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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 9 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DFAS DIMENSIONAL ETF TRUST 4,004.0 $285K 0.07% +35.0 +0.9% $71.13 +10.7%
162 GDX VANECK ETF TRUST 3,051.0 $280K 0.07% $91.77 -3.6%
163 TMO THERMO FISHER SCIENTIFIC INC Healthcare 569.0 $280K 0.07% +40.0 +7.6% $491.53 -8.8%
164 VPL VANGUARD INTL EQUITY INDEX F 2,859.0 $279K 0.07% $97.73 +18.2%
165 FDX FEDEX CORP Industrials 780.0 $278K 0.07% $356.18 +12.3%
166 TXN TEXAS INSTRS INC Technology 1,429.0 $277K 0.07% +105.0 +7.9% $194.14 +67.3%
167 HWM HOWMET AEROSPACE INC Industrials 1,159.0 $267K 0.07% +29.0 +2.6% $230.42 +13.7%
168 IAU ISHARES GOLD TR Financial Services 3,009.0 $265K 0.07% -553.0 -15.5% $88.16 -3.8%
169 LOW LOWES COS INC Consumer Cyclical 1,120.0 $265K 0.07% +21.0 +1.9% $236.28 -10.2%
170 COP CONOCOPHILLIPS Energy 1,926.0 $254K 0.07% NEW $131.99 -11.7%
171 BX BLACKSTONE INC Financial Services 2,204.0 $253K 0.07% -107.0 -4.6% $114.97 +2.7%
172 VTES VANGUARD WELLINGTON FD 2,494.0 $252K 0.06% +504.0 +25.3% $101.14 -0.1%
173 NOBL PROSHARES TR 2,379.0 $252K 0.06% $106.01 +1.6%
174 ABT ABBOTT LABORATORIES Healthcare 2,446.0 $251K 0.06% +81.0 +3.4% $102.67 -15.6%
175 BHF BRIGHTHOUSE FINL INC Financial Services 4,129.0 $247K 0.06% +300.0 +7.8% $59.88 +4.7%
176 IDV ISHARES TR 5,705.0 $243K 0.06% $42.56 +6.2%
177 DE DEERE & CO Industrials 431.0 $243K 0.06% NEW $563.30 -6.1%
178 EPD ENTERPRISE PRODS PARTNERS L Energy 6,375.0 $241K 0.06% $37.84 +1.5%
179 AIRR FIRST TR EXCHANGE TRADED FD 2,164.0 $240K 0.06% NEW $110.78 +15.8%
180 VFH VANGUARD WORLD FD 1,936.0 $234K 0.06% -41.0 -2.1% $120.80 +5.4%
Page 9 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%