Wilson & Boucher Capital Management, LLC
CIK 1903579 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $170.4M
- Posisi
- 121
- Per tanggal
- 30 Juni 2026
#6.981 dari 9.443 berdasarkan nilai 13F · top 73.9%
Nilai portofolio QoQ: +13.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 42,47%
- Bobot 25 kepemilikan teratas
- 64,00%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 33,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,55% Perkiraan pembelian $11.732.597 · penjualan $4.096.831
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 93,8% masih dipegang
- Posisi baru
- 9
- Meningkat
- 14
- Menurun
- 59
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
12,6%
Industrials
8,1%
Health Care
8,0%
Retail
3,6%
Financial Services
1,9%
Financials
1,6%
Communications
1,0%
Utilities
1,0%
Communication Services
1,0%
Consumer products
0,9%
Consumer Staples
0,9%
Energy
0,8%
Consumer Discretionary
0,5%
Materials
0,3%
Logistics & Transportation
0,2%
Telecommunication
0,2%
Lainnya/Tidak terpetakan
57,7%
Portofolio lengkap 121 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTI | $19.195.791 | 11,27% | 51.875 | $2.248.159 | Turun ×3 | ||
| AAPL Apple Inc. - Common Stock | $9.626.347 | 5,65% | 33.268 | $1.090.421 | Turun ×6 | ||
| SCHB | $7.350.788 | 4,31% | 253.826 | $820.395 | Turun ×2 | ||
| VEU | $6.529.365 | 3,83% | 77.963 | $895.921 | Naik ×5 | ||
| CAT Caterpillar, Inc. Common Stock | $6.178.997 | 3,63% | 5.802 | $2.032.798 | Turun ×4 | ||
| VB | $5.819.114 | 3,41% | 19.197 | $738.548 | Turun ×1 | ||
| VO | $4.866.660 | 2,86% | 60.403 | $472.554 | Naik ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $4.499.937 | 2,64% | 6.224 | $2.136.808 | Turun ×3 | ||
| VTV | $4.465.539 | 2,62% | 20.491 | $445.926 | Naik ×6 | ||
| VUG | $3.832.691 | 2,25% | 44.494 | $582.753 | Naik ×1 | ||
| VT | $3.765.719 | 2,21% | 23.993 | $539.077 | Naik ×6 | ||
| VIG | $3.676.480 | 2,16% | 15.537 | $253.668 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2.864.863 | 1,68% | 7.680 | $-7.656 | Turun ×6 | ||
| XLU XLU | $2.825.547 | 1,66% | 62.319 | $-31.687 | Naik ×3 | ||
| XLK XLK | $2.677.949 | 1,57% | 14.056 | $805.920 | Turun ×1 | ||
| SYK Stryker Corporation Common Stock | $2.488.495 | 1,46% | 7.904 | $-218.758 | Turun ×5 | ||
| JNJ Johnson & Johnson Common Stock | $2.438.440 | 1,43% | 9.601 | $5.946 | Turun ×1 | ||
| XLV XLV | $2.309.138 | 1,36% | 14.554 | $108.669 | Turun ×4 | ||
| VEA | $2.083.487 | 1,22% | 29.242 | $158.619 | Turun ×1 | ||
| ORCL Oracle Corporation Common Stock | $2.076.460 | 1,22% | 14.169 | $-22.580 | Turun ×1 | ||
| NVO Novo Nordisk A/S Common Stock | $2.061.324 | 1,21% | 42.998 | $413.895 | Turun ×4 | ||
| CMI Cummins Inc. Common Stock | $1.966.938 | 1,15% | 2.758 | $482.075 | Turun ×4 | ||
| VWO | $1.940.008 | 1,14% | 32.501 | $65.749 | Turun ×2 | ||
| WMT Walmart Inc. - Common Stock | $1.777.043 | 1,04% | 15.690 | $-289.353 | Turun ×6 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1.732.065 | 1,02% | 14.746 | $576.284 | Turun ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $1.637.145 | 0,96% | 18.653 | $-93.280 | Naik ×3 | ||
| ITW Illinois Tool Works Inc. Common Stock | $1.520.041 | 0,89% | 5.620 | $57.211 | |||
| PG Procter & Gamble Company (The) Common Stock | $1.502.521 | 0,88% | 10.246 | $-7.676 | Turun ×4 | ||
| XLB XLB | $1.501.213 | 0,88% | 29.534 | $-4.583 | Turun ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1.454.766 | 0,85% | 10.744 | $-349.074 | Turun ×4 | ||
| SCHF | $1.438.874 | 0,84% | 51.945 | $165.775 | Naik ×3 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1.405.738 | 0,82% | 15.235 | $-26.052 | |||
