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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 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFEV DIMENSIONAL ETF TRUST 23,034.0 $824K 0.21% +2K +7.2% $35.78 +20.2%
42 GE GE AEROSPACE Industrials 2,855.0 $810K 0.21% +27.0 +0.9% $283.80 +10.1%
43 MA MASTERCARD INCORPORATED Financial Services 1,488.0 $743K 0.19% +11.0 +0.7% $499.66 -1.2%
44 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 730.0 $727K 0.19% +15.0 +2.1% $996.43 +0.6%
45 STIP ISHARES TR 6,595.0 $682K 0.17% +254.0 +4.0% $103.43 -0.0%
46 GOVT ISHARES TR 29,552.0 $677K 0.17% +1K +4.0% $22.91 -0.9%
47 MSC INCOME FUND INC 55,290.0 $673K 0.17% +18K +50.0% $12.18
48 MCD MCDONALDS CORP Consumer Cyclical 2,072.0 $644K 0.16% +26.0 +1.3% $310.79 -10.2%
49 PG PROCTER & GAMBLE CO Consumer Defensive 4,347.0 $628K 0.16% +715.0 +19.7% $144.44 -1.1%
50 RSG REPUBLIC SVCS INC Industrials 2,731.0 $598K 0.15% +125.0 +4.8% $219.03 -5.4%
51 MRK MERCK & CO INC Healthcare 4,935.0 $594K 0.15% +84.0 +1.7% $120.29 +0.2%
52 DFAW DIMENSIONAL ETF TRUST 7,858.0 $580K 0.15% +173.0 +2.2% $73.78 +12.2%
53 DFIV DIMENSIONAL ETF TRUST 10,908.0 $576K 0.15% +1K +14.0% $52.78 +5.9%
54 DFAC DIMENSIONAL ETF TRUST 13,600.0 $529K 0.14% +3K +32.6% $38.86 +12.9%
55 SO SOUTHERN CO Utilities 5,445.0 $526K 0.13% +44.0 +0.8% $96.53 -2.3%
56 URI UNITED RENTALS INC Industrials 683.0 $498K 0.13% +95.0 +16.2% $728.56 +32.2%
57 TSLA TESLA INC Consumer Cyclical 1,328.0 $494K 0.13% +94.0 +7.6% $371.75 +16.4%
58 IJH ISHARES TR 6,939.0 $469K 0.12% +40.0 +0.6% $67.53 +10.3%
59 GOOG ALPHABET INC Communication Services 1,588.0 $456K 0.12% +156.0 +10.9% $286.86 +33.4%
60 JNJ JOHNSON & JOHNSON Healthcare 1,831.0 $448K 0.11% +99.0 +5.7% $244.44 -5.6%
Page 3 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%