13F Insight
DOSSIER · 13F-HR · Q4 2025

Bowman & Co S.C.

$237M in tracked AUM across 118 positions as of Q4 2025.

B&
CIK 0001906275 · last filed Dec 31, 2025
Total AUM
$237M
as of Q4 2025
Holdings
118
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025
Portfolio Overview

Bowman & Co S.C. has reported a significant transformation in its investment portfolio for the quarter ending December 31, 2025. The firm experienced a massive expansion in assets under management (AUM), with the total portfolio value surging by 157.2%, rising from $92.31 million to $237.44 million. This substantial growth indicates a period of significant capital inflows or a strategic shift in asset allocation that deployed a large amount of cash into the market....

The portfolio currently consists of 118 holdings, suggesting a moderately diversified approach. However, the turnover during this quarter was exceptionally high, with 26 new positions initiated and 26 positions sold completely, resulting in a complete overhaul of approximately 44% of the portfolio's constituents. This high level of activity suggests a dynamic reallocation of capital rather than a passive buy-and-hold strategy. The portfolio now exhibits a "core and satellite" structure, with a heavy reliance on ETFs for core exposure and select individual equities for alpha generation.

Key Holdings

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$33M53K13.9%02
AVUV
AMERICAN CENTY ETF TR
$12M113K4.8%03
AGG
ISHARES TR
$9M88K3.7%04
JPM
JPMORGAN CHASE & CO.
$8M26K3.5%05
AAPL
APPLE INC
$8M30K3.4%06
AVGO
BROADCOM INC
$8M23K3.4%07
MSFT
MICROSOFT CORP
$7M15K3.1%08
JAAA
JANUS DETROIT STR TR
$7M142K3.0%09
IEFA
ISHARES TR
$6M66K2.5%10
VTEB
VANGUARD MUN BD FDS
$6M111K2.3%

Filing history

2025Q4Dec 31
$237M▲ 0.2%
118 positionsView →2025Q3Sep 30
$237M▲ 5.8%
109 positionsView →2025Q2Jun 30
$224M▲ 10.1%
109 positionsLocked2025Q1Mar 31
$204M▲ 5.2%
109 positionsLocked2024Q4Dec 31
$194M▲ 1.6%
104 positionsLocked2024Q3Sep 30
$191M▲ 10.1%
100 positionsLocked2024Q2Jun 30
$173M▲ 4.4%
99 positionsLocked2024Q1Mar 31
$166M▲ 15.3%
100 positionsLocked2023Q4Dec 31
$144M▲ 14.4%
88 positionsLocked2023Q3Sep 30
$126M▼ 4.9%
85 positionsLocked2023Q2Jun 30
$132M▼ 3.1%
88 positionsLocked2023Q1Mar 31
$136M▲ 5.7%
89 positionsLocked
Showing 12 of 17