Investor
Bosman Wealth Management, LLC
CIK 0002066260 · filed 2026-05-04 · SEC filing
13F book
$113.6M
Positions
52
17 new · 14 sold
Largest name
9.7%
Palantir Technologies Inc. · PLTR
Est. mark
−$3.25M
Price effect on 35 names still held. Flow −$4.87M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Palantir Technologies Inc. | PLTR | 75.5K | $11M | 9.7% | −$2.38M | Cut−$3.77M |
| Alphabet Inc | — | 30.2K | $8.69M | 7.6% | −$762.3K | Added−$690.4K |
| Nvidia Corp | NVDA | 48.1K | $8.38M | 7.4% | −$581.7K | Cut−$795.6K |
| TechnipFMC PLC | FTI | 119.7K | $8.27M | 7.3% | $2.94M | Cut$2.9M |
| Micron Technology Inc | MU | 16.7K | $5.63M | 5.0% | — | New |
| Spdr Gold Tr | — | 12.5K | $5.38M | 4.7% | $409.5K | Added$603.6K |
| Marvell Technology, Inc. | MRVL | 49K | $4.86M | 4.3% | — | New |
| Amazon Com Inc | AMZN | 22.8K | $4.74M | 4.2% | −$496.2K | Added−$336.5K |
| GE Vernova Inc. | GEV | 4.75K | $4.15M | 3.7% | $998.2K | Added$1.17M |
| Microsoft Corp | MSFT | 10.7K | $3.95M | 3.5% | −$1.15M | Added−$970.3K |
| Broadcom Inc. | AVGO | 12.4K | $3.84M | 3.4% | −$454K | Cut−$814K |
| Ishares Bitcoin Trust Etf | IBIT | 91.2K | $3.5M | 3.1% | −$969.6K | Added−$784.5K |
| Slb Limited/Nv | SLB | 64.5K | $3.31M | 2.9% | — | New |
| Liberty Energy Inc. | LBRT | 114.9K | $3.31M | 2.9% | — | New |
| Meta Platforms, Inc. | META | 5.43K | $3.1M | 2.7% | −$477.4K | Cut−$731.5K |
| Comfort Sys Usa Inc | — | 1.93K | $2.66M | 2.3% | $858.9K | Cut$721.7K |
| Arista Networks, Inc. | ANET | 19K | $2.33M | 2.1% | −$148.9K | Added−$30.9K |
| Apple Inc. | AAPL | 7.65K | $1.94M | 1.7% | −$138.2K | Cut−$161.3K |
| Tesla, Inc. | TSLA | 4.45K | $1.65M | 1.5% | −$320K | Added−$192.1K |
| CoreWeave, Inc. | CRWV | 20.4K | $1.58M | 1.4% | $119.5K | Cut−$134.4K |
| Ishares Tr | — | 14.1K | $1.55M | 1.4% | $3.37K | Cut−$13.2K |
| Constellation Energy Corp | CEG | 5.38K | $1.5M | 1.3% | −$398.2K | Cut−$556.8K |
| Bloom Energy Corp | BE | 10.7K | $1.45M | 1.3% | — | New |
| Deckers Outdoor Corp | DECK | 12.6K | $1.26M | 1.1% | −$45.2K | Cut−$109.5K |
| Magnolia Oil & Gas Corp | MGY | 39K | $1.23M | 1.1% | $377.9K | Cut$307.5K |
| Seagate Technology Hldngs Pl | — | 3.08K | $1.21M | 1.1% | — | New |
| Advanced Micro Devices Inc | AMD | 5.73K | $1.17M | 1.0% | −$61.5K | Cut−$231.9K |
| Southern Copper Corp/ | SCCO | 6.31K | $1.09M | 1.0% | — | New |
| Spdr S&P 500 Etf Tr | — | 1.51K | $982.7K | 0.9% | −$47.7K | Held |
| Coherent Corp. | COHR | 4.02K | $958.1K | 0.8% | — | New |
| Western Digital Corp | WDC | 3.5K | $945.6K | 0.8% | — | New |
| Axon Enterprise, Inc. | AXON | 1.71K | $727.9K | 0.6% | −$245.5K | Cut−$299.5K |
| Mercadolibre Inc | MELI | 400 | $691.6K | 0.6% | −$114.1K | Cut−$168.5K |
| Chevron Corp New | CVX | 2.88K | $595.3K | 0.5% | $156.8K | Held |
| Cipher Mining Inc | CIFR | 43.3K | $556.8K | 0.5% | −$81.8K | Cut−$487.7K |
| Lumentum Hldgs Inc | — | 771 | $541.8K | 0.5% | — | New |
| 3M CO | MMM | 3.71K | $538.2K | 0.5% | −$55.1K | Held |
| Iren Limited | — | 15.2K | $522.6K | 0.5% | −$53.2K | Cut−$431.3K |
| Owens Corning New | — | 4.63K | $500.6K | 0.4% | — | New |
| Vertiv Holdings Co | VRT | 1.72K | $431.7K | 0.4% | $152.6K | Cut$130.2K |
| Rocket Lab Corp | RKLB | 5.93K | $380.7K | 0.3% | −$32.8K | Held |
| Vaneck Etf Trust | — | 971 | $372.3K | 0.3% | $22.6K | Cut$19K |
| Ishares Ethereum Tr | — | 18.9K | $298.7K | 0.3% | −$124.5K | Cut−$376K |
| Johnson Ctls Intl Plc | — | 2.04K | $266.9K | 0.2% | — | New |
| Exxon Mobil Corp | — | 1.51K | $256.5K | 0.2% | — | New |
| Bitwise Bitcoin Etf Tr | — | 6.92K | $254.6K | 0.2% | −$74.4K | Cut−$387.4K |
| Crowdstrike Hldgs Inc | — | 602 | $235K | 0.2% | −$47.2K | Cut−$5.64M |
| Ezcorp Inc | EZPW | 8.89K | $225.7K | 0.2% | — | New |
| Ondas Hldgs Inc | ONDS | 19.9K | $180K | 0.2% | — | New |
| Red Cat Hldgs Inc | — | 10.3K | $134.5K | 0.1% | — | New |
| Oscar Health, Inc. | OSCR | 11K | $125.8K | 0.1% | −$31.8K | Cut−$74.3K |
| Lightpath Technologies Inc | LPTH | 12.2K | $122.3K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.