Boyer Financial Services, Inc.
•CIK: 2108122•Filing: Q4 2025
Boyer Financial Services, Inc. manages $94M across a concentrated portfolio of 51 positions. The fund exhibits significant exposure to the 'CG' ticker group, with top holdings including CGDG at $10.2M and CGDV at $9.4M. Further notable allocations include CGBL ($9.0M) and CGGR ($8.5M), suggesting a focused, sector-specific investment thesis. This structure indicates a high conviction approach within its current market positioning.
Total AUM
$94.3M
QoQ Performance
N/A
Positions
45
Top 10 Concentration
67.3%
Latest Filing
Q4 2025
Top Holdings Allocation
CGDG
CGDV
CGBL
CGGR
CGGO
CGCB
CGDG10.9%
CGDV10.0%
CGBL9.6%
CGGR9.0%
CGGO5.9%
CGCB5.3%
CGCP4.7%
JBND4.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other94.0%
Technology3.9%
Consumer1.9%
ETF0.3%