Bowman & Co S.C.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 70.0%; sector active share 35.4% against the combined 13F book's sector weights.
Over time 17 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
116 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Portfolio Trend
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 47.8% | $112,792,730 |
| Technology | 16.3% | $38,402,299 |
| Financial Services | 9.3% | $21,902,546 |
| Industrials | 6.1% | $14,387,072 |
| Healthcare | 5.1% | $11,938,340 |
| Consumer Cyclical | 4.4% | $10,340,246 |
| Communication Services | 4.1% | $9,692,255 |
| Consumer Defensive | 2.2% | $5,262,891 |
| Energy | 2.0% | $4,602,120 |
| Utilities | 1.1% | $2,707,088 |
| Real Estate | 0.9% | $2,161,849 |
| Basic Materials | 0.7% | $1,537,205 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XLY | State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF | +2,528 | 3,498 | $417,696 | |
| JMUB | JPMorgan Municipal ETF | +1,258 | 6,552 | $330,876 | |
| MLN | VanEck Long Muni ETF | +956 | 79,305 | $1,390,216 | |
| VOO | VANGUARD 500 INDEX FUND | +763 | 52,501 | $32,924,952 | |
| FLMI | Franklin Dynamic Municipal Bond ETF | +704 | 56,819 | $1,413,088 | |
| IEMG | iShares Trust | +432 | 9,166 | $0 | |
| OSK | Oshkosh Corp | +351 | 3,862 | $485,183 | |
| IJH | iShares Core S&P Mid-Cap ETF | +337 | 53,768 | $3,548,688 | |
| ADI | Analog Devices Inc | +260 | 10,286 | $2,789,563 | |
| SCHF | Schwab International Equity ETF | +254 | 28,422 | $683,264 | |
| VTHR | VANGUARD RUSSELL 3000 INDEX FUND | +228 | 1,340 | $402,442 | |
| VO | VANGUARD MID-CAP INDEX FUND | +216 | 5,757 | $1,670,796 | |
| IJR | iShares Core S&P Small-Cap ETF | +199 | 7,513 | $902,912 | |
| FANG | Diamondback Energy, Inc. | +191 | 6,195 | $931,294 | |
| WTV | WisdomTree U.S. Value Fund | +178 | 36,054 | $3,363,838 | |
| MTUM | iShares MSCI USA Momentum Factor ETF | +173 | 2,717 | $680,092 | |
| NEE | Nextera Energy Inc | +142 | 13,658 | $1,096,464 | |
| MDT | Medtronic plc | +121 | 18,486 | $1,775,765 | |
| CMI | Cummins Inc | +107 | 3,071 | $1,567,591 | |
| VXUS | Vanguard Total International Stock ETF | +104 | 7,171 | $540,980 | |
| MPC | Marathon Petroleum Corp | +96 | 15,101 | $2,455,875 | |
| IVV | iShares Core S&P 500 ETF | +88 | 1,074 | $735,625 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | +82 | 31,020 | $2,920,843 | |
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND | +81 | 11,788 | $1,663,994 | |
| ABBV | AbbVie Inc. | +77 | 10,647 | $2,432,733 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | −11,010 | 87,965 | $8,785,944 | |
| AVUV | Avantis U.S. Small Cap Value ETF | −8,655 | 112,904 | $11,513,949 | |
| CMCSA | Comcast Corp | −4,443 | 31,442 | $939,800 | |
| FISV | Fiserv Inc | −2,318 | 5,717 | $384,010 | |
| DXCM | Dexcom Inc | −2,211 | 9,257 | $614,387 | |
| CMG | Chipotle Mexican Grill Inc | −1,861 | 16,621 | $614,977 | |
| FIS | Fidelity National Information Services, Inc. | −1,784 | 17,078 | $1,135,003 | |
| SCHZ | Schwab U.S. Aggregate Bond ETF | −1,675 | 17,396 | $406,544 | |
| JAAA | Janus Henderson AAA CLO ETF | −1,548 | 141,616 | $7,162,937 | |
| BBY | Best Buy Co Inc | −1,546 | 12,256 | $820,294 | |
| IEFA | iShares Core MSCI EAFE ETF | −1,386 | 66,135 | $5,916,437 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | −1,289 | 5,817 | $559,362 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | −1,238 | 110,795 | $5,571,880 | |
| NIC | Nicolet Bankshares Inc | −989 | 10,755 | $1,304,581 | |
| IVW | iShares S&P 500 Growth ETF | −809 | 15,995 | $1,971,543 | |
| AVGO | Broadcom Inc. | −765 | 23,311 | $8,067,937 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | −649 | 22,743 | $3,264,075 | |
| MUB | iShares National Muni Bond ETF | −590 | 11,090 | $1,187,849 | |
| ACVU | Hartford Alpha Capture Value ETF | −547 | 8,525 | $233,627 | |
| APD | Air Products & Chemicals, Inc. | −448 | 6,223 | $1,537,205 | |
| TJX | Tjx Companies Inc | −426 | 14,605 | $2,243,474 | |
| VZ | Verizon Communications Inc | −357 | 34,005 | $1,385,023 | |
| UNH | Unitedhealth Group Inc | −296 | 4,311 | $1,423,104 | |
| FMB | First Trust Managed Municipal ETF | −294 | 6,068 | $310,287 | |
| GOOGL | Alphabet Inc. | −292 | 14,122 | $4,420,186 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ETR | Entergy Corp | 10,381 | $959,515 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | 2,354 | $364,399 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | 2,917 | $343,389 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | 2,021 | $290,963 | |
