StockDriftsStockDriftsTop 39 John Boyer, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 29.98% | 1.19M | $34.6M | +4.14%(+47.45K) | $24.86(+20.33%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 13.52% | 130.5K | $15.6M | +2.03%(+2.59K) | $88.49(+36.14%) | 2026-06-30 | |
| IJR | ISHARES TR | 7.25% | 56.4K | $8.4M | +2.22%(+1.22K) | $115.04(+29.31%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.84% | 33.3K | $7.9M | +2.44%(+795) | $211.14(+16.80%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 6.82% | 96.7K | $7.9M | +5.51%(+5.05K) | $411.65(-1.96%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.84% | 150.3K | $4.4M | -0.84%(-1.27K) | $25.39(+20.25%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 3.34% | 106.7K | $3.9M | -1.20%(-1.29K) | $26.61(+30.84%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 3.21% | 100.3K | $3.7M | -0.39%(-396) | $28.84(+24.89%) | 2026-06-30 | |
| MO | ALTRIA GROUP INC | 2.59% | 41.6K | $3.0M | +2.21%(+898) | $62.47(+4.51%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.58% | 10.3K | $3.0M | -5.84%(-637) | $236.43(+29.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.22% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.15% |
John Boyer, Inc. reports $115.35M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (30.0%), VGT (13.5%) and IJR (7.3%). The top 20 holdings account for 93.53% of reported assets. Its disclosed equity book has returned +14.22% cumulatively over 3 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from John Boyer, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1597484). View John Boyer, Inc.’s 13F filings on SEC