Bowman & Co S.C.
CIK: 0001906275SEC EDGAR →
Portfolio Value
$237.4M
Holdings
118
As of
Q4 2025
New Positions
2
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 52,501 | $32.9M | 13.87% |
| 2 | AMERICAN CENTY ETF TR | 112,904 | $11.5M | 4.85% |
| 3 | ISHARES TR | 87,965 | $8.8M | 3.70% |
| 4 | JPMORGAN CHASE & CO. | 25,650 | $8.3M | 3.48% |
| 5 | APPLE INC | 29,887 | $8.1M | 3.42% |
| 6 | BROADCOM INC | 23,311 | $8.1M | 3.40% |
| 7 | MICROSOFT CORP | 15,024 | $7.3M | 3.06% |
| 8 | JANUS DETROIT STR TR | 141,616 | $7.2M | 3.02% |
| 9 | ISHARES TR | 66,135 | $5.9M | 2.49% |
| 10 | VANGUARD MUN BD FDS | 110,795 | $5.6M | 2.35% |
Quarterly Changes
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $129.0M | 54.3% |
| Technology | 15 | $38.8M | 16.3% |
| Industrials | 8 | $12.7M | 5.3% |
| Healthcare | 7 | $11.3M | 4.8% |
| Consumer Cyclical | 6 | $10.3M | 4.4% |
| Unknown | 5 | $9.0M | 3.8% |
| Communication Services | 4 | $8.3M | 3.5% |
| Consumer Defensive | 2 | $5.3M | 2.2% |
| Energy | 5 | $4.6M | 1.9% |
| Utilities | 5 | $4.4M | 1.9% |
| Real Estate | 2 | $2.2M | 0.9% |
| Basic Materials | 1 | $1.5M | 0.6% |