Boyer Financial Services, Inc. reported 18 positions worth $8.85M for the quarter ended Sep 30, 2026, up 17.8% on the prior quarter. It opened 3 new positions, added to 9, trimmed 1 and exited 3. Its largest holding is Space Exploration Technologies Corp at 14.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +8,730 | – | $1.32M | 14.88% |
| CASY Caseys General Stores Inc | +339 | – | $206.28K | 2.33% |
| TBLA Taboola.com Ltd. | +19.8K | – | $66.57K | 0.752% |
| AMZN Amazon Com Inc | +174 | +6.0% | $43.35K | 8.71% |
| AAPL Apple Inc. | +109 | +4.1% | $36.30K | 10.41% |
| NVDA Nvidia Corp | +64 | +1.7% | $14.62K | 9.93% |
| TSLA Tesla, Inc. | +32 | +1.8% | $11.35K | 7.42% |
| GOOGL Alphabet Inc. | +5 | +0.4% | $1.72K | 4.39% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +3 | +0.3% | $1.37K | 6% |
| MSFT Microsoft Corp | +2 | +0.1% | $1.03K | 11.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 8,730 | $1.32M | 14.88% | +8,730 | – | New | 0% |
| 2 | MSFT Microsoft Corp | Technology | 1,900 | $974.60K | 11.01% | +2 | +0.1% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 2,767 | $921.47K | 10.41% | +109 | +4.1% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 3,849 | $878.97K | 9.93% | +64 | +1.7% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 3,095 | $771.04K | 8.71% | +174 | +6.0% | Added | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 1,852 | $657.11K | 7.42% | +32 | +1.8% | Added | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1,164 | $531.01K | 6% | +3 | +0.3% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 1,162 | $408.07K | 4.61% | +1 | +0.1% | Added | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 1,130 | $388.94K | 4.39% | +5 | +0.4% | Added | 0% |
| 10 | EPD Enterprise Products Partners L.P. | Energy | 10.1K | $361.12K | 4.08% | 0 | 0.0% | Unchanged | 0% |
| 11 | PSA Public Storage | Real Estate | 1,111 | $314.37K | 3.55% | 0 | 0.0% | Unchanged | 0% |
| 12 | CVX Chevron Corp | Energy | 1,516 | $309.58K | 3.5% | -4 | -0.3% | Reduced | 0% |
| 13 | CRDO Credo Technology Group Holding Ltd | Technology | 1,246 | $242.71K | 2.74% | 0 | 0.0% | Unchanged | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 895 | $236.94K | 2.68% | +1 | +0.1% | Added | 0% |
| 15 | GLD Spdr Gold Trust | Financial Services | 547 | $208.32K | 2.35% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Boyer Financial Services.
As of its Q3 2026 13F filing, Boyer Financial Services, Inc.’s five largest positions were Space Exploration Technologies Corp (SPCX) at 14.9%, Microsoft Corp (MSFT) at 11.0%, Apple Inc. (AAPL) at 10.4%, Nvidia Corp (NVDA) at 9.9%, Amazon Com Inc (AMZN) at 8.7% of the reported portfolio.
Boyer Financial Services, Inc. reported a 13F portfolio worth $8.85M across 18 positions for Q3 2026. That is up 17.8% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($1.32M), Caseys General Stores Inc ($206.28K), Taboola.com Ltd. ($66.57K). It opened 3 new positions.
Its largest sales by value were Lennar Corp ($259.96K), AppLovin Corp ($222.95K), General Electric Co ($204.24K). It exited 3 positions entirely.
From the Form 13F-HR reports Boyer Financial Services, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.