BOS Asset Management, LLC
Top Portfolio Positions
97 positions ·
$125,567,031 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
27,226 | $17,706,156 | 14.10% |
| AAPL |
Apple Inc.
Technology
|
31,231 | $7,926,115 | 6.31% |
| NVDA |
Nvidia Corp
Technology
|
38,872 | $6,779,276 | 5.40% |
| LLY |
ELI LILLY & Co
Healthcare
|
6,482 | $5,961,949 | 4.75% |
| USB |
Us Bancorp \De\
Financial Services
|
90,532 | $4,708,569 | 3.75% |
| B |
Barrick Mining Corp
Basic Materials
|
108,785 | $4,437,340 | 3.53% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,550 | $4,280,028 | 3.41% |
| CAT |
Caterpillar Inc
Industrials
|
5,703 | $4,040,347 | 3.22% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
11,180 | $3,778,281 | 3.01% |
| SGOL |
abrdn Gold ETF Trust
|
70,675 | $3,153,518 | 2.51% |
Holdings in ES
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $954,332 | 13,775 | Shares | Sole | 2026-04-08 | |
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