Bosman Wealth Management, LLC
Filing Date
Global Rank
#5,110
/ 8,232
▲ 218
Top Industry
Semiconductors
23.6%
3Y Alpha vs SPY
-1.6%
Period ended 2 months ago
Filed May 4, 2026 · 41d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+21.2%
SPY
+23.4%
Annualised alpha
-1.6%
Max drawdown
−25.9%
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
50 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.9%
−2.8 pts
Top 5
37.6%
−0.6 pts
Top 10
58.3%
−0.2 pts
HHI
460
Diversified−28
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 44.3% | $49,466,246 |
| Energy | 15.2% | $16,979,638 |
| Communication Services | 10.6% | $11,793,574 |
| Industrials | 10.1% | $11,235,625 |
| Unclassified | 9.3% | $10,417,625 |
| Consumer Cyclical | 7.5% | $8,352,120 |
| Utilities | 1.3% | $1,502,365 |
| Basic Materials | 1.0% | $1,085,182 |
| Financial Services | 0.7% | $748,302 |
| Healthcare | 0.1% | $125,768 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +4,817 | 91,154 | $3,502,136 | |
| ANET | Arista Networks, Inc. | +961 | 19,009 | $2,333,925 | |
| AMZN | Amazon Com Inc | +767 | 22,773 | $4,742,932 | |
| MSFT | Microsoft Corp | +497 | 10,671 | $3,950,084 | |
| GLD | Spdr Gold Trust | +451 | 12,502 | $5,379,485 | |
| TSLA | Tesla, Inc. | +344 | 4,448 | $1,653,544 | |
| GOOGL | Alphabet Inc. | +250 | 30,215 | $8,688,625 | |
| GEV | GE Vernova Inc. | +202 | 4,753 | $4,148,893 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CIFR | Cipher Digital Inc. | −27,505 | 43,262 | $556,781 | |
| CRWD | CrowdStrike Holdings, Inc. | −11,935 | 602 | $235,026 | |
| ETHA | iShares Ethereum Trust ETF | −11,212 | 18,871 | $298,727 | |
| IREN | IREN Ltd | −10,011 | 15,245 | $522,598 | |
| PLTR | Palantir Technologies Inc. | −7,862 | 75,490 | $11,042,677 | |
| BITB | Bitwise Bitcoin ETF | −6,583 | 6,917 | $254,614 | |
| CRWV | CoreWeave, Inc. | −3,546 | 20,391 | $1,579,690 | |
| MGY | Magnolia Oil & Gas Corp | −3,216 | 39,039 | $1,232,461 | |
| OSCR | Oscar Health, Inc. | −2,960 | 10,965 | $125,768 | |
| NVDA | Nvidia Corp | −1,147 | 48,076 | $8,384,454 | |
| AVGO | Broadcom Inc. | −1,040 | 12,408 | $3,840,400 | |
| FTI | TechnipFMC plc | −1,015 | 119,679 | $8,273,409 | |
| AMD | Advanced Micro Devices Inc | −796 | 5,728 | $1,165,247 | |
| DECK | Deckers Outdoor Corp | −620 | 12,629 | $1,264,036 | |
| CEG | Constellation Energy Corp | −449 | 5,380 | $1,502,365 | |
| META | Meta Platforms, Inc. | −385 | 5,427 | $3,104,949 | |
| FIX | Comfort Systems USA Inc | −147 | 1,927 | $2,657,313 | |
| VRT | Vertiv Holdings Co | −138 | 1,723 | $431,749 | |
| AXON | Axon Enterprise, Inc. | −95 | 1,714 | $727,918 | |
| AAPL | Apple Inc. | −85 | 7,649 | $1,941,239 | |
| MELI | Mercadolibre Inc | −27 | 400 | $691,608 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MU | Micron Technology Inc | 16,654 | $5,626,387 | |
| MRVL | Marvell Technology, Inc. | 49,040 | $4,857,412 | |
| SLB | Slb Limited/Nv | 64,467 | $3,312,959 | |
| LBRT | Liberty Energy Inc. | 114,897 | $3,309,033 | |
| BE | Bloom Energy Corp | 10,693 | $1,448,794 | |
| STX | Seagate Technology Holdings plc | 3,076 | $1,205,053 | |
| SCCO | Southern Copper Corp/ | 6,307 | $1,085,182 | |
| COHR | Coherent Corp. | 4,022 | $958,080 | |
| WDC | Western Digital Corp | 3,496 | $945,633 | |
| LITE | Lumentum Holdings Inc. | 771 | $541,827 | |
| OC | Owens Corning | 4,626 | $500,625 | |
| JCI | Johnson Controls International plc | 2,038 | $266,876 | |
| XOM | Exxon Mobil Corp | 1,512 | $256,525 | |
| EZPW | Ezcorp Inc | 8,893 | $225,704 | |
| ONDS | Ondas Inc. | 19,910 | $179,986 | |
| RCAT | Red Cat Holdings, Inc. | 10,278 | $134,539 | |
| LPTH | Lightpath Technologies Inc | 12,198 | $122,345 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | 136,245 | $3,566,894 | |
| APP | AppLovin Corp | 4,248 | $2,862,387 | |
| SANM | Sanmina Corp | 15,634 | $2,346,194 | |
| VST | Vistra Corp. | 14,030 | $2,263,459 | |
| ORCL | Oracle Corp | 8,991 | $1,752,435 | |
| SPOT | Spotify Technology S.A. | 2,030 | $1,178,841 | |
| UBER | Uber Technologies, Inc | 10,415 | $851,009 | |
| DASH | DoorDash, Inc. | 3,363 | $761,652 | |
| NOW | ServiceNow, Inc. | 4,705 | $720,758 | |
| CARG | CarGurus, Inc. | 15,871 | $608,652 | |