| ABBV AbbVie Inc. Common Stock | $1.381.504 | 0,81% | 5.490 | $167.910 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.379.165 | 0,81% | 3.903 | $230.772 | Turun ×1 | ||
| SCHA | $1.363.695 | 0,80% | 37.744 | $208.055 | Turun ×2 | ||
| XLE XLE | $1.322.590 | 0,78% | 24.903 | $-227.421 | Turun ×1 | ||
| VGT | $1.314.720 | 0,77% | 11.000 | $355.355 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.275.357 | 0,75% | 5.351 | $141.119 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.214.240 | 0,71% | 1.298 | $-91.083 | Turun ×1 | ||
| SPY SPY | $1.072.216 | 0,63% | 1.436 | $132.048 | Turun ×2 | ||
| AMGN Amgen Inc. - Common Stock | $1.004.159 | 0,59% | 2.773 | $28.479 | |||
| QQQ Invesco QQQ Trust, Series 1 | $981.362 | 0,58% | 1.333 | $203.527 | Turun ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $974.424 | 0,57% | 963 | $155.227 | Turun ×1 | ||
| TRV The Travelers Companies, Inc. Common Stock | $969.893 | 0,57% | 2.938 | $69.185 | Turun ×1 | ||
| XLF XLF | $950.237 | 0,56% | 17.725 | $75.154 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $939.254 | 0,55% | 5.083 | $280.226 | Turun ×1 | ||
| ABT Abbott Laboratories Common Stock | $933.079 | 0,55% | 10.283 | $-166.414 | Turun ×1 | ||
| WFC Wells Fargo & Company Common Stock | $883.794 | 0,52% | 10.695 | $560 | Turun ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $870.785 | 0,51% | 2.095 | $276.964 | Turun ×1 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $861.118 | 0,51% | 29.450 | $-10.534 | Turun ×6 | ||
| SCHM | $851.328 | 0,50% | 23.090 | $176.710 | Naik ×1 | ||
| UNP Union Pacific Corporation Common Stock | $844.967 | 0,50% | 3.106 | $89.571 | Turun ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $837.345 | 0,49% | 8.194 | $85.327 | Turun ×1 | ||
| DUKXXXX | $796.315 | 0,47% | 6.291 | $-27.429 | |||
| FALN iShares Fallen Angels USD Bond ETF | $749.100 | 0,44% | 27.500 | $14.300 | |||
| ITB | $727.076 | 0,43% | 6.959 | $44.872 | Turun ×6 | ||
| EMR Emerson Electric Company Common Stock | $714.462 | 0,42% | 4.991 | $60.541 | |||
| LOW Lowe's Companies, Inc. Common Stock | $713.285 | 0,42% | 3.235 | $-62.895 | Turun ×1 | ||
| HACKXXXX | $711.950 | 0,42% | 6.785 | $202.464 | |||
| CVS CVS Health Corporation Common Stock | $698.288 | 0,41% | 6.750 | $206.321 | Turun ×1 | ||
| VDC | $659.107 | 0,39% | 2.923 | $2.630 | |||
| LLY Eli Lilly and Company Common Stock | $655.378 | 0,38% | 546 | $151.009 | Turun ×1 | ||
| SYY Sysco Corporation Common Stock | $642.730 | 0,38% | 7.690 | $79.936 | Turun ×1 | ||
| IBM International Business Machines Corporation Common Stock | $642.561 | 0,38% | 2.285 | $79.007 | Turun ×1 | ||
| XT iShares Future Exponential Technologies ETF | $624.058 | 0,37% | 7.552 | $88.925 | Turun ×1 | ||
| HON Honeywell International Inc. - Common Stock | $613.262 | 0,36% | 2.739 | $-624.930 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $608.403 | 0,36% | 1.859 | $63.756 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 438516205) | $605.096 | 0,36% | 2.737 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $601.302 | 0,35% | 4.398 | $-161.354 | Turun ×1 | ||
| MCK McKesson Corporation Common Stock | $586.010 | 0,34% | 776 | $-76.464 | Naik ×2 | ||
| SCHE | $584.046 | 0,34% | 16.107 | $53.331 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $575.837 | 0,34% | 3.982 | $81.743 | Turun ×1 | ||
| SCHD | $559.523 | 0,33% | 17.645 | Naik ×1 | |||
| BRKB | $546.926 | 0,32% | 1.093 | $23.160 | |||
| SPYM | $518.492 | 0,30% | 5.900 | $66.906 | |||
| GLD | $501.365 | 0,29% | 1.361 | $-84.260 | |||
| VBR | $491.083 | 0,29% | 2.021 | $52.021 | |||
