13F GuideFiling Basics
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.
AlphaSMO Research GuideRead Guide
CIK: 0001906275
Total reported value
$237.4M
$237.4M
108 檔
27.7%
At the close of Q2 2025, Bowman & Co S.C. disclosed equity holdings valued at approximately $237.4M, spread across 108 reported holdings.
During Q2 2025, Bowman & Co S.C.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AVUV, AGG) accounted for 27.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.89% | +0.51% | +3.63% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.01% | -0.25% | +16.14% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.51% | -0.49% | +0.28% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.55% | +0.05% | +0.87% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.38% | +0.05% | +0.99% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.25% | +0.75% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.18% | -0.05% | +3.02% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.73% | +0.18% | +0.46% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.59% | — | +27.89% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.56% | — | +6.48% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.96% | +0.15% | +0.79% | |
| 12 | MSI | Motorola Solutions Inc | Stock-Tech | 1.90% | -0.33% | +0.70% | |
| 13 | ETN | Eaton Corporation plc | Stock-Industrials | 1.82% | -0.27% | -0.38% | |
| 14 | TT | Trane Technologies plc | Stock-Industrials | 1.58% | -0.14% | +4.25% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.54% | -0.25% | +0.73% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.47% | — | +5.26% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.38% | — | -1.46% | |
| 18 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 1.38% | — | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.13% | +3.97% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.27% | — | -0.81% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.15% | +0.38% | +3.86% | |
| 22 | CME | Cme Group Inc | Stock-Financials | 1.14% | — | +0.16% | |
| 23 | CB | Chubb Limited | Stock-Financials | 1.12% | +0.10% | +0.07% | |
| 24 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.12% | -0.19% | -0.03% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | — | +2.84% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 1.08% | — | -0.04% | |
| 27 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.94% | — | +0.50% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | +0.08% | +0.36% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | — | — | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | — | -5.30% | |
| 31 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.84% | -0.12% | +0.72% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.83% | — | +2.68% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.81% | +0.11% | +6.71% | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.81% | — | — | |
| 35 | O | Realty Income CORP | Stock-Real Estate | 0.76% | -0.06% | +3.87% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | — | +3.31% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.72% | +0.07% | +2.91% | |
| 38 | FIS | Fidelity National Info Serv | Stock-Tech | 0.72% | -0.04% | +7.07% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | -0.07% | +12.42% | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.71% | +0.14% | -10.38% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | — | +1.89% | |
| 42 | SPGI | S&p Global Inc | Stock-Financials | 0.68% | — | +3.06% | |
| 43 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.68% | — | — | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.66% | -0.06% | +1.33% | |
| 45 | FISV | Fiserv Inc | Stock-Other | 0.66% | -0.28% | +2.57% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.66% | — | +4.02% | |
| 47 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.65% | -0.12% | -2.31% | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.63% | — | — | |
| 49 | ALL | Allstate CORP | Stock-Financials | 0.62% | — | +2.26% | |
| 50 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.60% | — | +4.07% |
According to official SEC Form 13F filings, Bowman & Co S.C. reported a total U.S. public equity portfolio value of $237.4M across 108 disclosed positions in Q2 2025.
During Q2 2025, Bowman & Co S.C.'s top holdings by market value included VOO (12.9%)、AVUV (5.0%)、AGG (4.5%). The largest single position, VOO, represented 12.9% 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 Q2 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.