John Boyer, Inc.
Sector Allocation
- Other69.7%$88.1M
- Financials10.7%$13.5M
- Technology5.3%$6.7M
- Consumer Staples3.3%$4.2M
- Healthcare2.8%$3.5M
- Consumer Discretionary2.4%$3.0M
- Utilities2.2%$2.8M
- Communication Services2.1%$2.7M
- Energy0.5%$686,125
- Industrials0.4%$548,733
AUM History
13fpro.ai/research/fund/john-boyer-inc-1597484
Conviction and streaks
Diversifying · top 10 = 74.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- Schwab$35.8M
- Vanguard$16.6M
GLDM
$8.4M- Vanguard$8.1M
- iShares$7.9M
- Schwab$4.5M
- Schwab$3.5M
AAPL
$3.5M- Schwab$3.4M
MO
$2.9MVZ
$2.4MAMZN
$2.3MBEN
$2.3MPFE
$2.1MD
$1.6M- SPDR$1.4M
- Schwab$1.3M
- Vanguard$1.2M
ABBV
$866KORI
$811K
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/john-boyer-inc-1597484
John Boyer, Inc. 13F holdings — Q3 2026
$126.5M portfolio (+9.6% QoQ) · 227 holdings · Q3 2026 13F · top 10 are 75% of the stock portfolio
- 1
Schwab US Broad Market ETF - US BRD MKT ETF
$35.8M
28.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
Vanguard Information Technology ETF - INF TECH ETF
$16.6M
13.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $8.4M
6.7% of stocks
NewThis quarter0.0%Since filedNew this quarterHeld- 4
Vanguard Dividend Appreciation ETF - DIV APP ETF
$8.1M
6.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
iShares Core S&P Small-Cap ETF - CORE S&P SCP ETF
$7.9M
6.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
Schwab US Large-Cap ETF - US LRG CAP ETF
$4.5M
3.5% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
Schwab US Small-Cap ETF - US SML CAP ETF
$3.5M
2.8% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— $3.5M
2.7% of stocks
+1%This quarter0.0%Since filed5+ qtrsHeld- 9
Schwab US Mid-Cap ETF - US MID-CAP ETF
$3.4M
2.7% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $2.9M
2.3% of stocks
+3%This quarter0.0%Since filed5+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab US Broad Market ETF - US BRD MKT ETF | $35.8M | 28.3% | +2% | — | — | — | — | |
| 2 | Vanguard Information Technology ETF - INF TECH ETF | $16.6M | 13.2% | +1% | — | — | — | — | |
| 3 | $8.4M | 6.7% | New | 0.0% | New this quarter | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | Vanguard Dividend Appreciation ETF - DIV APP ETF | $8.1M | 6.4% | +4% | — | — | — | — | |
| 5 | iShares Core S&P Small-Cap ETF - CORE S&P SCP ETF | $7.9M | 6.3% | +3% | — | — | — | — | |
| 6 | Schwab US Large-Cap ETF - US LRG CAP ETF | $4.5M | 3.5% | -0.5% | — | — | — | — | |
| 7 | Schwab US Small-Cap ETF - US SML CAP ETF | $3.5M | 2.8% | +0.0% | — | — | — | — | |
| 8 | $3.5M | 2.7% | +1% | 0.0% | 5+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | Schwab US Mid-Cap ETF - US MID-CAP ETF | $3.4M | 2.7% | -0.7% | — | — | — | — | |
| 10 | $2.9M | 2.3% | +3% | 0.0% | 5+ qtrsAdded 4 qtrs in a row | 67.8#342 | Estimated buy price is Pro: unlock with a free trial |
All holdings — John Boyer, Inc. (Q3 2026)
227 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VERIZON COMMUNICATIONS INC | Communication Services | $2.4M | 1.9% | 52K | +4% | 5+ qtrsAdded 4 qtrs in a row | 64.8 | 13F | |
| 12 | AMAZON COM INC | Consumer Discretionary | $2.3M | 1.9% | 9,397 | +3% | 5+ qtrsAdded 3 qtrs in a row | 67.5 | 13F | |
