Boothe Investment Group, Inc. holds a focused book of 38 stocks worth $317.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Ishares Ultra Short Duration and trimmed Wisdomtree Europe Hedged Equ. Their largest long position is Simplify Managed Futures ST at 14% of the equity book. Cloning the disclosed picks since 2018 would be +128% (+10.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Boothe Investment Group, Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +132.3%, a 4.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Boothe Investment Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Boothe Investment Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 40 / 38 | $179.9B |
| UBS Group AG | 40 / 38 | $53.2B |
| ROYAL BANK OF CANADA | 40 / 38 | $48.0B |
| RAYMOND JAMES FINANCIAL INC | 39 / 38 | $26.1B |
| BANK OF AMERICA CORP /DE/ | 38 / 38 | $120.3B |
| WELLS FARGO & COMPANY/MN | 38 / 38 | $48.2B |
| LPL Financial LLC | 38 / 38 | $26.7B |
| Cetera Investment Advisers | 38 / 38 | $5.7B |
Ranked by how many of Boothe Investment Group, Inc.'s top 38 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Simplify Exchange Traded Fun MANAGED FUTURES | $45.2M | 1.74M | 14.2% | ▲+0.2% Added · +3K sh | |
| 2 | Doubleline ETF Trust OPPORTUNISTIC CO | $34.4M | 754.5K | 10.8% | ▲+11% Added · +75K sh | |
| 3 | Wisdomtree TR EUROPE HEDGED EQ | $25.4M | 446.1K | 8.0% | ▼−0.1% Reduced · −327 sh | |
| 4 | Victory Portfolios II VICTORYSHARES SM | $20.5M | 600.5K | 6.5% | ▼−1.6% Reduced · −10K sh | |
| 5 | Global X FDS INDIA ACTIVE ETF | $15.2M | 556.7K | 4.8% | ▲+34% Added · +140K sh | |
| 6 | Global X FDS GBL X FTSE ETF | $14.8M | 755.0K | 4.7% | ▼−0.5% Reduced · −4K sh | |
| 7 | Pinterest Inc CL A | $14.6M | 692.3K | 4.6% | ▲+7.1% Added · +46K sh | |
| 8 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $14.0M | 274.3K | 4.4% | ▼−1.1% Reduced · −3K sh | |
| 9 | Citigroup Inc COM NEW | $10.9M | 78.2K | 3.4% | ▼−0.6% Reduced · −468 sh | |
| 10 | Sharkninja Inc COM SHS | $10.6M | 69.6K | 3.3% | ▲+0.6% Added · +419 sh | |
| 11 | Servicenow Inc COM | $9.8M | 98.4K | 3.1% | ▲+4.2% Added · +4K sh | |
| 12 | Advanced Micro Devices Inc COM | $9.3M | 16.1K | 2.9% | ▼−47% Reduced · −14K sh | |
| 13 | Pfizer Inc COM | $8.5M | 353.8K | 2.7% | ▲+0.8% Added · +3K sh | |
| 14 | Abbvie Inc COM | $8.0M | 31.7K | 2.5% | ▲+2.8% Added · +877 sh | |
| 15 | SPDR Series Trust STATE STREET SPD | $7.8M | 88.2K | 2.4% | ▼−6.7% Reduced · −6K sh | |
| 16 | Uber Technologies Inc COM | $7.4M | 103.1K | 2.3% | ▲+2.9% Added · +3K sh | |
| 17 | Ulta Beauty Inc COM | $7.0M | 15.5K | 2.2% | ▲+15% Added · +2K sh | |
| 18 | Meta Platforms Inc CL A | $6.7M | 11.9K | 2.1% | ▲+19% Added · +2K sh | |
| 19 | Crowdstrike Hldgs Inc CL A | $6.0M | 7.9K | 1.9% | ▼−27% Reduced · −3K sh | |
| 20 | Microsoft Corp COM | $5.9M | 15.8K | 1.9% | ▲+1.3% Added · +202 sh | |
| 21 | BlackRock Enhanced Equity Di COM | $5.7M | 599.8K | 1.8% | ▲+7.5% Added · +42K sh | |
| 22 | SLB Limited COM STK | $5.7M | 123.1K | 1.8% | ▼−22% Reduced · −36K sh | |
| 23 | Chevron Corporation COM | $3.4M | 20.5K | 1.1% | ▼−15% Reduced · −4K sh | |
| 24 | International Business Machs COM | $2.9M | 10.4K | 0.9% | ▲+30% Added · +2K sh | |
| 25 | BXP Inc COM | $2.6M | 39.7K | 0.8% | ▲+21% Added · +7K sh | |
| 26 | Cisco Sys Inc COM | $2.5M | 21.3K | 0.8% | ▼−34% Reduced · −11K sh | |
| 27 | Exxon Mobil Corp COM | $2.0M | 14.7K | 0.6% | ▼−26% Reduced · −5K sh | |
| 28 | Cantor Equity Partners II In CL A ORD SHS | $1.7M | 128.7K | 0.5% | ▲+8.0% Added · +10K sh | |
| 29 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.5% | —Held | |
| 30 | Verizon Communications Inc COM | $1.5M | 35.2K | 0.5% | ▲+3.7% Added · +1K sh | |
| 31 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.2M | 5.8K | 0.4% | ▲+3.4% Added · +189 sh | |
| 32 | Ishares TR ULTRA SHORT DUR | $935K | 18.5K | 0.3% | ▲New New position | |
| 33 | Manulife Finl Corp COM | $773K | 19.1K | 0.2% | —Held | |
| 34 | State STR SPDR S&P 500 ETF T TR UNIT | $755K | 1.0K | 0.2% | ▼−14% Reduced · −162 sh | |
| 35 | PNC Finl Svcs Group Inc COM | $665K | 2.7K | 0.2% | ▼−1.6% Reduced · −45 sh | |
| 36 | Texas Capital Funds Trust GOVT MONEY MKT | $650K | 6.5K | 0.2% | —Held | |
| 37 | Ishares TR 0-3 MNTH TREASRY | $503K | 5.0K | 0.2% | —Held | |
| 38 | Ishares TR ESG OPTIMIZED | $223K | 1.4K | 0.1% | ▼−11% Reduced · −181 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 38 | $317.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 20, 2026 | 40 | $310.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 36 | $279.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 37 | $273.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 39 | $262.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 33 | $219.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 38 | $230.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 40 | $218.8M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 23, 2024 | 42 | $215.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 30, 2024 | 35 | $198.2M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 29, 2024 | 36 | $221.4M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 35 | $198.7M | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Jul 17, 2023 | 32 | $188.8M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 13, 2023 | 34 | $187.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 32 | $103.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 26, 2022 | 42 | $154.2M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 34 | $118.4M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 11, 2022 | 31 | $145.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 25, 2022 | 36 | $187.2M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 6, 2021 | 32 | $183.3M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 28, 2021 | 36 | $190.5M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 6, 2021 | 34 | $171.6M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 15, 2021 | 30 | $144.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.