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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 7 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 C CITIGROUP INC Financial Services 4,560.0 $517K 0.13% -41.0 -0.9% $113.41 +11.8%
122 IVW ISHARES TR 4,548.0 $514K 0.13% $113.11 +22.3%
123 VT VANGUARD INTL EQUITY INDEX F 3,685.0 $510K 0.13% $138.32 +13.8%
124 ASML ASML HLDG NV Technology 377.0 $498K 0.13% $1320.83 +23.6%
125 URI UNITED RENTALS INC Industrials 683.0 $498K 0.13% +95.0 +16.2% $728.56 +32.2%
126 TSLA TESLA INC Consumer Cyclical 1,328.0 $494K 0.13% +94.0 +7.6% $371.75 +16.6%
127 GRID FIRST TR EXCHANGE-TRADED FD 2,975.0 $487K 0.12% NEW $163.58 +20.4%
128 VIGI VANGUARD WHITEHALL FDS 5,333.0 $472K 0.12% $88.46 +6.4%
129 IBM INTERNATIONAL BUSINESS MACHS Technology 1,945.0 $471K 0.12% $242.39 +3.4%
130 IJH ISHARES TR 6,939.0 $469K 0.12% +40.0 +0.6% $67.53 +10.5%
131 BAC BANK AMERICA CORP Financial Services 9,492.0 $463K 0.12% -247.0 -2.5% $48.75 +7.1%
132 GOOG ALPHABET INC Communication Services 1,588.0 $456K 0.12% +156.0 +10.9% $286.86 +34.2%
133 ICVT ISHARES TR 4,468.0 $455K 0.12% -47.0 -1.0% $101.79 +17.8%
134 JNJ JOHNSON & JOHNSON Healthcare 1,831.0 $448K 0.11% +99.0 +5.7% $244.44 -5.8%
135 NFLX NETFLIX INC. Communication Services 4,648.0 $447K 0.11% NEW $96.15 -8.8%
136 EMB ISHARES TR 4,754.0 $447K 0.11% +60.0 +1.3% $93.93 +1.8%
137 LNC LINCOLN NATL CORP IND Financial Services 12,343.0 $438K 0.11% -175.0 -1.4% $35.50 +0.8%
138 VHT VANGUARD WORLD FD 1,563.0 $426K 0.11% $272.35 +1.8%
139 FIX COMFORT SYS USA INC Industrials 300.0 $414K 0.11% $1378.99 +36.6%
140 IWM ISHARES TR 1,574.0 $390K 0.10% $248.00 +17.1%
Page 7 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%