Bosman Wealth Management, LLC: 13F holdings
CIK 20662602026Q2
| Positions | 56 |
|---|
| Reported value | $161.2m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 56 (+4 vs prior quarter) |
|---|
| Reported value | $161.2m (+41.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 18,615 | $21.5m | 13.3% |
| MRVL MARVELL TECHNOLOGY INC | 44,784 | $13.3m | 8.3% |
| GOOGL ALPHABET INC | 28,532 | $10.2m | 6.3% |
| NVDA NVIDIA CORPORATION | 47,617 | $9.5m | 5.9% |
| PLTR PALANTIR TECHNOLOGIES INC | 69,946 | $8.2m | 5.1% |
| TECHNIPFMC PLC | 112,550 | $7.5m | 4.6% |
| BE BLOOM ENERGY CORP | 17,229 | $5.2m | 3.2% |
| GEV GE VERNOVA INC | 4,298 | $5.0m | 3.1% |
| AMD ADVANCED MICRO DEVICES INC | 8,544 | $5.0m | 3.1% |
| AMZN AMAZON COM INC | 20,069 | $4.8m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2066260")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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