John Boyer, Inc. holds a concentrated book of 39 stocks worth $115.4M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Intl Business Machines Corp and trimmed Schwab US Large-Cap ETF. Their largest long position is Schwab US Broad Market ETF at 30% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
+3 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as John Boyer, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 21 / 39 | $2.4B |
| Hoffman, Alan N Investment Management | 4 / 39 | $119.4M |
| Independent Investors Inc | 10 / 39 | $353.6M |
| Prospect Hill Management, LLC | 3 / 39 | $169.6M |
| Evergreen Advisors, LLC | 6 / 39 | $283.8M |
| Copos Capital B.V. | 7 / 39 | $424.9M |
| Sage Financial Group Inc | 13 / 39 | $1.0B |
| Laura & John Arnold Foundation | 3 / 39 | $184.0M |
Ranked by the share of each fund's own book sitting in the names it shares with John Boyer, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US BRD MKT ETF | $34.6M | 1.19M | 30.0% | ▲+4.1% Added · +47K sh | |
| 2 | Vanguard World FD INF TECH ETF | $15.6M | 130.5K | 13.5% | ▲+716% Added · +114K sh | |
| 3 | Ishares TR CORE S&P SCP ETF | $8.4M | 56.4K | 7.2% | ▲+2.2% Added · +1K sh | |
| 4 | Vanguard Specialized Funds DIV APP ETF | $7.9M | 33.3K | 6.8% | ▲+2.4% Added · +795 sh | |
| 5 | SPDR Gold TR GOLD SHS | $7.9M | 96.7K | 6.8% | ▲+5.5% Added · +5K sh | |
| 6 | Schwab Strategic TR US LRG CAP ETF | $4.4M | 150.3K | 3.8% | ▼−0.8% Reduced · −1K sh | |
| 7 | Schwab Strategic TR US SML CAP ETF | $3.9M | 106.7K | 3.3% | ▼−1.2% Reduced · −1K sh | |
| 8 | Schwab Strategic TR US MID-CAP ETF | $3.7M | 100.3K | 3.2% | ▼−0.4% Reduced · −396 sh | |
| 9 | Altria Group Inc COM | $3.0M | 41.6K | 2.6% | ▲+2.2% Added · +898 sh | |
| 10 | Apple Inc COM | $3.0M | 10.3K | 2.6% | ▼−5.8% Reduced · −637 sh | |
| 11 | Franklin Resources Inc COM | $2.3M | 69.0K | 2.0% | ▲+3.2% Added · +2K sh | |
| 12 | Amazon Com Inc COM | $2.2M | 9.1K | 1.9% | ▲+1.7% Added · +157 sh | |
| 13 | Verizon Communications Inc COM | $2.1M | 50.6K | 1.9% | ▲+3.2% Added · +2K sh | |
| 14 | Dominion Energy Inc COM | $1.7M | 24.2K | 1.4% | ▲+3.0% Added · +710 sh | |
| 15 | Pfizer Inc COM | $1.6M | 68.3K | 1.4% | ▲+2.4% Added · +2K sh | |
| 16 | Vanguard Whitehall FDS HIGH DIV YLD | $1.4M | 8.7K | 1.2% | ▼−0.8% Reduced · −70 sh | |
| 17 | Schwab Strategic TR US LCAP VA ETF | $1.3M | 37.9K | 1.1% | ▼−2.2% Reduced · −848 sh | |
| 18 | Kla Corp COM NEW | $1.2M | 3.9K | 1.0% | ▲+900% Added · +3K sh | |
| 19 | Ishares TR CORE S&P MCP ETF | $970K | 12.6K | 0.8% | ▼−5.5% Reduced · −736 sh | |
| 20 | Old Rep Intl Corp COM | $883K | 21.6K | 0.8% | ▲+0.8% Added · +173 sh | |
| 21 | Select Sector SPDR TR ST STR UTIL ETF | $844K | 18.6K | 0.7% | ▲+0.6% Added · +107 sh | |
| 22 | Abbvie Inc COM | $827K | 3.3K | 0.7% | ▲+0.9% Added · +30 sh | |
| 23 | Schwab Strategic TR INTL EQTY ETF | $554K | 20.0K | 0.5% | ▲+0.6% Added · +120 sh | |
| 24 | Duke Energy Corp New COM NEW | $500K | 4.0K | 0.4% | ▲+0.9% Added · +35 sh | |
| 25 | Procter & Gamble Co COM | $500K | 3.4K | 0.4% | ▼−13% Reduced · −502 sh | |
| 26 | JPMorgan Chase & Co COM | $448K | 1.4K | 0.4% | ▲+0.3% Added · +4 sh | |
| 27 | Ishares TR SELECT DIVID ETF | $434K | 2.8K | 0.4% | ▲+0.9% Added · +24 sh | |
| 28 | Alphabet Inc CAP STK CL C | $365K | 1.0K | 0.3% | ▲+0.1% Added · +1 sh | |
| 29 | Chevron Corporation COM | $358K | 2.2K | 0.3% | ▲+1.0% Added · +21 sh | |
| 30 | Select Sector SPDR TR ST STR TECHN ETF | $338K | 1.8K | 0.3% | ▲+1.0% Added · +18 sh | |
| 31 | Walmart Inc COM | $307K | 2.7K | 0.3% | ▲+0.3% Added · +9 sh | |
| 32 | Vaneck ETF Trust PREFERRED SECURT | $287K | 16.1K | 0.2% | ▲+0.5% Added · +83 sh | |
| 33 | Consolidated Edison Inc COM | $281K | 2.5K | 0.2% | ▲+0.8% Added · +20 sh | |
| 34 | Lockheed Martin Corp COM | $277K | 544 | 0.2% | ▲+0.6% Added · +3 sh | |
| 35 | Universal Corp Va MTNS BK En COM | $258K | 4.9K | 0.2% | ▼−3.1% Reduced · −159 sh | |
| 36 | Mercury Genl Corp New COM | $244K | 2.3K | 0.2% | ▲+0.2% Added · +5 sh | |
| 37 | AT&T Inc COM | $235K | 11.3K | 0.2% | ▼−2.6% Reduced · −304 sh | |
| 38 | Johnson & Johnson COM | $226K | 890 | 0.2% | ▲+0.7% Added · +6 sh | |
| 39 | International Business Machs COM | $208K | 741 | 0.2% | ▲New New position |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.