Q2 2026 · 13F-HR
Bosman Wealth Management, LLCholdings as filed
Filed 2026-07-28 · accession 0002085853-26-000886
$161.2M
Reported value
56
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 595112103 | MU | MICRON TECHNOLOGY INC | $21.5M | 13.3% | 18,615 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $13.3M | 8.28% | 44,784 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $10.2M | 6.33% | 28,532 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $9.5M | 5.91% | 47,617 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $8.2M | 5.06% | 69,946 | Common | SOLE |
| G87110105 | FTI | TECHNIPFMC PLC | $7.5M | 4.63% | 112,550 | Common | SOLE |
| 093712107 | BE | BLOOM ENERGY CORP | $5.2M | 3.24% | 17,229 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $5.0M | 3.13% | 4,298 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $5.0M | 3.08% | 8,544 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $4.8M | 2.97% | 20,069 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $4.1M | 2.55% | 11,176 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $3.8M | 2.36% | 10,061 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $3.7M | 2.32% | 3,124 | Common | SOLE |
| 55024U109 | LITE | LUMENTUM HLDGS INC | $3.7M | 2.29% | 4,311 | Common | SOLE |
| 199908104 | FIX | COMFORT SYS USA INC | $3.7M | 2.29% | 1,859 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $3.6M | 2.23% | 9,638 | Common | SOLE |
| 806857108 | SLB | SLB LIMITED | $3.4M | 2.09% | 72,528 | Common | SOLE |
| 53115L104 | LBRT | LIBERTY ENERGY INC | $2.7M | 1.70% | 104,906 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $2.6M | 1.64% | 15,595 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.6M | 1.59% | 2,650 | Common | SOLE |
| 958102105 | WDC | WESTERN DIGITAL CORP | $2.5M | 1.55% | 3,912 | Common | SOLE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $2.3M | 1.45% | 70,275 | Common | SOLE |
| 690742101 | OC | OWENS CORNING NEW | $2.3M | 1.45% | 14,671 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $2.2M | 1.37% | 7,651 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $2.1M | 1.32% | 4,896 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $2.0M | 1.22% | 4,661 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $1.7M | 1.05% | 3,013 | Common | SOLE |
| 464288679 | SHV | ISHARES TR | $1.6M | 0.96% | 14,051 | Common | SOLE |
| G51502105 | JCI | JOHNSON CONTROLS INTERNATION | $1.4M | 0.86% | 9,488 | Common | SOLE |
| H11356104 | BG | BUNGE GLOBAL SA | $1.3M | 0.79% | 11,930 | Common | SOLE |
| 21873S108 | CRWV | COREWEAVE INC | $1.3M | 0.78% | 12,708 | Common | SOLE |
| 84265V105 | SCCO | SOUTHERN COPPER CORP | $1.3M | 0.78% | 7,181 | Common | SOLE |
| 243537107 | DECK | DECKERS OUTDOOR CORP | $1.2M | 0.74% | 12,078 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $1.2M | 0.73% | 2,433 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $1.1M | 0.70% | 1,511 | Common | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $1.1M | 0.69% | 3,318 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $1.0M | 0.64% | 11,558 | Common | SOLE |
| 559663109 | MGY | MAGNOLIA OIL & GAS CORP | $973,012 | 0.60% | 38,038 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $816,359 | 0.51% | 2,956 | Common | SOLE |
| 88031M109 | TS | TENARIS S A | $800,221 | 0.50% | 14,421 | Common | SOLE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $756,839 | 0.47% | 2,906 | Common | SOLE |
| 17253J106 | CIFR | CIPHER DIGITAL INC | $729,904 | 0.45% | 29,792 | Common | SOLE |
| 92189F676 | SMH | VANECK ETF TRUST | $636,869 | 0.40% | 971 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $602,573 | 0.37% | 355 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $600,038 | 0.37% | 3,706 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $507,911 | 0.32% | 29,393 | Common | SOLE |
| 03823U102 | AAOI | APPLIED OPTOELECTRONICS INC | $505,522 | 0.31% | 3,412 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORPORATION | $476,892 | 0.30% | 2,877 | Common | SOLE |
| 00246W103 | AXTI | AXT INC | $374,023 | 0.23% | 5,189 | Common | SOLE |
| 42824C109 | HPE | HEWLETT PACKARD ENTERPRISE C | $313,018 | 0.19% | 6,939 | Common | SOLE |
| 302301106 | EZPW | EZCORP INC | $307,431 | 0.19% | 8,893 | Common | SOLE |
| 83418M103 | SEI | SOLARIS ENERGY INFRAS INC | $264,231 | 0.16% | 3,284 | Common | SOLE |
| 773121108 | RKLB | ROCKET LAB CORP | $211,025 | 0.13% | 2,076 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $206,721 | 0.13% | 1,512 | Common | SOLE |
| 92826C839 | V | VISA INC | $205,854 | 0.13% | 600 | Common | SOLE |
| Q4982L109 | IREN | IREN LIMITED | $201,121 | 0.12% | 4,398 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.