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Home > Institutional Investor > Bowman & Co S.c. > Profile

Instuitional Investor - Bowman & Co S.c.

Fund Profile
Filing Period:
Fund Name: Bowman & Co S.c.
Portfolio Value $224,181,770
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 50,847 $28,887,088 12.89%
2.
American Centy Etf Tr
 123,331 $11,235,349 5.01%
3.
Ishares Trust
 IEF 101,993 $10,117,190 4.51%
4.
Broadcom Inc.
 AVGO 28,873 $7,960,786 3.55%
5.
Jpmorgan Chase & Co
 JPM 26,142 $7,577,255 3.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)