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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
MGKVanguard World Fd
Recent Activity
Increased 0.15%
0.88%
$1.695M
4,936 shares@ $343.38 avg price
DRIDarden Restaurants Inc
Recent Activity
Increased 1.03%
0.88%
$1.693M
9,065 shares@ $186.72 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 12.69%
0.88%
$1.685M
13,952 shares@ $120.78 avg price
FIFiserv Inc
Recent Activity
Increased 4.84%
0.85%
$1.63M
7,935 shares@ $205.43 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.01%
0.79%
$1.527M
6,961 shares@ $219.36 avg price
MGVVanguard World Fd
Recent Activity
Increased 0.57%
0.75%
$1.447M
11,584 shares@ $124.93 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
Increased 1.74%
0.75%
$1.444M
18,305 shares@ $78.92 avg price
NICNicolet Bankshares Inc
Recent Activity
Decreased -4.33%
0.71%
$1.374M
13,096 shares@ $104.92 avg price
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