Bosman Wealth Management, LLC
57 holdingsFiling period: 2026-06-30Current AUM: $153.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | 18.6K | $21.5M | $16.7M | 10.85% | +2.0K | 2026-06-30 |
| 2 | MRVL | Marvell Technology Inc | 44.8K | $13.3M | $10.8M | 7.01% | -4,256 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 28.5K | $10.2M | $9.7M | 6.32% | -1,683 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 47.6K | $9.5M | $10.3M | 6.71% | -459 | 2026-06-30 |
| 5 | PLTR | Palantir Technologies Inc | 69.9K | $8.2M | $13.5M | 8.76% | -5,544 | 2026-06-30 |
| 6 | — | Technipfmc PLC | 112.5K | $7.5M | $7.5M | 4.86% | -7,129 | 2026-06-30 |
| 7 | BE | Bloom Energy Corp | 17.2K | $5.2M | $3.8M | 2.50% | +6.5K | 2026-06-30 |
| 8 | GEV | GE Vernova Inc | 4.3K | $5.0M | $3.8M | 2.49% | -455 | 2026-06-30 |
| 9 | AMD | Advanced Micro Devices Inc | 8.5K | $5.0M | $4.6M | 2.97% | +2.8K | 2026-06-30 |
| 10 | AMZN | Amazon.com Inc | 20.1K | $4.8M | $5.3M | 3.43% | -2,704 | 2026-06-30 |
| 11 | GLD | Spdr Gold TR | 11.2K | $4.1M | $4.2M | 2.75% | -1,326 | 2026-06-30 |
| 12 | AVGO | Broadcom Inc | 10.1K | $3.8M | $3.4M | 2.19% | -2,347 | 2026-06-30 |
| 13 | LLY | Eli Lilly & Co | 3.1K | $3.7M | $4.0M | 2.61% | -- | 2026-06-30 |
| 14 | LITE | Lumentum Hldgs Inc | 4.3K | $3.7M | $3.5M | 2.31% | +3.5K | 2026-06-30 |
| 15 | FIX | Comfort Sys USA Inc | 1.9K | $3.7M | $2.6M | 1.69% | -68 | 2026-06-30 |
| 16 | MSFT | Microsoft Corp | 9.6K | $3.6M | $5.1M | 3.34% | -1,033 | 2026-06-30 |
| 17 | SLB | Slb Limited | 72.5K | $3.4M | $3.6M | 2.36% | +8.1K | 2026-06-30 |
| 18 | LBRT | Liberty Energy Inc | 104.9K | $2.7M | $1.7M | 1.13% | -9,991 | 2026-06-30 |
| 19 | ANET | Arista Networks Inc | 15.6K | $2.6M | $2.8M | 1.84% | -3,414 | 2026-06-30 |
| 20 | — | Seagate Technology Hldngs PL | 2.6K | $2.6M | $2.6M | 1.66% | -426 | 2026-06-30 |
| 21 | WDC | Western Digital Corp | 3.9K | $2.5M | $1.4M | 0.93% | +416 | 2026-06-30 |
| 22 | IBIT | iShares Bitcoin Trust ETF | 70.3K | $2.3M | $3.3M | 2.14% | -20,879 | 2026-06-30 |
| 23 | OC | Owens Corning New | 14.7K | $2.3M | $1.6M | 1.07% | +10.0K | 2026-06-30 |
| 24 | AAPL | Apple Inc | 7.7K | $2.2M | $2.6M | 1.69% | +2 | 2026-06-30 |
| 25 | LRCX | Lam Research Corp | 4.9K | $2.1M | $1.3M | 0.84% | -- | 2026-06-30 |
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