Boyer Financial Services, Inc.
Net buyer this quarter
$118M
23
+$4.71M
11.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CGCP | $5.76M | 4.87% | Not reported | +24.7% | Q4 2025 |
 JIVE | $2.05M | 1.73% | 0.03% | New | Q2 2026 |
 QTUM | $1.04M | 0.88% | Not reported | +20.7% | Q4 2025 |
 AAPL | $820K | 0.69% | 0.00% | +49.3% | Q4 2025 |
 MSFT | $741K | 0.63% | 0.00% | +6.5% | Q4 2025 |
 NVDA | $737K | 0.62% | 0.00% | +14.7% | Q4 2025 |
 TSLA | $716K | 0.60% | 0.00% | +16.1% | Q4 2025 |
 AMZN | $709K | 0.60% | 0.00% | -5.4% | Q4 2025 |
 TSM | $504K | 0.43% | 0.00% | +0.8% | Q4 2025 |
 AVGO | $418K | 0.35% | 0.00% | +7.3% | Q4 2025 |
 GOOGL | $405K | 0.34% | 0.00% | +21.9% | Q4 2025 |
 EPD | $373K | 0.31% | 0.00% | +1.6% | Q4 2025 |
 PSA | $366K | 0.31% | 0.00% | Not reported | Q4 2025 |
 CRDO | $301K | 0.25% | 0.00% | New | Q2 2026 |
 SPY | $261K | 0.22% | Not reported | Not reported | Q4 2025 |
 LEN | $260K | 0.22% | Not reported | Not reported | Q4 2025 |
 CVX | $257K | 0.22% | 0.00% | +6.5% | Q4 2025 |
 JNJ | $235K | 0.20% | 0.00% | +4.1% | Q1 2026 |
 APP | $223K | 0.19% | 0.00% | New | Q2 2026 |
| GLD | $207K | 0.17% | 0.00% | +5.8% | Q4 2025 |
 GE | $204K | 0.17% | 0.00% | New | Q2 2026 |
 CRDL | $35.8K | 0.03% | 0.03% | +47.6% | Q4 2025 |
 RCT | $25.8K | 0.02% | 0.18% | -25.8% | Q4 2025 |
| Q1 2026 | |||||
| CGCP | $4.63M | 4.91% | Not reported | +5.8% | Q4 2025 |
| MSFT | $660K | 0.70% | 0.00% | -8.7% | Q4 2025 |
| AMZN | $643K | 0.68% | 0.00% | +21.2% | Q4 2025 |
| QTUM | $597K | 0.63% | Not reported | +7.6% | Q4 2025 |
| TSLA | $583K | 0.62% | 0.00% | -24.2% | Q4 2025 |
| NVDA | $576K | 0.61% | 0.00% | -23.1% | Q4 2025 |
| AAPL | $452K | 0.48% | 0.00% | -27.5% | Q4 2025 |
| TSM | $389K | 0.41% | 0.00% | -43.2% | Q4 2025 |
| EPD | $378K | 0.40% | 0.00% | Not reported | Q4 2025 |
| AVGO | $335K | 0.36% | 0.00% | -44.4% | Q4 2025 |
| PSA | $301K | 0.32% | 0.00% | Not reported | Q4 2025 |
| CVX | $295K | 0.31% | 0.00% | -6.7% | Q4 2025 |
| GOOGL | $265K | 0.28% | 0.00% | -21.3% | Q4 2025 |
| LEN | $256K | 0.27% | Not reported | Not reported | Q4 2025 |
| SPY | $228K | 0.24% | Not reported | -1.1% | Q4 2025 |
| GLD | $222K | 0.24% | 0.00% | -0.6% | Q4 2025 |
| JNJ | $210K | 0.22% | 0.00% | New | Q1 2026 |
| RCT | $103K | 0.11% | 0.26% | +17.9% | Q4 2025 |
| CRDL | $31.2K | 0.03% | 0.02% | -30.2% | Q4 2025 |
 MNTK | $26.4K | 0.03% | 0.02% | New | Q1 2026 |
 NAKA | $7.05K | 0.01% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| CGCP | $4.44M | 4.71% | Not reported | New | Q4 2025 |
| MSFT | $923K | 0.98% | 0.00% | New | Q4 2025 |
| TSLA | $906K | 0.96% | 0.00% | New | Q4 2025 |
| NVDA | $810K | 0.86% | 0.00% | New | Q4 2025 |
| AVGO | $676K | 0.72% | 0.00% | New | Q4 2025 |
| AAPL | $665K | 0.71% | 0.00% | New | Q4 2025 |
| TSM | $648K | 0.69% | 0.00% | New | Q4 2025 |
| QTUM | $581K | 0.62% | Not reported | New | Q4 2025 |
| AMZN | $577K | 0.61% | 0.00% | New | Q4 2025 |
| GOOGL | $370K | 0.39% | 0.00% | New | Q4 2025 |
 EME | $365K | 0.39% | 0.00% | New | Q4 2025 |
| EPD | $321K | 0.34% | 0.00% | New | Q4 2025 |
| LEN | $307K | 0.33% | Not reported | New | Q4 2025 |
| PSA | $287K | 0.30% | 0.00% | New | Q4 2025 |
| SPY | $242K | 0.26% | Not reported | New | Q4 2025 |
| CVX | $238K | 0.25% | 0.00% | New | Q4 2025 |
| APGE | $237K | 0.25% | 0.00% | New | Q4 2025 |
 META | $227K | 0.24% | Not reported | New | Q4 2025 |
| GLD | $207K | 0.22% | 0.00% | New | Q4 2025 |
| RCT | $176K | 0.19% | 0.22% | New | Q4 2025 |
 MRKR | $56.7K | 0.06% | 0.22% | New | Q4 2025 |
 OPAL | $36.3K | 0.04% | 0.06% | New | Q4 2025 |
| CRDL | $32.9K | 0.03% | 0.03% | New | Q4 2025 |
 NIPG | $23.9K | 0.03% | 0.01% | New | Q4 2025 |
| NAKA | $13K | 0.01% | 0.29% | New | Q4 2025 |