Kristie R. Furseth

@Bowman & Co S.c.

Latest period2024 - Q4

Reported3d ago

Managed Assets$193.582M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MUBIshares Tr Recent Activity New Position	1.14%	$2.203M 20,677 shares@ $106.56 avg price	New Position
ORealty Income Corp Recent Activity New Position	0.61%	$1.18M 22,095 shares@ $53.42 avg price	New Position
XLVSelect Sector Spdr Tr Recent Activity New Position	0.56%	$1.072M 7,789 shares@ $137.6 avg price	New Position
TFISpdr Ser Tr Recent Activity New Position	0.51%	$969,744 21,257 shares@ $45.62 avg price	New Position
VGTVanguard World Fd Recent Activity New Position	0.24%	$455,618 732 shares@ $622.43 avg price	New Position
CDNSCadence Design System Inc Recent Activity New Position	0.2%	$373,472 1,243 shares@ $300.47 avg price	New Position
SNPSSynopsys Inc Recent Activity New Position	0.18%	$333,923 688 shares@ $485.36 avg price	New Position
XLCSelect Sector Spdr Tr Recent Activity New Position	0.16%	$299,201 3,091 shares@ $96.8 avg price	New Position
XLRESelect Sector Spdr Tr Recent Activity New Position	0.11%	$211,585 5,202 shares@ $40.68 avg price	New Position