Institutional
Bosman Wealth Management, LLC
CIK 0002066260
$161.2M
Reported AUM
56
Positions
Q2 2026
Period
2026-07-28
Filed
Editorial summary
Summary for Bosman Wealth Management, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $854.26 | 15.60% | 662.58% | 1011.70% | $21.5M | 13.33% | — | HELD |
| 2 | MRVL | MARVELL TECHNOLOGY INC | $180.71 | 10.59% | 119.94% | 172.04% | $13.3M | 8.28% | — | HELD |
| 3 | GOOGL | ALPHABET INC | $334.76 | -0.58% | 76.18% | 131.67% | $10.2M | 6.33% | — | HELD |
| 4 | NVDA | NVIDIA CORPORATION | $193.63 | 1.91% | 9.52% | 751.61% | $9.5M | 5.91% | — | HELD |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | $121.61 | -1.13% | -20.27% | 366.97% | $8.2M | 5.06% | — | HELD |
| 6 | FTI | TECHNIPFMC PLC | $69.12 | -3.63% | 103.91% | 1003.92% | $7.5M | 4.63% | — | HELD |
| 7 | BE | BLOOM ENERGY CORP | $206.42 | 26.06% | 345.94% | 664.47% | $5.2M | 3.24% | — | HELD |
| 8 | GEV | GE VERNOVA INC | $964.85 | 7.17% | 37.44% | 488.18% | $5.0M | 3.13% | — | HELD |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $485.62 | 13.05% | 188.39% | 347.27% | $5.0M | 3.08% | — | HELD |
| 10 | AMZN | AMAZON COM INC | $238.51 | 5.23% | 5.54% | 30.60% | $4.8M | 2.97% | — | HELD |
| 11 | GLD | SPDR GOLD TR | $377.40 | 1.70% | 20.05% | 118.68% | $4.1M | 2.55% | — | HELD |
| 12 | AVGO | BROADCOM INC | $387.16 | 4.55% | 31.81% | 734.42% | $3.8M | 2.36% | — | HELD |
| 13 | LLY | ELI LILLY & CO | $1164.70 | -3.75% | 54.61% | 373.33% | $3.7M | 2.32% | — | HELD |
| 14 | LITE | LUMENTUM HLDGS INC | $679.58 | 12.82% | 464.63% | 595.23% | $3.7M | 2.29% | — | HELD |
| 15 | FIX | COMFORT SYS USA INC | $1682.90 | 10.72% | 119.10% | 1940.60% | $3.7M | 2.29% | — | HELD |
| 16 | MSFT | MICROSOFT CORP | $454.63 | 16.41% | -24.89% | 34.54% | $3.6M | 2.23% | — | HELD |
| 17 | SLB | SLB LIMITED | $48.85 | -0.23% | 52.19% | 93.99% | $3.4M | 2.09% | — | HELD |
| 18 | LBRT | LIBERTY ENERGY INC | $17.88 | 4.59% | 49.96% | 77.78% | $2.7M | 1.70% | — | HELD |
| 19 | ANET | ARISTA NETWORKS INC | $167.88 | 6.27% | 34.36% | 583.98% | $2.6M | 1.64% | — | HELD |
| 20 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $841.43 | 10.07% | 397.86% | 913.08% | $2.6M | 1.59% | — | HELD |
| 21 | WDC | WESTERN DIGITAL CORP | $523.46 | 13.29% | 505.22% | 871.64% | $2.5M | 1.55% | — | HELD |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | $36.72 | 1.99% | -43.94% | 1.64% | $2.3M | 1.45% | — | HELD |
| 23 | OC | OWENS CORNING NEW | $136.68 | 0.23% | 2.40% | 56.44% | $2.3M | 1.45% | — | HELD |
| 24 | AAPL | APPLE INC | $332.02 | -1.82% | 67.77% | 128.17% | $2.2M | 1.37% | — | HELD |
| 25 | LRCX | LAM RESEARCH CORP | $296.69 | 17.57% | 163.30% | 339.52% | $2.1M | 1.32% | — | HELD |
| 26 | TSLA | TESLA INC | $306.83 | 2.85% | -1.42% | 21.64% | $2.0M | 1.22% | — | HELD |
