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Portfolio (Quarterly) Guide ↗

Wilson & Boucher Capital Management, LLC

· CIK 0001903579
13F Portfolio $151M AUM 114 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 114 New
Page 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN Amgen Healthcare 2,773.0 $976K 0.65% NEW $351.85 -4.1%
42 VGT Vanguard Information Technolog 1,375.0 $959K 0.64% NEW $697.72 -83.6%
43 SPY S & P Depository Receipts Financial Services 1,446.0 $940K 0.62% NEW $650.19 +14.2%
44 TRV Travelers Co. Financial Services 3,088.0 $901K 0.60% NEW $291.68 +5.2%
45 WFC Wells Fargo & Co Financial Services 11,095.0 $883K 0.59% NEW $79.61 -4.8%
46 XLF SPDR Financial Select Sector E 17,725.0 $875K 0.58% NEW $49.37 +4.8%
47 ANGL Vaneck Vectors Fallen 30,350.0 $872K 0.58% NEW $28.72 +1.0%
48 Duke Energy 6,291.0 $824K 0.55% NEW $130.94
49 GS Goldman Sachs Group Financial Services 968.0 $819K 0.54% NEW $846.28 +16.8%
50 QQQ Invesco QQQ Trust Financial Services 1,348.0 $778K 0.52% NEW $577.03 +23.8%
51 LOW Lowe's Consumer Cyclical 3,285.0 $776K 0.52% NEW $236.28 -8.0%
52 XOM Exxon Mobil Energy 4,495.0 $763K 0.51% NEW $169.67 -7.9%
53 UNP Union Pacific Corp Industrials 3,113.0 $755K 0.50% NEW $242.66 +9.5%
54 SBUX Starbucks Consumer Cyclical 8,394.0 $752K 0.50% NEW $89.59 +18.9%
55 FALN iShares Fallen Angels 27,500.0 $735K 0.49% NEW $26.72 +1.0%
56 ITB iShares Dj US Home Const 7,534.0 $682K 0.45% NEW $90.55 +0.3%
57 SCHM Schwab US Mid-Cap ETF 21,790.0 $675K 0.45% NEW $30.96 +11.6%
58 MCK Mckesson Hboc Inc Healthcare 766.0 $662K 0.44% NEW $864.85 -11.4%
59 QCOM Qualcomm Technology 5,117.0 $659K 0.44% NEW $128.79 +57.2%
60 VDC Vanguard Consumer Staples ETF 2,923.0 $656K 0.43% NEW $224.59 +2.3%
Page 3 of 6  ·  114 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Healthcare 19.0%
Industrials 17.3%
Financial Services 11.6%
Consumer Defensive 10.9%
Consumer Cyclical 4.7%
Communication Services 2.8%
Utilities 2.6%
Energy 2.4%
Basic Materials 0.5%