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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 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GRMN GARMIN LTD Technology 2,260.0 $537K 0.12% $237.54 +21.7%
122 IJH ISHARES TR 6,943.0 $535K 0.12% $77.11 -0.6%
123 SO SOUTHERN CO Utilities 5,447.0 $521K 0.12% $95.72 -6.2%
124 TOTALENERGIES SE 6,488.0 $504K 0.12% -100.0 -1.5% $77.76
125 VIGI VANGUARD WHITEHALL FDS 5,333.0 $498K 0.12% $93.38 +5.5%
126 STIP ISHARES TR 4,840.0 $494K 0.12% -2K -26.6% $102.16 -1.2%
127 JNJ JOHNSON & JOHNSON Healthcare 1,864.0 $473K 0.11% +33.0 +1.8% $253.97 +6.4%
128 IWM ISHARES TR 1,574.0 $473K 0.11% $300.45 -0.5%
129 VDE VANGUARD WORLD FD 3,143.0 $472K 0.11% $150.11 +17.2%
130 VHT VANGUARD WORLD FD 1,563.0 $467K 0.11% $299.04 +9.0%
131 F FORD MTR CO Consumer Cyclical 33,397.0 $464K 0.11% $13.90 -0.0%
132 KR KROGER CO Consumer Defensive 8,325.0 $462K 0.11% -100.0 -1.2% $55.53 +5.4%
133 GOOG ALPHABET INC 1,288.0 $455K 0.11% -300.0 -18.9% $353.33
134 BOTZ GLOBAL X FDS 11,861.0 $450K 0.10% -5K -29.5% $37.94 -6.1%
135 LNC LINCOLN NATL CORP IND Financial Services 12,297.0 $435K 0.10% $35.35 +22.6%
136 TXN TEXAS INSTRS INC Technology 1,371.0 $409K 0.10% -58.0 -4.1% $298.07 -12.2%
137 DFIC DIMENSIONAL ETF TRUST 10,887.0 $406K 0.09% $37.26 +5.8%
138 OEF ISHARES TR 1,107.0 $405K 0.09% $365.87 +3.1%
139 SUSL ISHARES TR 2,872.0 $381K 0.09% $132.76 +3.3%
140 VOO VANGUARD INDEX FDS 543.0 $373K 0.09% NEW $686.81 +2.5%
Page 7 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%