Bosman Wealth Management, LLC
Bosman Wealth Management, LLC reported 56 holdings worth US$161M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Bosman Wealth Management, LLC reported 56 holdings worth US$161M as of Jun 30, 2026. Largest: Micron Technology, Inc., Marvell Technology, Inc. and Alphabet Inc (google) Class C. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 56
- Value as reported
- US$161M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Micron Technology, Inc. | 18,615 | US$21.5M | 13.3% |
| Marvell Technology, Inc. | 44,784 | US$13.3M | 8.3% |
| Alphabet Inc (google) Class C | 28,532 | US$10.2M | 6.3% |
| Nvidia Corporation | 47,617 | US$9.53M | 5.9% |
| Palantir Technologies Inc. | 69,946 | US$8.16M | 5.1% |
| Bloom Energy Corporation | 17,229 | US$5.22M | 3.2% |
| Ge Vernova Inc. | 4,298 | US$5.05M | 3.1% |
| Advanced Micro Devices Inc | 8,544 | US$4.96M | 3.1% |
| Amazon.com, Inc. | 20,069 | US$4.78M | 3.0% |
| Broadcom Inc. | 10,061 | US$3.8M | 2.4% |
| Eli Lilly And Company | 3,124 | US$3.75M | 2.3% |
| Lumentum Holdings Inc. | 4,311 | US$3.7M | 2.3% |
| Comfort Systems Usa, Inc. | 1,859 | US$3.68M | 2.3% |
| Microsoft Corp. | 9,638 | US$3.6M | 2.2% |
| Liberty Energy Inc. | 105K | US$2.75M | 1.7% |
| Arista Networks, Inc. | 15,595 | US$2.65M | 1.6% |
| Western Digital Corporation | 3,912 | US$2.5M | 1.6% |
| Owens Corning Inc | 14,671 | US$2.33M | 1.4% |
| Apple Inc | 7,651 | US$2.21M | 1.4% |
| Lam Research Corporation | 4,896 | US$2.12M | 1.3% |
| Tesla, Inc. | 4,661 | US$1.96M | 1.2% |
| Meta Platforms, Inc. | 3,013 | US$1.7M | 1.1% |
| Coreweave, Inc. | 12,708 | US$1.26M | 0.78% |
| Southern Copper Corporation | 7,181 | US$1.25M | 0.78% |
| Deckers Outdoor Corporation | 12,078 | US$1.2M | 0.74% |
| Astera Labs, Inc. | 2,433 | US$1.18M | 0.73% |
| Vertiv Holdings, Llc | 3,318 | US$1.11M | 0.69% |
| Builders Firstsource, Inc. | 11,558 | US$1.03M | 0.64% |
| Magnolia Oil & Gas Corporation | 38,038 | US$973K | 0.60% |
| Tenaris S.a. | 14,421 | US$800K | 0.50% |
| Valero Energy Corporation | 2,906 | US$757K | 0.47% |
| Cipher Digital Inc. | 29,792 | US$730K | 0.45% |
| Mercadolibre, Inc. | 355 | US$603K | 0.37% |
| 3m Company | 3,706 | US$600K | 0.37% |
| Qxo, Inc. | 29,393 | US$508K | 0.32% |
| Applied Optoelectronics, Inc. | 3,412 | US$506K | 0.31% |
| Chevron Corporation | 2,877 | US$477K | 0.30% |
| Axt Inc | 5,189 | US$374K | 0.23% |
| Hewlett Packard Enterprise Company | 6,939 | US$313K | 0.19% |
| Ezcorp, Inc. | 8,893 | US$307K | 0.19% |
| Solaris Energy Infrastructure, Inc. | 3,284 | US$264K | 0.16% |
| Rocket Lab Corporation | 2,076 | US$211K | 0.13% |
| Exxon Mobil Corporation | 1,512 | US$207K | 0.13% |
| Visa Inc. | 600 | US$206K | 0.13% |
| Red Cat Holdings, Inc. | 0 | US$0 | 0.00% |
| Axon Enterprise, Inc. | 0 | US$0 | 0.00% |
| Coherent Corp. | 0 | US$0 | 0.00% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |
| Crowdstrike Holdings, Inc. | 0 | US$0 | 0.00% |
| Lightpath Technologies, Inc. | 0 | US$0 | 0.00% |
| Ondas Inc | 0 | US$0 | 0.00% |
| Oscar Health, Inc. | 0 | US$0 | 0.00% |
Source
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