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Kristie R. Furseth

@Bowman & Co S.c.

Latest period2024 - Q4ReportedManaged Assets$193.582MTotal holdings104
Assets growth rate1.58%Assets growth rate (2-Q avg)5.86%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Bowman & Co S.c.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Bowman & Co S.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 193.582M in assets, with a quarterly growth rate of 1.58% and a 2-quarter average growth rate of 5.86%. The portfolio is managed by Kristie R. Furseth, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.89%
3.74%
$7.221M
28,837 shares@ $250.41 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.1%
3.09%
$5.965M
24,878 shares@ $239.76 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -27.58%
2.48%
$4.785M
95,461 shares@ $50.13 avg price
USMVIshares Tr
Recent Activity
Decreased -12.02%
2.05%
$3.959M
44,580 shares@ $88.81 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.08%
2.01%
$3.882M
42,962 shares@ $90.36 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.45%
1.57%
$3.023M
23,699 shares@ $127.58 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -7.72%
1.14%
$2.2M
22,118 shares@ $99.45 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -22.37%
1.06%
$2.05M
14,698 shares@ $139.5 avg price
IVWIshares Tr
Recent Activity
Decreased -8.84%
0.96%
$1.853M
18,252 shares@ $101.53 avg price
NICNicolet Bankshares Inc
Recent Activity
Decreased -4.33%
0.71%
$1.374M
13,096 shares@ $104.92 avg price