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Portfolio (Quarterly) Guide ↗

BOS Asset Management, LLC

· CIK 0001965814
13F Portfolio $392M AUM 200 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 83 Added 42 Reduced 9 Exited
Page 8 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DFIC DIMENSIONAL ETF TRUST 10,863.0 $386K 0.10% $35.53 +8.0%
142 F FORD MTR CO Consumer Cyclical 33,392.0 $385K 0.10% $11.54 +32.8%
143 GSG ISHARES S&P GSCI COMMODITY- Financial Services 11,330.0 $365K 0.09% $32.25 +1.1%
144 OKE ONEOK INC NEW Energy 3,958.0 $358K 0.09% -239.0 -5.7% $90.39 +0.1%
145 OEF ISHARES TR 1,107.0 $352K 0.09% $318.07 +17.4%
146 PLTR PALANTIR TECHNOLOGIES INC Technology 2,326.0 $340K 0.09% $146.28 -6.6%
147 CNRG SPDR SERIES TRUST 3,627.0 $328K 0.08% +279.0 +8.3% $90.32 +33.8%
148 SUSL ISHARES TR 2,872.0 $326K 0.08% $113.60 +16.6%
149 SCHF SCHWAB STRATEGIC TR 12,936.0 $320K 0.08% $24.75 +12.2%
150 FLJP FRANKLIN TEMPLETON ETF TR 8,778.0 $318K 0.08% +310.0 +3.7% $36.18 +9.9%
151 KO COCA COLA CO Consumer Defensive 4,146.0 $315K 0.08% +593.0 +16.7% $76.05 +5.8%
152 LIN LINDE PLC Basic Materials 635.0 $315K 0.08% +117.0 +22.6% $495.76 +3.9%
153 JEPI J P MORGAN EXCHANGE TRADED F 5,408.0 $307K 0.08% +195.0 +3.7% $56.68 -0.8%
154 SCHW SCHWAB CHARLES CORP Financial Services 3,257.0 $306K 0.08% $93.98 -4.9%
155 BUG GLOBAL X FDS 12,100.0 $304K 0.08% +4K +47.6% $25.11 +37.6%
156 ETN EATON CORP PLC Industrials 835.0 $299K 0.08% +35.0 +4.4% $357.67 +12.7%
157 DFUV DIMENSIONAL ETF TRUST 6,162.0 $299K 0.08% +34.0 +0.6% $48.46 +10.8%
158 FS SPECIALTY LENDING FD 23,648.0 $296K 0.08% +1K +5.0% $12.51
159 KNG FIRST TR EXCHANGE-TRADED FD 6,027.0 $294K 0.07% -453.0 -7.0% $48.71 -0.2%
160 IJR ISHARES TR 2,315.0 $288K 0.07% $124.32 +12.3%
Page 8 of 10  ·  200 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
Financial Services 34.5%
Technology 27.5%
Industrials 7.2%
Energy 6.4%
Healthcare 6.2%
Communication Services 4.6%
Consumer Cyclical 4.1%
Basic Materials 3.8%
Consumer Defensive 3.4%
Utilities 1.7%