Meta Platforms Inc | $6.53M | 2.3% |
| Slb LIMITED/NV | $6.06M | 2.2% |
| CrowdStrike Holdings, Inc. | $5.07M | 1.8% |
| BlackRock Enhanced Equity Dividend TrustBDJ | $5.01M | 1.8% |
| Vertiv Holdings Co | $4.62M | 1.7% |
| Uber Technologies, Inc | $4.00M | 1.4% |
| Chevron Corp | $3.75M | 1.3% |
| Globalfoundries Inc | $2.67M | 1.0% |
| Exxon Mobil Corp | $2.42M | 0.9% |
| Cisco Systems, Inc. | $2.37M | 0.8% |
| International Business Machines Corp | $2.16M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.No quarter-over-quarter changes yet โ position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.