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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 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTV VANGUARD INDEX FDS 10,410.0 $2.3M 0.53% +370.0 +3.7% $217.93 +4.1%
42 GLD SPDR GOLD TR Financial Services 6,140.0 $2.3M 0.53% $368.38 +14.4%
43 XOM EXXON MOBIL CORP Energy 16,379.0 $2.2M 0.52% -421.0 -2.5% $136.72 +15.7%
44 GOVT ISHARES TR 98,179.0 $2.2M 0.52% +69K +232.2% $22.78 -1.0%
45 AMD ADVANCED MICRO DEVICES INC Technology 3,781.0 $2.2M 0.51% -748.0 -16.5% $580.91 -17.2%
46 AVGO BROADCOM INC Technology 5,805.0 $2.2M 0.51% -833.0 -12.6% $377.75 -5.9%
47 SGOL ETFS GOLD TR Financial Services 55,958.0 $2.1M 0.50% -15K -20.8% $38.23 +14.4%
48 IDU ISHARES TR 18,098.0 $2.1M 0.48% +132.0 +0.7% $114.61 -3.6%
49 VO VANGUARD INDEX FDS 24,750.0 $2.0M 0.46% +19K +302.5% $80.57 +3.2%
50 GRID FIRST TR EXCHANGE-TRADED FD 10,296.0 $2.0M 0.46% +7K +246.1% $191.75 -5.7%
51 XLB SELECT SECTOR SPDR TR 38,545.0 $2.0M 0.46% +930.0 +2.5% $50.83 +5.6%
52 DVN DEVON ENERGY CORP NEW Energy 45,964.0 $1.9M 0.44% +3K +7.0% $41.32 +13.3%
53 VGT VANGUARD WORLD FD 14,552.0 $1.7M 0.40% +13K +700.0% $119.52 -1.3%
54 CEF SPROTT ASSET MANAGEMENT LP Financial Services 42,296.0 $1.7M 0.40% +2K +5.2% $40.23 +16.5%
55 DFAT DIMENSIONAL ETF TRUST 24,099.0 $1.7M 0.39% $69.90 +2.2%
56 MBB ISHARES TR 17,377.0 $1.6M 0.38% +2K +12.5% $94.52 -1.0%
57 SOVF ELEVATION SERIES TRUST 54,645.0 $1.6M 0.38% +2K +3.6% $29.72 +8.2%
58 CSCO CISCO SYS INC Technology 13,771.0 $1.6M 0.38% -185.0 -1.3% $117.46 -4.3%
59 AMZN AMAZON COM INC Consumer Cyclical 6,719.0 $1.6M 0.37% -250.0 -3.6% $238.35 +9.2%
60 XME SPDR SERIES TRUST 14,188.0 $1.5M 0.35% -2K -10.5% $106.93 +12.5%
Page 3 of 11  ·  204 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%