test

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
IEFIshares Tr
Recent Activity
Decreased -4.19%
0.42%
$807,972
8,744 shares@ $92.41 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -12.94%
0.35%
$666,540
3,404 shares@ $195.82 avg price
FANGDiamondback Energy Inc
Recent Activity
Decreased -5.77%
0.34%
$644,816
3,935 shares@ $163.87 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.24%
0.32%
$616,736
5,734 shares@ $107.56 avg price
ILCGIshares Tr
Recent Activity
Decreased -2.86%
0.31%
$585,920
6,540 shares@ $89.6 avg price
HALHalliburton Co
Recent Activity
Decreased -28.76%
0.3%
$567,940
20,885 shares@ $27.2 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -3.93%
0.23%
$444,232
3,389 shares@ $131.09 avg price
DXCMDexcom Inc
Recent Activity
Decreased -17.34%
0.23%
$429,137
5,519 shares@ $77.76 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -2.58%
0.21%
$401,725
1,434 shares@ $280.15 avg price
MTUMIshares Tr
Recent Activity
Decreased -5.7%
0.21%
$400,175
1,934 shares@ $206.92 avg price