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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EMB ISHARES TR 4,754.0 $447K 0.11% +60.0 +1.3% $93.93 +1.8%
62 CNRG SPDR SERIES TRUST 3,627.0 $328K 0.08% +279.0 +8.3% $90.32 +33.8%
63 FLJP FRANKLIN TEMPLETON ETF TR 8,778.0 $318K 0.08% +310.0 +3.7% $36.18 +9.9%
64 KO COCA COLA CO Consumer Defensive 4,146.0 $315K 0.08% +593.0 +16.7% $76.05 +5.8%
65 LIN LINDE PLC Basic Materials 635.0 $315K 0.08% +117.0 +22.6% $495.76 +3.9%
66 JEPI J P MORGAN EXCHANGE TRADED F 5,408.0 $307K 0.08% +195.0 +3.7% $56.68 -0.8%
67 BUG GLOBAL X FDS 12,100.0 $304K 0.08% +4K +47.6% $25.11 +37.6%
68 ETN EATON CORP PLC Industrials 835.0 $299K 0.08% +35.0 +4.4% $357.67 +12.7%
69 DFUV DIMENSIONAL ETF TRUST 6,162.0 $299K 0.08% +34.0 +0.6% $48.46 +10.8%
70 FS SPECIALTY LENDING FD 23,648.0 $296K 0.08% +1K +5.0% $12.51
71 DFAS DIMENSIONAL ETF TRUST 4,004.0 $285K 0.07% +35.0 +0.9% $71.13 +10.7%
72 TMO THERMO FISHER SCIENTIFIC INC Healthcare 569.0 $280K 0.07% +40.0 +7.6% $491.53 -8.8%
73 TXN TEXAS INSTRS INC Technology 1,429.0 $277K 0.07% +105.0 +7.9% $194.14 +67.3%
74 HWM HOWMET AEROSPACE INC Industrials 1,159.0 $267K 0.07% +29.0 +2.6% $230.42 +13.7%
75 LOW LOWES COS INC Consumer Cyclical 1,120.0 $265K 0.07% +21.0 +1.9% $236.28 -10.2%
76 VTES VANGUARD WELLINGTON FD 2,494.0 $252K 0.06% +504.0 +25.3% $101.14 -0.1%
77 ABT ABBOTT LABORATORIES Healthcare 2,446.0 $251K 0.06% +81.0 +3.4% $102.67 -15.6%
78 BHF BRIGHTHOUSE FINL INC Financial Services 4,129.0 $247K 0.06% +300.0 +7.8% $59.88 +4.7%
79 EWU ISHARES TR 5,043.0 $230K 0.06% +29.0 +0.6% $45.56 +4.1%
80 GS GOLDMAN SACHS GROUP INC Financial Services 254.0 $215K 0.06% +4.0 +1.6% $845.99 +17.6%
Page 4 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%