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

CompanyClassValueShares% of portfolio
Simplify Exchange Traded Funโ€”$47.12M1,728,50416.9%
Doubleline ETF Trustโ€”$29.93M645,47910.7%
WisdomTree Trโ€”$23.24M437,9978.3%
Victory Portfolios IIโ€”$17.88M606,2486.4%
Global X Fdsโ€”$13.77M751,4264.9%
J P Morgan Exchange Traded Fโ€”$13.60M266,9904.9%
Ulta Beauty, Inc.โ€”$12.61M20,8374.5%
Global X Fdsโ€”$11.95M400,9314.3%
Advanced Micro Devices Incโ€”$10.82M50,5193.9%
Citigroup Incโ€”$10.70M91,6773.8%
ServiceNow Incโ€”$9.38M61,2493.4%
Pfizer Incโ€”$8.56M343,9103.1%
Sharkninja Incโ€”$7.72M68,9932.8%
AbbVie Inc.โ€”$6.93M30,3332.5%
Meta Platforms Incโ€”$6.53M9,8962.3%
Slb LIMITED/NVโ€”$6.06M157,8392.2%
CrowdStrike Holdings, Inc.โ€”$5.07M10,8111.8%
BlackRock Enhanced Equity Dividend TrustBDJClosed-End Fund$5.01M527,9661.8%
Vertiv Holdings Coโ€”$4.62M28,5441.7%
Uber Technologies, Incโ€”$4.00M48,9741.4%
Chevron Corpโ€”$3.75M24,5791.3%
Globalfoundries Incโ€”$2.67M76,3661.0%
Exxon Mobil Corpโ€”$2.42M20,0870.9%
Cisco Systems, Inc.โ€”$2.37M30,7060.8%
International Business Machines Corpโ€”$2.16M7,3090.8%

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.