Arkolith/Funds/Boothe Investment Group, Inc.

Boothe Investment Group, Inc.

CIK 1749798
Holdings as of Mar 31, 2026·disclosed May 20, 2026·~50-day 13F lag·13F-HR
Active Filer

Boothe Investment Group, Inc. holds a focused book of 40 stocks worth $310.7M as of Q1 2026 (disclosed May 20, 2026, a ~45-day 13F lag). This quarter they opened PINTEREST INC and trimmed CITIGROUP INC. Their largest long position is SIMPLIFY EXCHANGE TRADED FUN at 17% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
22
existing
Trimmed
9
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
63%
Top 20 holdings
86%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Health Care
5%
Industrials
2%
Energy
1%
Communication Services
1%
Financials
0%
Utilities
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • PINTEREST INC
    New$11.9M
  • SPDR SERIES TRUST
    New$7.2M
  • MICROSOFT CORP
    New$5.8M
  • +105%$3.7M
  • SERVICENOW INC
    +54%$3.5M
  • DOUBLELINE ETF TRUST
    +5.3%$1.6M
Trimmed / exited
  • ADVANCED MICRO DEVICES INC
    −40%$4.1M
  • ULTA BEAUTY INC
    −35%$3.9M
  • CITIGROUP INC
    −14%$1.5M
  • VERTIV HOLDINGS CO
    −2.3%$163K
  • CHEVRON CORPORATION
    −1.6%$84K
  • −1.9%$66K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

