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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
PEGPublic Svc Enterprise Grp In
Recent Activity
Increased 5.67%
0.5%
$959,782
11,362 shares@ $84.48 avg price
IQVIqvia Hldgs Inc
Recent Activity
Decreased -12.78%
0.48%
$925,762
4,712 shares@ $196.47 avg price
EWEdwards Lifesciences Corp
Recent Activity
Increased 1.2%
0.48%
$924,341
12,487 shares@ $74.03 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -3.12%
0.46%
$889,940
4,489 shares@ $198.25 avg price
NEENextera Energy Inc
Recent Activity
Increased 7.76%
0.46%
$871,836
12,157 shares@ $71.72 avg price
STESteris Plc
Recent Activity
Decreased -0.74%
0.43%
$822,452
3,995 shares@ $205.88 avg price
IEFIshares Tr
Recent Activity
Decreased -4.19%
0.42%
$807,972
8,744 shares@ $92.41 avg price
9497⤦Wells Fargo Co New
Recent Activity
Increased 0.34%
0.38%
$718,012
600 shares@ $1196.69 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