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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
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
HDHome Depot Inc
Recent Activity
Increased 1.11%
1.79%
$3.455M
8,877 shares@ $389.22 avg price
IJHIshares Tr
Recent Activity
Increased 5.34%
1.66%
$3.211M
51,537 shares@ $62.32 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -1.45%
1.57%
$3.023M
23,699 shares@ $127.58 avg price
QVALEa Series Trust
Recent Activity
Increased 0.48%
1.47%
$2.837M
63,542 shares@ $44.64 avg price
TTTrane Technologies Plc
Recent Activity
Increased 3.94%
1.4%
$2.7M
7,311 shares@ $369.37 avg price
VUGVanguard Index Fds
Recent Activity
Increased 13.67%
1.34%
$2.579M
6,281 shares@ $410.56 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.49%
1.27%
$2.447M
12,916 shares@ $189.43 avg price
CBChubb Limited
Recent Activity
Increased 1.69%
1.2%
$2.314M
8,374 shares@ $276.39 avg price