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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 3 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 16,605.0 $2.0M 0.54% NEW $120.34 +28.7%
42 SLV ISHARES SILVER TR Financial Services 29,223.0 $1.9M 0.50% NEW $64.42 +8.2%
43 VTV VANGUARD INDEX FDS 9,595.0 $1.8M 0.49% NEW $190.99 +11.1%
44 XLB SELECT SECTOR SPDR TR 39,914.0 $1.8M 0.48% NEW $45.35 +12.5%
45 META META PLATFORMS INC Communication Services 2,663.0 $1.8M 0.47% NEW $660.09 -7.2%
46 VO VANGUARD INDEX FDS 6,022.0 $1.7M 0.47% NEW $290.22 -72.9%
47 XME SPDR SERIES TRUST 16,212.0 $1.7M 0.45% NEW $103.61 +18.4%
48 AMZN AMAZON COM INC Consumer Cyclical 6,760.0 $1.6M 0.42% NEW $230.82 +14.9%
49 MU MICRON TECHNOLOGY INC Technology 5,167.0 $1.5M 0.40% NEW $285.41 +213.9%
50 MBB ISHARES TR 15,244.0 $1.5M 0.39% NEW $95.22 -0.9%
51 DFAT DIMENSIONAL ETF TRUST 24,284.0 $1.4M 0.39% NEW $59.54 +13.5%
52 KLAC KLA CORP Technology 1,182.0 $1.4M 0.38% NEW $1215.08 +65.5%
53 SOVF ELEVATION SERIES TRUST 48,355.0 $1.4M 0.38% NEW $29.18 -2.0%
54 VGT VANGUARD WORLD FD 1,819.0 $1.4M 0.37% NEW $753.78 -84.3%
55 CVX CHEVRON CORP NEW Energy 8,851.0 $1.3M 0.36% NEW $152.42 +21.2%
56 HD HOME DEPOT INC Consumer Cyclical 3,849.0 $1.3M 0.35% NEW $344.10 -9.8%
57 VZ VERIZON COMMUNICATIONS INC Communication Services 32,404.0 $1.3M 0.35% NEW $40.73 +18.7%
58 ADBE ADOBE INC Technology 3,496.0 $1.2M 0.33% NEW $349.99 -31.3%
59 DIVO AMPLIFY ETF TR 26,686.0 $1.2M 0.32% NEW $44.50 +3.5%
60 SIVR ABRDN SILVER ETF TRUST Financial Services 17,483.0 $1.2M 0.32% NEW $67.64 +8.2%
Page 3 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%