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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
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$1.435M
36,671 shares@ $39.13 avg price
MLNVaneck Etf Trust
Recent Activity
Exited
0%
$995,740
54,412 shares@ $18.31 avg price
VTESVanguard Wellington Fd
Recent Activity
Exited
0%
$985,295
9,715 shares@ $101.42 avg price
SOSouthern Co
Recent Activity
Exited
0%
$202,905
2,250 shares@ $90.18 avg price
PGProcter And Gamble Co
Recent Activity
Exited
0%
$202,898
1,172 shares@ $173.13 avg price