Bowman & Co. S.C.
Bowman & Co S.C. is an investment advisory firm headquartered in Oshkosh, Wisconsin, USA. Founded in Wisconsin and registered with the SEC (CIK: 0001906275), it primarily serves as a locally oriented investment adviser. The firm provides portfolio management and investment solutions tailored to individual clients and small institutions, with a team of finance and accounting professionals. Details such as year founded and exact employee count are not public, but it is a small regional firm.
Investment Strategy
Bowman & Co S.C. acts as an investment adviser, focusing on financial planning and investment management for individuals and small entities. The firm's approach likely emphasizes personalized, client-focused strategies, employing diversified investment portfolios tailored to clients’ risk profiles and long-term financial objectives. Specific proprietary strategies or specialties are not publicly disclosed.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 13.36% | $31.7M | 51,738 | $462.79 | $612.38 | +$2.8M |
A AVUV | AMERICAN CENTY ETF TR | 5.10% | $12.1M | 121,559 | $87.72 | $99.53 | +$863.5K |
A AGG | ISHARES TR | 4.19% | $9.9M | 98,975 | $105.32 | $100.25 | -$194.7K |
J JPM | JPMORGAN CHASE & CO. | 3.43% | $8.1M | 25,802 | $161.34 | $315.43 | +$561.7K |
A AVGO | BROADCOM INC | 3.35% | $7.9M | 24,076 | $79.17 | $329.91 | -$16.9K |