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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 6 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MSC INCOME FUND INC 55,290.0 $673K 0.17% +18K +50.0% $12.18
102 UNM UNUM GROUP Financial Services 9,208.0 $672K 0.17% -2K -19.0% $73.03 +15.2%
103 MCD MCDONALDS CORP Consumer Cyclical 2,072.0 $644K 0.16% +26.0 +1.3% $310.79 -10.2%
104 GEV GE VERNOVA INC Utilities 725.0 $633K 0.16% $872.91 +22.9%
105 PG PROCTER & GAMBLE CO Consumer Defensive 4,347.0 $628K 0.16% +715.0 +19.7% $144.44 -1.2%
106 ISPY PROSHARES TR 14,295.0 $620K 0.16% $43.35 +12.0%
107 KR KROGER CO Consumer Defensive 8,425.0 $610K 0.16% $72.36 -10.2%
108 TOTALENERGIES SE 6,588.0 $599K 0.15% $90.98
109 RSG REPUBLIC SVCS INC Industrials 2,731.0 $598K 0.15% +125.0 +4.8% $219.03 -5.3%
110 MRK MERCK & CO INC Healthcare 4,935.0 $594K 0.15% +84.0 +1.7% $120.29 +0.1%
111 GM GENERAL MTRS CO Consumer Cyclical 7,890.0 $588K 0.15% -98.0 -1.2% $74.50 +7.1%
112 DFAW DIMENSIONAL ETF TRUST 7,858.0 $580K 0.15% +173.0 +2.2% $73.78 +12.3%
113 DFIV DIMENSIONAL ETF TRUST 10,908.0 $576K 0.15% +1K +14.0% $52.78 +6.0%
114 BOTZ GLOBAL X FDS 16,828.0 $559K 0.14% -192.0 -1.1% $33.22 +23.1%
115 VGK VANGUARD INTL EQUITY INDEX F 6,675.0 $550K 0.14% $82.43 +8.4%
116 VDE VANGUARD WORLD FD 3,140.0 $543K 0.14% $173.04 -5.1%
117 SILA SILA REALTY TRUST INC Real Estate 22,510.0 $533K 0.14% $23.68 +27.6%
118 DFAC DIMENSIONAL ETF TRUST 13,600.0 $529K 0.14% +3K +32.6% $38.86 +12.9%
119 SO SOUTHERN CO Utilities 5,445.0 $526K 0.13% +44.0 +0.8% $96.53 -2.5%
120 GRMN GARMIN LTD Technology 2,260.0 $524K 0.13% $232.01 +2.8%
Page 6 of 10  ·  200 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%