John Boyer, Inc.
Net buyer this quarter
$115M
25
+$1.93M
22.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLD | $7.87M | 6.82% | 0.03% | +5.5% | Q3 2025 |
 MO | $2.99M | 2.59% | 0.00% | +2.2% | Q3 2025 |
 AAPL | $2.97M | 2.58% | 0.00% | -5.8% | Q3 2025 |
 BEN | $2.29M | 1.99% | 0.01% | +3.2% | Q4 2025 |
 AMZN | $2.18M | 1.89% | 0.00% | +1.8% | Q3 2025 |
 VZ | $2.14M | 1.86% | 0.00% | +3.2% | Q3 2025 |
 D | $1.65M | 1.43% | 0.00% | +3.0% | Q4 2025 |
 PFE | $1.64M | 1.43% | 0.00% | +2.4% | Q3 2025 |
 VYM | $1.38M | 1.20% | Not reported | -0.8% | Q3 2025 |
 KLAC | $1.16M | 1.01% | 0.00% | 0.0% | Q3 2025 |
 ORI | $883K | 0.77% | 0.01% | +0.8% | Q3 2025 |
 ABBV | $827K | 0.72% | 0.00% | +0.9% | Q3 2025 |
| DUK | $500K | 0.43% | 0.00% | +0.9% | Q3 2025 |
 PG | $500K | 0.43% | 0.00% | -12.9% | Q3 2025 |
 JPM | $448K | 0.39% | 0.00% | +0.3% | Q3 2025 |
 GOOG | $365K | 0.32% | Not reported | +0.1% | Q3 2025 |
 CVX | $358K | 0.31% | 0.00% | +1.0% | Q3 2025 |
 WMT | $307K | 0.27% | 0.00% | +0.3% | Q3 2025 |
 ED | $281K | 0.24% | 0.00% | +0.8% | Q3 2025 |
 LMT | $277K | 0.24% | 0.00% | +0.6% | Q3 2025 |
 UVV | $258K | 0.22% | 0.02% | -3.1% | Q3 2025 |
 MCY | $244K | 0.21% | 0.00% | +0.2% | Q4 2025 |
 T | $235K | 0.20% | 0.00% | -2.6% | Q3 2025 |
 JNJ | $226K | 0.20% | 0.00% | +0.7% | Q1 2026 |
 IBM | $208K | 0.18% | 0.00% | Not reported | Q3 2025 |
| Q1 2026 | |||||
| GLD | $8.71M | 8.71% | 0.02% | +15274.8% | Q3 2025 |
| AAPL | $2.77M | 2.77% | 0.00% | +7.8% | Q3 2025 |
| MO | $2.68M | 2.68% | 0.00% | +5.2% | Q3 2025 |
| VZ | $2.46M | 2.46% | 0.00% | +5.8% | Q3 2025 |
| PFE | $1.87M | 1.87% | 0.00% | +9.8% | Q3 2025 |
| AMZN | $1.87M | 1.87% | 0.00% | +11.1% | Q3 2025 |
| BEN | $1.58M | 1.58% | 0.01% | +8.1% | Q4 2025 |
| D | $1.45M | 1.45% | 0.00% | +10.5% | Q4 2025 |
| VYM | $1.3M | 1.30% | Not reported | -23.1% | Q3 2025 |
| ORI | $854K | 0.85% | 0.01% | +0.8% | Q3 2025 |
| ABBV | $709K | 0.71% | 0.00% | +0.7% | Q3 2025 |
| KLAC | $568K | 0.57% | 0.00% | +0.3% | Q3 2025 |
| PG | $564K | 0.56% | 0.00% | +1.0% | Q3 2025 |
| DUK | $513K | 0.51% | 0.00% | +12.2% | Q3 2025 |
| CVX | $442K | 0.44% | 0.00% | -29.1% | Q3 2025 |
| JPM | $402K | 0.40% | 0.00% | +27.8% | Q3 2025 |
| T | $338K | 0.34% | 0.00% | +1.0% | Q3 2025 |
| WMT | $336K | 0.34% | 0.00% | +11.8% | Q3 2025 |
| LMT | $327K | 0.33% | 0.00% | +0.6% | Q3 2025 |
| GOOG | $296K | 0.30% | Not reported | +0.1% | Q3 2025 |
| ED | $285K | 0.28% | 0.00% | +0.8% | Q3 2025 |
| UVV | $269K | 0.27% | 0.02% | -12.5% | Q3 2025 |
| JNJ | $216K | 0.22% | 0.00% | New | Q1 2026 |
 BRK.B | $216K | 0.22% | Not reported | -9.1% | Q4 2025 |
