☆Bowman & Co S.C.
Quality Q
0.412
AUM ($M)
237
Positions
118
Turnover
0.04
Top-10 wt
44%
Herfindahl
0.035
History (qtrs)
4
Excess Return
—
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Holdings · 120 positions · portfolio value $237M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 13.9% | +0.5% | 32.9 | 52,501 | +763 | 3 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | TRIM | — | 4.8% | -0.3% | 11.5 | 112,904 | -8,655 | 3 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 3.7% | -0.5% | 8.8 | 87,965 | -11,010 | 3 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO. | TRIM | — | 3.5% | +0.0% | 8.3 | 25,650 | -152 | 3 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 3.4% | +0.2% | 8.1 | 29,887 | -244 | 3 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 3.4% | +0.0% | 8.1 | 23,311 | -765 | 3 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 3.1% | -0.2% | 7.3 | 15,024 | -110 | 3 | — |
| ☆JAAA funds › | JANUS DETROIT STR TR | TRIM | — | 3.0% | -0.0% | 7.2 | 141,616 | -1,548 | 3 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 2.5% | +0.0% | 5.9 | 66,135 | -1,386 | 3 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | TRIM | — | 2.3% | -0.0% | 5.6 | 110,795 | -1,238 | 3 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 2.1% | +0.1% | 5.0 | 44,582 | -93 | 3 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 1.9% | +0.4% | 4.4 | 14,122 | -292 | 3 | — |
| ☆MSI funds › | MOTOROLA SOLUTIONS INC | TRIM | — | 1.6% | -0.3% | 3.8 | 9,988 | -74 | 3 | — |
| ☆ETN funds › | EATON CORP PLC | ADD | — | 1.5% | -0.3% | 3.6 | 11,332 | +20 | 3 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 1.5% | +0.0% | 3.5 | 53,768 | +337 | 3 | — |
| ☆WTV funds › | WISDOMTREE TR | ADD | — | 1.4% | +0.0% | 3.4 | 36,054 | +178 | 3 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | TRIM | — | 1.4% | -0.0% | 3.3 | 22,743 | -649 | 3 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 1.4% | -0.2% | 3.2 | 9,327 | -14 | 3 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | TRIM | — | 1.3% | -0.1% | 3.1 | 7,895 | -146 | 3 | — |
| ☆USMV funds › | ISHARES TR | ADD | — | 1.2% | -0.0% | 2.9 | 31,020 | +82 | 3 | — |
| ☆ADI funds › | ANALOG DEVICES INC | ADD | — | 1.2% | +0.1% | 2.8 | 10,286 | +260 | 3 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 1.1% | -0.1% | 2.7 | 4,077 | -28 | 3 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 1.1% | +0.1% | 2.7 | 8,558 | -68 | 3 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 1.1% | +0.0% | 2.7 | 5,477 | +8 | 3 | — |
| ☆CME funds › | CME GROUP INC | ADD | — | 1.1% | +0.0% | 2.5 | 9,195 | +16 | 3 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 1.0% | +0.1% | 2.5 | 11,960 | +56 | 3 | — |
| ☆MPC funds › | MARATHON PETE CORP | ADD | — | 1.0% | -0.2% | 2.5 | 15,101 | +96 | 3 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 1.0% | -0.0% | 2.4 | 10,647 | +77 | 3 | — |
| ☆JCI funds › | JOHNSON CTLS INTL PLC | ADD | — | 1.0% | +0.1% | 2.3 | 19,413 | +44 | 3 | — |
| ☆V funds › | VISA INC | TRIM | — | 1.0% | +0.0% | 2.3 | 6,580 | -161 | 3 | — |
| ☆TJX funds › | TJX COS INC NEW | TRIM | — | 0.9% | +0.0% | 2.2 | 14,605 | -426 | 3 | — |
| ☆MGK funds › | VANGUARD WORLD FD | TRIM | — | 0.9% | +0.0% | 2.0 | 4,918 | -23 | 3 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 0.8% | -0.0% | 2.0 | 15,995 | -809 | 3 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.8% | +0.2% | 1.9 | 8,918 | -152 | 3 | — |
| ☆MDT funds › | MEDTRONIC PLC | ADD | — | 0.7% | +0.0% | 1.8 | 18,486 | +121 | 3 | — |
| ☆DRI funds › | DARDEN RESTAURANTS INC | TRIM | — | 0.7% | -0.0% | 1.7 | 9,461 | -112 | 3 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.7% | +0.0% | 1.7 | 7,413 | -117 | 3 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 0.7% | +0.0% | 1.7 | 2,605 | -67 | 3 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.7% | +0.0% | 1.7 | 5,757 | +216 | 3 | — |
| ☆O funds › | REALTY INCOME CORP | TRIM | — | 0.7% | -0.1% | 1.7 | 29,576 | -55 | 3 | — |
