Bosun Asset Management as of Sept. 30, 2025
Portfolio Holdings for Bosun Asset Management
Bosun Asset Management holds 60 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 24.7 | $48M | 219k | 219.57 | |
| Apple (AAPL) | 18.1 | $35M | 138k | 254.63 | |
| Goldman Sachs Put Option (GS) | 13.8 | $27M | 34k | 796.35 | |
| CBOE Holdings (CBOE) | 9.8 | $19M | 78k | 245.25 | |
| Meta Platforms Cl A Put Option (META) | 8.7 | $17M | 23k | 734.38 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $5.6M | 8.4k | 666.18 | |
| Wec Energy Group (WEC) | 2.5 | $4.9M | 43k | 114.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $2.5M | 10k | 243.55 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.2 | $2.4M | 9.9k | 241.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $2.4M | 4.8k | 502.74 | |
| Eli Lilly & Co. (LLY) | 0.9 | $1.8M | 2.3k | 763.00 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $1.7M | 9.0k | 189.70 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $1.7M | 12k | 140.95 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $1.5M | 2.00 | 754200.00 | |
| Microsoft Corporation (MSFT) | 0.7 | $1.5M | 2.8k | 517.95 | |
| salesforce (CRM) | 0.6 | $1.1M | 4.6k | 237.00 | |
| Abbvie (ABBV) | 0.5 | $926k | 4.0k | 231.54 | |
| Caterpillar (CAT) | 0.5 | $907k | 1.9k | 477.15 | |
| NVIDIA Corporation (NVDA) | 0.5 | $896k | 4.8k | 186.58 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $814k | 4.0k | 203.59 | |
| Alps Etf Tr Barrons 400 Etf (BFOR) | 0.4 | $812k | 10k | 81.18 | |
| Cme (CME) | 0.4 | $811k | 3.0k | 270.19 | |
| International Business Machines (IBM) | 0.4 | $790k | 2.8k | 282.16 | |
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.4 | $783k | 9.0k | 87.03 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $771k | 30k | 25.71 | |
| Deere & Company (DE) | 0.4 | $686k | 1.5k | 457.26 | |
| Micron Technology (MU) | 0.3 | $669k | 4.0k | 167.32 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $599k | 1.9k | 315.43 | |
| Danaher Corporation (DHR) | 0.3 | $595k | 3.0k | 198.26 | |
| Amgen (AMGN) | 0.3 | $593k | 2.1k | 282.20 | |
| Visa Com Cl A (V) | 0.3 | $584k | 1.7k | 341.38 | |
| Blackrock (BLK) | 0.3 | $583k | 500.00 | 1165.87 | |
| Ball Corporation (BALL) | 0.3 | $555k | 11k | 50.42 | |
| Ge Aerospace Com New (GE) | 0.3 | $511k | 1.7k | 300.82 | |
| Illinois Tool Works (ITW) | 0.3 | $495k | 1.9k | 260.76 | |
| General Dynamics Corporation (GD) | 0.2 | $477k | 1.4k | 341.00 | |
| Johnson & Johnson (JNJ) | 0.2 | $445k | 2.4k | 185.42 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $445k | 15k | 29.64 | |
| A. O. Smith Corporation (AOS) | 0.2 | $441k | 6.0k | 73.41 | |
| American Electric Power Company (AEP) | 0.2 | $428k | 3.8k | 112.50 | |
| Coca-Cola Company (KO) | 0.2 | $424k | 6.4k | 66.32 | |
| Philip Morris International (PM) | 0.2 | $422k | 2.6k | 162.20 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $417k | 2.0k | 208.71 | |
| Procter & Gamble Company (PG) | 0.2 | $384k | 2.5k | 153.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $328k | 1.0k | 328.17 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $326k | 5.0k | 65.26 | |
| Powerfleet (AIOT) | 0.2 | $326k | 62k | 5.24 | |
| Intercontinental Exchange (ICE) | 0.2 | $320k | 1.9k | 168.48 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $317k | 1.5k | 215.79 | |
| Lowe's Companies (LOW) | 0.2 | $308k | 1.2k | 251.31 | |
| Costco Wholesale Corporation (COST) | 0.2 | $301k | 325.00 | 925.63 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $284k | 2.0k | 142.10 | |
| Pepsi (PEP) | 0.1 | $254k | 1.8k | 140.44 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $237k | 1.5k | 158.10 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $235k | 800.00 | 293.74 | |
| Vanguard Index Fds Total Intl Stock (VXUS) | 0.1 | $222k | 3.0k | 73.46 | |
| Abbott Laboratories (ABT) | 0.1 | $214k | 1.6k | 133.94 | |
| Aon Shs Cl A (AON) | 0.1 | $206k | 578.00 | 356.58 | |
| Spdr Ser Tr S&p Divd Etf (SDY) | 0.1 | $206k | 1.5k | 140.05 | |
| Wisdomtree Tr Us Midcap Divd (DON) | 0.1 | $204k | 3.9k | 52.30 |