Bowman & CO S.C. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $231 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $32.4M, American Centy ETF Tr Avantis with a value of $11M, Ishares Core U.S. Aggregate Bo with a value of $8.8M, Apple Inc. with a value of $7.99M, and Broadcom Inc. with a value of $7.99M.

Examining the 13F form we can see an decrease of $1.79M in the current position value, from $233M to 231M.

Below you can find more details about Bowman & CO S.C. portfolio as well as his latest detailed transactions.

Portfolio value $231 Million
ETFs: $112 Million
Technology: $38.6 Million
Financial Services: $19.6 Million
Industrials: $13.1 Million
Healthcare: $11.8 Million
Consumer Cyclical: $10.3 Million
Communication Services: $8.87 Million
Energy: $5.14 Million
Other: $11.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $231 Million
  • Prior Value $233 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 11 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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