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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
FMBFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -1.77%
0.2%
$375,625
7,364 shares@ $51.01 avg price
QUVUHartford Fds Exchange Traded
Recent Activity
Decreased -16.87%
0.18%
$336,850
13,808 shares@ $24.4 avg price
ICEIntercontinental Exchange In
Recent Activity
Decreased -75.65%
0.18%
$335,916
2,255 shares@ $148.97 avg price
LNTAlliant Energy Corp
Recent Activity
Decreased -2.05%
0.18%
$335,878
5,679 shares@ $59.15 avg price
ORCLOracle Corp
Recent Activity
Decreased -9.2%
0.17%
$328,781
1,973 shares@ $166.65 avg price
RWKInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.87%
0.15%
$289,430
2,490 shares@ $116.24 avg price