Bowman & Co S.C.

CIK: 0001906275Latest portfolio: $237.4M · Q4 2025

Holdings

118

Total Value

$237.4M

New Positions

11

Closed Positions

2

#StockSharesValue% PortfolioChangeType
1
VOOVANGUARD INDEX FDS
52,501$32.9M13.87%+763
2
AVUVAMERICAN CENTY ETF TR
112,904$11.5M4.85%-8,655
3
AGGISHARES TR
87,965$8.8M3.70%-11,010
4
JPMJPMORGAN CHASE & CO.
25,650$8.3M3.48%-152
5
AAPLAPPLE INC
29,887$8.1M3.42%-244
6
AVGOBROADCOM INC
23,311$8.1M3.40%-765
7
MSFTMICROSOFT CORP
15,024$7.3M3.06%-110
8
JAAAJANUS DETROIT STR TR
141,616$7.2M3.02%-1,548
9
AQLTISHARES TR
66,135$5.9M2.49%-1,386
10
VTEBVANGUARD MUN BD FDS
110,795$5.6M2.35%-1,238
11
WMTWALMART INC
44,582$5.0M2.09%-93
12
GOOGLALPHABET INC
14,122$4.4M1.86%-292
13
MSIMOTOROLA SOLUTIONS INC
9,988$3.8M1.61%-74
14
ETNEATON CORP PLC
11,332$3.6M1.52%+20
15
IJHISHARES TR
53,768$3.5M1.49%+337
16
WTVWISDOMTREE TR
36,054$3.4M1.42%+178
17
VYMVANGUARD WHITEHALL FDS
22,743$3.3M1.37%-649
18
HDHOME DEPOT INC
9,327$3.2M1.35%-14
19
TTTRANE TECHNOLOGIES PLC
7,895$3.1M1.29%-146
20
USMVISHARES TR
31,020$2.9M1.23%+82
21
ADIANALOG DEVICES INC
10,286$2.8M1.18%+260
22
METAMETA PLATFORMS INC
4,077$2.7M1.14%-28
23
VUGVANGUARD INDEX FDS
5,477$2.7M1.13%+8
24
CBCHUBB LIMITED
8,558$2.7M1.13%-68
25
CMECME GROUP INC
9,195$2.5M1.06%+16

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
JMUB7K+1K
MLN79K+956
VOO53K+763
FLMI57K+704
IEMG9K+432
OSK4K+351
IJH54K+337
ADI10K+260
SCHF28K+254
VTHR1K+228

Decreased Positions

NameSharesChange
AGG88K-11010
AVUV113K-8655
CMCSA31K-4443
FISV6K-2318
CMG17K-1861
FIS17K-1784
SCHZ17K-1675
JAAA142K-1548
BBY12K-1546
AQLT66K-1386

Sector Breakdown

Financial Services0.0% ($3.2929115148786826e+191T)
Technology0.0% ($8.125806972693831e+44T)
Industrials0.0% ($3609307323241571840.0T)
Healthcare0.0% ($247524331775142880.0T)
Consumer Cyclical0.0% ($3211224417421.7T)
Unknown0.0% ($59161415.7T)
Utilities0.0% ($17031097.0T)
Energy0.0% ($2455931.7T)
Communication Services0.0% ($44222.7T)
Consumer Defensive0.0% ($5.0B)
Real Estate0.0% ($1.7B)
Basic Materials0.0% ($1.5M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 23, 2026$237.4M118
Q3 2025Oct 10, 2025$237.1B109
Q2 2025Jul 9, 2025$224.2B109
Q1 2025Apr 8, 2025$203.7B109

Fund Information

CIK0001906275
Most Recent FilingJan 23, 2026
Number of Filings4

Bowman & Co S.C. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $237.4M across 118 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 13.9% of the portfolio. Compared to the previous quarter, the fund opened 11 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.