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Latest Bowman & Co S.C. Stock Portfolio

Bowman & Co S.C. Performance:
2025 Q4: 0.6%YTD: 11.41%2024: 8.56%
Performance for 2025 Q4 is 0.6%, and YTD is 11.41%, and 2024 is 8.56%.

About Bowman & Co S.C. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Bowman & Co S.C. reported an equity portfolio of $237.4 Millions as of 31 Dec, 2025.

The top stock holdings of Bowman & Co S.C. are VB, AEMB, IJR. The fund has invested 13.9% of it's portfolio in VANGUARD INDEX FDS and 4.8% of portfolio in AMERICAN CENTY ETF TR.

The fund managers got completely rid off PUBLIC SVC ENTERPRISE GRP IN (PEG) and COSTCO WHSL CORP NEW (COST) stocks. They significantly reduced their stock positions in FISERV INC, DEXCOM INC (DXCM) and ISHARES TR (IJR). Bowman & Co S.C. opened new stock positions in ENTERGY CORP NEW (ETR), SELECT SECTOR SPDR TR (XLB) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), J P MORGAN EXCHANGE TRADED F (BBAX) and VANGUARD SCOTTSDALE FDS (BNDW).

Bowman & Co S.C. Annual Return Estimates Vs S&P 500

Our best estimate is that Bowman & Co S.C. made a return of 0.6% in the last quarter. In trailing 12 months, it's portfolio return was 11.41%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
entergy corp new960,650
select sector spdr tr364,491
select sector spdr tr343,479
select sector spdr tr290,977
micron technology inc287,979
blackrock etf trust ii287,749
alphabet inc256,035
spdr series trust231,282
New stocks bought by Bowman & Co S.C.

Additions

Ticker% Inc.
select sector spdr tr260
j p morgan exchange traded f23.76
vanguard scottsdale fds20.5
oshkosh corp10.00
ishares tr8.92
ishares tr6.8
ishares inc4.95
vanguard index fds3.9
Additions to existing portfolio by Bowman & Co S.C.

Reductions

Ticker% Reduced
fiserv inc-28.85
dexcom inc-19.28
ishares tr-18.14
comcast corp new-12.38
best buy inc-11.2
ishares tr-11.12
chipotle mexican grill inc-10.07
fidelity natl information sv-9.46
Bowman & Co S.C. reduced stake in above stock

Sold off

Ticker$ Sold
public svc enterprise grp in-1,070,000
costco whsl corp new-278,405
Bowman & Co S.C. got rid off the above stocks

Sector Distribution

Bowman & Co S.C. has about 48.5% of it's holdings in Others sector.

Sector%
Others48.5
Technology16.2
Financial Services8.7
Industrials5.4
Healthcare5.1
Consumer Cyclical4.4
Communication Services3.7
Utilities2.4
Consumer Defensive2.2
Energy1.9

Market Cap. Distribution

Bowman & Co S.C. has about 49.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED48.5
MEGA-CAP26.4
LARGE-CAP23.1
SMALL-CAP1.8

Stocks belong to which Index?

About 51.7% of the stocks held by Bowman & Co S.C. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50049.9
Others48.3
RUSSELL 20001.8
Top 5 Winners (%)%
AMD
advanced micro devices inc
32.1 %
GOOG
alphabet inc
28.5 %
CMI
cummins inc
20.1 %
IQV
iqvia hldgs inc
18.6 %
CRM
salesforce inc
11.7 %
Top 5 Winners ($)$
GOOG
alphabet inc
1.0 M
VB
vanguard index fds
0.8 M
AAPL
apple inc
0.5 M
AMD
advanced micro devices inc
0.5 M
AVGO
broadcom inc
0.4 M
Top 5 Losers (%)%
fiserv inc
-41.0 %
XLB
select sector spdr tr
-39.2 %
ORCL
oracle corp
-30.7 %
KMB
kimberly-clark corp
-18.9 %
MSI
motorola solutions inc
-16.1 %
Top 5 Losers ($)$
MSI
motorola solutions inc
-0.7 M
ETN
eaton corp plc
-0.6 M
HD
home depot inc
-0.6 M
MSFT
microsoft corp
-0.5 M
MPC
marathon pete corp
-0.5 M

Bowman & Co S.C. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Bowman & Co S.C.

Bowman & Co S.C. has 116 stocks in it's portfolio. About 43.6% of the portfolio is in top 10 stocks. MSI proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Bowman & Co S.C. last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions