Bowman & Co S.C. current holdings: USA Stocks
Bowman & Co S.C. reported $0.12 billion in share positions in stocks (listed in the US), 66 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are JPM, AAPL, AVGO.
- JPM: Country of operation United States; Class COM; Shares 25,650; Value $8,266,610.
- AAPL: Country of operation United States; Class COM; Shares 29,887; Value $8,125,729.
- AVGO: Country of operation United States; Class COM; Shares 23,311; Value $8,069,266.
- MSFT: Country of operation United States; Class COM; Shares 15,024; Value $7,269,473.
Form 13F-HR as filed (SEC CIK 1906275): quarter ended 2025-12-31, filed 2026-01-23. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
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JPM
JPMORGAN CHASE & CO. | United States | COM | 25,650 | $8,266,610 | 6.78% | 2025-12-31 | 2026-01-23 | +3.96% |
|---|
AAPL
APPLE INC | United States | COM | 29,887 | $8,125,729 | 6.66% | 2025-12-31 | 2026-01-23 | |
|---|
AVGO
BROADCOM INC | United States | COM | 23,311 | $8,069,266 | 6.62% | 2025-12-31 | 2026-01-23 | +2.60% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 15,024 | $7,269,473 | 5.96% | 2025-12-31 | 2026-01-23 | +5.24% |
|---|
WMT
WALMART INC | United States | COM | 44,582 | $4,967,035 | 4.07% | 2025-12-31 | 2026-01-23 | -4.14% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 14,122 | $4,422,902 | 3.63% | 2025-12-31 | 2026-01-23 | +8.92% |
|---|
MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 9,988 | $3,830,079 | 3.14% | 2025-12-31 | 2026-01-23 | +16.38% |
|---|
ETN
EATON CORP PLC | | SHS | 11,332 | $3,609,425 | 2.96% | 2025-12-31 | 2026-01-23 | +36.03% |
|---|
HD
HOME DEPOT INC | United States | COM | 9,327 | $3,211,821 | 2.63% | 2025-12-31 | 2026-01-23 | -16.29% |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 7,895 | $3,073,578 | 2.52% | 2025-12-31 | 2026-01-23 | +17.06% |
|---|
ADI
ANALOG DEVICES INC | United States | COM | 10,286 | $2,792,572 | 2.29% | 2025-12-31 | 2026-01-23 | +46.84% |
|---|
META
META PLATFORMS INC | United States | CL A | 4,077 | $2,696,100 | 2.21% | 2025-12-31 | 2026-01-23 | +11.92% |
|---|
CB
CHUBB LIMITED | | COM | 8,558 | $2,672,285 | 2.19% | 2025-12-31 | 2026-01-23 | +6.39% |
|---|
CME
CME GROUP INC | United States | COM | 9,195 | $2,512,531 | 2.06% | 2025-12-31 | 2026-01-23 | -3.61% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 11,960 | $2,475,939 | 2.03% | 2025-12-31 | 2026-01-23 | +29.29% |
|---|
MPC
MARATHON PETE CORP | United States | COM | 15,101 | $2,455,953 | 2.01% | 2025-12-31 | 2026-01-23 | +141.06% |
|---|
ABBV
ABBVIE INC | United States | COM | 10,647 | $2,433,858 | 2.00% | 2025-12-31 | 2026-01-23 | +15.23% |
|---|
JCI
JOHNSON CTLS INTL PLC | | SHS | 19,413 | $2,324,969 | 1.91% | 2025-12-31 | 2026-01-23 | +24.78% |
|---|
V
VISA INC | United States | COM CL A | 6,580 | $2,310,046 | 1.89% | 2025-12-31 | 2026-01-23 | +4.33% |
|---|
TJX
TJX COS INC NEW | United States | COM | 14,605 | $2,244,113 | 1.84% | 2025-12-31 | 2026-01-23 | -12.90% |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 8,918 | $1,909,661 | 1.57% | 2025-12-31 | 2026-01-23 | +183.70% |
|---|
MDT
MEDTRONIC PLC | Ireland | SHS | 18,486 | $1,775,603 | 1.46% | 2025-12-31 | 2026-01-23 | -9.34% |
|---|
DRI
DARDEN RESTAURANTS INC | United States | COM | 9,461 | $1,742,073 | 1.43% | 2025-12-31 | 2026-01-23 | +6.03% |
|---|
AMZN
AMAZON COM INC | United States | COM | 7,413 | $1,710,846 | 1.40% | 2025-12-31 | 2026-01-23 | +6.87% |
|---|
GEV
GE VERNOVA INC | United States | COM | 2,605 | $1,703,739 | 1.40% | 2025-12-31 | 2026-01-23 | +47.27% |
|---|
O
REALTY INCOME CORP | United States | COM | 29,576 | $1,666,927 | 1.37% | 2025-12-31 | 2026-01-23 | -2.18% |
|---|
CMI
CUMMINS INC | United States | COM | 3,071 | $1,572,977 | 1.29% | 2025-12-31 | 2026-01-23 | +2.14% |
|---|
CRM
SALESFORCE INC | United States | COM | 5,839 | $1,548,492 | 1.27% | 2025-12-31 | 2026-01-23 | -14.95% |
|---|
APD
AIR PRODS & CHEMS INC | United States | COM | 6,223 | $1,538,107 | 1.26% | 2025-12-31 | 2026-01-23 | +13.02% |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 2,865 | $1,502,026 | 1.23% | 2025-12-31 | 2026-01-23 | -20.62% |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 4,311 | $1,429,973 | 1.17% | 2025-12-31 | 2026-01-23 | +13.58% |
