§ 13F · FUND PROFILE
Boulay Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $712M (13F)Positions · 4Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$105M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOULAY SIGNAL
AC read
Boulay Financial Advisors, LLC is a Other fund managing $712 million in assets. The fund runs a focused portfolio of just 4 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed