Bosman Wealth Management, LLC
CIK 2066260 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $161.2M
- Posisi
- 56
- Per tanggal
- 30 Juni 2026
#7.158 dari 9.443 berdasarkan nilai 13F · top 75.8%
Nilai portofolio QoQ: +41.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 55,95%
- Bobot 25 kepemilikan teratas
- 84,17%
- Posisi di atas 1%
- 27
- Jumlah posisi efektif
- 21,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 11,75% Perkiraan pembelian $26.912.897 · penjualan $16.140.783
Kepemilikan median: 2,0 kuartal Dilacak Q4 2024–Q2 2026 · 53,3% masih dipegang
- Posisi baru
- 14
- Meningkat
- 12
- Menurun
- 23
- Tertutup
- 10
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +37.9% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 94,5% · Opsi dikecualikan: 0,0%
Rincian sektor
Technology
49,1%
Industrials
13,1%
Energy
10,6%
Communication Services
7,4%
Communications
4,3%
Retail
3,3%
Consumer Discretionary
2,4%
Healthcare
2,3%
Consumer Staples
0,8%
Materials
0,8%
Financial Services
0,3%
Lainnya/Tidak terpetakan
5,7%
Portofolio lengkap 56 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| MU Micron Technology, Inc. - Common Stock | $21.487.108 | 13,33% | 18.615 | $15.860.721 | Naik ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $13.340.706 | 8,28% | 44.784 | $8.483.294 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $10.196.481 | 6,33% | 28.532 | $1.507.856 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $9.527.686 | 5,91% | 47.617 | $1.143.232 | Turun ×3 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $8.160.600 | 5,06% | 69.946 | $-2.882.077 | Turun ×6 | ||
| FTI TechnipFMC plc Ordinary Share | $7.462.065 | 4,63% | 112.550 | $-811.344 | Turun ×6 | ||
| BE Bloom Energy Corporation Class A Common Stock | $5.215.218 | 3,24% | 17.229 | $3.766.423 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $5.049.548 | 3,13% | 4.298 | $900.654 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4.963.295 | 3,08% | 8.544 | $3.798.048 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4.783.245 | 2,97% | 20.069 | $40.312 | Turun ×1 | ||
| GLD | $4.117.015 | 2,55% | 11.176 | $-1.262.471 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $3.800.543 | 2,36% | 10.061 | $-39.857 | Turun ×2 | ||
| LLY Eli Lilly and Company Common Stock | $3.747.019 | 2,32% | 3.124 | Naik ×1 | |||
| LITE Lumentum Holdings Inc. - Common Stock | $3.699.097 | 2,29% | 4.311 | $3.157.269 | Naik ×1 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $3.684.445 | 2,29% | 1.859 | $1.027.131 | Turun ×5 | ||
| MSFT Microsoft Corporation - Common Stock | $3.595.167 | 2,23% | 9.638 | $-354.917 | Turun ×1 | ||
| SLB SLB Limited Common Shares | $3.371.827 | 2,09% | 72.528 | $58.868 | Naik ×1 | ||
| LBRT Liberty Energy Inc. Class A common stock | $2.747.488 | 1,70% | 104.906 | $-561.546 | Turun ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $2.649.279 | 1,64% | 15.595 | $315.354 | Turun ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $2.557.250 | 1,59% | 2.650 | $1.352.196 | Turun ×1 | ||
| WDC Western Digital Corporation - Common Stock | $2.498.673 | 1,55% | 3.912 | $1.553.040 | Naik ×1 | ||
| IBIT iShares Bitcoin Trust ETF | $2.339.455 | 1,45% | 70.275 | $-1.162.682 | Turun ×1 | ||
| OC Owens Corning Inc Common Stock New | $2.332.102 | 1,45% | 14.671 | $1.831.476 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $2.213.893 | 1,37% | 7.651 | $272.653 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $2.121.584 | 1,32% | 4.896 | Naik ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1.960.417 | 1,22% | 4.661 | $306.873 | Naik ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.697.193 | 1,05% | 3.013 | $-1.407.757 | Turun ×2 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $1.550.528 | 0,96% | 14.051 | $-562 | |||
| JCI Johnson Controls International plc Ordinary Share | $1.386.292 | 0,86% | 9.488 | $1.119.416 | Naik ×1 | ||
| BG Bunge Limited Common Shares | $1.273.289 | 0,79% | 11.930 | Naik ×1 | |||
| CRWV CoreWeave, Inc. - Class A Common Stock | $1.264.954 | 0,78% | 12.708 | $-314.737 | Turun ×2 | ||
| SCCO Southern Copper Corporation Common Stock | $1.251.361 | 0,78% | 7.181 | $166.179 | Naik ×1 | ||
| DECK Deckers Outdoor Corporation Common Stock | $1.199.225 | 0,74% | 12.078 | $-64.812 | Turun ×4 | ||
| ALAB Astera Labs, Inc. - Common Stock | $1.175.188 | 0,73% | 2.433 | Naik ×1 | |||
| SPY SPY | $1.128.369 | 0,70% | 1.511 | $145.705 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $1.110.933 | 0,69% | 3.318 | $679.184 | Naik ×1 | ||
| BLDR Builders FirstSource, Inc. Common Stock | $1.034.210 | 0,64% | 11.558 | Naik ×1 | |||
| MGY Magnolia Oil & Gas Corporation Class A Common Stock | $973.012 | 0,60% | 38.038 | $-259.449 | Turun ×6 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $816.359 | 0,51% | 2.956 | Naik ×1 | |||
| TS Tenaris S.A. American Depositary Shares | $800.221 | 0,50% | 14.421 | Naik ×1 | |||
| VLO Valero Energy Corporation Common Stock | $756.839 | 0,47% | 2.906 | Naik ×1 | |||
| CIFR Cipher Mining Inc. - Common Stock | $729.904 | 0,45% | 29.792 | $173.122 | Turun ×2 | ||
| SMH SMH | $636.869 | 0,40% | 971 | $264.588 | |||
| MELI MercadoLibre, Inc. - Common Stock | $602.573 | 0,37% | 355 | $-89.035 | Turun ×4 | ||
| MMM 3M Company Common Stock | $600.038 | 0,37% | 3.706 | $61.816 | |||
| QXO QXO, Inc. Common Stock | $507.911 | 0,32% | 29.393 | Naik ×1 | |||
| AAOI Applied Optoelectronics, Inc. - Common Stock | $505.522 | 0,31% | 3.412 | Naik ×1 | |||
| CVX Chevron Corporation Common Stock | $476.892 | 0,30% | 2.877 | $-118.359 | |||
| AXTI AXT Inc - Common Stock | $374.023 | 0,23% | 5.189 | Naik ×1 | |||
| HPE Hewlett Packard Enterprise Company Common Stock | $313.018 | 0,19% | 6.939 | ||||
| EZPW EZCORP, Inc. - Class A Non-Voting Common Stock | $307.431 | 0,19% | 8.893 | $81.727 | |||
| SEI Solaris Energy Infrastructure, Inc. Class A Common Stock | $264.231 | 0,16% | 3.284 | Naik ×1 | |||
| RKLB Rocket Lab Corporation - Common Stock | $211.025 | 0,13% | 2.076 | $-169.671 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $206.721 | 0,13% | 1.512 | $-49.805 | |||
| V Visa Inc. | $205.854 | 0,13% | 600 | ||||
| IREN IREN Limited - Ordinary Shares | $201.121 | 0,12% | 4.398 | $-321.478 | Turun ×2 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| TSLA | $1.960.417 | 1,22% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| LLY | $3.747.019 | 3.124 | 2,32% |
| LRCX | $2.121.584 | 4.896 | 1,32% |
| BG | $1.273.289 | 11.930 | 0,79% |
| ALAB | $1.175.188 | 2.433 | 0,73% |
| BLDR | $1.034.210 | 11.558 | 0,64% |
| NBIS | $816.359 | 2.956 | 0,51% |
| TS | $800.221 | 14.421 | 0,50% |
| VLO | $756.839 | 2.906 | 0,47% |
| QXO | $507.911 | 29.393 | 0,32% |
| AAOI | $505.522 | 3.412 | 0,31% |
| AXTI | $374.023 | 5.189 | 0,23% |
| HPE | $313.018 | 6.939 | 0,19% |
| SEI | $264.231 | 3.284 | 0,16% |
| V | $205.854 | 600 | 0,13% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| MU | Beli lebih banyak | +2K | +$15.9M |
| MRVL | Dipangkas | -4K | +$8.5M |
| AMD | Beli lebih banyak | +3K | +$3.8M |
| BE | Beli lebih banyak | +7K | +$3.8M |
| PLTR | Dipangkas | -6K | -$2.9M |
| OC | Beli lebih banyak | +10K | +$1.8M |
| WDC | Beli lebih banyak | +416 | +$1.6M |
| GOOGL | Dipangkas | -2K | +$1.5M |
| META | Dipangkas | -2K | -$1.4M |
| STX | Dipangkas | -426 | +$1.4M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| URBN | 31 Des. 2025 | 50.552 | $3.610.929 | -1,9% |
| SOFI | 31 Maret 2026 | 136.245 | $3.566.894 | 15,8% |
| FOUR | 30 Sep. 2025 | 35.779 | $3.546.057 | -36,8% |
| APP | 30 Juni 2025 | 11.799 | $3.126.381 | -9,6% |
| CYBR | 31 Maret 2026 | 6.822 | $3.043.021 | Tidak lagi dilacak |
| APP | 31 Maret 2026 | 4.248 | $2.862.387 | -20,5% |
| OWL | 30 Juni 2025 | 136.666 | $2.738.787 | -38,9% |
| HUBS | 30 Juni 2025 | 4.666 | $2.665.639 | -56,8% |
| SANM | 31 Maret 2026 | 15.634 | $2.346.194 | 49,7% |
| SN | 31 Des. 2025 | 21.968 | $2.265.999 | 62,0% |
| VST | 31 Maret 2026 | 14.030 | $2.263.460 | -6,6% |
| KBR | 30 Juni 2025 | 44.755 | $2.229.247 | -20,8% |
| ORCL | 31 Maret 2026 | 8.991 | $1.752.436 | -3,1% |
| CEG | 30 Juni 2026 | 5.380 | $1.502.365 | 10,8% |
| NTNX | 30 Juni 2025 | 17.471 | $1.219.651 | -13,2% |
| VERX | 31 Maret 2025 | 22.709 | $1.211.525 | -61,4% |
| SPOT | 31 Maret 2026 | 2.030 | $1.178.841 | 11,4% |
| FTNT | 30 Juni 2025 | 12.129 | $1.167.538 | 43,5% |
| CWAN | 30 Juni 2025 | 41.225 | $1.104.830 | Tidak lagi dilacak |
| COHR | 30 Juni 2026 | 4.022 | $958.081 | -28,9% |
| UBER | 31 Maret 2026 | 10.415 | $851.010 | 10,8% |
| ETHE | 31 Des. 2025 | 23.245 | $796.606 | Tidak lagi dilacak |
| DASH | 31 Maret 2026 | 3.363 | $761.652 | 47,6% |
| HAL | 30 Juni 2025 | 29.073 | $737.582 | 76,7% |
| AXON | 30 Juni 2026 | 1.714 | $727.919 | 13,0% |
| NOW | 31 Maret 2026 | 4.705 | $720.759 | 24,0% |
| CRM | 30 Juni 2025 | 2.478 | $664.996 | -24,6% |
| MTSI | 31 Maret 2025 | 5.084 | $660.462 | 164,2% |
| CARG | 31 Maret 2026 | 15.871 | $608.653 | 8,5% |
| APPF | 30 Juni 2025 | 2.477 | $544.692 | -5,7% |
| ARM | 31 Des. 2025 | 3.344 | $473.143 | 126,0% |
| FETH | 31 Maret 2026 | 11.409 | $337.820 | Tidak lagi dilacak |
| COST | 31 Maret 2025 | 352 | $322.527 | -0,9% |
| PANW | 31 Maret 2025 | 1.772 | $322.433 | 108,5% |
| ETHA | 30 Juni 2026 | 18.871 | $298.728 | |
| AMPX | 31 Maret 2025 | 102.550 | $287.140 | 289,6% |
| TOST | 31 Maret 2026 | 7.873 | $279.570 | 33,6% |
| OLO | 30 Sep. 2025 | 28.748 | $255.857 | Tidak lagi dilacak |
| BITB | 30 Juni 2026 | 6.917 | $254.615 | Tidak lagi dilacak |
| EZPW | 31 Des. 2025 | 12.843 | $244.531 | 46,7% |
| GRRR | 30 Sep. 2025 | 11.849 | $235.677 | -20,4% |
| CRWD | 30 Juni 2026 | 602 | $235.027 | 3,7% |
| GBTC | 30 Juni 2025 | 3.605 | $234.938 | Tidak lagi dilacak |
| ETN | 31 Maret 2025 | 694 | $230.318 | 53,3% |
| IONQ | 31 Maret 2025 | 5.120 | $213.862 | 91,6% |
| V | 31 Maret 2026 | 600 | $210.426 | 21,6% |
| HD | 30 Juni 2025 | 564 | $206.700 | -7,9% |
| HPE | 30 Juni 2025 | 12.398 | $191.301 | 158,3% |
| ONDS | 30 Juni 2026 | 19.910 | $179.986 | 2,8% |
| RCAT | 31 Maret 2025 | 10.683 | $137.277 | 63,3% |
| RCAT | 30 Juni 2026 | 10.278 | $134.539 | -9,9% |
| OSCR | 30 Juni 2026 | 10.965 | $125.769 | 15,2% |
| LPTH | 30 Juni 2026 | 12.198 | $122.346 | -21,3% |
| TTI | 31 Des. 2025 | 15.000 | $86.250 | -19,6% |