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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
MUBIshares Tr
Recent Activity
New Position
1.14%
$2.203M
20,677 shares@ $106.56 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -7.72%
1.14%
$2.2M
22,118 shares@ $99.45 avg price
METAMeta Platforms Inc
Recent Activity
Increased 6.62%
1.13%
$2.183M
3,722 shares@ $586.39 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -22.37%
1.06%
$2.05M
14,698 shares@ $139.5 avg price
CMECme Group Inc
Recent Activity
Increased 2.24%
1.04%
$2M
8,612 shares@ $232.2 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 28.01%
1.04%
$1.997M
3,936 shares@ $507.47 avg price
VVisa Inc
Recent Activity
Increased 6.24%
1.01%
$1.951M
6,169 shares@ $316.26 avg price
IVWIshares Tr
Recent Activity
Decreased -8.84%
0.96%
$1.853M
18,252 shares@ $101.53 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 1.88%
0.94%
$1.811M
6,242 shares@ $290.1 avg price
CRMSalesforce Inc
Recent Activity
Increased 4.3%
0.92%
$1.78M
5,316 shares@ $334.88 avg price