| 13 | FRANKLIN TEMPLETON INC | Financials | $2.3M | 1.8% | 71K | +3% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | PFIZER INC | Healthcare | $2.1M | 1.6% | 72K | +5% | 5+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | DOMINION ENERGY, INC | Utilities | $1.6M | 1.2% | 26K | +7% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SPDR Dow Jones Industrial Avrg ETF Tr - UT SER 1etf/fund | — | $1.4M | 1.1% | 2,730 | New | — | — | 13F |
| 17 | — | Schwab US Large-Cap Value ETF - US LCAP VA ETFetf/fund | — | $1.3M | 1.0% | 38K | +0.4% | — | — | 13F |
| 18 | — | Vanguard High Dividend Yield ETF - HIGH DIV YLDetf/fund | — | $1.2M | 0.9% | 7,720 | -12% | — | — | 13F |
| 19 | AbbVie Inc. | Healthcare | $866K | 0.7% | 3,312 | +0.8% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | OLD REPUBLIC INTERNATIONAL CORP | Financials | $811K | 0.6% | 22K | +0.8% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | iShares Core S&P Mid-Cap ETF - CORE S&P MCP ETFetf/fund | — | $755K | 0.6% | 10K | -17% | — | — | 13F |
| 22 | KLA CORP | Technology | $753K | 0.6% | 3,865 | +0.2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | Utilities Select Sector SPDR ETF - ST STR UTIL ETFetf/fund | — | $739K | 0.6% | 19K | +0.6% | — | — | 13F |
| 24 | — | Schwab International Equity ETF - INTL EQTY ETFetf/fund | — | $549K | 0.4% | 20K | — | — | — | 13F |
| 25 | Broadcom Inc. | Technology | $538K | 0.4% | 1,533 | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $488K | 0.4% | 3,359 | -1% | |||
| 27 | $JPM | JPMORGAN CHASE & CO | Financials | $457K | 0.4% | 1,382 | +0.9% | |||
| 28 | $DUK | Duke Energy CORP | Utilities | $455K | 0.4% | 3,988 | +0.9% | |||
| 29 | — | iShares Select Dividend ETF - SELECT DIVID ETF | — | $426K | 0.3% | 2,802 | +0.8% | |||
| 30 | $CVX | CHEVRON CORP | Energy | $413K | 0.3% | 2,022 | -6% | |||
| 31 | $GOOG | Alphabet Inc. | Technology | $352K | 0.3% | 1,034 | +0.1% | |||
| 32 | — | Technology Select Sector SPDR ETF - ST STR TECHN ETF | — | $348K | 0.3% | 1,770 | — | |||
| 33 | — | VanEck Pref Secs ex Fincls ETF - PREFERRED SECURT | — | $283K | 0.2% | 16K | +0.2% | |||
| 34 | $WMT | Walmart Inc. | Consumer Staples | $283K | 0.2% | 2,721 | +0.2% | |||
| 35 | $LMT | LOCKHEED MARTIN CORP | Industrials | $279K | 0.2% | 548 | +0.7% | |||
| 36 | $T | AT&T INC. | Communication Services | $266K | 0.2% | 11K | -4% | |||
| 37 | $ED | CONSOLIDATED EDISON INC | Utilities | $261K | 0.2% | 2,557 | +0.8% | |||
| 38 | $PLTR | Palantir Technologies Inc. | Technology | $254K | 0.2% | 1,356 | New | |||
| 39 | $GLD | SPDR GOLD TRUST | Financials | $248K | 0.2% | 652 | -99% | |||
| 40 | $JNJ | JOHNSON & JOHNSON | Healthcare | $239K | 0.2% | 900 | +1% | |||
| 41 | $MCY | MERCURY GENERAL CORP | Financials | $227K | 0.2% | 2,300 | +0.3% | |||
| 42 | $UVV | UNIVERSAL CORP /VA/ | Consumer Staples | $210K | 0.2% | 5,022 | +2% | |||
| 43 | $META | Meta Platforms, Inc. | Technology | $207K | 0.2% | 292 | New | |||
| 44 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $182K | 0.1% | 1,118 | New | |||
| 45 | — | Schwab US Dividend Equity ETF - US DIVIDEND EQ | — | $179K | 0.1% | 5,497 | New | |||
| 46 | $GOOGL | Alphabet Inc. | Technology | $178K | 0.1% | 546 | New | |||
| 47 | — | Vanguard Interm-Term Bond ETF - INTERMED TERM | — | $177K | 0.1% | 2,430 | New | |||
| 48 | $NUE | NUCOR CORP | Materials | $172K | 0.1% | 734 | New | |||
| 49 | $SO | SOUTHERN CO | Utilities | $153K | 0.1% | 1,847 | New | |||
| 50 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $152K | 0.1% | 693 | -6% | |||
| 51 | — | iShares 0-5 Year TIPS Bond ETF - 0-5 YR TIPS ETF | — | $148K | 0.1% | 1,483 | New | |||
| 52 | $CTBI | COMMUNITY TRUST BANCORP INC /KY/ | Financials | $148K | 0.1% | 1,989 | New | |||
| 53 | $TSLA | Tesla, Inc. | Consumer Discretionary | $132K | 0.1% | 373 | New | |||
| 54 | — | iShares Preferred&Income Securities ETF - PFD AND INCM SEC | — | $129K | 0.1% | 4,361 | New | |||
| 55 | $NEE | NEXTERA ENERGY INC | Utilities | $124K | 0.1% | 1,642 | New | |||
| 56 | $NNN | NNN REIT, INC. | Real Estate | $122K | 0.1% | 2,973 | New | |||
| 57 | $BKH | BLACK HILLS CORP /SD/ | Utilities | $119K | 0.1% | 1,695 | New | |||
| 58 | $TD | TORONTO DOMINION BANK | Financials | $118K | 0.1% | 1,004 | New | |||
| 59 | — | Vanguard FTSE Developed Markets ETF - VAN FTSE DEV MKT | — | $116K | 0.1% | 1,641 | New | |||
| 60 | $OC | Owens Corning | Materials | $104K | 0.1% | 889 | New | |||
| 61 | — | iShares 5-10 Year invmt Grd Corp Bd ETF - ISHS 5-10YR INVT | — | $103K | 0.1% | 2,051 | New | |||
| 62 | $UNM | Unum Group | Financials | $103K | 0.1% | 1,173 | New | |||
| 63 | $NVDA | NVIDIA CORP | Technology | $101K | 0.1% | 440 | New | |||
| 64 | $UHT | UNIVERSAL HEALTH REALTY INCOME TRUST | Real Estate | $100K | 0.1% | 2,685 | New | |||
| 65 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $98K | 0.1% | 875 | New | |||
| 66 | $KO | COCA COLA CO | Consumer Staples | $95K | 0.1% | 1,103 | New | |||
| 67 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $93K | 0.1% | 481 | New | |||
| 68 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $92K | 0.1% | 68 | New | |||
| 69 | — | iShares MSCI EAFE Min Vol Factor ETF - MSCI EAFE MIN VL | — | $91K | 0.1% | 998 | New | |||
| 70 | $ADI | ANALOG DEVICES INC | Technology | $90K | 0.1% | 226 | New | |||
| 71 | $MSFT | MICROSOFT CORP | Technology | $88K | 0.1% | 170 | New | |||
| 72 | $C | CITIGROUP INC | Financials | $85K | 0.1% | 654 | New | |||
| 73 | $FCFS | FirstCash Holdings, Inc. | Consumer Discretionary | $83K | 0.1% | 391 | New | |||
| 74 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $80K | 0.1% | 205 | New | |||
| 75 | $ETR | ENTERGY CORP /DE/ | Utilities | $74K | 0.1% | 750 | New | |||
| 76 | $PSX | Phillips 66 | Energy | $73K | 0.1% | 287 | New | |||
| 77 | $LLY | ELI LILLY & Co | Healthcare | $72K | 0.1% | 62 | New | |||
| 78 | — | iShares Core MSCI EAFE ETF - CORE MSCI EAFE | — | $69K | 0.1% | 710 | New | |||
| 79 | $MCK | MCKESSON CORP | Consumer Staples | $68K | 0.1% | 80 | New | |||
| 80 | $LRN | Stride, Inc. | Consumer Discretionary | $67K | 0.1% | 857 | New | |||
| 81 | $AMKR | AMKOR TECHNOLOGY, INC. | Technology | $66K | 0.1% | 1,266 | New | |||
| 82 | $IVZ | Invesco Ltd. | Financials | $63K | 0.1% | 922 | New | |||
| 83 | $APG | APi Group Corp | Industrials | $61K | 0.1% | 1,578 | New | |||
| 84 | $AMGN | AMGEN INC | Healthcare | $61K | 0.1% | 144 | New | |||
| 85 | $CSCO | CISCO SYSTEMS, INC. | Technology | $59K | 0.1% | 546 | New | |||
| 86 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $59K | 0.1% | 369 | New | |||
| 87 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $57K | 0.1% | 201 | New | |||
| 88 | — | iShares iBoxx $ Invmt Grade Corp Bd ETF - IBOXX INV CP ETF | — | $54K | 0.0% | 529 | New | |||
| 89 | $VSEC | VSE CORP | Technology | $53K | 0.0% | 324 | New | |||
| 90 | $NBTB | NBT BANCORP INC | Financials | $52K | 0.0% | 1,044 | New | |||
| 91 | $SYY | SYSCO CORP | Consumer Discretionary | $52K | 0.0% | 670 | New | |||
| 92 | $IVZ | Invesco Ltd. | Financials | $51K | 0.0% | 246 | New | |||
