Portfolio (Quarterly)
Guide ↗
Bosman Wealth Management, LLC
· CIK 0002066260| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | FIX | COMFORT SYS USA INC | Industrials | 2,074.0 | $1.9M | 1.59% | NEW | — | $933.29 | +98.7% |
| 22 | TSLA | TESLA INC | Consumer Cyclical | 4,104.0 | $1.8M | 1.52% | NEW | — | $449.72 | -8.8% |
| 23 | ORCL | ORACLE CORP | Technology | 8,991.0 | $1.8M | 1.44% | NEW | — | $194.91 | -4.3% |
| 24 | CRWV | COREWEAVE INC | Technology | 23,937.0 | $1.7M | 1.41% | NEW | — | $71.61 | +44.9% |
| 25 | SHV | ISHARES TR | — | 14,201.0 | $1.6M | 1.28% | NEW | — | $110.15 | +0.1% |
| 26 | AMD | ADVANCED MICRO DEVICES INC | Technology | 6,524.0 | $1.4M | 1.15% | NEW | — | $214.16 | +93.3% |
| 27 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 13,249.0 | $1.4M | 1.13% | NEW | — | $103.67 | -8.7% |
| 28 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 2,030.0 | $1.2M | 0.97% | NEW | — | $580.71 | -23.4% |
| 29 | CIFR | CIPHER MINING INC | Financial Services | 70,767.0 | $1.0M | 0.86% | NEW | — | $14.76 | +27.4% |
| 30 | SPY | SPDR S&P 500 ETF TR | Financial Services | 1,511.0 | $1.0M | 0.85% | NEW | — | $681.92 | +7.6% |
| 31 | AXON | AXON ENTERPRISE INC | Industrials | 1,809.0 | $1.0M | 0.84% | NEW | — | $567.93 | -30.9% |
| 32 | IREN | IREN LIMITED | Financial Services | 25,256.0 | $954K | 0.78% | NEW | — | $37.77 | +33.6% |
| 33 | MGY | MAGNOLIA OIL & GAS CORP | Energy | 42,255.0 | $925K | 0.76% | NEW | — | $21.89 | +36.5% |
| 34 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 427.0 | $860K | 0.71% | NEW | — | $2014.26 | -21.3% |
| 35 | UBER | UBER TECHNOLOGIES INC | Technology | 10,415.0 | $851K | 0.70% | NEW | — | $81.71 | -8.1% |
| 36 | DASH | DOORDASH INC | Communication Services | 3,363.0 | $762K | 0.63% | NEW | — | $226.48 | -28.2% |
| 37 | NOW | SERVICENOW INC | Technology | 4,705.0 | $721K | 0.59% | NEW | — | $153.19 | -32.5% |
| 38 | ETHA | ISHARES ETHEREUM TR | Financial Services | 30,083.0 | $675K | 0.55% | NEW | — | $22.43 | -29.0% |
| 39 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 13,500.0 | $642K | 0.53% | NEW | — | $47.56 | -12.4% |
| 40 | CARG | CARGURUS INC | Consumer Cyclical | 15,871.0 | $609K | 0.50% | NEW | — | $38.35 | -26.0% |
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
50.1%
Financial Services
15.7%
Communication Services
13.6%
Consumer Cyclical
8.8%
Utilities
6.5%
Industrials
3.8%
Energy
1.2%
Healthcare
0.2%