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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
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 4.28%
0.6%
$1.147M
9,498 shares@ $120.78 avg price
BBYBest Buy Inc
Recent Activity
Increased 3.2%
0.59%
$1.141M
13,300 shares@ $85.81 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -7.25%
0.59%
$1.136M
28,414 shares@ $39.99 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -3.64%
0.56%
$1.074M
6,346 shares@ $169.27 avg price
XLVSelect Sector Spdr Tr
Recent Activity
New Position
0.56%
$1.072M
7,789 shares@ $137.6 avg price
RWJInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 0.04%
0.55%
$1.059M
23,149 shares@ $45.77 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 96.91%
0.52%
$1.005M
44,271 shares@ $22.71 avg price
FLMIFranklin Templeton Etf Tr
Recent Activity
0.51%
$985,806
40,344 shares@ $24.44 avg price
TFISpdr Ser Tr
Recent Activity
New Position
0.51%
$969,744
21,257 shares@ $45.62 avg price
LHXL3harris Technologies Inc
Recent Activity
Increased 5.97%
0.5%
$964,444
4,582 shares@ $210.49 avg price