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BWM
Bosman Wealth Management Portfolio holdings
AUM
$114M
1-Year Est. Return
63.12%
This Fund
S&P 500
This Quarter
Est. Return
+22.58%
1 Year Est. Return
+63.12%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
96.33%
Top 10 Holdings %
Top 10 Hldgs %
67.16%
Holding
37
New
37
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palantir
PLTR
|
+$10.5M |
| 2 |
NVIDIA
NVDA
|
+$9.78M |
| 3 |
TechnipFMC
FTI
|
+$8.96M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$6.95M |
| 5 |
SharkNinja
SN
|
+$5.29M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 51.15% |
| 2 | Energy | 15.18% |
| 3 | Consumer Discretionary | 14.09% |
| 4 | Communication Services | 7.23% |
| 5 | Industrials | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Palantir
PLTR
$296B
| $13.7M | 13.15% |
+180,732
| New | +$10.5M |
|
|
2
NVIDIA
NVDA
$5.06T
| $9.52M | 9.16% |
+70,928
| New | +$9.78M |
|
|
3
TechnipFMC
FTI
$30.3B
| $9.11M | 8.76% |
+314,674
| New | +$8.96M |
|
|
4
Alphabet (Google) Class A
GOOGL
$3.88T
| $7.52M | 7.23% |
+39,700
| New | +$6.95M |
|
|
CYBR
5
DELISTED
CyberArk
CYBR
| $5.73M | 5.51% |
+17,191
| New | +$5.22M |
|
6
CrowdStrike
CRWD
$187B
| $5.31M | 5.11% |
+62,060
| New | +$5.16M |
|
7
Microsoft
MSFT
$2.83T
| $5.11M | 4.92% |
+12,131
| New | +$5.17M |
|
|
8
SharkNinja
SN
$20.6B
| $5.05M | 4.85% |
+51,823
| New | +$5.29M |
|
9
Magnolia Oil & Gas
MGY
$4.73B
| $4.63M | 4.46% |
+198,220
| New | +$5.15M |
|
10
KBR
KBR
$4.61B
| $4.19M | 4.03% |
+72,393
| New | +$4.62M |
|
11
SPDR Gold Trust
GLD
$130B
| $4.05M | 3.9% |
+16,728
| New | +$4.11M |
|
12
Deckers Outdoor
DECK
$13.4B
| $3.42M | 3.29% |
+16,822
| New | +$3.04M |
|
13
Mercado Libre
MELI
$91.2B
| $2.92M | 2.81% |
+1,717
| New | +$3.34M |
|
14
Amazon
AMZN
$2.51T
| $2.88M | 2.77% |
+13,148
| New | +$2.69M |
|
15
Shift4
FOUR
$3.68B
| $2.53M | 2.43% |
+24,342
| New | +$2.42M |
|
16
AppFolio
APPF
$5.8B
| $2.25M | 2.16% |
+9,118
| New | +$2.13M |
|
17
Halliburton
HAL
$27.3B
| $2.05M | 1.97% |
+75,250
| New | +$2.2M |
|
18
Apple
AAPL
$4.72T
| $2M | 1.92% |
+7,985
| New | +$1.88M |
|
19
Comfort Systems
FIX
$64.5B
| $1.75M | 1.69% |
+4,133
| New | +$1.81M |
|
20
ServiceNow
NOW
$94.8B
| $1.61M | 1.55% |
+7,590
| New | +$1.54M |
|
21
Arm
ARM
$302B
| $1.4M | 1.35% |
+11,372
| New | +$1.6M |
|
22
Hewlett Packard
HPE
$63.1B
| $1.33M | 1.28% |
+62,233
| New | +$1.31M |
|
23
Vertex
VERX
$1.76B
| $1.21M | 1.17% |
+22,709
| New | +$1.1M |
|
24
MACOM Technology Solutions
MTSI
$21.6B
| $660K | 0.64% |
+5,084
| New | +$640K |
|
25
3M
MMM
$87.5B
| $573K | 0.55% |
+4,436
| New | +$582K |
|
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Bosman Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Bosman Wealth Management, which disclosed 37 positions worth $104M. Its ten largest holdings account for 67% of the portfolio.
Its largest position is Palantir: 180,732 shares worth $13.7M.
By sector, the portfolio is most concentrated in Technology at 51% of assets, followed by Energy and Consumer Discretionary.
- Bosman Wealth Management's largest Q4 2024 buy was Palantir: 180,732 shares worth $13.7M.
- Bosman Wealth Management's ten largest holdings make up 67% of its $104M portfolio in Q4 2024.
- Bosman Wealth Management disclosed 37 positions in Q4 2024, its first 13F filing on record.
Based on Bosman Wealth Management's 13F filing for Q4 2024, filed 30 Apr 2025.