Bowman & Co S.C. quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Bowman & Co S.C. opened 5 positions, added to 18, reduced 37, sold out of 2 and left 6 unchanged. The largest increase in value was ETR (+$960,650); the largest decrease was PEG (-$1,070,000).
- ORCL: Country of operation United States; Class COM; Shares 2025-09-30 1,952; Shares 2025-12-31 1,952.
- RTX: Country of operation United States; Class COM; Shares 2025-09-30 1,440; Shares 2025-12-31 1,440.
- SNPS: Country of operation United States; Class COM; Shares 2025-09-30 975; Shares 2025-12-31 975.
- WELL: Country of operation United States; Class COM; Shares 2025-09-30 2,665; Shares 2025-12-31 2,665.
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 |