| VCR | $483.468 | 0,28% | 1.219 | $17.088 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $476.118 | 0,28% | 1.350 | $32.116 | |||
| CVX Chevron Corporation Common Stock | $475.069 | 0,28% | 2.866 | $-117.863 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $455.962 | 0,27% | 2.036 | $21.970 | Turun ×1 | ||
| IWF | $448.999 | 0,26% | 3.616 | $63.533 | Naik ×1 | ||
| SPTM | $435.792 | 0,26% | 4.800 | $56.304 | |||
| URI United Rentals, Inc. Common Stock | $433.933 | 0,25% | 383 | $140.315 | Turun ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $423.723 | 0,25% | 1.576 | $62.823 | Naik ×1 | ||
| DSI | $398.692 | 0,23% | 2.800 | $59.360 | |||
| CARR Carrier Global Corporation Common Stock | $395.246 | 0,23% | 5.388 | $91.830 | |||
| VNQ | $385.720 | 0,23% | 4.000 | $30.920 | |||
| VOT | $367.560 | 0,22% | 1.200 | $58.740 | |||
| JNK | $346.932 | 0,20% | 3.600 | $-7.232 | Turun ×1 | ||
| XOVR ERShares Private-Public Crossover ETF | $345.220 | 0,20% | 16.400 | Naik ×1 | |||
| IWC | $345.069 | 0,20% | 1.725 | $69.742 | |||
| INTC Intel Corporation - Common Stock | $339.301 | 0,20% | 2.430 | Naik ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $333.250 | 0,20% | 3.100 | $28.272 | |||
| VZ Verizon Communications Inc. Common Stock | $316.407 | 0,19% | 7.473 | $-64.009 | Turun ×1 | ||
| VHT | $299.010 | 0,18% | 1.000 | $26.680 | |||
| IEFA | $297.466 | 0,17% | 3.080 | $18.634 | |||
| ROBO | $289.103 | 0,17% | 3.375 | $58.152 | |||
| XLI XLI | $286.180 | 0,17% | 1.545 | $14.474 | Turun ×1 | ||
| EMN Eastman Chemical Company Common Stock | $281.316 | 0,17% | 4.200 | $-54.708 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VEU | $6.529.365 | 3,83% | naik ×5 |
| VTV | $4.465.539 | 2,62% | naik ×6 |
| VT | $3.765.719 | 2,21% | naik ×6 |
| XLU | $2.825.547 | 1,66% | naik ×3 |
| NEE | $1.637.145 | 0,96% | naik ×3 |
| SCHF | $1.438.874 | 0,84% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| Penerbit tidak dikenal (CUSIP: 438516205) | $605.096 | 2.737 | 0,36% |
| SCHD | $559.523 | 17.645 | 0,33% |
| XOVR | $345.220 | 16.400 | 0,20% |
| INTC | $339.301 | 2.430 | 0,20% |
| FLEX | $275.519 | 1.700 | 0,16% |
| C | $240.548 | 1.719 | 0,14% |
| CAH | $213.804 | 900 | 0,13% |
| DIA | $208.956 | 400 | 0,12% |
| NUE | $200.475 | 900 | 0,12% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTI | Dipangkas | -953 | +$2.2M |
| AMAT | Dipangkas | -690 | +$2.1M |
| CAT | Dipangkas | -50 | +$2.0M |
| AAPL | Dipangkas | -366 | +$1.1M |
| VEU | Beli lebih banyak | +3K | +$896K |
| SCHB | Dipangkas | -6K | +$820K |
| XLK | Dipangkas | -30 | +$806K |
| VB | Dipangkas | -200 | +$739K |
| HON | Dipangkas | -3K | -$625K |
| VUG | Beli lebih banyak | +37K | +$583K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| SCZC | 30 Juni 2025 | 8.758 | $344.978 | Tidak lagi dilacak |
| UBER | 31 Des. 2025 | 3.150 | $308.606 | -4,3% |
| SDY | 30 Juni 2025 | 2.100 | $284.928 | Tidak lagi dilacak |
| IWC | 31 Maret 2025 | 2.135 | $278.361 | Tidak lagi dilacak |
| VFH | 31 Maret 2025 | 2.025 | $239.092 | Tidak lagi dilacak |
| NVDA | 31 Maret 2025 | 1.771 | $237.788 | 100,1% |
| GIS | 31 Maret 2026 | 5.104 | $237.334 | 5,7% |
| EEM | 31 Maret 2025 | 5.420 | $226.664 | Tidak lagi dilacak |
| EES | 30 Juni 2026 | 3.900 | $226.390 | Tidak lagi dilacak |
| VDE | 30 Juni 2025 | 1.650 | $214.022 | Tidak lagi dilacak |
| DIA | 31 Maret 2025 | 500 | $212.750 | Tidak lagi dilacak |
| ROBO | 31 Maret 2025 | 3.775 | $212.382 | Tidak lagi dilacak |
| SPSM | 30 Juni 2026 | 4.300 | $207.776 | Tidak lagi dilacak |
| C | 31 Maret 2026 | 1.758 | $205.117 | 16,2% |
| BN | 31 Maret 2025 | 3.543 | $203.545 | 20,1% |
| ENB | 31 Des. 2025 | 3.992 | $201.436 | 7,1% |