John Boyer, Inc.

Q3 2026 13F-HR Holdings

Location
Tampa, FL
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
227
Total value ($000)
$126,455
Net value change ($000)
+11,104 (9.6%)
New positions
188
Sold out positions
0
Turnover %
13.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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 8,406 NEW
DIA 1,388 NEW
SCHB 1,213 3.5%
VGT 1,030 6.6%
AVGO 538 NEW
AAPL 487 16.4%
PFE 409 24.9%
VZ 261 12.2%
PLTR 254 NEW
META 207 NEW
Top Reduces (Value $000, Stocks/ETFs)
GLD -7,619 -96.8%
IJR -455 -5.4%
KLAC -411 -35.3%
SCHA -372 -9.6%
SCHM -310 -8.4%
IJH -215 -22.2%
VYM -183 -13.3%
XLU -105 -12.4%
MO -102 -3.4%
D -88 -5.3%
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