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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
AGGIshares Tr
Recent Activity
Increased 1.42%
10.63%
$20.575M
212,328 shares@ $96.91 avg price
VOOVanguard Index Fds
Recent Activity
Increased 13.14%
10.39%
$20.102M
37,302 shares@ $538.92 avg price
AAPLApple Inc
Recent Activity
Decreased -0.89%
3.74%
$7.221M
28,837 shares@ $250.41 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.52%
3.28%
$6.333M
27,315 shares@ $231.85 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.26%
3.13%
$6.057M
14,365 shares@ $421.69 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.1%
3.09%
$5.965M
24,878 shares@ $239.76 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -27.58%
2.48%
$4.785M
95,461 shares@ $50.13 avg price
IEFAIshares Tr
Recent Activity
Increased 0.82%
2.35%
$4.53M
64,455 shares@ $70.29 avg price
MSIMotorola Solutions Inc
Recent Activity
Increased 3.4%
2.29%
$4.424M
9,568 shares@ $462.34 avg price
ETNEaton Corp Plc
Recent Activity
Increased 1.46%
2.14%
$4.13M
12,444 shares@ $331.86 avg price