Bowman & Co S.C. Top Holdings and 13F Report (2025) About Bowman & Co S.C.Investment ActivityBowman & Co S.C. has $237.08 million in total holdings as of September 30, 2025.Bowman & Co S.C. owns shares of 109 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 1.32% of the portfolio was purchased this quarter.About 1.76% of the portfolio was sold this quarter.This quarter, Bowman & Co S.C. has purchased 108 new stocks and bought additional shares in 41 stocks.Bowman & Co S.C. sold shares of 59 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $31,682,144Avantis U.S. Small Cap Value ETF $12,098,876iShares Core U.S. Aggregate Bond ETF $9,922,500JPMorgan Chase & Co. $8,138,982Broadcom $7,943,861 Largest New Holdings this Quarter 81369Y407 - Consumer Discretionary Select Sector SPDR Fund $232,641 Holding92189F676 - VanEck Semiconductor ETF $203,975 Holding Largest Purchases this Quarter Analog Devices 3,351 shares (about $824.11K)Vanguard S&P 500 ETF 891 shares (about $545.61K)Consumer Discretionary Select Sector SPDR Fund 970 shares (about $232.64K)iShares National Muni Bond ETF 2,135 shares (about $227.36K)VanEck Semiconductor ETF 625 shares (about $203.98K) Largest Sales this Quarter Broadcom 4,797 shares (about $1.58M)Vanguard Tax-Exempt Bond ETF 6,456 shares (about $323.25K)iShares Core U.S. Aggregate Bond ETF 3,018 shares (about $302.56K)UnitedHealth Group 526 shares (about $182.34K)Avantis U.S. Small Cap Value ETF 1,772 shares (about $176.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBowman & Co S.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$31,682,144$545,610 ▲1.8%51,73813.4%ETFAVUVAvantis U.S. Small Cap Value ETF$12,098,876$176,369 ▼-1.4%121,5595.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$9,922,500$302,562 ▼-3.0%98,9754.2%FinanceJPMJPMorgan Chase & Co.$8,138,982$107,250 ▼-1.3%25,8023.4%FinanceAVGOBroadcom$7,943,861$1,582,767 ▼-16.6%24,0763.4%Computer and TechnologyMSFTMicrosoft$7,840,412$93,770 ▲1.2%15,1343.3%Computer and TechnologyAAPLApple$7,672,588$77,920 ▲1.0%30,1313.2%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$7,269,693$126,591 ▲1.8%143,1643.1%ETFIEFAiShares Core MSCI EAFE ETF$5,895,107$101,452 ▼-1.7%67,5212.5%ETFVTEBVanguard Tax-Exempt Bond ETF$5,609,467$323,250 ▼-5.4%112,0332.4%ETFWMTWalmart$4,604,370$23,705 ▼-0.5%44,6751.9%Retail/WholesaleMSIMotorola Solutions$4,601,082$22,864 ▼-0.5%10,0621.9%Computer and TechnologyETNEaton$4,234,248$35,934 ▼-0.8%11,3121.8%IndustrialsHDHome Depot$3,787,536$20,679 ▼-0.5%9,3411.6%Retail/WholesaleGOOGLAlphabet$3,505,907$36,971 ▼-1.0%14,4141.