1y return+20.9%S&P 500 +20.9%
3y return+65.5%S&P 500 +68.5%
5y return+46.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2020: $214 against $242 in the S&P 500.2
Boothe Investment Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CTASimplify Exchange Traded Fun | $45.2M | 14.2% | |
| DBNDDoubleline Etf Trust | $34.4M | 10.8% | +11.0% |
| HEDJWisdomtree Tr | $25.4M | 8.0% | |
| SFLOVictory Portfolios II | $20.5M | 6.5% | −1.6% |
| NDIAGlobal X Fds | $15.2M | 4.8% | +33.5% |
| ASEAGlobal X Fds | $14.8M | 4.7% | |
| PINSPinterest Inc | $14.6M | 4.6% | +7.1% |
| JMSTJ P Morgan Exchange Traded F | $14.0M | 4.4% | −1.1% |
| CCitigroup Inc | $10.9M | 3.4% | |
| Sharkninja IncCUSIP G8068L108 | $10.6M | 3.3% | |
| NOWServicenow Inc | $9.8M | 3.1% | +4.2% |
| AMDAdvanced Micro Devices Inc | $9.3M | 2.9% | −47.3% |
| PFEPfizer Inc | $8.5M | 2.7% | |
| ABBVAbbvie Inc | $8.0M | 2.5% | +2.8% |
| SPYMSpdr Series Trust | $7.8M | 2.4% | −6.7% |
| UBERUber Technologies Inc | $7.4M | 2.3% | +2.9% |
| ULTAUlta Beauty Inc | $7.0M | 2.2% | +15.4% |
| METAMeta Platforms Inc | $6.7M | 2.1% | +18.8% |
| CRWDCrowdstrike Hldgs Inc | $6.0M | 1.9% | −27.3% |
| MSFTMicrosoft Corp | $5.9M | 1.9% | +1.3% |
| BDJBlackrock Enhanced Equity Di | $5.7M | 1.8% | +7.5% |
| SLBSlb Limited | $5.7M | 1.8% | −22.5% |
| CVXChevron Corporation | $3.4M | 1.1% | −15.2% |
| IBMInternational Business Machs | $2.9M | 0.9% | +29.8% |
| BXPBxp Inc | $2.6M | 0.8% | +21.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | March 31, 2022 | +431.3% | $9.3M |
| METAMeta Platforms Inc | June 30, 2022 | +249.3% | $6.7M |
| MFCManulife Finl Corp | June 30, 2020 | +197.5% | $773K |
| CSCOCisco Sys Inc | September 30, 2022 | +193.6% | $2.5M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $1.5M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2024 | +172.1% | $6.0M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $755K |
| IBMInternational Business Machs | September 30, 2022 | +136.7% | $2.9M |
| CCitigroup Inc | September 30, 2024 | +123.6% | $10.9M |
| Sharkninja IncCUSIP G8068L108 | June 30, 2025 | +53.8% | $10.6M |
Sold off last quarter
- VRTVertiv Holdings Co was $7.0M
- Globalfoundries IncCUSIP G39387108 was $3.4M
- NEENextera Energy Inc was $886K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.2% | +14.8% |
| March 31, 2026 | +1.1% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +8.4% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | +2.8% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +0.2% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −0.9% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +11.6% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −21.4% | −16.5% |
| March 31, 2022 | −6.9% | −4.9% |
| December 31, 2021 | +6.1% | +10.7% |
| September 30, 2021 | −3.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Boothe Investment Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1749798&type=13F-HR&dateb=&owner=include&count=40CIK 1749798
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1749798/000206336426000197/Filed July 14, 2026 · accession 0002063364-26-000197