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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 4,298.0 $630K 0.15% -49.0 -1.1% $146.64 -0.8%
42 C CITIGROUP INC Financial Services 4,415.0 $618K 0.14% -145.0 -3.2% $139.97 -4.8%
43 GM GENERAL MTRS CO Consumer Cyclical 7,692.0 $593K 0.14% -198.0 -2.5% $77.08 +11.3%
44 DFIV DIMENSIONAL ETF TRUST 10,788.0 $583K 0.14% -120.0 -1.1% $54.02 +8.1%
45 RSG REPUBLIC SVCS INC Industrials 2,706.0 $577K 0.13% -25.0 -0.9% $213.09 +3.7%
46 TOTALENERGIES SE 6,488.0 $504K 0.12% -100.0 -1.5% $77.76
47 STIP ISHARES TR 4,840.0 $494K 0.12% -2K -26.6% $102.16 -1.1%
48 KR KROGER CO Consumer Defensive 8,325.0 $462K 0.11% -100.0 -1.2% $55.53 +5.3%
49 GOOG ALPHABET INC 1,288.0 $455K 0.11% -300.0 -18.9% $353.33
50 BOTZ GLOBAL X FDS 11,861.0 $450K 0.10% -5K -29.5% $37.94 -5.5%
51 TXN TEXAS INSTRS INC Technology 1,371.0 $409K 0.10% -58.0 -4.1% $298.07 -12.8%
52 SCHF SCHWAB STRATEGIC TR 11,980.0 $332K 0.08% -956.0 -7.4% $27.70 +3.2%
53 DFUV DIMENSIONAL ETF TRUST 5,881.0 $324K 0.07% -281.0 -4.6% $55.01 +4.2%
54 LIN LINDE PLC Basic Materials 598.0 $310K 0.07% -37.0 -5.8% $518.94 -6.1%
55 GSG ISHARES S&P GSCI COMMODITY- Financial Services 9,692.0 $277K 0.06% -2K -14.5% $28.60 +14.8%
56 ICVT ISHARES TR 2,233.0 $272K 0.06% -2K -50.0% $121.74 -4.8%
57 QCOM QUALCOMM INC Technology 1,414.0 $261K 0.06% -157.0 -10.0% $184.79 -13.1%
58 TMO THERMO FISHER SCIENTIFIC INC Healthcare 509.0 $255K 0.06% -60.0 -10.5% $501.36 +25.3%
59 HWM HOWMET AEROSPACE INC Industrials 872.0 $234K 0.05% -287.0 -24.8% $268.82 -1.8%
60 XHB SPDR SERIES TRUST 1,931.0 $223K 0.05% -37K -95.1% $115.53 -7.9%
Page 3 of 4  ·  62 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%