Portfolio (Quarterly)
Guide ↗
Bosman Wealth Management, LLC
· CIK 0002066260| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 136,245 | $3.6M | 2.93% | SOLD |
| 2 | — | CYBERARK SOFTWARE LTD | — | 6,822 | $3.0M | 2.50% | SOLD |
| 3 | APP | APPLOVIN CORP | Technology | 4,248 | $2.9M | 2.35% | SOLD |
| 4 | SANM | SANMINA CORPORATION | Technology | 15,634 | $2.3M | 1.93% | SOLD |
| 5 | VST | VISTRA CORP | Utilities | 14,030 | $2.3M | 1.86% | SOLD |
| 6 | ORCL | ORACLE CORP | Technology | 8,991 | $1.8M | 1.44% | SOLD |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 2,030 | $1.2M | 0.97% | SOLD |
| 8 | UBER | UBER TECHNOLOGIES INC | Technology | 10,415 | $851K | 0.70% | SOLD |
| 9 | DASH | DOORDASH INC | Communication Services | 3,363 | $762K | 0.63% | SOLD |
| 10 | NOW | SERVICENOW INC | Technology | 4,705 | $721K | 0.59% | SOLD |
| 11 | CARG | CARGURUS INC | Consumer Cyclical | 15,871 | $609K | 0.50% | SOLD |
| 12 | FETH | FIDELITY ETHEREUM FD | Financial Services | 11,409 | $338K | 0.28% | SOLD |
| 13 | TOST | TOAST INC | Technology | 7,873 | $280K | 0.23% | SOLD |
| 14 | V | VISA INC | Financial Services | 600 | $210K | 0.17% | SOLD |
Sector Allocation
Technology
47.4%
Communication Services
11.4%
Financial Services
11.3%
Energy
8.4%
Consumer Cyclical
8.1%
Industrials
6.7%
Utilities
5.5%
Basic Materials
1.0%
Healthcare
0.1%