Portfolio (Quarterly)
Guide ↗
Bosman Wealth Management, LLC
· CIK 0002066260| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 75,490.0 | $11.0M | 9.72% | -8K | -9.4% | $146.28 | -8.4% |
| 2 | GOOGL | ALPHABET INC | Communication Services | 30,215.0 | $8.7M | 7.65% | +250.0 | +0.8% | $287.56 | +38.0% |
| 3 | NVDA | NVIDIA CORPORATION | Technology | 48,076.0 | $8.4M | 7.38% | -1K | -2.3% | $174.40 | +29.2% |
| 4 | — | TECHNIPFMC PLC | — | 119,679.0 | $8.3M | 7.28% | -1K | -0.8% | $69.13 | — |
| 5 | MU | MICRON TECHNOLOGY INC | Technology | 16,654.0 | $5.6M | 4.95% | NEW | — | $337.84 | +114.5% |
| 6 | GLD | SPDR GOLD TR | Financial Services | 12,502.0 | $5.4M | 4.73% | +451.0 | +3.7% | $430.29 | -3.0% |
| 7 | MRVL | MARVELL TECHNOLOGY INC | Technology | 49,040.0 | $4.9M | 4.28% | NEW | — | $99.05 | +78.6% |
| 8 | AMZN | AMAZON COM INC | Consumer Cyclical | 22,773.0 | $4.7M | 4.17% | +767.0 | +3.5% | $208.27 | +27.2% |
| 9 | GEV | GE VERNOVA INC | Utilities | 4,753.0 | $4.1M | 3.65% | +202.0 | +4.4% | $872.90 | +20.2% |
| 10 | MSFT | MICROSOFT CORP | Technology | 10,671.0 | $4.0M | 3.48% | +497.0 | +4.9% | $370.17 | +14.0% |
| 11 | AVGO | BROADCOM INC | Technology | 12,408.0 | $3.8M | 3.38% | -1K | -7.7% | $309.51 | +35.9% |
| 12 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 91,154.0 | $3.5M | 3.08% | +5K | +5.6% | $38.42 | +13.3% |
| 13 | SLB | SLB LIMITED | Energy | 64,467.0 | $3.3M | 2.92% | NEW | — | $51.39 | +7.8% |
| 14 | LBRT | LIBERTY ENERGY INC | Energy | 114,897.0 | $3.3M | 2.91% | NEW | — | $28.80 | +14.4% |
| 15 | META | META PLATFORMS INC | Communication Services | 5,427.0 | $3.1M | 2.73% | -385.0 | -6.6% | $572.13 | +7.4% |
| 16 | FIX | COMFORT SYS USA INC | Industrials | 1,927.0 | $2.7M | 2.34% | -147.0 | -7.1% | $1378.99 | +44.5% |
| 17 | ANET | ARISTA NETWORKS INC | Technology | 19,009.0 | $2.3M | 2.05% | +961.0 | +5.3% | $122.78 | +15.4% |
| 18 | AAPL | APPLE INC | Technology | 7,649.0 | $1.9M | 1.71% | -85.0 | -1.1% | $253.79 | +17.4% |
| 19 | TSLA | TESLA INC | Consumer Cyclical | 4,448.0 | $1.7M | 1.46% | +344.0 | +8.4% | $371.75 | +13.6% |
| 20 | CRWV | COREWEAVE INC | Technology | 20,391.0 | $1.6M | 1.39% | -4K | -14.8% | $77.47 | +38.5% |
① 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
47.4%
Communication Services
11.4%
Financial Services
11.3%
Energy
8.4%
Consumer Cyclical
8.1%
Industrials
6.7%
Utilities
5.5%
Basic Materials
1.0%
Healthcare
0.1%