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John Boyer, Inc. Top Holdings and 13F Report (2026)

About John Boyer, Inc.

Investment Activity

  • John Boyer, Inc. has $115.35 million in total holdings as of June 30, 2026.
  • John Boyer, Inc. owns shares of 39 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 15.14% of the portfolio was purchased this quarter.
  • About 1.01% of the portfolio was sold this quarter.
  • This quarter, John Boyer, Inc. has purchased 41 new stocks and bought additional shares in 28 stocks.
  • John Boyer, Inc. sold shares of 10 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

459200101 - International Business Machines
$208,087 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF
114,473 shares (about $13.68M)
Schwab US Broad Market ETF
47,450 shares (about $1.37M)
KLA
3,473 shares (about $1.05M)
SPDR Gold Shares
5,050 shares (about $410.91K)
International Business Machines
741 shares (about $208.09K)

Largest Sales this Quarter

Apple
637 shares (about $184.32K)
Procter & Gamble
502 shares (about $73.64K)
iShares Core S&P Mid-Cap ETF
736 shares (about $56.73K)
Schwab US Small-Cap ETF
1,294 shares (about $46.75K)
Schwab US Large-Cap ETF
1,267 shares (about $37.29K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofJohn Boyer, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$34,583,629$1,373,966 â–²4.1%1,194,34830.0%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$15,595,217$13,684,547 â–²716.2%130,45613.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$8,359,700$181,423 â–²2.2%56,3547.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,887,318$188,143 â–²2.4%33,3286.8%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$7,867,045$410,912 â–²5.5%96,6846.8%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$4,423,957$37,287 â–¼-0.8%150,3243.8%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$3,855,281$46,753 â–¼-1.2%106,7053.3%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$3,699,174$14,601 â–¼-0.4%100,3303.2%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$2,990,453$64,616 â–²2.2%41,5602.6%Consumer Staples
Apple Inc. stock logo
AAPL
Apple
$2,972,915$184,324 â–¼-5.8%10,2742.6%Technology
Franklin Resources, Inc. stock logo
BEN
Franklin Resources
$2,294,527$71,167 â–²3.2%68,9642.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,176,474$37,361 â–²1.7%9,1461.9%Consumer Discretionary
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,142,462$66,235 â–²3.2%50,5901.9%Communication Services
Dominion Energy Inc. stock logo
D
Dominion Energy
$1,650,497$48,508 â–²3.0%24,1581.4%Utilities
Pfizer Inc. stock logo
PFE
Pfizer
$1,644,616$38,866 â–²2.4%68,2971.4%Healthcare
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,381,190$11,065 â–¼-0.8%8,7381.2%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$1,318,482$29,520 â–¼-2.2%37,8751.1%ETF
KLA Corporation stock logo
KLAC
KLA
$1,164,284$1,047,825 â–²899.7%3,8591.0%Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$969,884$56,735 â–¼-5.5%12,5820.8%ETF
Old Republic International Corporation stock logo
ORI
Old Republic International
$882,582$7,079 â–²0.8%21,5680.8%Finance
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$843,884$4,851 â–²0.6%18,6130.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$826,906$7,547 â–²0.9%3,2870.7%Healthcare
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$553,717$3,324 â–²0.6%19,9880.5%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$500,265$4,429 â–²0.9%3,9530.4%Utilities
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$499,635$73,640 â–¼-12.8%3,4060.4%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$448,480$1,310 â–²0.3%1,3690.4%Finance
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$434,379$3,751 â–²0.9%2,7790.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$365,051$353 â–²0.1%1,0330.3%Communication Services
Chevron Corporation stock logo
CVX
Chevron
$357,527$3,478 â–²1.0%2,1590.3%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$337,964$3,437 â–²1.0%1,7700.3%ETF
WALMART INC
$307,472$1,019 â–²0.3%2,7150.3%COM
VanEck Preferred Securities ex Financials ETF stock logo
PFXF
VanEck Preferred Securities ex Financials ETF
$287,405$1,481 â–²0.5%16,1100.2%ETF
Consolidated Edison Inc stock logo
ED
Consolidated Edison
$280,623$2,213 â–²0.8%2,5360.2%Utilities
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$277,289$1,529 â–²0.6%5440.2%Industrials
Universal Corporation stock logo
UVV
Universal
$257,960$8,294 â–¼-3.1%4,9450.2%Consumer Staples
Mercury General Corporation stock logo
MCY
Mercury General
$244,464$533 â–²0.2%2,2920.2%Finance
AT&T Inc. stock logo
T
AT&T
$234,662$6,292 â–¼-2.6%11,3380.2%Communication Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$225,749$1,522 â–²0.7%8900.2%Healthcare
International Business Machines Corporation stock logo
IBM
International Business Machines
$208,087$208,087 â–²New Holding7410.2%Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$254,816 â–¼-100.0%00.0%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$0$230,680 â–¼-100.0%00.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$215,640 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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