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Portfolio (Quarterly) Guide ↗

BOS Asset Management, LLC

· CIK 0001965814
13F Portfolio $374M AUM 194 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 194 New
Page 2 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FWD AB ACTIVE ETFS INC 45,147.0 $4.7M 1.26% NEW $104.41 +35.1%
22 XLE SELECT SECTOR SPDR TR 104,521.0 $4.7M 1.25% NEW $44.71 +29.8%
23 JPM JPMORGAN CHASE & CO. Financial Services 14,282.0 $4.6M 1.23% NEW $322.23 -5.0%
24 VNQ VANGUARD INDEX FDS 47,273.0 $4.2M 1.12% NEW $88.49 +9.9%
25 XHB SPDR SERIES TRUST 39,572.0 $4.1M 1.09% NEW $102.96 -0.5%
26 DFSD DIMENSIONAL ETF TRUST 81,903.0 $3.9M 1.05% NEW $47.95 -0.4%
27 IUSB ISHARES TR 79,734.0 $3.7M 0.99% NEW $46.54 -1.1%
28 BINC BLACKROCK ETF TRUST II 68,519.0 $3.6M 0.97% NEW $52.77 -0.9%
29 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 11,615.0 $3.5M 0.94% NEW $303.89 +36.1%
30 CAT CATERPILLAR INC Industrials 6,132.0 $3.5M 0.94% NEW $572.87 +58.3%
31 MSFT MICROSOFT CORP Technology 7,016.0 $3.4M 0.91% NEW $483.62 -14.0%
32 CAIE CALAMOS ETF TR 123,211.0 $3.3M 0.88% NEW $26.74 +3.4%
33 VTI VANGUARD INDEX FDS 9,255.0 $3.1M 0.83% NEW $335.27 +10.2%
34 VB VANGUARD INDEX FDS 11,517.0 $3.0M 0.80% NEW $257.95 +13.5%
35 SGOL ETFS GOLD TR Financial Services 71,075.0 $2.9M 0.78% NEW $41.08 +4.4%
36 GLD SPDR GOLD TR Financial Services 6,879.0 $2.7M 0.73% NEW $396.31 +4.4%
37 VIG VANGUARD SPECIALIZED FUNDS 10,027.0 $2.2M 0.59% NEW $219.78 +6.2%
38 AVGO BROADCOM INC Technology 6,095.0 $2.1M 0.56% NEW $346.10 +22.3%
39 IDU ISHARES TR 19,323.0 $2.1M 0.56% NEW $108.36 +5.9%
40 CEF SPROTT ASSET MANAGEMENT LP Financial Services 44,319.0 $2.0M 0.54% NEW $45.80 +4.2%
Page 2 of 10  ·  194 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 36.6%
Technology 29.0%
Healthcare 6.7%
Industrials 6.1%
Consumer Cyclical 6.0%
Communication Services 4.2%
Basic Materials 4.1%
Energy 3.1%
Consumer Defensive 2.8%
Utilities 1.1%