StockDriftsStockDriftsTop 50 Bowman & Co S.c. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.93% | 52.5K | $32.9M | +1.47%(+763) | $458.03(+40.48%) | 2025-12-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.87% | 112.9K | $11.5M | -7.12%(-8.65K) | $91.47(+25.87%) | 2025-12-31 | |
| AGG | ISHARES TR | 3.72% | 88.0K | $8.8M | -11.12%(-11.01K) | $106.21(-6.21%) | 2025-12-31 | |
| JPM | JPMORGAN CHASE & CO. | 3.5% | 25.6K | $8.3M | -0.59%(-152) | $161.87(+89.00%) | 2025-12-31 | |
| AAPL | APPLE INC | 3.44% | 29.9K | $8.1M | -0.81%(-244) | $169.59(+57.10%) | 2025-12-31 | |
| AVGO | BROADCOM INC | 3.41% | 23.3K | $8.1M | -3.18%(-765) | $76.90(+415.88%) | 2025-12-31 | |
| MSFT | MICROSOFT CORP | 3.07% | 15.0K | $7.3M | -0.73%(-110) | $316.77(+29.82%) | 2025-12-31 | |
| JAAA | JANUS DETROIT STR TR | 3.03% | 141.6K | $7.2M | -1.08%(-1.55K) | $50.71(-0.26%) | 2025-12-31 | |
| IEFA | ISHARES TR | 2.5% | 66.1K | $5.9M | -2.05%(-1.39K) | $74.46(+29.51%) | 2025-12-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.36% | 110.8K | $5.6M | -1.11%(-1.24K) | $51.22(-1.88%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.81% | +51.33% | — | — | +28.31% |
| Top 20 Holdings Unweighted | +16.83% | +59.47% | — | — | +37.38% |
Bowman & Co S.c. reports $237.44M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are VOO (13.9%), AVUV (4.9%) and AGG (3.7%). The top 20 holdings account for 59.15% of reported assets. Its disclosed equity book has returned +51.33% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bowman & Co S.c.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906275). View Bowman & Co S.c.’s 13F filings on SEC