Bos Asset Management, LLC Portfolio Holdings

Bos Asset Management, LLC

  • $355 Billion
  • Q3 2025

Bos Asset Management, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $355 Billion distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ab Active Etfs Inc Ultra Short with a value of $45.6B, Ishares Barclays 20+ Year Trea with a value of $19.2B, Spdr S&P 500 ETF Trust with a value of $17.7B, Dimensional ETF Trust with a value of $12.1B, and Ishares Core S&P U.S Growth Et with a value of $11.8B.

Examining the 13F form we can see an increase of $41.5B in the current position value, from $313B to 355B.

Bos Asset Management, LLC is based out at Springfield, IL

Below you can find more details about Bos Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $355 Billion
ETFs: $186 Billion
Technology: $33.8 Billion
Financial Services: $16.7 Billion
Consumer Cyclical: $7.42 Billion
Industrials: $7.11 Billion
Healthcare: $6.68 Billion
Communication Services: $6.32 Billion
Energy: $3.89 Billion
Other: $4.59 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.73B
$1.01 Billion 0.28% of portfolio
15,282
Q3 2025 Added 1.95%
$2.58B
$882 Million 0.25% of portfolio
12,184
Q3 2025 Added 3.87%
$6.86B
$504 Million 0.14% of portfolio
12,493
Q3 2025 Added 0.63%
$4.54B
$215 Million 0.06% of portfolio
621
Q3 2025 New
$3.35B
$203 Million 0.06% of portfolio
3,829
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $355 Billion
  • Prior Value $313 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 21 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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