Bowman & Co S.C. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Bowman & Co S.C. opened 29 positions, added to 269, reduced 164 and sold out of 17.
- Q2 2025: Stock AVGO; Country of operation United States; Class COM; Shares before 28,624.
- Q2 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 14,842.
- Q2 2025: Stock JPM; Country of operation United States; Class COM; Shares before 25,887.
- Q2 2025: Stock TT; Country of operation —; Class SHS; Shares before 7,767.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1906275), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-24); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | AVGO
BROADCOM INC | United States | COM | 28,624 | 28,873 | +249 | $4,792,679 | $7,960,786 | +$3,168,107 | 2025-07-09 |
|---|
| Q2 2025 | MSFT
MICROSOFT CORP | United States | COM | 14,842 | 14,953 | +111 | $5,575,103 | $7,439,683 | +$1,864,580 | 2025-07-09 |
|---|
| Q2 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 25,887 | 26,142 | +255 | $6,350,699 | $7,577,255 | +$1,226,556 | 2025-07-09 |
|---|
| Q2 2025 | TT
TRANE TECHNOLOGIES PLC | | SHS | 7,767 | 8,097 | +330 | $2,617,954 | $3,543,913 | +$925,959 | 2025-07-09 |
|---|
| Q2 2025 | UNH
UNITEDHEALTH GROUP INC | United States | COM | 4,566 | 5,133 | +567 | $2,399,273 | $1,607,544 | -$791,729 | 2025-07-09 |
|---|
| Q2 2025 | META
META PLATFORMS INC | United States | CL A | 3,981 | 4,139 | +158 | $2,298,520 | $3,061,770 | +$763,250 | 2025-07-09 |
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| Q2 2025 | DXCM
DEXCOM INC | United States | COM | 7,054 | 11,566 | +4,512 | $481,653 | $1,009,508 | +$527,855 | 2025-07-09 |
|---|
| Q2 2025 | JCI
JOHNSON CTLS INTL PLC | | SHS | 19,441 | 19,511 | +70 | $1,557,366 | $2,060,708 | +$503,342 | 2025-07-09 |
|---|
| Q2 2025 | WMT
WALMART INC | United States | COM | 44,552 | 44,905 | +353 | $3,911,003 | $4,390,844 | +$479,841 | 2025-07-09 |
|---|
| Q2 2025 | AAPL
APPLE INC | United States | COM | 29,689 | 29,825 | +136 | $6,594,754 | $6,119,005 | -$475,749 | 2025-07-09 |
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| Q2 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 14,024 | 14,566 | +542 | $2,170,143 | $2,568,889 | +$398,746 | 2025-07-09 |
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| Q2 2025 | FISV
FISERV INC | United States | COM | 8,394 | 8,610 | +216 | $1,853,646 | $1,484,455 | -$369,191 | 2025-07-09 |
|---|
| Q2 2025 | APH
AMPHENOL CORP NEW | United States | CL A | 4,207 | 5,764 | +1,557 | $275,936 | $569,866 | +$293,930 | 2025-07-09 |
|---|
| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 7,347 | 7,590 | +243 | $1,397,653 | $1,664,954 | +$267,301 | 2025-07-09 |
|---|
| Q2 2025 | FIS
FIDELITY NATL INFORMATION SV | United States | COM | 18,574 | 19,887 | +1,313 | $1,386,955 | $1,618,572 | +$231,617 | 2025-07-09 |
|---|
| Q2 2025 | CMI
CUMMINS INC | United States | COM | 2,420 | 2,935 | +515 | $760,690 | $965,059 | +$204,369 | 2025-07-09 |
|---|
| Q2 2025 | MSI
MOTOROLA SOLUTIONS INC | United States | COM NEW | 10,042 | 10,112 | +70 | $4,396,864 | $4,250,256 | -$146,608 | 2025-07-09 |
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| Q2 2025 | STE
STERIS PLC | Ireland | SHS USD | 4,395 | 4,699 | +304 | $996,742 | $1,129,599 | +$132,857 | 2025-07-09 |
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| Q2 2025 | DRI
DARDEN RESTAURANTS INC | United States | COM | 9,583 | 9,631 | +48 | $1,990,546 | $2,099,422 | +$108,876 | 2025-07-09 |
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| Q2 2025 | CB
CHUBB LIMITED | | COM | 8,697 | 8,703 | +6 | $2,627,051 | $2,521,495 | -$105,556 | 2025-07-09 |
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| Q2 2025 | SPGI