| ☆MGV funds › | VANGUARD WORLD FD | ADD | — | 0.7% | +0.0% | 1.7 | 11,788 | +81 | 3 | — |
| ☆CMI funds › | CUMMINS INC | ADD | — | 0.7% | +0.1% | 1.6 | 3,071 | +107 | 3 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 0.7% | +0.1% | 1.5 | 5,839 | +17 | 3 | — |
| ☆APD funds › | AIR PRODS & CHEMS INC | TRIM | — | 0.6% | -0.1% | 1.5 | 6,223 | -448 | 3 | — |
| ☆SPGI funds › | S&P GLOBAL INC | TRIM | — | 0.6% | +0.0% | 1.5 | 2,865 | -17 | 3 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.6% | -0.1% | 1.4 | 4,311 | -296 | 3 | — |
| ☆ALL funds › | ALLSTATE CORP | TRIM | — | 0.6% | -0.0% | 1.4 | 6,798 | -41 | 3 | — |
| ☆FLMI funds › | FRANKLIN TEMPLETON ETF TR | ADD | — | 0.6% | +0.0% | 1.4 | 56,819 | +704 | 3 | — |
| ☆MLN funds › | VANECK ETF TRUST | ADD | — | 0.6% | +0.0% | 1.4 | 79,305 | +956 | 3 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.6% | -0.1% | 1.4 | 34,005 | -357 | 3 | — |
| ☆IQV funds › | IQVIA HLDGS INC | TRIM | — | 0.6% | +0.1% | 1.3 | 5,905 | -61 | 3 | — |
| ☆NIC funds › | NICOLET BANKSHARES INC | TRIM | — | 0.5% | -0.1% | 1.3 | 10,755 | -989 | 3 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 0.5% | -0.0% | 1.3 | 5,567 | -73 | 3 | — |
| ☆NXPI funds › | NXP SEMICONDUCTORS N V | TRIM | — | 0.5% | -0.0% | 1.3 | 5,908 | -50 | 3 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 0.5% | -0.0% | 1.2 | 11,090 | -590 | 3 | — |
| ☆STE funds › | STERIS PLC | TRIM | — | 0.5% | +0.0% | 1.2 | 4,613 | -47 | 3 | — |
| ☆FIS funds › | FIDELITY NATL INFORMATION SV | TRIM | — | 0.5% | -0.0% | 1.1 | 17,078 | -1,784 | 3 | — |
| ☆RWJ funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.5% | +0.0% | 1.1 | 23,197 | +12 | 3 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.5% | +0.0% | 1.1 | 13,658 | +142 | 3 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 0.4% | -0.0% | 1.0 | 5,196 | -173 | 3 | — |
| ☆ETR funds › | ENTERGY CORP NEW | NEW | — | 0.4% | +0.4% | 1.0 | 10,381 | +10,381 | 1 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | TRIM | — | 0.4% | -0.1% | 0.9 | 31,442 | -4,443 | 3 | — |
| ☆FANG funds › | DIAMONDBACK ENERGY INC | ADD | — | 0.4% | +0.0% | 0.9 | 6,195 | +191 | 3 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 0.4% | +0.0% | 0.9 | 7,513 | +199 | 3 | — |
| ☆BBY funds › | BEST BUY INC | TRIM | — | 0.3% | -0.1% | 0.8 | 12,256 | -1,546 | 3 | — |
| ☆APH funds › | AMPHENOL CORP NEW | TRIM | — | 0.3% | +0.0% | 0.8 | 5,616 | -84 | 3 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.7 | 1,074 | +88 | 3 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | TRIM | — | 0.3% | +0.0% | 0.7 | 8,407 | -20 | 3 | — |
| ☆CUSIP:949746804 funds › | WELLS FARGO CO NEW | ADD | — | 0.3% | -0.0% | 0.7 | 579 | +4 | 3 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 0.3% | +0.0% | 0.7 | 28,422 | +254 | 3 | — |
| ☆MTUM funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.7 | 2,717 | +173 | 3 | — |
| ☆ILCG funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 0.7 | 6,505 | -111 | 3 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.3% | +0.0% | 0.7 | 5,605 | +8 | 3 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 0.3% | +0.0% | 0.6 | 9,166 | +432 | 3 | — |
| ☆CMG funds › | CHIPOTLE MEXICAN GRILL INC | TRIM | — | 0.3% | -0.0% | 0.6 | 16,621 | -1,861 | 3 | — |
| ☆DXCM funds › | DEXCOM INC | TRIM | — | 0.3% | -0.1% | 0.6 | 9,257 | -2,211 | 3 | — |
| ☆VTWO funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.3% | +0.0% | 0.6 | 6,171 | +24 | 3 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.3% | +0.0% | 0.6 | 2,792 | +36 | 3 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | +0.0% | 0.6 | 2,871 | +14 | 3 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | ADD | — | 0.2% | -0.0% | 0.6 | 1,810 | +8 | 3 | — |
| ☆IEF funds › | ISHARES TR | TRIM | — | 0.2% | -0.1% | 0.6 | 5,817 | -1,289 | 3 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.2% | +0.0% | 0.5 | 7,171 | +104 | 3 | — |
