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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001906275
Total reported value
$237.4M
$237.4M
100 檔
22.4%
During the Q1 2024 filing period, Bowman & Co S.C. (CIK: 0001906275) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $237.4M across 100 reported positions.
During Q1 2024, Bowman & Co S.C.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.18% | -0.49% | +3.85% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.74% | +0.51% | -0.94% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.90% | — | +24.10% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.25% | -3.46% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.18% | -1.00% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.78% | — | -4.26% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.74% | — | -4.47% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.62% | +0.05% | -1.74% | |
| 9 | ETN | Eaton Corporation plc | Stock-Industrials | 2.30% | -0.27% | -3.09% | |
| 10 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.15% | -0.19% | -2.74% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | +0.05% | -3.37% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.80% | — | +1540.30% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.76% | -0.25% | -0.91% | |
| 14 | MSI | Motorola Solutions Inc | Stock-Tech | 1.75% | -0.33% | -2.43% | |
| 15 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 1.72% | — | — | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.69% | — | -13.01% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.56% | — | -2.78% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.38% | +0.10% | -1.68% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.33% | +0.15% | +192.87% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.16% | — | +0.25% | |
| 21 | TT | Trane Technologies plc | Stock-Industrials | 1.05% | -0.14% | -0.50% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | — | -14.58% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | +0.11% | -1.76% | |
| 24 | DVN | Devon Energy CORP | Stock-Energy | 0.91% | — | -2.25% | |
| 25 | CME | Cme Group Inc | Stock-Financials | 0.91% | — | -0.87% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.91% | — | -3.37% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.38% | +6.08% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.85% | — | — | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.13% | +0.35% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.81% | +0.18% | +2.34% | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.81% | — | — | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.80% | — | -3.31% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | — | +1.73% | |
| 34 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.77% | — | -0.09% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.76% | — | -1.20% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.76% | -0.08% | -2.43% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.76% | +0.07% | +0.26% | |
| 38 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.75% | -0.12% | -4.36% | |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.74% | — | +1.39% | |
| 40 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.72% | -0.12% | -7.85% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | — | -21.58% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | — | -1.89% | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.69% | — | -3.60% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | — | +2.27% | |
| 45 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.68% | +0.08% | -0.27% | |
| 46 | HAL | Halliburton Co | Stock-Energy | 0.65% | +0.09% | NEW | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | — | +14.50% | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.63% | — | -0.50% | |
| 49 | FISV | Fiserv Inc | Stock-Other | 0.61% | -0.28% | -3.91% | |
| 50 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.60% | — | — |
According to official SEC Form 13F filings, Bowman & Co S.C. reported a total U.S. public equity portfolio value of $237.4M across 100 disclosed positions in Q1 2024.
During Q1 2024, Bowman & Co S.C.'s top holdings by market value included AGG (12.2%)、VOO (9.7%)、VTEB (3.9%). The largest single position, AGG, represented 12.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, VOO, VTEB) accounted for 22.4% of total reported equity market value during Q1 2024.
In Q1 2024, Bowman & Co S.C. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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