| MU | Micron Technology Inc | 1,009 | $287,978 | |
| SHYM | 12,950 | $287,749 | ||
| GOOG | Alphabet Inc. | 816 | $256,060 | |
| HYMB | State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF | 9,273 | $231,268 | |
| SOXX | iShares Semiconductor ETF | 718 | $216,225 | |
| HAL | Halliburton Co | 7,243 | $204,687 | |
| ENVX | Enovix Corp | 10,000 | $73,100 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 52,501 | $32,924,952 | 13.97% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Reduced | 112,904 | $11,513,949 | 4.88% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 87,965 | $8,785,944 | 3.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 25,650 | $8,264,943 | 3.51% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 29,887 | $8,125,079 | 3.45% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 23,311 | $8,067,937 | 3.42% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 15,024 | $7,265,906 | 3.08% | |
| JAAA |
Janus Henderson AAA CLO ETF
|
Reduced | 141,616 | $7,162,937 | 3.04% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 66,135 | $5,916,437 | 2.51% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Reduced | 110,795 | $5,571,880 | 2.36% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 44,582 | $4,966,880 | 2.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 14,122 | $4,420,186 | 1.88% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 9,988 | $3,828,600 | 1.62% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 11,332 | $3,609,355 | 1.53% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 53,768 | $3,548,688 | 1.51% | |
| WTV |
WisdomTree U.S. Value Fund
|
Added | 36,054 | $3,363,838 | 1.43% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 22,743 | $3,264,075 | 1.38% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 9,327 | $3,209,420 | 1.36% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 7,895 | $3,072,734 | 1.30% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
Added | 31,020 | $2,920,843 | 1.24% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 10,286 | $2,789,563 | 1.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 4,077 | $2,691,186 | 1.14% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 5,477 | $2,672,009 | 1.13% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 8,558 | $2,671,122 | 1.13% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 9,195 | $2,510,970 | 1.07% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 11,960 | $2,475,122 | 1.05% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 15,101 | $2,455,875 | 1.04% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 10,647 | $2,432,733 | 1.03% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 19,413 | $2,324,706 | 0.99% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 6,580 | $2,307,671 | 0.98% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 14,605 | $2,243,474 | 0.95% | |
| MGK |
VANGUARD MEGA CAP GROWTH INDEX FUND
|
Reduced | 4,918 | $2,030,002 | 0.86% | |
| IVW |
iShares S&P 500 Growth ETF
|
Reduced | 15,995 | $1,971,543 | 0.84% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 8,918 | $1,909,878 | 0.81% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 18,486 | $1,775,765 | 0.75% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Reduced | 9,461 | $1,741,013 | 0.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,413 | $1,711,068 | 0.73% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 2,605 | $1,702,549 | 0.72% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 5,757 | $1,670,796 | 0.71% | |
| O |
Realty Income Corp
Real Estate
|
Reduced | 29,576 | $1,667,199 | 0.71% | |
| MGV |
VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND
|
Added | 11,788 | $1,663,994 | 0.71% | |
| CMI |
Cummins Inc
Industrials
|
Added | 3,071 | $1,567,591 | 0.67% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 5,839 | $1,546,809 | 0.66% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 6,223 | $1,537,205 | 0.65% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 2,865 | $1,497,220 | 0.64% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 4,311 | $1,423,104 | 0.60% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 6,798 | $1,415,003 | 0.60% | |
| FLMI |
Franklin Dynamic Municipal Bond ETF
|
Added | 56,819 | $1,413,088 | 0.60% | |
| MLN |
VanEck Long Muni ETF
|
Added | 79,305 | $1,390,216 | 0.59% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 34,005 | $1,385,023 | 0.59% |
Showing the top 50 of 116 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.