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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
IJRIshares Tr
Recent Activity
Increased 16.39%
0.33%
$631,828
5,484 shares@ $115.22 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.24%
0.32%
$616,736
5,734 shares@ $107.56 avg price
ILCGIshares Tr
Recent Activity
Decreased -2.86%
0.31%
$585,920
6,540 shares@ $89.6 avg price
HALHalliburton Co
Recent Activity
Decreased -28.76%
0.3%
$567,940
20,885 shares@ $27.2 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 145.14%
0.25%
$473,432
25,592 shares@ $18.5 avg price
VGTVanguard World Fd
Recent Activity
New Position
0.24%
$455,618
732 shares@ $622.43 avg price
KMBKimberly-clark Corp
Recent Activity
Decreased -3.93%
0.23%
$444,232
3,389 shares@ $131.09 avg price
DXCMDexcom Inc
Recent Activity
Decreased -17.34%
0.23%
$429,137
5,519 shares@ $77.76 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 1.71%
0.22%
$410,198
6,961 shares@ $58.93 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -2.58%
0.21%
$401,725
1,434 shares@ $280.15 avg price