John Boyer, Inc.

Q4 2025 13F-HR Holdings

Location
Tampa, FL
Holdings as of
12/31/2025
Date filed
8/7/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$98,159
Net value change ($000)
-2,130 (-2.1%)
New positions
6
Sold out positions
1
Turnover %
12.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: 8/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLDM 7,029 NEW
BEN 1,476 NEW
D 1,244 NEW
PFE 524 53.0%
VIG 320 5.0%
IJR 266 4.4%
BRK-B 249 NEW
XLK 224 NEW
MCY 214 NEW
AAPL 124 4.7%
Top Reduces (Value $000, Stocks/ETFs)
IJH -4,979 -83.6%
VYM -3,606 -68.7%
BKH -1,315 -100.0%
SCHB -1,196 -3.9%
CVX -1,140 -71.3%
VGT -864 -7.0%
AMZN -319 -14.6%
PG -294 -34.6%
MO -278 -11.1%
T -89 -23.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type