| 27 | META | META PLATFORMS INC | $531.79 | -9.19% | -21.66% | 55.72% | $1.7M | 1.05% | — | HELD |
| 28 | SHV | ISHARES TR | $110.37 | 0.01% | 3.72% | 18.39% | $1.6M | 0.96% | — | HELD |
| 29 | JCI | JOHNSON CONTROLS INTERNATION | $142.32 | 2.08% | 31.70% | 104.55% | $1.4M | 0.86% | — | HELD |
| 30 | BG | BUNGE GLOBAL SA | $107.22 | -0.52% | 37.39% | 56.46% | $1.3M | 0.79% | — | HELD |
| 31 | CRWV | COREWEAVE INC | $75.42 | 24.01% | — | — | $1.3M | 0.78% | — | HELD |
| 32 | SCCO | SOUTHERN COPPER CORP | $184.04 | 4.88% | — | — | $1.3M | 0.78% | — | HELD |
| 33 | DECK | DECKERS OUTDOOR CORP | $98.67 | -4.70% | — | — | $1.2M | 0.74% | — | HELD |
| 34 | ALAB | ASTERA LABS INC | $290.22 | 16.21% | — | — | $1.2M | 0.73% | — | HELD |
| 35 | SPY | STATE STR SPDR S&P 500 ETF T | $738.76 | 1.27% | — | — | $1.1M | 0.70% | — | HELD |
| 36 | VRT | VERTIV HOLDINGS CO | $227.09 | 1.82% | — | — | $1.1M | 0.69% | — | HELD |
| 37 | BLDR | BUILDERS FIRSTSOURCE INC | $67.42 | -0.50% | — | — | $1.0M | 0.64% | — | HELD |
| 38 | MGY | MAGNOLIA OIL & GAS CORP | $24.72 | -1.26% | — | — | $973K | 0.60% | — | HELD |
| 39 | NBIS | NEBIUS GROUP N.V. | $188.93 | 27.47% | — | — | $816K | 0.51% | — | HELD |
| 40 | TS | TENARIS S A | $56.31 | 0.88% | — | — | $800K | 0.50% | — | HELD |
| 41 | VLO | VALERO ENERGY CORP | $308.11 | 2.25% | — | — | $757K | 0.47% | — | HELD |
| 42 | CIFR | CIPHER DIGITAL INC | $22.61 | 27.84% | — | — | $730K | 0.45% | — | HELD |
| 43 | SMH | VANECK ETF TRUST | $536.81 | 6.46% | — | — | $637K | 0.40% | — | HELD |
| 44 | MELI | MERCADOLIBRE INC | $1846.46 | -0.90% | — | — | $603K | 0.37% | — | HELD |
| 45 | MMM | 3M CO | $175.60 | -1.32% | — | — | $600K | 0.37% | — | HELD |
| 46 | QXO | QXO INC | $13.69 | 2.13% | — | — | $508K | 0.32% | — | HELD |
| 47 | AAOI | APPLIED OPTOELECTRONICS INC | $87.97 | 14.96% | — | — | $506K | 0.31% | — | HELD |
| 48 | CVX | CHEVRON CORPORATION | $190.85 | -0.53% | — | — | $477K | 0.30% | — | HELD |
| 49 | AXTI | AXT INC | $45.85 | 24.02% | — | — | $374K | 0.23% | — | HELD |
| 50 | HPE | HEWLETT PACKARD ENTERPRISE C | $46.48 | 4.59% | — | — | $313K | 0.19% | — | HELD |
| 51 | EZPW | EZCORP INC | $28.69 | -1.27% | — | — | $307K | 0.19% | — | HELD |
| 52 | SEI | SOLARIS ENERGY INFRAS INC | $51.71 | 19.08% | — | — | $264K | 0.16% | — | HELD |
| 53 | RKLB | ROCKET LAB CORP | $63.01 | 7.53% | — | — | $211K | 0.13% | — | HELD |
| 54 | XOM | EXXON MOBIL CORP | $155.80 | -0.61% | — | — | $207K | 0.13% | — | HELD |
| 55 | V | VISA INC | $363.24 | -1.49% | — | — | $206K | 0.13% | — | HELD |
| 56 | IREN | IREN LIMITED | $37.51 | 27.99% | — | — | $201K | 0.12% | — | HELD |
Source: SEC EDGAR · accession 0002085853-26-000886. 13F discloses long positions only — shorts, foreign equities, and options are excluded.