Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wilson & Boucher Capital Management, LLC (CIK 1903579) reported $170.4M across 120 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($19.2M, 11.27%), AAPL ($9.6M, 5.65%), SCHB ($7.4M, 4.31%), VEU ($6.5M, 3.83%), CAT ($6.2M, 3.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | $19.2M | 11.27% | 51,875 | Trimmed |
| 2 | AAPL | Apple | $9.6M | 5.65% | 33,268 | Trimmed |
| 3 | SCHB | Schwab US Broad Market ETF | $7.4M | 4.31% | 253,826 | Trimmed |
| 4 | VEU | Vanguard FTSE All-World Ex-US | $6.5M | 3.83% | 77,963 | Added |
| 5 | CAT | Caterpillar | $6.2M | 3.63% | 5,802 | Trimmed |
| 6 | VB | Vanguard Index Small Cap ETF | $5.8M | 3.41% | 19,197 | Trimmed |
| 7 | VO | Vanguard Mid Cap Index ETF | $4.9M | 2.86% | 60,403 | Added |
| 8 | AMAT | Applied Materials | $4.5M | 2.64% | 6,224 | Trimmed |
| 9 | VTV | Vanguard Value ETF | $4.5M | 2.62% | 20,491 | Added |
| 10 | VUG | Vanguard Index Growth ETF | $3.8M | 2.25% | 44,494 | Added |
| 11 | VT | Vanguard Total World | $3.8M | 2.21% | 23,993 | Added |
| 12 | VIG | Vanguard Dividend Appreciation | $3.7M | 2.16% | 15,537 | Trimmed |
| 13 | MSFT | Microsoft | $2.9M | 1.68% | 7,680 | Trimmed |
| 14 | XLU | SPDR Utilities Select ETF | $2.8M | 1.66% | 62,319 | Added |
| 15 | XLK | SPDR Technology Sector ETF | $2.7M | 1.57% | 14,056 | Trimmed |
| 16 | SYK | Stryker | $2.5M | 1.46% | 7,904 | Trimmed |
| 17 | JNJ | Johnson & Johnson | $2.4M | 1.43% | 9,601 | Trimmed |
| 18 | XLV | SPDR Health Care Select Sctr E | $2.3M | 1.36% | 14,554 | Trimmed |
| 19 | ORCL | Oracle | $2.1M | 1.22% | 14,169 | Trimmed |
| 20 | VEA | Vanguard FTSE Developed Mkt ET | $2.1M | 1.22% | 29,242 | Trimmed |
| 21 | NVO | Novo Nordisk A/S ADR Fmly Novo | $2.1M | 1.21% | 42,998 | Trimmed |
| 22 | CMI | Cummins Inc | $2.0M | 1.15% | 2,758 | Trimmed |
| 23 | VWO | Vanguard Emerging Markets ETF | $1.9M | 1.14% | 32,501 | Trimmed |
| 24 | WMT | Wal Mart Stores | $1.8M | 1.04% | 15,690 | Trimmed |
| 25 | CSCO | Cisco Systems | $1.7M | 1.02% | 14,746 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30