§ 13F · FUND PROFILE
Bosman Wealth Management, LLC.
AUM · $161M (13F)Positions · 56Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 19K | $21M | 13.3% | +12% |
| 2 | MRVL | MARVELL TECHNOLOGY INC | 45K | $13M | 8.3% | −9% |
| 3 | GOOGL | ALPHABET INC | 29K | $10M | 6.3% | −6% |
| 4 | NVDA | NVIDIA CORPORATION | 48K | $10M | 5.9% | −1% |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | 70K | $8M | 5.1% | −7% |
| 6 | FTI | TECHNIPFMC PLC | 113K | $7M | 4.6% | −6% |
| 7 | BE | BLOOM ENERGY CORP | 17K | $5M | 3.2% | +61% |
| 8 | GEV | GE VERNOVA INC | 4K | $5M | 3.1% | −10% |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 9K | $5M | 3.1% | +49% |
| 10 | AMZN | AMAZON COM INC | 20K | $5M | 3.0% | −12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOSMAN SIGNAL
AC read
Bosman Wealth Management, LLC is a Other fund managing $161 million in assets. The fund runs a portfolio of 56 positions.
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