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Portfolio (Quarterly) Guide ↗

BOS Asset Management, LLC

· CIK 0001965814
13F Portfolio $431M AUM 204 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 48 Added 62 Reduced 19 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGT VANGUARD WORLD FD 14,552.0 $1.7M 0.40% +13K +700.0% $119.52 -1.7%
22 CEF SPROTT ASSET MANAGEMENT LP Financial Services 42,296.0 $1.7M 0.40% +2K +5.2% $40.23 +18.4%
23 MBB ISHARES TR 17,377.0 $1.6M 0.38% +2K +12.5% $94.52 -0.8%
24 SOVF ELEVATION SERIES TRUST 54,645.0 $1.6M 0.38% +2K +3.6% $29.72 +8.0%
25 META META PLATFORMS INC Communication Services 2,632.0 $1.5M 0.34% +20.0 +0.8% $563.30 +1.2%
26 DGRO ISHARES TR 18,568.0 $1.4M 0.33% +1K +7.3% $75.79 +5.3%
27 AMLP ALPS ETF TR 26,125.0 $1.4M 0.31% +5K +26.5% $51.85 +5.3%
28 TPLC TIMOTHY PLAN 23,951.0 $1.2M 0.28% +166.0 +0.7% $50.35 +1.2%
29 ES EVERSOURCE ENERGY Utilities 16,033.0 $1.2M 0.27% +2K +16.4% $72.27 -1.7%
30 VUG VANGUARD INDEX FDS 11,670.0 $1.0M 0.23% +10K +505.0% $86.14 +1.5%
31 DFEV DIMENSIONAL ETF TRUST 23,401.0 $998K 0.23% +367.0 +1.6% $42.67 -0.9%
32 ASML ASML HLDG NV Technology 401.0 $798K 0.18% +24.0 +6.4% $1989.44 -12.3%
33 DFAW DIMENSIONAL ETF TRUST 8,688.0 $719K 0.17% +830.0 +10.6% $82.79 +3.1%
34 TSLA TESLA INC Consumer Cyclical 1,592.0 $670K 0.15% +264.0 +19.9% $420.60 -16.7%
35 JNJ JOHNSON & JOHNSON Healthcare 1,864.0 $473K 0.11% +33.0 +1.8% $253.97 +7.5%
36 NFLX NETFLIX INC. Communication Services 5,148.0 $368K 0.09% +500.0 +10.8% $71.40 +15.2%
37 KNG FIRST TR EXCHANGE-TRADED FD 7,266.0 $367K 0.09% +1K +20.6% $50.50 +2.5%
38 OKE ONEOK INC NEW Energy 4,016.0 $349K 0.08% +58.0 +1.5% $86.94 +5.5%
39 KO COCA COLA CO Consumer Defensive 4,246.0 $345K 0.08% +100.0 +2.4% $81.26 +12.8%
40 DE DEERE & CO Industrials 436.0 $277K 0.06% +5.0 +1.2% $634.33 -0.6%
Page 2 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.9%
Financial Services 30.8%
Industrials 7.8%
Healthcare 7.1%
Energy 4.6%
Consumer Cyclical 4.3%
Communication Services 3.6%
Consumer Defensive 2.8%
Basic Materials 2.6%
Utilities 1.9%