| 93 | $MMM | 3M CO | Healthcare | $51K | 0.0% | 310 | New | |||
| 94 | $LIN | LINDE PLC | Materials | $47K | 0.0% | 98 | New | |||
| 95 | $ADBE | ADOBE INC. | Technology | $46K | 0.0% | 190 | New | |||
| 96 | $MDT | Medtronic plc | Healthcare | $44K | 0.0% | 511 | New | |||
| 97 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $43K | 0.0% | 285 | New | |||
| 98 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $40K | 0.0% | 155 | New | |||
| 99 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $37K | 0.0% | 553 | New | |||
| 100 | — | Vanguard Utilities ETF - UTILITIES ETF | — | $37K | 0.0% | 216 | New | |||
| 101 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $36K | 0.0% | 198 | New | |||
| 102 | — | iShares Core Dividend Growth ETF - CORE DIV GRWTH | — | $35K | 0.0% | 470 | New | |||
| 103 | $EMR | EMERSON ELECTRIC CO | Industrials | $35K | 0.0% | 225 | New | |||
| 104 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $35K | 0.0% | 28 | New | |||
| 105 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $34K | 0.0% | 151 | New | |||
| 106 | $USB | US BANCORP DE | Financials | $34K | 0.0% | 583 | New | |||
| 107 | — | iShares Core US Aggregate Bond ETF - CORE US AGGBD ET | — | $33K | 0.0% | 347 | New | |||
| 108 | $IVZ | Invesco Ltd. | Financials | $33K | 0.0% | 524 | New | |||
| 109 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $32K | 0.0% | 35 | New | |||
| 110 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $31K | 0.0% | 333 | New | |||
| 111 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $31K | 0.0% | 131 | New | |||
| 112 | $MTB | M&T BANK CORP | Financials | $29K | 0.0% | 134 | New | |||
| 113 | $CB | Chubb Ltd | Financials | $29K | 0.0% | 89 | New | |||
| 114 | $KMB | KIMBERLY CLARK CORP | Materials | $28K | 0.0% | 289 | New | |||
| 115 | $GD | GENERAL DYNAMICS CORP | Industrials | $28K | 0.0% | 85 | New | |||
| 116 | $PKG | PACKAGING CORP OF AMERICA | Materials | $28K | 0.0% | 120 | New | |||
| 117 | $MAIN | Main Street Capital CORP | Other | $28K | 0.0% | 499 | New | |||
| 118 | $UNP | UNION PACIFIC CORP | Industrials | $27K | 0.0% | 100 | New | |||
| 119 | $V | VISA INC. | Financials | $27K | 0.0% | 75 | New | |||
| 120 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $27K | 0.0% | 66 | New | |||
| 121 | $IVZ | Invesco Ltd. | Financials | $26K | 0.0% | 433 | New | |||
| 122 | $DOCU | DOCUSIGN, INC. | Technology | $26K | 0.0% | 385 | New | |||
| 123 | $EBAY | EBAY INC | Consumer Discretionary | $26K | 0.0% | 241 | New | |||
| 124 | $AXP | AMERICAN EXPRESS CO | Financials | $25K | 0.0% | 94 | New | |||
| 125 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $25K | 0.0% | 244 | New | |||
| 126 | $SCHW | SCHWAB CHARLES CORP | Financials | $24K | 0.0% | 246 | New | |||
| 127 | $SJM | J M SMUCKER Co | Consumer Staples | $24K | 0.0% | 201 | New | |||
| 128 | — | JPMorgan Diversified Return Intl Eq ETF - DIV RTN INT EQ | — | $24K | 0.0% | 320 | New | |||
| 129 | $PM | Philip Morris International Inc. | Consumer Staples | $23K | 0.0% | 123 | New | |||
| 130 | $PLD | Prologis, Inc. | Real Estate | $23K | 0.0% | 177 | New | |||
| 131 | $SLV | iShares Silver Trust | Financials | $23K | 0.0% | 421 | New | |||
| 132 | $IAU | ISHARES GOLD TRUST | Financials | $22K | 0.0% | 280 | New | |||
| 133 | — | Vanguard Growth ETF - MRNGSTR GRWT ETF | — | $21K | 0.0% | 234 | New | |||
| 134 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $21K | 0.0% | 337 | New | |||
