Bowman & Co S.C. quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Bowman & Co S.C. opened 7 positions, added to 25, reduced 17, sold out of 1 and left 1 unchanged. The largest increase in value was VOO (+$1,247,316); the largest decrease was AGG (-$1,136,469).
- SPY: Country of operation —; Class TR UNIT; Shares 2025-09-30 408; Shares 2025-12-31 408.
Two Form 13F-HR filings compared (SEC CIK 1906275): 2025-09-30 (filed 2025-10-10) and 2025-12-31 (filed 2026-01-23). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| SHARIAPORTFOLIO, INC. | United States | $0.237B | 24 |
| Ballentine Capital Advisors, Inc | United States | $0.237B | 25 |
| Kessler Investment Group, LLC | United States | $0.237B | 86 |
| SCHULHOFF & CO INC | United States | $0.238B | 132 |
| MB, LEVIS & ASSOCIATES, LLC | United States | $0.238B | 245 |
| 22NW, LP | United States | $0.238B | 20 |
| Alfreton Capital LLP | United Kingdom | $0.238B | 4 |
| Sea Cliff Partners Management, LP | United States | $0.237B | 13 |
| Client First Capital LLC | United States | $0.237B | 27 |
| Tenon Financial LLC | United States | $0.237B | 49 |