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CIK: 0001906275
Total reported value
$237.4M
$237.4M
109 檔
29.4%
As reported in its official Q3 2025 Form 13F filing, Bowman & Co S.C.'s tracked investment portfolio stood at $237.4M with 109 total positions.
In Q3 2025, Bowman & Co S.C. displayed an active expansion posture, initiating 6 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AVUV, AGG) accounted for 29.4% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.36% | +0.51% | +1.75% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.10% | -0.25% | -1.44% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.19% | -0.49% | -2.96% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.43% | +0.05% | -1.30% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.35% | +0.05% | -16.61% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | -0.25% | +1.21% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.24% | +0.18% | +1.03% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.07% | -0.05% | +1.77% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.49% | — | -1.69% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.37% | — | -5.45% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.94% | +0.15% | -0.51% | |
| 12 | MSI | Motorola Solutions Inc | Stock-Tech | 1.94% | -0.33% | -0.49% | |
| 13 | ETN | Eaton Corporation plc | Stock-Industrials | 1.79% | -0.27% | -0.84% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.60% | -0.25% | -0.54% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.38% | -1.04% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.47% | — | +0.49% | |
| 17 | TT | Trane Technologies plc | Stock-Industrials | 1.43% | -0.14% | -0.69% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.39% | — | +0.59% | |
| 19 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 1.38% | — | +0.41% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.13% | -0.82% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.24% | — | +2.02% | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.22% | -0.19% | -0.50% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 1.11% | — | -0.67% | |
| 24 | CME | Cme Group Inc | Stock-Financials | 1.05% | — | -0.67% | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 1.04% | +0.14% | +50.20% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | — | -0.21% | |
| 27 | CB | Chubb Limited | Stock-Financials | 1.03% | +0.10% | -0.88% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | — | -0.91% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | +0.11% | +0.19% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.92% | — | -0.65% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | +0.08% | -0.73% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | — | -2.72% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.84% | — | — | |
| 34 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.77% | — | -0.60% | |
| 35 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.77% | -0.12% | -0.25% | |
| 36 | O | Realty Income CORP | Stock-Real Estate | 0.76% | -0.06% | +0.44% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.74% | — | +0.69% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | — | -0.79% | |
| 39 | GEV | GE Vernova Inc | Stock-Industrials | 0.69% | — | -0.63% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.69% | — | +4.49% | |
| 41 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.68% | — | +0.52% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | -0.07% | -10.25% | |
| 43 | NIC | Nicolet Bankshares Inc | Stock-Other | 0.67% | -0.12% | -1.24% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.06% | +0.14% | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.62% | — | -0.48% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.62% | +0.18% | -1.04% | |
| 47 | SPGI | S&p Global Inc | Stock-Financials | 0.59% | — | -0.52% | |
| 48 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.59% | — | +1.02% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.58% | +0.07% | -1.90% | |
| 50 | MLN | Vaneck Long Muni ETF | ETF-Other | 0.58% | — | +3.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | -16.61% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +1% | +1.75% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | +1.21% | Add |
| 4 | AVUV | Avantis US Small Cap Value | +0.6% | -1.44% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.04% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -1.30% | Trim |
| 7 | ADI | Analog Devices Inc | +0.3% | +50.20% | Add |
| 8 | ETN | Eaton Corporation plc | +0.3% | -0.84% | Trim |
| 9 | CMI | Cummins Inc | +0.2% | +0.99% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.2% | -1.11% | Add |
| 11 | TT | Trane Technologies plc | +0.1% | -0.69% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.1% | -0.82% | Add |
| 13 | MPC | Marathon Petroleum CORP | +0.1% | -0.50% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | -0.73% | Trim |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | -5.45% | Add |
| 16 | VUG | Vanguard Growth ETF | +0.1% | -0.67% | Trim |
| 17 | AMD | Advanced Micro Devices | +0.1% | -1.04% | Trim |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.70% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 20 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -1.69% | Add |
| 21 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | — | Unchanged |
| 22 | DXCM | Dexcom Inc | +0.1% | -0.85% | Add |
| 23 | CDNS | Cadence Design Sys Inc | +0.1% | +24.10% | Add |
| 24 | TJX | Tjx Companies Inc | 0% | -0.65% | Add |
| 25 | VO | Vanguard Mid-cap ETF | 0% | +4.49% | Add |
| 26 | IVW | Ishares S&p 500 Growth ETF | 0% | -2.72% | Trim |
| 27 | WMT | Walmart Inc | 0% | -0.51% | Add |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.49% | Add |
| 29 | JNJ | Johnson & Johnson | 0% | +0.19% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | -0.79% | Add |
| 31 | AAPL | Apple Inc | — | +1.03% | Add |
| 32 | HD | Home Depot Inc | -0.1% | -0.54% | Add |
| 33 | EW | Edwards Lifesciences CORP | -0.2% | -0.15% | Trim |
| 34 | CMG | Chipotle Mexican Grill Inc | -0.3% | -16.24% | Trim |
| 35 | JAAA | Janus Henderson Aaa Clo ETF | -0.3% | +1.77% | Add |
| 36 | FISV | Fiserv Inc | -0.5% | -6.68% | Trim |
| 37 | UNH | Unitedhealth Group Inc | -0.5% | -10.25% | Add |
| 38 | MUB | Ishares National Muni Bond E | -0.6% | +22.37% | Trim |
| 39 | WTV | Wisdomtree U.s. Value Fund | — | NEW | New buy |
| 40 | QVAL | Alpha Arch US Qnt Value ETF | — | EXIT | Sold out |
| 41 | ABBV | Abbvie Inc | — | NEW | New buy |
| 42 | MRK | Merck & Co. Inc. | — | EXIT | Sold out |
| 43 | GEV | GE Vernova Inc | — | NEW | New buy |
| 44 | MLN | Vaneck Long Muni ETF | — | NEW | New buy |
| 45 | TFI | Ss Spdr N Ice Muni Bond ETF | — | EXIT | Sold out |
| 46 | LHX | L3harris Technologies Inc | — | EXIT | Sold out |
| 47 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 48 | VTWO | Vanguard Russell 2000 ETF | — | NEW | New buy |
| 49 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 50 | SCHA | Schwab US Small-cap ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Bowman & Co S.C. reported a total U.S. public equity portfolio value of $237.4M across 109 disclosed positions in Q3 2025.
During Q3 2025, Bowman & Co S.C.'s top holdings by market value included VOO (13.4%)、AVUV (5.1%)、AGG (4.2%). The largest single position, VOO, represented 13.4% 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.
Top New Position Initiated
WTV
市值: $3.3M
Top Position Liquidated / Trimmed
QVAL
前期市值: $2.7M
In Q3 2025, Bowman & Co S.C. made 48 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 12 holdings, and fully liquidating 6 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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