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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
JNJJohnson & Johnson
Recent Activity
Decreased -20.61%
0.71%
$1.366M
9,446 shares@ $144.66 avg price
MDTMedtronic Plc
Recent Activity
Decreased -4.9%
0.7%
$1.343M
16,801 shares@ $79.92 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -5.65%
0.69%
$1.323M
5,789 shares@ $228.49 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -3.76%
0.66%
$1.273M
33,913 shares@ $37.53 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -14.67%
0.66%
$1.272M
5,977 shares@ $212.83 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -7.25%
0.59%
$1.136M
28,414 shares@ $39.99 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -3.64%
0.56%
$1.074M
6,346 shares@ $169.27 avg price
IQVIqvia Hldgs Inc
Recent Activity
Decreased -12.78%
0.48%
$925,762
4,712 shares@ $196.47 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -3.12%
0.46%
$889,940
4,489 shares@ $198.25 avg price
STESteris Plc
Recent Activity
Decreased -0.74%
0.43%
$822,452
3,995 shares@ $205.88 avg price