Long-term investor
Boyer Financial Services, Inc. @boyerfinancialservicesin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002108122).
Record
- Tracked since 2025-12-31 (257 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGDG · 10.1% · long · since 2025-12-31
- CGBL · 9.4% · long · since 2025-12-31
- CGDV · 9.3% · long · since 2025-12-31
- CGGR · 9.0% · long · since 2025-12-31
- CGGO · 6.3% · long · since 2025-12-31
- CGCP · 4.9% · long · since 2025-12-31
- CGCB · 4.2% · long · since 2025-12-31
- SDVY · 3.9% · long · since 2025-12-31
- CGUS · 3.8% · long · since 2025-12-31
- JBND · 3.0% · long · since 2025-12-31
- CGMM · 2.7% · long · since 2025-12-31
- CGMS · 2.5% · long · since 2025-12-31