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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 8 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NFLX NETFLIX INC. Communication Services 5,148.0 $368K 0.09% +500.0 +10.8% $71.40 +14.1%
142 KNG FIRST TR EXCHANGE-TRADED FD 7,266.0 $367K 0.09% +1K +20.6% $50.50 +2.8%
143 ETN EATON CORP PLC Industrials 835.0 $356K 0.08% $426.12 -1.6%
144 OKE ONEOK INC NEW Energy 4,016.0 $349K 0.08% +58.0 +1.5% $86.94 +9.2%
145 FLJP FRANKLIN TEMPLETON ETF TR 8,778.0 $349K 0.08% $39.75 +2.3%
146 KO COCA COLA CO Consumer Defensive 4,246.0 $345K 0.08% +100.0 +2.4% $81.26 +10.9%
147 IJR ISHARES TR 2,315.0 $343K 0.08% $148.32 -1.0%
148 SCHF SCHWAB STRATEGIC TR 11,980.0 $332K 0.08% -956.0 -7.4% $27.70 +2.7%
149 VPL VANGUARD INTL EQUITY INDEX F 2,859.0 $331K 0.08% $115.69 -0.4%
150 DFAS DIMENSIONAL ETF TRUST 4,005.0 $330K 0.08% $82.34 +0.5%
151 DFUV DIMENSIONAL ETF TRUST 5,881.0 $324K 0.07% -281.0 -4.6% $55.01 +4.4%
152 LIN LINDE PLC Basic Materials 598.0 $310K 0.07% -37.0 -5.8% $518.94 -5.5%
153 EVSD MORGAN STANLEY ETF TRUST 6,038.0 $307K 0.07% NEW $50.86 +0.1%
154 JEPI J P MORGAN EXCHANGE TRADED F 5,408.0 $305K 0.07% $56.48 +3.0%
155 SCHW SCHWAB CHARLES CORP Financial Services 3,257.0 $301K 0.07% $92.27 +18.6%
156 SIXH EXCHANGE TRADED CONCEPTS TRU 6,670.0 $286K 0.07% NEW $42.81 +4.3%
157 HPE HEWLETT PACKARD ENTERPRISE C Technology 6,194.0 $279K 0.07% NEW $45.11 +22.4%
158 GSG ISHARES S&P GSCI COMMODITY- Financial Services 9,692.0 $277K 0.06% -2K -14.5% $28.60 +15.4%
159 DE DEERE & CO Industrials 436.0 $277K 0.06% +5.0 +1.2% $634.33 +0.0%
160 ICVT ISHARES TR 2,233.0 $272K 0.06% -2K -50.0% $121.74 -5.1%
Page 8 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%