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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 6 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TLH ISHARES TR 6,507.0 $653K 0.15% -5K -40.9% $100.35 -2.6%
102 MSC INCOME FUND INC 55,290.0 $640K 0.15% $11.57
103 T AT&T INC Communication Services 30,773.0 $637K 0.15% $20.70 +25.0%
104 MRK MERCK & CO INC Healthcare 4,935.0 $634K 0.15% $128.50 +19.2%
105 PG PROCTER & GAMBLE CO Consumer Defensive 4,298.0 $630K 0.15% -49.0 -1.1% $146.64 -1.1%
106 IVW ISHARES TR 4,548.0 $625K 0.14% $137.53 +0.8%
107 C CITIGROUP INC Financial Services 4,415.0 $618K 0.14% -145.0 -3.2% $139.97 -4.6%
108 DFAC DIMENSIONAL ETF TRUST 13,628.0 $605K 0.14% $44.36 +2.8%
109 GM GENERAL MTRS CO Consumer Cyclical 7,692.0 $593K 0.14% -198.0 -2.5% $77.08 +12.0%
110 VGK VANGUARD INTL EQUITY INDEX F 6,675.0 $591K 0.14% $88.54 +4.7%
111 IALT BLACKROCK ETF TRUST 20,945.0 $588K 0.14% NEW $28.05 +3.1%
112 DFIV DIMENSIONAL ETF TRUST 10,788.0 $583K 0.14% -120.0 -1.1% $54.02 +7.8%
113 VT VANGUARD INTL EQUITY INDEX F 3,685.0 $578K 0.13% $156.95 +2.5%
114 RSG REPUBLIC SVCS INC Industrials 2,706.0 $577K 0.13% -25.0 -0.9% $213.09 +4.3%
115 GGOV BLACKROCK ETF TRUST II 11,413.0 $574K 0.13% NEW $50.29 +0.1%
116 SYSB ISHARES TR 6,466.0 $574K 0.13% NEW $88.72 -1.2%
117 MCD MCDONALDS CORP Consumer Cyclical 2,072.0 $560K 0.13% $270.31 -1.3%
118 SPACE EXPLORATION TECHN CORP 3,250.0 $555K 0.13% NEW $170.86
119 IBM INTERNATIONAL BUSINESS MACHS Technology 1,945.0 $547K 0.13% $281.21 -18.3%
120 BAC BANK OF AMER CORP Financial Services 9,494.0 $541K 0.13% $56.98 +9.2%
Page 6 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%