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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 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PLTR PALANTIR TECHNOLOGIES INC Technology 2,326.0 $271K 0.06% $116.67 +48.1%
162 VONV VANGUARD SCOTTSDALE FDS 2,526.0 $269K 0.06% +231.0 +10.1% $106.31 +6.5%
163 NOBL PROSHARES TR 4,758.0 $267K 0.06% +2K +100.0% $56.16 +4.4%
164 FS SPECIALTY LENDING FD 23,648.0 $264K 0.06% $11.15
165 BHF BRIGHTHOUSE FINL INC Financial Services 4,129.0 $261K 0.06% $63.30 -18.1%
166 QCOM QUALCOMM INC Technology 1,414.0 $261K 0.06% -157.0 -10.0% $184.79 -13.1%
167 BX BLACKSTONE INC Financial Services 2,206.0 $260K 0.06% $117.65 +21.9%
168 GS GOLDMAN SACHS GROUP INC Financial Services 254.0 $257K 0.06% $1011.37 +4.7%
169 DFAU DIMENSIONAL ETF TRUST 4,960.0 $256K 0.06% $51.69 +2.6%
170 TMO THERMO FISHER SCIENTIFIC INC Healthcare 509.0 $255K 0.06% -60.0 -10.5% $501.36 +25.3%
171 VFH VANGUARD WORLD FD 1,936.0 $255K 0.06% $131.59 +8.2%
172 VTES VANGUARD WELLINGTON FD 2,509.0 $254K 0.06% +15.0 +0.6% $101.32 -0.4%
173 LOW LOWES COS INC Consumer Cyclical 1,120.0 $247K 0.06% $220.49 -2.7%
174 FDX FEDEX CORP Industrials 780.0 $244K 0.06% $313.13 +6.6%
175 IHD VOYA EMERGING MKTS HIGH DIVI Financial Services 31,300.0 $244K 0.06% NEW $7.80 -1.9%
176 IDV ISHARES TR 5,705.0 $236K 0.06% $41.43 +9.0%
177 HWM HOWMET AEROSPACE INC Industrials 872.0 $234K 0.05% -287.0 -24.8% $268.82 -1.8%
178 EPD ENTERPRISE PRODS PARTNERS L 6,375.0 $234K 0.05% $36.76
179 EWU ISHARES TR 5,043.0 $233K 0.05% $46.14 +7.0%
180 GDX VANECK ETF TRUST 3,051.0 $230K 0.05% $75.45 +39.9%
Page 9 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%