Bosman Wealth Management as of June 30, 2026
Portfolio Holdings for Bosman Wealth Management
Bosman Wealth Management holds 56 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 13.3 | $22M | 19k | 1154.29 | |
| Marvell Technology (MRVL) | 8.3 | $13M | 45k | 297.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $10M | 29k | 357.37 | |
| NVIDIA Corporation (NVDA) | 5.9 | $9.5M | 48k | 200.09 | |
| Palantir Technologies Cl A (PLTR) | 5.1 | $8.2M | 70k | 116.67 | |
| Technipfmc (FTI) | 4.6 | $7.5M | 113k | 66.30 | |
| Bloom Energy Corp Com Cl A (BE) | 3.2 | $5.2M | 17k | 302.70 | |
| Ge Vernova (GEV) | 3.1 | $5.0M | 4.3k | 1174.86 | |
| Advanced Micro Devices (AMD) | 3.1 | $5.0M | 8.5k | 580.91 | |
| Amazon (AMZN) | 3.0 | $4.8M | 20k | 238.34 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.6 | $4.1M | 11k | 368.38 | |
| Broadcom (AVGO) | 2.4 | $3.8M | 10k | 377.75 | |
| Eli Lilly & Co. (LLY) | 2.3 | $3.7M | 3.1k | 1199.43 | |
| Lumentum Hldgs (LITE) | 2.3 | $3.7M | 4.3k | 858.06 | |
| Comfort Systems USA (FIX) | 2.3 | $3.7M | 1.9k | 1981.95 | |
| Microsoft Corporation (MSFT) | 2.2 | $3.6M | 9.6k | 373.02 | |
| SLB Com Stk (SLB) | 2.1 | $3.4M | 73k | 46.49 | |
| Liberty Energy Com Cl A (LBRT) | 1.7 | $2.7M | 105k | 26.19 | |
| Arista Networks Com Shs (ANET) | 1.6 | $2.6M | 16k | 169.88 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.6 | $2.6M | 2.7k | 965.00 | |
| Western Digital (WDC) | 1.6 | $2.5M | 3.9k | 638.72 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.5 | $2.3M | 70k | 33.29 | |
| Owens Corning (OC) | 1.4 | $2.3M | 15k | 158.96 | |
| Apple (AAPL) | 1.4 | $2.2M | 7.7k | 289.36 | |
| Lam Research Corp Com New (LRCX) | 1.3 | $2.1M | 4.9k | 433.33 | |
| Tesla Motors (TSLA) | 1.2 | $2.0M | 4.7k | 420.60 | |
| Meta Platforms Cl A (META) | 1.1 | $1.7M | 3.0k | 563.29 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 1.0 | $1.6M | 14k | 110.35 | |
| Johnson Controls Internation SHS (JCI) | 0.9 | $1.4M | 9.5k | 146.11 | |
| Bunge Global Sa Com Shs (BG) | 0.8 | $1.3M | 12k | 106.73 | |
| Coreweave Com Cl A (CRWV) | 0.8 | $1.3M | 13k | 99.54 | |
| Southern Copper Corporation (SCCO) | 0.8 | $1.3M | 7.2k | 174.26 | |
| Deckers Outdoor Corporation (DECK) | 0.7 | $1.2M | 12k | 99.29 | |
| Astera Labs (ALAB) | 0.7 | $1.2M | 2.4k | 483.02 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $1.1M | 1.5k | 746.77 | |
| Vertiv Holdings Com Cl A (VRT) | 0.7 | $1.1M | 3.3k | 334.82 | |
| Builders FirstSource (BLDR) | 0.6 | $1.0M | 12k | 89.48 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.6 | $973k | 38k | 25.58 | |
| Nebius Group Shs Class A (NBIS) | 0.5 | $816k | 3.0k | 276.17 | |
| Tenaris S A Sponsored Ads (TS) | 0.5 | $800k | 14k | 55.49 | |
| Valero Energy Corporation (VLO) | 0.5 | $757k | 2.9k | 260.44 | |
| Cipher Mining (CIFR) | 0.5 | $730k | 30k | 24.50 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $637k | 971.00 | 655.89 | |
| MercadoLibre (MELI) | 0.4 | $603k | 355.00 | 1697.39 | |
| 3M Company (MMM) | 0.4 | $600k | 3.7k | 161.91 | |
| Qxo Com New (QXO) | 0.3 | $508k | 29k | 17.28 | |
| Applied Optoelectronics (AAOI) | 0.3 | $506k | 3.4k | 148.16 | |
| Chevron Corporation (CVX) | 0.3 | $477k | 2.9k | 165.76 | |
| Axt (AXTI) | 0.2 | $374k | 5.2k | 72.08 | |
| Hewlett Packard Enterprise (HPE) | 0.2 | $313k | 6.9k | 45.11 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.2 | $307k | 8.9k | 34.57 | |
| Solaris Energy Infras Com Cl A (SEI) | 0.2 | $264k | 3.3k | 80.46 | |
| Rocket Lab Corp (RKLB) | 0.1 | $211k | 2.1k | 101.65 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $207k | 1.5k | 136.72 | |
| Visa Com Cl A (V) | 0.1 | $206k | 600.00 | 343.09 | |
| Iren Ordinary Shares (IREN) | 0.1 | $201k | 4.4k | 45.73 |
