Bowman & Co S.C. 13F Holdings · last filed Q4 2025
Bowman & Co S.C. reported 118 securities worth $237.44M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: VOO (13.87%), AVUV (4.85%), AGG (3.70%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $32.9M | 13.87% | 52,501 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $11.5M | 4.85% | 112,904 | Trimmed |
| 3 | AGG | ISHARES TR | $8.8M | 3.70% | 87,965 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO. | $8.3M | 3.48% | 25,650 | Trimmed |
| 5 | AAPL | APPLE INC | $8.1M | 3.42% | 29,887 | Trimmed |
| 6 | AVGO | BROADCOM INC | $8.1M | 3.40% | 23,311 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $7.3M | 3.06% | 15,024 | Trimmed |
| 8 | JAAA | JANUS DETROIT STR TR | $7.2M | 3.02% | 141,616 | Trimmed |
| 9 | IEFA | ISHARES TR | $5.9M | 2.49% | 66,135 | Trimmed |
| 10 | VTEB | VANGUARD MUN BD FDS | $5.6M | 2.35% | 110,795 | Trimmed |
| 11 | WMT | WALMART INC | $5.0M | 2.09% | 44,582 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $4.4M | 1.86% | 14,122 | Trimmed |
| 13 | MSI | MOTOROLA SOLUTIONS INC | $3.8M | 1.61% | 9,988 | Trimmed |
| 14 | ETN | EATON CORP PLC | $3.6M | 1.52% | 11,332 | Added |
| 15 | IJH | ISHARES TR | $3.5M | 1.49% | 53,768 | Added |
| 16 | WTV | WISDOMTREE TR | $3.4M | 1.42% | 36,054 | Added |
| 17 | VYM | VANGUARD WHITEHALL FDS | $3.3M | 1.37% | 22,743 | Trimmed |
| 18 | HD | HOME DEPOT INC | $3.2M | 1.35% | 9,327 | Trimmed |
| 19 | TT | TRANE TECHNOLOGIES PLC | $3.1M | 1.29% | 7,895 | Trimmed |
| 20 | USMV | ISHARES TR | $2.9M | 1.23% | 31,020 | Added |
| 21 | ADI | ANALOG DEVICES INC | $2.8M | 1.18% | 10,286 | Added |
| 22 | META | META PLATFORMS INC | $2.7M | 1.14% | 4,077 | Trimmed |
| 23 | CB | CHUBB LIMITED | $2.7M | 1.13% | 8,558 | Trimmed |
| 24 | VUG | VANGUARD INDEX FDS | $2.7M | 1.13% | 5,477 | Added |
| 25 | CME | CME GROUP INC | $2.5M | 1.06% | 9,195 | Added |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR