Portfolio (Quarterly)
Guide ↗
Bosman Wealth Management, LLC
· CIK 0002066260| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 75,490.0 | $11.0M | 9.72% | -8K | -9.4% | $146.28 | -7.5% |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 48,076.0 | $8.4M | 7.38% | -1K | -2.3% | $174.40 | +26.5% |
| 3 | — | TECHNIPFMC PLC | — | 119,679.0 | $8.3M | 7.28% | -1K | -0.8% | $69.13 | — |
| 4 | AVGO | BROADCOM INC | Technology | 12,408.0 | $3.8M | 3.38% | -1K | -7.7% | $309.51 | +32.8% |
| 5 | META | META PLATFORMS INC | Communication Services | 5,427.0 | $3.1M | 2.73% | -385.0 | -6.6% | $572.13 | +5.3% |
| 6 | FIX | COMFORT SYS USA INC | Industrials | 1,927.0 | $2.7M | 2.34% | -147.0 | -7.1% | $1378.99 | +32.6% |
| 7 | AAPL | APPLE INC | Technology | 7,649.0 | $1.9M | 1.71% | -85.0 | -1.1% | $253.79 | +17.8% |
| 8 | CRWV | COREWEAVE INC | Technology | 20,391.0 | $1.6M | 1.39% | -4K | -14.8% | $77.47 | +28.8% |
| 9 | SHV | ISHARES TR | — | 14,051.0 | $1.6M | 1.36% | -150.0 | -1.1% | $110.39 | -0.1% |
| 10 | CEG | CONSTELLATION ENERGY CORP | Utilities | 5,380.0 | $1.5M | 1.32% | -449.0 | -7.7% | $279.25 | -6.7% |
| 11 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 12,629.0 | $1.3M | 1.11% | -620.0 | -4.7% | $100.09 | -5.8% |
| 12 | MGY | MAGNOLIA OIL & GAS CORP | Energy | 39,039.0 | $1.2M | 1.08% | -3K | -7.6% | $31.57 | -4.4% |
| 13 | AMD | ADVANCED MICRO DEVICES INC | Technology | 5,728.0 | $1.2M | 1.02% | -796.0 | -12.2% | $203.43 | +103.5% |
| 14 | AXON | AXON ENTERPRISE INC | Industrials | 1,714.0 | $728K | 0.64% | -95.0 | -5.2% | $424.69 | -7.6% |
| 15 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 400.0 | $692K | 0.61% | -27.0 | -6.3% | $1729.02 | -7.8% |
| 16 | CIFR | CIPHER DIGITAL INC | Financial Services | 43,262.0 | $557K | 0.49% | -28K | -38.9% | $12.87 | +46.1% |
| 17 | IREN | IREN LIMITED | Financial Services | 15,245.0 | $523K | 0.46% | -10K | -39.6% | $34.28 | +39.3% |
| 18 | VRT | VERTIV HOLDINGS CO | Industrials | 1,723.0 | $432K | 0.38% | -138.0 | -7.4% | $250.58 | +28.8% |
| 19 | SMH | VANECK ETF TRUST | — | 971.0 | $372K | 0.33% | -10.0 | -1.0% | $383.40 | +41.9% |
| 20 | ETHA | ISHARES ETHEREUM TR | Financial Services | 18,871.0 | $299K | 0.26% | -11K | -37.3% | $15.83 | +0.6% |
① 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
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%