Bowman & CO S.C. Portfolio Holdings

Bowman & CO S.C.

$220 Million
Q2 2025

Bowman & CO S.C. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $220 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $28.9M, American Centy ETF Tr Avantis with a value of $11.2M, Ishares Core U.S. Aggregate Bo with a value of $10.1M, Broadcom Inc. with a value of $7.96M, and Jpmorgan Chase & CO with a value of $7.58M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $201M to 220M.

Below you can find more details about Bowman & CO S.C. portfolio as well as his latest detailed transactions.

Portfolio value $220 Million

ETFs: $105 Million

Technology: $36.1 Million

Financial Services: $20 Million

Industrials: $12.8 Million

Consumer Cyclical: $11.2 Million

Healthcare: $10.7 Million

Communication Services: $8.45 Million

Consumer Defensive: $5.08 Million

Other: $10.9 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
JPM Jpmorgan Chase & CO Financial Services	$831B	$7.58 Million 3.44% of portfolio	26,142	Q2 2025 Added 0.99%
MSFT Microsoft Corp Technology	$3.75T	$7.44 Million 3.38% of portfolio	14,953	Q2 2025 Added 0.75%
AAPL Apple Inc. Technology	$3.39T	$6.12 Million 2.78% of portfolio	29,825	Q2 2025 Added 0.46%
WMT Walmart Inc. Consumer Defensive	$263B	$4.39 Million 1.99% of portfolio	44,905	Q2 2025 Added 0.79%
HD Home Depot, Inc. Consumer Cyclical	$380B	$3.44 Million 1.56% of portfolio	9,392	Q2 2025 Added 0.73%
META Meta Platforms, Inc. Communication Services	$1.62T	$3.05 Million 1.39% of portfolio	4,139	Q2 2025 Added 3.97%
GOOGL Alphabet Inc. Communication Services	$1.07T	$2.57 Million 1.17% of portfolio	14,566	Q2 2025 Added 3.86%
V Visa Inc. Financial Services	$585B	$2.42 Million 1.1% of portfolio	6,803	Q2 2025 Added 2.84%
ABBV Abb Vie Inc. Healthcare	$337B	$1.97 Million 0.89% of portfolio	10,592	Q2 2025 New
JNJ Johnson & Johnson Healthcare	$409B	$1.81 Million 0.82% of portfolio	11,882	Q2 2025 Added 6.71%
AMZN Amazon Com Inc Consumer Cyclical	$2.27T	$1.67 Million 0.76% of portfolio	7,590	Q2 2025 Added 3.31%
CRM Salesforce, Inc. Technology	$271B	$1.62 Million 0.73% of portfolio	5,935	Q2 2025 Added 2.91%
UNH Unitedhealth Group Inc Healthcare	$283B	$1.6 Million 0.73% of portfolio	5,133	Q2 2025 Added 12.42%
AMD Advanced Micro Devices Inc Technology	$223B	$1.3 Million 0.59% of portfolio	9,165	Q2 2025 Reduced 9.19%
XOM Exxon Mobil Corp Energy	$474B	$616,000 0.28% of portfolio	5,717	Q2 2025 Reduced 0.26%
ORCL Oracle Corp Technology	$636B	$426,000 0.19% of portfolio	1,952	Q1 2025 Reduced 1.06%
CVX Chevron Corp Energy	$300B	$315,000 0.14% of portfolio	2,203	Q2 2025 Reduced 3.38%
COST Costco Wholesale Corp Consumer Defensive	$435B	$297,000 0.13% of portfolio	301	Q1 2025 Added 0.33%
RTX Raytheon Technologies Corp Industrials	$215B	$210,000 0.1% of portfolio	1,440	Q2 2025 New

Summary

Portfolio
No. of Stocks 109
Current Value $220 Million
Prior Value $201 Million
Filing
Period Q2 2025
Filing Date July 09, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 8 stocks
Additional Purchases 66 stocks
Sold out of 0 stocks
Reduced holdings in 27 stocks

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