|---|
ALL
ALLSTATE CORP | United States | COM | 6,798 | $1,415,423 | 1.16% | 2025-12-31 | 2026-01-23 | +8.30% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 34,005 | $1,384,713 | 1.14% | 2025-12-31 | 2026-01-23 | +12.89% |
|---|
IQV
IQVIA HLDGS INC | United States | COM | 5,905 | $1,330,820 | 1.09% | 2025-12-31 | 2026-01-23 | +19.33% |
|---|
NIC
NICOLET BANKSHARES INC | United States | COM | 10,755 | $1,304,540 | 1.07% | 2025-12-31 | 2026-01-23 | +34.85% |
|---|
UNP
UNION PAC CORP | United States | COM | 5,567 | $1,288,430 | 1.06% | 2025-12-31 | 2026-01-23 | +18.52% |
|---|
NXPI
NXP SEMICONDUCTORS N V | | COM | 5,908 | $1,282,726 | 1.05% | 2025-12-31 | 2026-01-23 | +8.94% |
|---|
STE
STERIS PLC | Ireland | SHS USD | 4,613 | $1,171,780 | 0.96% | 2025-12-31 | 2026-01-23 | -16.91% |
|---|
FIS
FIDELITY NATL INFORMATION SV | United States | COM | 17,078 | $1,135,030 | 0.93% | 2025-12-31 | 2026-01-23 | -49.82% |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 13,658 | $1,096,230 | 0.90% | 2025-12-31 | 2026-01-23 | -5.47% |
|---|
ETR
ENTERGY CORP NEW | United States | COM | 10,381 | $960,650 | 0.79% | 2025-12-31 | 2026-01-23 | +7.93% |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 31,442 | $939,662 | 0.77% | 2025-12-31 | 2026-01-23 | -22.88% |
|---|
FANG
DIAMONDBACK ENERGY INC | United States | COM | 6,195 | $931,428 | 0.76% | 2025-12-31 | 2026-01-23 | +22.36% |
|---|
BBY
BEST BUY INC | United States | COM | 12,256 | $819,960 | 0.67% | 2025-12-31 | 2026-01-23 | +32.60% |
|---|
APH
AMPHENOL CORP NEW | United States | CL A | 5,616 | $760,395 | 0.62% | 2025-12-31 | 2026-01-23 | — split 2026-08-28, ratio not on file |
|---|
EW
EDWARDS LIFESCIENCES CORP | United States | COM | 8,407 | $716,627 | 0.59% | 2025-12-31 | 2026-01-23 | +3.32% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 5,605 | $674,552 | 0.55% | 2025-12-31 | 2026-01-23 | |
|---|
CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 16,621 | $614,977 | 0.50% | 2025-12-31 | 2026-01-23 | -13.84% |
|---|
DXCM
DEXCOM INC | United States | COM | 9,257 | $614,320 | 0.50% | 2025-12-31 | 2026-01-23 | +30.54% |
|---|
CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 1,810 | $565,769 | 0.46% | 2025-12-31 | 2026-01-23 | +3.71% |
|---|
WELL
WELLTOWER INC | United States | COM | 2,665 | $494,651 | 0.41% | 2025-12-31 | 2026-01-23 | +25.48% |
|---|
OSK
OSHKOSH CORP | United States | COM | 3,862 | $485,127 | 0.40% | 2025-12-31 | 2026-01-23 | +4.82% |
|---|
SNPS
SYNOPSYS INC | United States | COM | 975 | $457,968 | 0.38% | 2025-12-31 | 2026-01-23 | -11.63% |
|---|
FISV
FISERV INC | United States | COM | 5,717 | $384,012 | 0.31% | 2025-12-31 | 2026-01-23 | -32.47% |
|---|
ORCL
ORACLE CORP | United States | COM | 1,952 | $380,464 | 0.31% | 2025-12-31 | 2026-01-23 | -29.31% |
|---|
LNT
ALLIANT ENERGY CORP | United States | COM | 5,741 | $373,208 | 0.31% | 2025-12-31 | 2026-01-23 | -1.03% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 2,203 | $335,759 | 0.28% | 2025-12-31 | 2026-01-23 | +34.10% |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 2,934 | $296,017 | 0.24% | 2025-12-31 | 2026-01-23 | -1.88% |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 1,009 | $287,979 | 0.24% | 2025-12-31 | 2026-01-23 | +273.18% |
|---|
WEC
WEC ENERGY GROUP INC | United States | COM | 2,635 | $277,968 | 0.23% | 2025-12-31 | 2026-01-23 | -2.73% |
|---|
CINF
CINCINNATI FINL CORP | United States | COM | 1,647 | $268,946 | 0.22% | 2025-12-31 | 2026-01-23 | -1.34% |
|---|
RTX
RTX CORPORATION | United States | COM | 1,440 | $264,096 | 0.22% | 2025-12-31 | 2026-01-23 | +1.93% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 816 | $256,035 | 0.21% | 2025-12-31 | 2026-01-23 | +7.50% |
|---|
ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 1,400 | $226,812 | 0.19% | 2025-12-31 | 2026-01-23 | -6.03% |
|---|
HAL
HALLIBURTON CO | United States | COM | 7,243 | $204,681 | 0.17% | 2025-12-31 | 2026-01-23 | +11.61% |
|---|
ENVX
ENOVIX CORPORATION | United States | COM | 10,000 | $73,100 | 0.06% | 2025-12-31 | 2026-01-23 | -62.38% |
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