| 135 | $CMI | CUMMINS INC | Industrials | $20K | 0.0% | 38 | New | |||
| 136 | $PEP | PEPSICO INC | Consumer Staples | $19K | 0.0% | 151 | New | |||
| 137 | $NFLX | NETFLIX INC | Communication Services | $19K | 0.0% | 272 | New | |||
| 138 | $TROW | PRICE T ROWE GROUP INC | Financials | $19K | 0.0% | 180 | New | |||
| 139 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $18K | 0.0% | 320 | New | |||
| 140 | — | Schwab US REIT ETF - US REIT ETF | — | $18K | 0.0% | 832 | New | |||
| 141 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $16K | 0.0% | 527 | New | |||
| 142 | — | Vanguard Mega Cap Growth ETF - MRNGSTR MEGA CAP | — | $14K | 0.0% | 150 | New | |||
| 143 | $ORCL | ORACLE CORP | Technology | $13K | 0.0% | 94 | New | |||
| 144 | $INTU | INTUIT INC. | Technology | $12K | 0.0% | 45 | New | |||
| 145 | $TKR | TIMKEN CO | Industrials | $12K | 0.0% | 106 | New | |||
| 146 | $INTC | INTEL CORP | Technology | $12K | 0.0% | 102 | New | |||
| 147 | $TGT | TARGET CORP | Consumer Staples | $12K | 0.0% | 77 | New | |||
| 148 | — | iShares International Select Div ETF - INTL SEL DIV ETF | — | $12K | 0.0% | 286 | New | |||
| 149 | $CVS | CVS HEALTH Corp | Healthcare | $11K | 0.0% | 134 | New | |||
| 150 | $DAL | DELTA AIR LINES, INC. | Industrials | $11K | 0.0% | 136 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 187 new, 28 added to, 9 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (187)
first bought this quarter
- SPDR Dow Jones Industrial Avrg ETF Tr - UT SER 1$1.4M
first bought this quarter
$AVGOBroadcom Inc.$538K
first bought this quarter
$PLTRPalantir Technologies Inc.$254K
first bought this quarter
$METAMeta Platforms, Inc.$207K
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$182K
first bought this quarter
+181 more in the Excel export
Added to (28)
- Schwab US Broad Market ETF - US BRD MKT ETF+2%
now $35.8M
- Vanguard Dividend Appreciation ETF - DIV APP ETF+4%
now $8.1M
- iShares Core S&P Small-Cap ETF - CORE S&P SCP ETF+3%
now $7.9M
- Vanguard Information Technology ETF - INF TECH ETF+1%
now $16.6M
now $2.1M · held 5+ qtrs, 4 adds in a row
now $1.6M · held 4 qtrs, 4 adds in a row
+22 more in the Excel export
Trimmed (9)
$GLDSPDR GOLD TRUST-99%
now $248K · held 5+ qtrs
- Vanguard High Dividend Yield ETF - HIGH DIV YLD-12%
now $1.2M
- iShares Core S&P Mid-Cap ETF - CORE S&P MCP ETF-17%
now $755K
$CVXCHEVRON CORP-6%
now $413K · held 5+ qtrs
- Schwab US Mid-Cap ETF - US MID-CAP ETF-0.7%
now $3.4M
- Schwab US Large-Cap ETF - US LRG CAP ETF-0.5%
now $4.5M
+3 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F John Boyer, Inc. has filed, 4 earlier quarters. Pick one to see what it held then.
Is it too late to follow John Boyer?
Q3 2026 13F filed with the SEC on Oct 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of John Boyer's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
16%
Last quarter; 38% over the last 4
Top 10 weight
75%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
61%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
John Boyer, Inc. disclosed 227 positions worth $126.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 187 new positions and exited 0 — including a new stake in $GLDM. The portfolio is most concentrated in Other (69.7% of disclosed assets). All figures are sourced directly from John Boyer, Inc.’s Form 13F-HR filing with the SEC under CIK 1597484.
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