40 positions
#SecurityValueShares% PortLast moveHistory
1Simplify Exchange Traded Fun
MANAGED FUTURES
$52.6M1.74M
16.9%
+0.6%
Added · +10K sh
2Doubleline ETF Trust
OPPORTUNISTIC CO
$31.1M679.7K
10.0%
+5.3%
Added · +34K sh
3Wisdomtree TR
EUROPE HEDGED EQ
$23.3M446.4K
7.5%
+1.9%
Added · +8K sh
4Victory Portfolios II
VICTORYSHARES SM
$18.3M610.4K
5.9%
+0.7%
Added · +4K sh
5Global X FDS
GBL X FTSE ETF
$14.7M759.1K
4.7%
+1.0%
Added · +8K sh
6J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$14.1M277.3K
4.6%
+3.9%
Added · +10K sh
7Pinterest Inc
CL A
$11.9M646.5K
3.8%
New
New position
8Global X FDS
INDIA ACTIVE ETF
$10.8M417.0K
3.5%
+4.0%
Added · +16K sh
9Servicenow Inc
COM
$9.9M94.5K
3.2%
+54%
Added · +33K sh
10Pfizer Inc
COM
$9.9M351.1K
3.2%
+2.1%
Added · +7K sh
11Citigroup Inc
COM NEW
$8.9M78.6K
2.9%
−14%
Reduced · −13K sh
12SLB Limited
COM STK
$8.2M158.8K
2.6%
+0.6%
Added · +911 sh
13Sharkninja Inc
COM SHS
$7.3M69.2K
2.4%
+0.3%
Added · +173 sh
14SPDR Series Trust
STATE STREET SPD
$7.2M94.6K
2.3%
New
New position
15Uber Technologies Inc
COM
$7.2M100.2K
2.3%
+105%
Added · +51K sh
16Ulta Beauty Inc
COM
$7.0M13.5K
2.3%
−35%
Reduced · −7K sh
17Vertiv Holdings Co
COM CL A
$7.0M27.9K
2.2%
−2.3%
Reduced · −651 sh
18Abbvie Inc
COM
$6.7M30.8K
2.2%
+1.6%
Added · +498 sh
19Advanced Micro Devices Inc
COM
$6.2M30.5K
2.0%
−40%
Reduced · −20K sh
20Microsoft Corp
COM
$5.8M15.6K
1.9%
New
New position
21Meta Platforms Inc
CL A
$5.7M10.0K
1.8%
+1.0%
Added · +96 sh
22Chevron Corporation
COM
$5.0M24.2K
1.6%
−1.6%
Reduced · −406 sh
23BlackRock Enhanced Equity Di
COM
$4.8M558.1K
1.5%
+5.7%
Added · +30K sh
24Crowdstrike Hldgs Inc
CL A
$4.2M10.9K
1.4%
+0.4%
Added · +40 sh
25Globalfoundries Inc
ORDINARY SHARES
$3.4M77.5K
1.1%
+1.4%
Added · +1K sh
26Exxon Mobil Corp
COM
$3.3M19.7K
1.1%
−1.9%
Reduced · −391 sh
27Cisco Sys Inc
COM
$2.5M32.5K
0.8%
+6.0%
Added · +2K sh
28International Business Machs
COM
$1.9M8.0K
0.6%
+9.5%
Added · +697 sh
29Verizon Communications Inc
COM
$1.7M33.9K
0.5%
+9.7%
Added · +3K sh
30BXP Inc
COM
$1.7M32.7K
0.5%
+13%
Added · +4K sh
31Berkshire Hathaway Inc Del
CL A
$1.4M2
0.5%
Held
32Cantor Equity Partners II In
CL A ORD SHS
$1.3M119.1K
0.4%
New
New position
33Invesco Exchange Traded FD T
S&P500 EQL WGT
$1.1M5.6K
0.3%
−1.1%
Reduced · −60 sh
34NextEra Energy Inc
COM
$886K9.5K
0.3%
+6.1%
Added · +545 sh
35State STR SPDR S&P 500 ETF T
TR UNIT
$763K1.2K
0.2%
−0.3%
Reduced · −4 sh
36Manulife Finl Corp
COM
$657K19.1K
0.2%
Held
37Texas Capital Funds Trust
GOVT MONEY MKT
$650K6.5K
0.2%
Held
38PNC Finl Svcs Group Inc
COM
$572K2.7K
0.2%
New
New position
39Ishares TR
0-3 MNTH TREASRY
$503K5.0K
0.2%
Held
40Ishares TR
ESG OPTIMIZED
$215K1.6K
0.1%
−8.0%
Reduced · −141 sh
Showing all 40 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 20, 202640$310.7M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202636$279.4M13F-HR
Q3 2025Sep 30, 2025Oct 27, 202537$273.0M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202539$262.4M13F-HR
Q1 2025Mar 31, 2025Apr 17, 202533$219.3M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202538$230.3M13F-HR
Q3 2024Sep 30, 2024Nov 5, 202440$218.8M13F-HR
Q2 2024Jun 30, 2024Jul 23, 202442$215.8M13F-HR
Q1 2024Mar 31, 2024Apr 30, 202435$198.2M13F-HR
Q4 2023Dec 31, 2023Jan 29, 202436$221.4M13F-HR
Q3 2023Sep 30, 2023Nov 13, 202335$198.7M13F-HR/A
Q2 2023Jun 30, 2023Jul 17, 202332$188.8M13F-HR
Q1 2023Mar 31, 2023Apr 13, 202334$187.7M13F-HR
Q4 2022Dec 31, 2022Feb 13, 202332$103.4M13F-HR
Q3 2022Sep 30, 2022Oct 26, 202242$154.2M13F-HR
Q2 2022Jun 30, 2022Aug 12, 202234$118.4M13F-HR
Q1 2022Mar 31, 2022May 11, 202231$145.0M13F-HR
Q4 2021Dec 31, 2021Jan 25, 202236$187.2M13F-HR
Q3 2021Sep 30, 2021Oct 6, 202132$183.3M13F-HR
Q2 2021Jun 30, 2021Jul 28, 202136$190.5M13F-HR
Q1 2021Mar 31, 2021Apr 6, 202134$171.6M13F-HR
Q4 2020Dec 31, 2020Jan 15, 202130$144.9M13F-HR
Q3 2020Sep 30, 2020Nov 3, 202031$117.2M13F-HR
Amended / restated
  • Q3 2023 · filed Oct 30, 202313F-HR · superseded

Data source

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.