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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 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMR Emerson Electric Industrials 4,991.0 $654K 0.43% NEW $131.02 +3.0%
62 UNH Unitedhealth Group Inc Com Healthcare 2,195.0 $594K 0.39% NEW $270.53 +41.7%
63 CVX Chevron Corp Energy 2,866.0 $593K 0.39% NEW $206.88 -7.7%
64 GLD SPDR Gold Trust Financial Services 1,361.0 $586K 0.39% NEW $430.29 -3.1%
65 IBM International Business Machine Technology 2,325.0 $564K 0.37% NEW $242.39 +4.4%
66 SYY Sysco Corporation Consumer Defensive 7,890.0 $563K 0.37% NEW $71.33 +5.8%
67 JPM JPMorgan & Co Financial Services 1,852.0 $545K 0.36% NEW $294.09 +3.0%
68 XT iShares Exponential Technology 7,852.0 $535K 0.35% NEW $68.15 +17.5%
69 SCHE Schwab Emg Mkt Eq ETF 16,107.0 $531K 0.35% NEW $32.95 +8.0%
70 Berkshire Hathaway Inc Del Cl 1,093.0 $524K 0.35% NEW $479.20
71 Cyber Security ETF 6,785.0 $509K 0.34% NEW $75.09
72 LLY Eli Lilly & Company Healthcare 548.0 $504K 0.34% NEW $920.38 +13.2%
73 BK Bank of New York Co Financial Services 4,165.0 $494K 0.33% NEW $118.63 +17.2%
74 CVS CVS Caremark Corp Healthcare 6,850.0 $492K 0.33% NEW $71.82 +29.9%
75 VCR Sensory Science 1,299.0 $466K 0.31% NEW $359.03 +9.4%
76 SPYM State Street SPDR Portfolio S& 5,900.0 $452K 0.30% NEW $76.54 +14.2%
77 HD Home Depot Consumer Cyclical 1,350.0 $444K 0.29% NEW $328.89 -4.6%
78 VBR Vanguard Small Cap Value 2,021.0 $439K 0.29% NEW $217.25 +6.2%
79 ADP Automatic Data Processing Industrials 2,136.0 $434K 0.29% NEW $203.18 +8.3%
80 IWF Ishares Russell 1000 904.0 $385K 0.26% NEW $426.40 -70.8%
Page 4 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%