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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 4 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY INC DEL 2,260.0 $1.1M 0.30% NEW $502.65
62 GD GENERAL DYNAMICS CORP Industrials 3,267.0 $1.1M 0.29% NEW $336.66 +2.4%
63 IGLD FIRST TR EXCHANGE-TRADED FD 43,668.0 $1.1M 0.29% NEW $25.01 -4.8%
64 TIP ISHARES TR 9,916.0 $1.1M 0.29% NEW $109.91 +0.8%
65 TLH ISHARES TR 10,663.0 $1.1M 0.29% NEW $101.67 -2.4%
66 CSCO CISCO SYS INC Technology 14,071.0 $1.1M 0.29% NEW $77.03 +53.6%
67 TPLC TIMOTHY PLAN 22,838.0 $1.0M 0.28% NEW $45.45 +8.0%
68 CLOA BLACKROCK ETF TRUST II 19,337.0 $1.0M 0.27% NEW $51.74 +0.5%
69 JAAA JANUS DETROIT STR TR 19,743.0 $999K 0.27% NEW $50.58 +0.2%
70 ICLO INVESCO ACTIVELY MANAGED EXC 39,006.0 $997K 0.27% NEW $25.55 +0.0%
71 AMD ADVANCED MICRO DEVICES INC Technology 4,634.0 $992K 0.27% NEW $214.16 +135.3%
72 JSI JANUS DETROIT STR TR 19,025.0 $990K 0.27% NEW $52.06 -1.0%
73 LRCX LAM RESEARCH CORP Technology 5,750.0 $984K 0.26% NEW $171.18 +88.5%
74 VUG VANGUARD INDEX FDS 1,929.0 $941K 0.25% NEW $487.86 -81.9%
75 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 15,623.0 $920K 0.25% NEW $58.87 -0.5%
76 SRLN SSGA ACTIVE ETF TR 22,029.0 $909K 0.24% NEW $41.27 -1.7%
77 DFAI DIMENSIONAL ETF TRUST 23,447.0 $894K 0.24% NEW $38.11 +10.1%
78 VWO VANGUARD INTL EQUITY INDEX F 16,602.0 $893K 0.24% NEW $53.76 +12.0%
79 UNM UNUM GROUP Financial Services 11,368.0 $881K 0.24% NEW $77.50 +8.9%
80 GE GE AEROSPACE Industrials 2,828.0 $871K 0.23% NEW $308.04 +2.1%
Page 4 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%