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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 7 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DFIV DIMENSIONAL ETF TRUST 9,572.0 $478K 0.13% NEW $49.90 +12.3%
122 URI UNITED RENTALS INC Industrials 588.0 $476K 0.13% NEW $809.32 +19.0%
123 GEV GE VERNOVA INC Utilities 723.0 $473K 0.13% NEW $653.57 +63.8%
124 SO SOUTHERN CO Utilities 5,401.0 $471K 0.13% NEW $87.20 +7.9%
125 GRMN GARMIN LTD Technology 2,260.0 $458K 0.12% NEW $202.85 +17.6%
126 IJH ISHARES TR 6,899.0 $455K 0.12% NEW $66.00 +13.1%
127 EMB ISHARES TR 4,694.0 $452K 0.12% NEW $96.28 -0.7%
128 VHT VANGUARD WORLD FD 1,563.0 $450K 0.12% NEW $287.87 -3.7%
129 GOOG ALPHABET INC Communication Services 1,432.0 $449K 0.12% NEW $313.80 +22.6%
130 ICVT ISHARES TR 4,515.0 $445K 0.12% NEW $98.50 +21.7%
131 F FORD MTR CO Consumer Cyclical 33,521.0 $440K 0.12% NEW $13.12 +16.8%
132 TOTALENERGIES SE 6,588.0 $431K 0.12% NEW $65.42
133 PLTR PALANTIR TECHNOLOGIES INC Technology 2,326.0 $413K 0.11% NEW $177.75 -23.2%
134 DFAC DIMENSIONAL ETF TRUST 10,254.0 $406K 0.11% NEW $39.59 +10.9%
135 ORCL ORACLE CORP Technology 2,077.0 $405K 0.11% NEW $194.91 -0.9%
136 ASML ASML HOLDING N V Technology 377.0 $403K 0.11% NEW $1069.86 +52.5%
137 VDE VANGUARD WORLD FD 3,130.0 $394K 0.11% NEW $125.92 +30.0%
138 IWM ISHARES TR 1,574.0 $387K 0.10% NEW $246.16 +18.0%
139 OEF ISHARES TR 1,107.0 $380K 0.10% NEW $342.97 +8.8%
140 DFIC DIMENSIONAL ETF TRUST 10,859.0 $374K 0.10% NEW $34.46 +11.3%
Page 7 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%