Sponsored

The Analysis of Bosman Wealth Management, LLC's Holdings & P&L

Currently, Bosman Wealth Management, LLC holds 56 types of securities in its portfolio with a total value $161.2M. In the most recent quarter, they have increased their positions in LLY (+3.1K shares, valued at $3.7M), N/A (+3.5K shares, valued at $3.0M), MU (+2.0K shares, valued at $2.3M); decreased their positions in N/A (-2.4K shares, valued at $1.4M), MRVL (-4.3K shares, valued at $1.3M), N/A (-2.3K shares, valued at $886.6K); initiated new positions in LLY (+3.1K shares, valued at $3.7M), LRCX (+4.9K shares, valued at $2.1M), BG (+11.9K shares, valued at $1.3M).

1M P&L

+5.4M+4.91%

3M P&L

+4.1M+3.66%

HY P&L

+33.3M+40.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors50.5M

36.9%

2Oil & Gas Equipment & Services14.6M

10.7%

3Internet Content & Information11.0M

8.0%

Top Industries by Stock Count

1Semiconductors5 stocks

11.1%

2Oil & Gas Equipment & Services5 stocks

11.1%

3N/A4 stocks

8.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MU MICRON TECHNOLOGY INC18.6K shares11.77%2026-06-302026-07-28

MRVL MARVELL TECHNOLOGY INC44.8K shares-8.68%2026-06-302026-07-28

GOOGL ALPHABET INC28.5K shares-5.57%2026-06-302026-07-28

NVDA NVIDIA CORPORATION47.6K shares-0.95%2026-06-302026-07-28

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC69.9K shares-7.34%2026-06-302026-07-28

FTI TECHNIPFMC PLC112.5K shares-5.96%2026-06-302026-07-28

BE BLOOM ENERGY CORP17.2K shares61.12%2026-06-302026-07-28

GEV GE VERNOVA INC4.3K shares-9.57%2026-06-302026-07-28

Sponsored

AMD ADVANCED MICRO DEVICES INC8.5K shares49.16%2026-06-302026-07-28

AMZN AMAZON COM INC20.1K shares-11.87%2026-06-302026-07-28

GLD SPDR GOLD TR11.2K shares-10.61%2026-06-302026-07-28

BROADCOM INC BROADCOM INC10.1K shares-18.92%2026-06-302026-07-28

LLY ELI LILLY & CO3.1K sharesnew addition2026-06-302026-07-28

LUMENTUM HLDGS INC LUMENTUM HLDGS INC4.3K shares459.14%2026-06-302026-07-28

FIX COMFORT SYS USA INC1.9K shares-3.53%2026-06-302026-07-28

MSFT MICROSOFT CORP9.6K shares-9.68%2026-06-302026-07-28

Sponsored

SLB SLB LIMITED72.5K shares12.50%2026-06-302026-07-28

LBRT LIBERTY ENERGY INC104.9K shares-8.70%2026-06-302026-07-28

ANET ARISTA NETWORKS INC15.6K shares-17.96%2026-06-302026-07-28

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.6K shares-13.85%2026-06-302026-07-28

WDC WESTERN DIGITAL CORP3.9K shares11.90%2026-06-302026-07-28

IBIT ISHARES BITCOIN TRUST ETF70.3K shares-22.91%2026-06-302026-07-28

OC OWENS CORNING NEW14.7K shares217.14%2026-06-302026-07-28

AAPL APPLE INC7.7K shares0.03%2026-06-302026-07-28

Sponsored

LRCX LAM RESEARCH CORP4.9K sharesnew addition2026-06-302026-07-28

TSLA TESLA INC4.7K shares4.79%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC3.0K shares-44.48%2026-06-302026-07-28

SHV ISHARES TR14.1K shares0.00%2026-06-302026-07-28

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION9.5K shares365.55%2026-06-302026-07-28

BG BUNGE GLOBAL SA11.9K sharesnew addition2026-06-302026-07-28

CRWV COREWEAVE INC12.7K shares-37.68%2026-06-302026-07-28

SCCO SOUTHERN COPPER CORP7.2K shares13.86%2026-06-302026-07-28

Sponsored

DECK DECKERS OUTDOOR CORP12.1K shares-4.36%2026-06-302026-07-28

ALAB ASTERA LABS INC2.4K sharesnew addition2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.5K shares0.00%2026-06-302026-07-28