S&P GLOBAL INC | United States | COM | 2,811 | 2,897 | +86 | $1,433,413 | $1,534,465 | +$101,052 | 2025-07-09 |
|---|
| Q2 2025 | CME
CME GROUP INC | United States | COM | 9,226 | 9,241 | +15 | $2,447,223 | $2,547,009 | +$99,786 | 2025-07-09 |
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| Q2 2025 | V
VISA INC | United States | COM CL A | 6,615 | 6,803 | +188 | $2,319,617 | $2,416,705 | +$97,088 | 2025-07-09 |
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| Q2 2025 | CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 1,431 | 1,452 | +21 | $363,952 | $447,437 | +$83,485 | 2025-07-09 |
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| Q2 2025 | TJX
TJX COS INC NEW | United States | COM | 14,735 | 15,130 | +395 | $1,794,561 | $1,869,278 | +$74,717 | 2025-07-09 |
|---|
| Q2 2025 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 4,662 | 5,958 | +1,296 | $745,269 | $819,341 | +$74,072 | 2025-07-09 |
|---|
| Q2 2025 | APD
AIR PRODS & CHEMS INC | United States | COM | 6,640 | 6,688 | +48 | $1,959,920 | $1,888,491 | -$71,429 | 2025-07-09 |
|---|
| Q2 2025 | CRM
SALESFORCE INC | United States | COM | 5,767 | 5,935 | +168 | $1,550,147 | $1,621,519 | +$71,372 | 2025-07-09 |
|---|
| Q2 2025 | PEG
PUBLIC SVC ENTERPRISE GRP IN | United States | COM | 12,206 | 12,784 | +578 | $1,004,760 | $1,075,865 | +$71,105 | 2025-07-09 |
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| Q2 2025 | OSK
OSHKOSH CORP | United States | COM | 3,487 | 3,502 | +15 | $328,167 | $397,561 | +$69,394 | 2025-07-09 |
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| Q2 2025 | SNPS
SYNOPSYS INC | United States | COM | 803 | 805 | +2 | $344,379 | $412,698 | +$68,319 | 2025-07-09 |
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| Q2 2025 | WEC
WEC ENERGY GROUP INC | United States | COM | 2,005 | 2,614 | +609 | $218,574 | $272,441 | +$53,867 | 2025-07-09 |
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| Q2 2025 | O
REALTY INCOME CORP | United States | COM | 28,404 | 29,502 | +1,098 | $1,647,658 | $1,699,722 | +$52,064 | 2025-07-09 |
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| Q2 2025 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 33,866 | 34,315 | +449 | $1,535,946 | $1,484,662 | -$51,284 | 2025-07-09 |
|---|
| Q2 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 11,135 | 11,882 | +747 | $1,846,286 | $1,815,477 | -$30,809 | 2025-07-09 |
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| Q2 2025 | HD
HOME DEPOT INC | United States | COM | 9,324 | 9,392 | +68 | $3,419,048 | $3,446,575 | +$27,527 | 2025-07-09 |
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| Q2 2025 | LNT
ALLIANT ENERGY CORP | United States | COM | 5,693 | 5,707 | +14 | $366,330 | $345,082 | -$21,248 | 2025-07-09 |
|---|
| Q2 2025 | MDT
MEDTRONIC PLC | Ireland | SHS | 17,900 | 18,239 | +339 | $1,608,864 | $1,589,524 | -$19,340 | 2025-07-09 |
|---|
| Q2 2025 | IQV
IQVIA HLDGS INC | United States | COM | 5,321 | 6,024 | +703 | $937,922 | $949,167 | +$11,245 | 2025-07-09 |
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| Q2 2025 | ALL
ALLSTATE CORP | United States | COM | 6,720 | 6,872 | +152 | $1,393,781 | $1,385,175 | -$8,606 | 2025-07-09 |
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| Q2 2025 | CMCSA
COMCAST CORP NEW | United States | CL A | 36,271 | 37,681 | +1,410 | $1,338,246 | $1,344,779 | +$6,533 | 2025-07-09 |
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| Q2 2025 | CINF
CINCINNATI FINL CORP | United States | COM | 1,627 | 1,637 | +10 | $240,267 | $243,799 | +$3,532 | 2025-07-09 |
|---|
| Q2 2025 | NEE
NEXTERA ENERGY INC | United States | COM | 13,189 | 13,452 | +263 | $935,120 | $933,470 | -$1,650 | 2025-07-09 |
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