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Portfolio (Quarterly) Guide ↗

BOS Asset Management, LLC

· CIK 0001965814
13F Portfolio $392M AUM 200 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 83 Added 42 Reduced 9 Exited
Page 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 7,512.0 $2.8M 0.71% +496.0 +7.1% $370.17 +12.1%
22 AVGO BROADCOM INC Technology 6,638.0 $2.1M 0.53% +543.0 +8.9% $309.51 +36.3%
23 VTV VANGUARD INDEX FDS 10,040.0 $2.0M 0.50% +445.0 +4.6% $196.20 +8.1%
24 CVX CHEVRON CORPORATION Energy 8,897.0 $1.8M 0.47% +46.0 +0.5% $206.89 -10.6%
25 VO VANGUARD INDEX FDS 6,149.0 $1.8M 0.45% +127.0 +2.1% $287.16 -72.6%
26 VZ VERIZON COMMUNICATIONS INC Communication Services 32,941.0 $1.7M 0.42% +537.0 +1.7% $50.20 -3.3%
27 MBB ISHARES TR 15,447.0 $1.5M 0.38% +203.0 +1.3% $94.95 -0.7%
28 AMZN AMAZON COM INC Consumer Cyclical 6,969.0 $1.5M 0.37% +209.0 +3.1% $208.27 +26.4%
29 SOVF ELEVATION SERIES TRUST 52,729.0 $1.4M 0.36% +4K +9.1% $26.81 +6.8%
30 HD HOME DEPOT INC Consumer Cyclical 3,877.0 $1.3M 0.33% +28.0 +0.7% $328.89 -6.0%
31 DGRO ISHARES TR 17,309.0 $1.2M 0.31% +10K +135.5% $70.18 +6.3%
32 ORCL ORACLE CORP Technology 8,195.0 $1.2M 0.31% +6K +294.6% $147.11 +30.1%
33 GD GENERAL DYNAMICS CORP Industrials 3,310.0 $1.1M 0.29% +43.0 +1.3% $343.24 +0.3%
34 BERKSHIRE HATHAWAY INC DEL 2,319.0 $1.1M 0.28% +59.0 +2.6% $479.20
35 TLH ISHARES TR 11,009.0 $1.1M 0.28% +346.0 +3.2% $100.72 -1.5%
36 TPLC TIMOTHY PLAN 23,785.0 $1.1M 0.28% +947.0 +4.2% $46.44 +5.7%
37 AMLP ALPS ETF TR 20,653.0 $1.1M 0.28% +16K +314.1% $52.64 +1.6%
38 MTBA SIMPLIFY EXCHANGE TRADED FUN 19,788.0 $979K 0.25% +5K +34.3% $49.46 -1.0%
39 IAGG ISHARES TR 16,900.0 $846K 0.22% +997.0 +6.3% $50.04 +0.3%
40 GOOGL ALPHABET INC Communication Services 2,898.0 $833K 0.21% +194.0 +7.2% $287.56 +34.4%
Page 2 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.5%
Technology 27.5%
Industrials 7.2%
Energy 6.4%
Healthcare 6.2%
Communication Services 4.6%
Consumer Cyclical 4.1%
Basic Materials 3.8%
Consumer Defensive 3.4%
Utilities 1.7%