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Home > Institutional Investor > Bowman & Co S.c. > Profile

Instuitional Investor - Bowman & Co S.c.

Fund Profile
Filing Period:
Fund Name: Bowman & Co S.c.
Portfolio Value $143,631,346
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 198,466 $19,698,336 13.71%
2.
Vanguard Index Fds
 33,876 $14,802,173 10.3%
3.
Apple Inc.
 AAPL 27,458 $5,287,199 3.68%
4.
Vanguard Mun Bd Fds
 103,014 $5,258,895 3.66%
5.
Microsoft Corp
 MSFT 13,893 $5,225,793 3.63%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)