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,487,142$16,838 ▲0.5%53,4311.5%ETFTTTrane Technologies$3,396,549$23,655 ▼-0.7%8,0411.4%ConstructionVYMVanguard High Dividend Yield ETF$3,297,249$19,452 ▲0.6%23,3921.4%ETFWTVWisdomTree U.S. Value Fund$3,265,143$13,379 ▲0.4%35,8761.4%FinanceMETAMeta Platforms$3,020,735$25,019 ▼-0.8%4,1051.3%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$2,944,379$58,339 ▲2.0%30,9381.2%ETFMPCMarathon Petroleum$2,894,392$14,660 ▼-0.5%15,0051.2%EnergyVUGVanguard Growth ETF$2,623,900$17,752 ▼-0.7%5,4691.1%ETFCMECME Group$2,481,555$16,762 ▼-0.7%9,1791.0%FinanceADIAnalog Devices$2,465,702$824,114 ▲50.2%10,0261.0%Computer and TechnologyABBVAbbVie$2,448,839$5,097 ▼-0.2%10,5701.0%MedicalCBChubb$2,437,459$21,758 ▼-0.9%8,6261.0%FinanceVVisa$2,302,485$21,177 ▼-0.9%6,7411.0%Business ServicesJNJJohnson & Johnson$2,207,377$4,079 ▲0.2%11,9040.9%MedicalTJXTJX Companies$2,173,500$14,316 ▼-0.7%15,0310.9%Retail/WholesaleJCIJohnson Controls International$2,129,782$15,614 ▼-0.7%19,3690.9%ConstructionIVWiShares S&P 500 Growth ETF$2,028,564$56,617 ▼-2.7%16,8040.9%ETFMGKVanguard Mega Cap Growth ETF$1,988,8150.0%4,9410.8%ETFDRIDarden Restaurants$1,821,565$11,036 ▼-0.6%9,5730.8%Retail/WholesaleAPDAir Products and Chemicals$1,820,946$4,640 ▼-0.3%6,6710.8%Basic MaterialsORealty Income$1,801,112$7,841 ▲0.4%29,6310.8%FinanceMDTMedtronic$1,749,481$12,003 ▲0.7%18,3650.7%MedicalAMZNAmazon.com$1,653,145$13,172 ▼-0.8%7,5300.7%Retail/WholesaleGE VERNOVA INC$1,643,625$10,457 ▼-0.6%2,6720.7%COMVOVanguard Mid-Cap ETF$1,627,614$69,910 ▲4.5%5,5410.7%ETFMGVVanguard Mega Cap Value ETF$1,612,486$8,264 ▲0.5%11,7070.7%ETFUNHUnitedHealth Group$1,597,027$182,339 ▼-10.2%4,6070.7%MedicalNICNicolet Bankshares$1,579,762$19,908 ▼-1.2%11,7440.7%FinanceVZVerizon Communications$1,510,344$2,066 ▲0.1%34,3620.6%Computer and TechnologyALLAllstate$1,468,864$7,088 ▼-0.5%6,8390.6%FinanceAMDAdvanced Micro Devices$1,467,271$15,368 ▼-1.0%9,0700.6%Computer and TechnologySPGIS&P Global$1,407,960$7,328 ▼-0.5%2,8820.6%FinanceFLMIFranklin Dynamic Municipal Bond ETF$1,389,960$14,094 ▲1.0%56,1150.6%ETFCRMSalesforce$1,381,617$26,816 ▼-1.9%5,8220.6%Computer and TechnologyMLNVanEck Long Muni ETF$1,369,536$52,352 ▲4.0%78,3490.6%ETFNXPINXP Semiconductors$1,357,987$10,485 ▼-0.8%5,9580.6%Computer and TechnologyUNPUnion Pacific$1,334,281$22,948 ▼-1.7%5,6400.6%TransportationCMICummins$1,259,025$12,318 ▲1.0%2,9640.5%Auto/Tires/TrucksMUBiShares National Muni Bond ETF$1,243,832$227,361 ▲22.4%11,6800.5%ETFFISFidelity National Information Services$1,243,666$67,583 ▼-5.2%18,8620.5%Business ServicesSTESTERIS$1,153,953$9,658 ▼-0.8%4,6600.5%MedicalIQVIQVIA$1,132,995$11,015 ▼-1.0%5,9660.5%MedicalCMCSAComcast$1,127,472$56,429 ▼-4.8%35,8850.5%Consumer DiscretionaryRWJInvesco S&P SmallCap 600 Revenue ETF$1,119,852$580 ▲0.1%23,1850.5%ETFPEGPublic Service Enterprise Group$1,070,000$2,672 ▲0.3%12,8160.5%UtilitiesBBYBest Buy$1,043,366$9,601 ▼-0.9%13,8020.4%Retail/WholesaleFIFiserv$1,035,951$74,135 ▼-6.7%8,0350.4%Business ServicesNEENextEra Energy$1,020,667$4,833 ▲0.5%13,5160.4%UtilitiesVTVVanguard Value ETF$1,001,788$2,052 ▼-0.2%5,3690.4%ETFIJRiShares Core S&P Small-Cap ETF$869,365$49,923 ▲6.1%7,3140.4%ETFFANGDiamondback Energy$859,904$6,588 ▲0.8%6,0040.4%EnergyDXCMDexCom$771,613$6,594 ▼-0.8%11,4680.3%MedicalCMGChipotle Mexican Grill$724,311$140,457 ▼-16.2%18,4820.3%Retail/WholesaleWFC.PLWells Fargo & Co. Pfd. Series L$710,309$42,001 ▼-5.6%5750.3%FinanceAPHAmphenol$706,565$7,933 ▼-1.1%5,7000.3%Computer and TechnologyILCGiShares Morningstar Growth ETF$690,028$10,325 ▼-1.5%6,6160.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$685,046$62,277 ▼-8.3%7,1060.3%ETFIVViShares Core S&P 500 ETF$660,706$4,691 ▼-0.7%9860.3%ETFSCHFSchwab International Equity ETF$655,755$24,584 ▲3.9%28,1680.3%ETFEWEdwards Lifesciences$655,290$1,011 ▼-0.2%8,4270.3%MedicalMTUMiShares MSCI USA Momentum Factor ETF$652,589$8,465 ▲1.3%2,5440.3%ETFCDNSCadence Design Systems$632,977$122,942 ▲24.1%1,8020.3%Computer and TechnologyXOMExxon Mobil$631,049$13,530 ▼-2.1%5,5970.3%EnergyVTWOVanguard Russell 2000 ETF$601,294$2,152 ▲0.4%6,1470.3%ETFVBRVanguard Small-Cap Value ETF$596,408$9,394 ▼-1.6%2,8570.3%ETFVIGVanguard Dividend Appreciation ETF$594,789$4,532 ▼-0.8%2,7560.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$575,881$9,693 ▼-1.7%8,7340.2%ETFORCLOracle$548,9800.0%1,9520.2%Computer and TechnologyVXUSVanguard Total International Stock ETF$519,156$2,498 ▲0.5%7,0670.2%ETFSNPSSynopsys$481,054$83,876 ▲21.1%9750.2%Computer and TechnologyWELLWelltower$474,7430.0%2,6650.2%FinanceOSKOshkosh$455,390$1,167 ▲0.3%3,5110.2%Auto/Tires/TrucksSCHZSchwab U.S. Aggregate Bond ETF$447,600$3,168 ▲0.7%19,0710.2%ETFVGTVanguard Information Technology ETF$442,916$172,079 ▲63.5%5920.2%ETFVBKVanguard Small-Cap Growth ETF$407,805$22,358 ▼-5.2%1,3680.2%ETFLNTAlliant Energy$385,849$1,146 ▲0.3%5,7240.2%UtilitiesKMBKimberly-Clark$363,632$13,307 ▼-3.5%2,9240.2%Consumer StaplesCVXChevron$342,1040.0%2,2030.1%EnergySCHXSchwab US Large-Cap ETF$339,271$2,450 ▼-0.7%12,8800.1%ETFBANK AMERICA CORP$335,706$3,844 ▲1.2%2620.1%7.25%CNV PFD LVTHRVanguard Russell 3000 ETF$327,121$19,710 ▲6.4%1,1120.1%ETFFMBFirst Trust Managed Municipal ETF$322,553$20,026 ▼-5.8%6,3620.1%ManufacturingRWKInvesco S&P MidCap 400 Revenue ETF$313,309$750 ▲0.2%2,5060.1%ETFIWFiShares Russell 1000 Growth ETF$310,8150.0%6630.1%ETFWECWEC Energy Group$300,765$1,146 ▲0.4%2,6240.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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