| ☆WELL funds › | WELLTOWER INC | HOLD | — | 0.2% | +0.0% | 0.5 | 2,665 | +0 | 3 | — |
| ☆OSK funds › | OSHKOSH CORP | ADD | — | 0.2% | +0.0% | 0.5 | 3,862 | +351 | 3 | — |
| ☆SNPS funds › | SYNOPSYS INC | HOLD | — | 0.2% | -0.0% | 0.5 | 975 | +0 | 3 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | ADD | — | 0.2% | +0.1% | 0.4 | 3,498 | +2,528 | 2 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.4 | 1,373 | +5 | 3 | — |
| ☆VGT funds › | VANGUARD WORLD FD | TRIM | — | 0.2% | -0.0% | 0.4 | 547 | -45 | 3 | — |
| ☆SCHZ funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.2% | -0.0% | 0.4 | 17,396 | -1,675 | 3 | — |
| ☆VTHR funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.2% | +0.0% | 0.4 | 1,340 | +228 | 3 | — |
| ☆FISV funds › | FISERV INC | TRIM | — | 0.2% | -0.3% | 0.4 | 5,717 | -2,318 | 3 | — |
| ☆ORCL funds › | ORACLE CORP | HOLD | — | 0.2% | -0.1% | 0.4 | 1,952 | +0 | 3 | — |
| ☆LNT funds › | ALLIANT ENERGY CORP | ADD | — | 0.2% | -0.0% | 0.4 | 5,741 | +17 | 3 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | NEW | — | 0.2% | +0.2% | 0.4 | 2,354 | +2,354 | 1 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | +0.0% | 0.3 | 12,917 | +37 | 3 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | NEW | — | 0.1% | +0.1% | 0.3 | 2,917 | +2,917 | 1 | — |
| ☆CVX funds › | CHEVRON CORP NEW | HOLD | — | 0.1% | -0.0% | 0.3 | 2,203 | +0 | 3 | — |
| ☆CUSIP:060505682 funds › | BANK AMERICA CORP | ADD | — | 0.1% | -0.0% | 0.3 | 265 | +3 | 3 | — |
| ☆JMUB funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.1% | +0.0% | 0.3 | 6,552 | +1,258 | 3 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 664 | +1 | 3 | — |
| ☆FMB funds › | FIRST TR EXCH TRADED FD III | TRIM | — | 0.1% | -0.0% | 0.3 | 6,068 | -294 | 3 | — |
| ☆RWK funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.1% | -0.0% | 0.3 | 2,413 | -93 | 3 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | ADD | — | 0.1% | -0.0% | 0.3 | 2,934 | +10 | 3 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | NEW | — | 0.1% | +0.1% | 0.3 | 2,021 | +2,021 | 1 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,009 | +1,009 | 1 | — |
| ☆SHYM funds › | BLACKROCK ETF TRUST II | NEW | — | 0.1% | +0.1% | 0.3 | 12,950 | +12,950 | 1 | — |
| ☆SPY funds › | SPDR S&P 500 ETF TR | HOLD | — | 0.1% | +0.0% | 0.3 | 408 | +0 | 3 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | ADD | — | 0.1% | -0.0% | 0.3 | 2,635 | +11 | 3 | — |
| ☆CINF funds › | CINCINNATI FINL CORP | HOLD | — | 0.1% | +0.0% | 0.3 | 1,647 | +0 | 3 | — |
| ☆RTX funds › | RTX CORPORATION | HOLD | — | 0.1% | +0.0% | 0.3 | 1,440 | +0 | 3 | — |
| ☆GOOG funds › | ALPHABET INC | NEW | — | 0.1% | +0.1% | 0.3 | 816 | +816 | 1 | — |
| ☆ACVU funds › | HARTFORD FDS EXCHANGE TRADED | TRIM | — | 0.1% | -0.0% | 0.2 | 8,525 | -547 | 3 | — |
| ☆HYMB funds › | SPDR SERIES TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 9,273 | +9,273 | 1 | — |
| ☆ICE funds › | INTERCONTINENTAL EXCHANGE IN | TRIM | — | 0.1% | -0.0% | 0.2 | 1,400 | -52 | 3 | — |
| ☆SMH funds › | VANECK ETF TRUST | ADD | — | 0.1% | +0.0% | 0.2 | 627 | +2 | 2 | — |
| ☆SOXX funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 718 | +718 | 1 | — |
| ☆HAL funds › | HALLIBURTON CO | NEW | — | 0.1% | +0.1% | 0.2 | 7,243 | +7,243 | 1 | — |
| ☆ENVX funds › | ENOVIX CORPORATION | NEW | — | 0.0% | +0.0% | 0.1 | 10,000 | +10,000 | 1 | — |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GRP IN | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -12,816 | 0 | — |
| ☆COST funds › | COSTCO WHSL CORP NEW | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -301 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2025Q4 | 237 | 118 | 0.04 | 44% | 0.035 | 0.374 | — | in |
| 2025Q3 | 237 | 109 | 0.03 | 44% | 0.034 | 0.401 | — | in |
| 2025Q2 | 224 | 108 | 0.10 | 44% | 0.033 | 0.312 | — | entered |
| 2025Q1 | 204 | 109 | 0.00 | 41% | 0.031 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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