| FETH | Fidelity Ethereum Fund | 11,409 | $337,820 | |
| TOST | Toast, Inc. | 7,873 | $279,570 | |
| V | Visa Inc. | 600 | $210,426 | |
| No positions match the current search. | ||||
50 positions ·
$111,706,445 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 75,490 | $11,042,677 | 9.89% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 30,215 | $8,688,625 | 7.78% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 48,076 | $8,384,454 | 7.51% | |
| FTI |
TechnipFMC plc
Energy
|
Reduced | 119,679 | $8,273,409 | 7.41% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 16,654 | $5,626,387 | 5.04% | |
| GLD |
Spdr Gold Trust
|
Added | 12,502 | $5,379,485 | 4.82% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 49,040 | $4,857,412 | 4.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 22,773 | $4,742,932 | 4.25% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 4,753 | $4,148,893 | 3.71% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,671 | $3,950,084 | 3.54% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 12,408 | $3,840,400 | 3.44% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 91,154 | $3,502,136 | 3.14% | |
| SLB |
Slb Limited/Nv
Energy
|
NEW | 64,467 | $3,312,959 | 2.97% | |
| LBRT |
Liberty Energy Inc.
Energy
|
NEW | 114,897 | $3,309,033 | 2.96% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 5,427 | $3,104,949 | 2.78% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Reduced | 1,927 | $2,657,313 | 2.38% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 19,009 | $2,333,925 | 2.09% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,649 | $1,941,239 | 1.74% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 4,448 | $1,653,544 | 1.48% | |
| CRWV |
CoreWeave, Inc.
Technology
|
Reduced | 20,391 | $1,579,690 | 1.41% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 5,380 | $1,502,365 | 1.34% | |
| BE |
Bloom Energy Corp
Industrials
|
NEW | 10,693 | $1,448,794 | 1.30% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
Reduced | 12,629 | $1,264,036 | 1.13% | |
| MGY |
Magnolia Oil & Gas Corp
Energy
|
Reduced | 39,039 | $1,232,461 | 1.10% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 3,076 | $1,205,053 | 1.08% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 5,728 | $1,165,247 | 1.04% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
NEW | 6,307 | $1,085,182 | 0.97% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,511 | $982,663 | 0.88% | |
| COHR |
Coherent Corp.
Technology
|
NEW | 4,022 | $958,080 | 0.86% | |
| WDC |
Western Digital Corp
Technology
|
NEW | 3,496 | $945,633 | 0.85% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Reduced | 1,714 | $727,918 | 0.65% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 400 | $691,608 | 0.62% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,877 | $595,251 | 0.53% | |
| CIFR |
Cipher Digital Inc.
Technology
|
Reduced | 43,262 | $556,781 | 0.50% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 771 | $541,827 | 0.49% | |
| MMM |
3M Co
Industrials
|
Held | 3,706 | $538,222 | 0.48% | |
| IREN |
IREN Ltd
Financial Services
|
Reduced | 15,245 | $522,598 | 0.47% | |
| OC |
Owens Corning
Industrials
|
NEW | 4,626 | $500,625 | 0.45% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 1,723 | $431,749 | 0.39% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Held | 5,928 | $380,696 | 0.34% | |
| ETHA |
iShares Ethereum Trust ETF
|
Reduced | 18,871 | $298,727 | 0.27% | |
| JCI |
Johnson Controls International plc
Industrials
|
NEW | 2,038 | $266,876 | 0.24% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,512 | $256,525 | 0.23% | |
| BITB |
Bitwise Bitcoin ETF
|
Reduced | 6,917 | $254,614 | 0.23% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 602 | $235,026 | 0.21% | |
| EZPW |
Ezcorp Inc
Financial Services
|
NEW | 8,893 | $225,704 | 0.20% | |
| ONDS |
Ondas Inc.
Technology
|
NEW | 19,910 | $179,986 | 0.16% | |
| RCAT |
Red Cat Holdings, Inc.
Industrials
|
NEW | 10,278 | $134,539 | 0.12% | |
| OSCR |
Oscar Health, Inc.
Healthcare
|
Reduced | 10,965 | $125,768 | 0.11% | |
| LPTH |
Lightpath Technologies Inc
Technology
|
NEW | 12,198 | $122,345 | 0.11% |