Institutional Fund
Bosman Wealth Management, LLC
Redlands, CACIK 20662606 filings on record
Portfolio Value
$113.63M
Q1 2026
Holdings
52
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-6.7%
from $121.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Palantir Technologies Inc9.7%
- Alphabet Inc7.6%
- Nvidia Corporation7.4%
- Technipfmc PLC7.3%
- Micron Technology Inc5.0%
- Spdr Gold Tr4.7%
- Other58.3%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc | 75.5K | $11.04M | 9.7% | −7.9K | Reduced |
| 2 | Alphabet Inc | 30.2K | $8.69M | 7.6% | +250 | Added |
| 3 | Nvidia Corporation | 48.1K | $8.38M | 7.4% | −1.1K | Reduced |
| 4 | Technipfmc PLC | 119.7K | $8.27M | 7.3% | −1.0K | Reduced |
| 5 | Micron Technology Inc | 16.7K | $5.63M | 5.0% | +16.7K | New |
| 6 | Spdr Gold Tr | 12.5K | $5.38M | 4.7% | +451 | Added |
| 7 | Marvell Technology Inc | 49.0K | $4.86M | 4.3% | +49.0K | New |
| 8 | Amazon Com Inc | 22.8K | $4.74M | 4.2% | +767 | Added |
| 9 | Ge Vernova Inc | 4.8K | $4.15M | 3.7% | +202 | Added |
| 10 | Microsoft Corp | 10.7K | $3.95M | 3.5% | +497 | Added |
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