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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
UNPUnion Pac Corp
Recent Activity
Decreased -5.65%
0.69%
$1.323M
5,789 shares@ $228.49 avg price
FISFidelity Natl Information Sv
Recent Activity
Increased 16%
0.69%
$1.322M
16,356 shares@ $80.81 avg price
SPGIS&p Global Inc
Recent Activity
Increased 13.15%
0.68%
$1.298M
2,600 shares@ $499.21 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
ALLAllstate Corp
Recent Activity
Increased 4.32%
0.65%
$1.241M
6,435 shares@ $192.89 avg price
VOVanguard Index Fds
Recent Activity
Increased 6.09%
0.63%
$1.206M
4,566 shares@ $264.19 avg price
NXPINxp Semiconductors N V
Recent Activity
Increased 3.56%
0.62%
$1.199M
5,772 shares@ $207.72 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 142.12%
0.62%
$1.19M
19,740 shares@ $60.31 avg price
ORealty Income Corp
Recent Activity
New Position
0.61%
$1.18M
22,095 shares@ $53.42 avg price