Long-term investor
Bos Asset Management, LLC @bosassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965814).
Record
- Tracked since 2025-06-30 (448 days), 116 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months n/a · 1 year +16.2% · all +16.2%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 00039J103 · 11.0% · long · since 2025-06-30
- 69344A107 · 4.3% · long · since 2025-06-30
- 464287432 · 4.0% · long · since 2025-06-30
- 78462F103 · 3.8% · long · since 2025-06-30
- 25434V666 · 3.5% · long · since 2025-06-30
- 25434V815 · 2.8% · long · since 2025-06-30
- 464287671 · 2.7% · long · since 2025-06-30
- 46138E214 · 2.4% · long · since 2025-06-30
- 46432F339 · 2.4% · long · since 2025-06-30
- AAPL · 2.0% · long · since 2025-06-30
- 00039J509 · 2.0% · long · since 2025-06-30
- 316188309 · 1.8% · long · since 2025-06-30