| MCY | $202K | 0.20% | 0.00% | +0.4% | Q4 2025 |
| Q4 2025 | |||||
| GLDM | $7.03M | 7.16% | 0.03% | New | Q4 2025 |
| AAPL | $2.75M | 2.80% | 0.00% | -1.8% | Q3 2025 |
| MO | $2.23M | 2.27% | 0.00% | +1.8% | Q3 2025 |
| VZ | $1.89M | 1.92% | 0.00% | +4.2% | Q3 2025 |
| AMZN | $1.86M | 1.90% | 0.00% | -18.7% | Q3 2025 |
| VYM | $1.64M | 1.67% | Not reported | -69.3% | Q3 2025 |
| PFE | $1.51M | 1.54% | 0.00% | +56.6% | Q3 2025 |
| BEN | $1.48M | 1.50% | 0.01% | New | Q4 2025 |
| D | $1.24M | 1.27% | 0.00% | New | Q4 2025 |
| ORI | $969K | 0.99% | 0.01% | +0.3% | Q3 2025 |
| ABBV | $739K | 0.75% | 0.00% | +0.5% | Q3 2025 |
| PG | $555K | 0.57% | 0.00% | -29.9% | Q3 2025 |
| KLAC | $468K | 0.48% | 0.00% | -2.5% | Q3 2025 |
| CVX | $459K | 0.47% | 0.00% | -70.7% | Q3 2025 |
| DUK | $409K | 0.42% | 0.00% | +0.9% | Q3 2025 |
| JPM | $344K | 0.35% | 0.00% | +0.5% | Q3 2025 |
| GOOG | $324K | 0.33% | Not reported | Not reported | Q3 2025 |
| UVV | $308K | 0.31% | 0.02% | +1.6% | Q3 2025 |
| T | $286K | 0.29% | 0.00% | -13.3% | Q3 2025 |
| WMT | $270K | 0.27% | 0.00% | Not reported | Q3 2025 |
| LMT | $260K | 0.26% | 0.00% | +0.9% | Q3 2025 |
| BRK.B | $249K | 0.25% | Not reported | New | Q4 2025 |
| ED | $248K | 0.25% | 0.00% | +0.9% | Q3 2025 |
 PLTR | $241K | 0.25% | 0.00% | Not reported | Q3 2025 |
| GLD | $236K | 0.24% | 0.00% | Not reported | Q3 2025 |
| IBM | $216K | 0.22% | 0.00% | +0.4% | Q3 2025 |
| MCY | $214K | 0.22% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| VYM | $5.25M | 5.23% | Not reported | New | Q3 2025 |
| AAPL | $2.63M | 2.62% | 0.00% | New | Q3 2025 |
| MO | $2.51M | 2.50% | 0.00% | New | Q3 2025 |
| AMZN | $2.18M | 2.18% | 0.00% | New | Q3 2025 |
| VZ | $1.96M | 1.95% | 0.00% | New | Q3 2025 |
| CVX | $1.6M | 1.59% | 0.00% | New | Q3 2025 |
 BKH | $1.31M | 1.31% | 0.03% | New | Q3 2025 |
| PFE | $988K | 0.99% | 0.00% | New | Q3 2025 |
| ORI | $898K | 0.90% | 0.01% | New | Q3 2025 |
| PG | $849K | 0.85% | 0.00% | New | Q3 2025 |
| ABBV | $745K | 0.74% | 0.00% | New | Q3 2025 |
| DUK | $428K | 0.43% | 0.00% | New | Q3 2025 |
| KLAC | $425K | 0.42% | 0.00% | New | Q3 2025 |
| T | $375K | 0.37% | 0.00% | New | Q3 2025 |
| JPM | $336K | 0.33% | 0.00% | New | Q3 2025 |
| UVV | $321K | 0.32% | 0.02% | New | Q3 2025 |
| LMT | $266K | 0.27% | 0.00% | New | Q3 2025 |
| GOOG | $251K | 0.25% | Not reported | New | Q3 2025 |
| WMT | $249K | 0.25% | 0.00% | New | Q3 2025 |
| ED | $249K | 0.25% | 0.00% | New | Q3 2025 |
| PLTR | $248K | 0.25% | 0.00% | New | Q3 2025 |
| GLD | $212K | 0.21% | 0.00% | New | Q3 2025 |
| IBM | $205K | 0.20% | 0.00% | New | Q3 2025 |