VRT VERTIV HOLDINGS CO3.3K shares92.57%2026-06-302026-07-28

BLDR BUILDERS FIRSTSOURCE INC11.6K sharesnew addition2026-06-302026-07-28

MGY MAGNOLIA OIL & GAS CORP38.0K shares-2.56%2026-06-302026-07-28

NBIS NEBIUS GROUP N.V.3.0K sharesnew addition2026-06-302026-07-28

TS TENARIS S A14.4K sharesnew addition2026-06-302026-07-28

Sponsored

VLO VALERO ENERGY CORP2.9K sharesnew addition2026-06-302026-07-28

CIPHER DIGITAL INC CIPHER DIGITAL INC29.8K shares-31.14%2026-06-302026-07-28

SMH VANECK ETF TRUST971 shares0.00%2026-06-302026-07-28

MELI MERCADOLIBRE INC355 shares-11.25%2026-06-302026-07-28

3M CO 3M CO3.7K shares0.00%2026-06-302026-07-28

QXO QXO INC29.4K sharesnew addition2026-06-302026-07-28

AAOI APPLIED OPTOELECTRONICS INC3.4K sharesnew addition2026-06-302026-07-28

CVX CHEVRON CORPORATION2.9K shares0.00%2026-06-302026-07-28

Sponsored

AXTI AXT INC5.2K sharesnew addition2026-06-302026-07-28

HPE HEWLETT PACKARD ENTERPRISE C6.9K sharesnew addition2026-06-302026-07-28

EZPW EZCORP INC8.9K shares0.00%2026-06-302026-07-28

SEI SOLARIS ENERGY INFRAS INC3.3K sharesnew addition2026-06-302026-07-28

RKLB ROCKET LAB CORP2.1K shares-64.98%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP1.5K shares0.00%2026-06-302026-07-28

VISA INC VISA INC600 sharesnew addition2026-06-302026-07-28

IREN IREN LIMITED4.4K shares-71.15%2026-06-302026-07-28

Sponsored

MICRON TECHNOLOGY INC

11.77%

Shares18.6K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

-8.68%

Shares44.8K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-5.57%

Shares28.5K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

-0.95%

Shares47.6K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

-7.34%

Shares69.9K

Event2026-06-30

Filed2026-07-28

FTI

TECHNIPFMC PLC

-5.96%

Shares112.5K

Event2026-06-30

Filed2026-07-28

BLOOM ENERGY CORP

61.12%

Shares17.2K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

-9.57%

Shares4.3K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

49.16%

Shares8.5K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-11.87%

Shares20.1K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

-10.61%

Shares11.2K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

-18.92%

Shares10.1K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

LUMENTUM HLDGS INC

459.14%

Shares4.3K

Event2026-06-30

Filed2026-07-28

FIX

COMFORT SYS USA INC

-3.53%

Shares1.9K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-9.68%

Shares9.6K

Event2026-06-30

Filed2026-07-28

SLB

SLB LIMITED

12.50%

Shares72.5K

Event2026-06-30

Filed2026-07-28

LBRT

LIBERTY ENERGY INC

-8.70%

Shares104.9K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC

-17.96%

Shares15.6K

Event2026-06-30

Filed2026-07-28

SEAGATE TECHNOLOGY HLDNGS PL

-13.85%

Shares2.6K

Event2026-06-30

Filed2026-07-28

WDC

WESTERN DIGITAL CORP

11.90%

Shares3.9K

Event2026-06-30

Filed2026-07-28

IBIT

ISHARES BITCOIN TRUST ETF

-22.91%

Shares70.3K

Event2026-06-30

Filed2026-07-28

OWENS CORNING NEW

217.14%

Shares14.7K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

0.03%

Shares7.7K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

New

Shares4.9K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

4.79%

Shares4.7K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

-44.48%

Shares3.0K

Event2026-06-30

Filed2026-07-28

SHV

ISHARES TR

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-28

JOHNSON CONTROLS INTERNATION

365.55%

Shares9.5K

Event2026-06-30

Filed2026-07-28

BUNGE GLOBAL SA

New

Shares11.9K

Event2026-06-30

Filed2026-07-28

CRWV

COREWEAVE INC

-37.68%

Shares12.7K

Event2026-06-30

Filed2026-07-28

SCCO

SOUTHERN COPPER CORP

13.86%

Shares7.2K

Event2026-06-30

Filed2026-07-28

DECK

DECKERS OUTDOOR CORP

-4.36%

Shares12.1K

Event2026-06-30

Filed2026-07-28

ALAB

ASTERA LABS INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

VRT

VERTIV HOLDINGS CO

92.57%

Shares3.3K

Event2026-06-30

Filed2026-07-28

BLDR

BUILDERS FIRSTSOURCE INC

New

Shares11.6K

Event2026-06-30

Filed2026-07-28

MGY

MAGNOLIA OIL & GAS CORP

-2.56%

Shares38.0K

Event2026-06-30

Filed2026-07-28

NBIS

NEBIUS GROUP N.V.

New

Shares3.0K

Event2026-06-30

Filed2026-07-28

TENARIS S A

New

Shares14.4K

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP

New

Shares2.9K

Event2026-06-30

Filed2026-07-28

CIPHER DIGITAL INC

-31.14%

Shares29.8K

Event2026-06-30

Filed2026-07-28

SMH

VANECK ETF TRUST

0.00%

Shares971

Event2026-06-30

Filed2026-07-28

MELI

MERCADOLIBRE INC

-11.25%

Shares355

Event2026-06-30

Filed2026-07-28

3M CO

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-28

QXO

QXO INC

New

Shares29.4K

Event2026-06-30

Filed2026-07-28

AAOI

APPLIED OPTOELECTRONICS INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

AXTI

AXT INC

New

Shares5.2K

Event2026-06-30

Filed2026-07-28

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares6.9K

Event2026-06-30

Filed2026-07-28

EZPW

EZCORP INC

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-28

SEI

SOLARIS ENERGY INFRAS INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-28

RKLB

ROCKET LAB CORP

-64.98%

Shares2.1K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

VISA INC

New

Shares600

Event2026-06-30

Filed2026-07-28

IREN

IREN LIMITED

-71.15%

Shares4.4K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available