Bowman & Co S.C.
Filing Date
Global Rank
#5,455
/ 8,652
▼ 256
Top Industry
Semiconductors
11.8%
3Y Alpha vs SPY
-3.0%
Period ended 6 months ago
Filed Jan 23, 2026 · 5mo
17 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.2%
SPY
+78.1%
Annualised alpha
-3.0%
Max drawdown
−16.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
66 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
6.8%
+0.2 pts
Top 5
30.1%
+0.8 pts
Top 10
45.0%
−0.1 pts
HHI
309
Diversified+5
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.5% | $38,402,299 |
| Financial Services | 16.8% | $20,467,242 |
| Industrials | 11.8% | $14,387,072 |
| Healthcare | 9.8% | $11,938,340 |
| Consumer Cyclical | 8.5% | $10,340,246 |
| Communication Services | 7.7% | $9,377,182 |
| Consumer Defensive | 4.3% | $5,262,891 |
| Energy | 3.8% | $4,602,120 |
| Utilities | 2.2% | $2,707,088 |
| Real Estate | 1.8% | $2,161,849 |
| Basic Materials | 1.3% | $1,537,205 |
| Unclassified | 0.5% | $662,233 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OSK | Oshkosh Corp | +351 | 3,862 | $485,183 | |
| ADI | Analog Devices Inc | +260 | 10,286 | $2,789,563 | |
| FANG | Diamondback Energy, Inc. | +191 | 6,195 | $931,294 | |
| 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 | |
| MPC | Marathon Petroleum Corp | +96 | 15,101 | $2,455,875 | |
| ABBV | AbbVie Inc. | +77 | 10,647 | $2,432,733 | |
| JNJ | Johnson & Johnson | +56 | 11,960 | $2,475,122 | |
| JCI | Johnson Controls International plc | +44 | 19,413 | $2,324,706 | |
| ETN | Eaton Corp plc | +20 | 11,332 | $3,609,355 | |
| CRM | Salesforce, Inc. | +17 | 5,839 | $1,546,809 | |
| LNT | Alliant Energy Corp | +17 | 5,741 | $373,222 | |
| CME | Cme Group Inc. | +16 | 9,195 | $2,510,970 | |
| WEC | Wec Energy Group, Inc. | +11 | 2,635 | $277,887 | |
| KMB | Kimberly Clark Corp | +10 | 2,934 | $296,011 | |
| CDNS | Cadence Design Systems Inc | +8 | 1,810 | $565,769 | |
| XOM | Exxon Mobil Corp | +8 | 5,605 | $674,505 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMCSA | Comcast Corp | −4,443 | 31,442 | $880,787 | |
| 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 | |
| BBY | Best Buy Co Inc | −1,546 | 12,256 | $820,294 | |
| NIC | Nicolet Bankshares Inc | −989 | 10,755 | $1,304,581 | |
| AVGO | Broadcom Inc. | −765 | 23,311 | $8,067,937 | |
| APD | Air Products & Chemicals, Inc. | −448 | 6,223 | $1,537,205 | |
| TJX | Tjx Companies Inc /De/ | −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 | |
| GOOGL | Alphabet Inc. | −292 | 14,122 | $4,420,186 | |
| AAPL | Apple Inc. | −244 | 29,887 | $8,125,079 | |
| V | Visa Inc. | −161 | 6,580 | $2,307,671 | |
| AMD | Advanced Micro Devices Inc | −152 | 8,918 | $1,909,878 | |
| JPM | Jpmorgan Chase & Co | −152 | 25,650 | $8,264,943 | |
| TT | Trane Technologies plc | −146 | 7,895 | $3,072,734 | |
| AMZN | Amazon Com Inc | −117 | 7,413 | $1,711,068 | |
| DRI | Darden Restaurants Inc | −112 | 9,461 | $1,741,013 | |
| MSFT | Microsoft Corp | −110 | 15,024 | $7,265,906 | |
| WMT | Walmart Inc. | −93 | 44,582 | $4,966,880 | |
| APH | Amphenol Corp /De/ | −84 | 5,616 | $758,946 | |
| MSI | Motorola Solutions, Inc. | −74 | 9,988 | $3,828,600 | |
| UNP | Union Pacific Corp | −73 | 5,567 | $1,287,758 | |
| No positions match the current search. | |||||
2 positions ·
$5,262,891 total
· Consumer Defensive only
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 2,934 | $296,011 | 5.62% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 44,582 | $4,966,880 | 94.38% |