Fund HoldingsBOSUN ASSET MANAGEMENT, LLC

Total Portfolio Value
$137.45M
Total Bought
$1.84M
Total Sold
$21.43M
Net Transaction
-$19.59M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CBOE GLOBAL MKTS INC(CBOE)72,90072,800-10018,29820,46214.89%+2,164
WEC ENERGY GROUP INC(WEC)43,00043,00004,5354,9783.62%+443
FIRST TR EXCHNG TRADED FD VI07,689+7,68903670.27%+367
VANGUARD INDEX FDS2,7213,921+1,2009121,2580.92%+346
GE VERNOVA INC(GEV)0300+30002620.19%+262
CATERPILLAR INC(CAT)1,9001,90001,0881,3460.98%+258
LOCKHEED MARTIN CORP(LMT)0400+40002420.18%+242
VANGUARD INDEX FDS3,9756,051+2,0763004670.34%+167
DEERE & CO(DE)1,5001,50006988450.61%+147
MICRON TECHNOLOGY INC(MU)3,3003,200-1009421,0810.79%+139
JOHNSON & JOHNSON(JNJ)2,4002,40004975870.43%+90
CME GROUP INC(CME)4,0004,00001,0921,1810.86%+89
COCA COLA CO(KO)6,4007,000+6004475320.39%+85
BALL CORP11,00011,00005836500.47%+68
DIREXION SHS ETF TR
DA 500 BU 3X ETF
9901,537+5472182840.21%+66
AMERICAN ELEC PWR CO INC3,0003,120+1203464090.30%+63
IZEA WORLDWIDE INC EQUIT014,647+14,6470510.04%+51
COSTCO WHSL CORP NEW(COST)33033002853290.24%+44
ESPERION THERAPEUTICS IN(ESPR)013,000+13,0000360.03%+36
ILLINOIS TOOL WKS INC(ITW)1,9001,90004684950.36%+27
VANGUARD WHITEHALL FDS9,0058,904-1011,2921,3190.96%+26
PEPSICO INC(PEP)1,8071,80702592810.20%+21
ISHARES TR9,8109,81002,4152,4331.77%+18
AMGEN INC(AMGN)2,0001,910-906556720.49%+17
WISDOMTREE TR(WT)10,48810,494+69249370.68%+14
SCHWAB STRATEGIC TR15,00015,00004514640.34%+13
ISHARES TR4,0004,00008418550.62%+13
PHILIP MORRIS INTL INC(PM)2,6002,60004174300.31%+13
ISHARES TR1,9601,900-602772880.21%+11
VANGUARD INDEX FDS2,0002,00004244350.32%+11
SPDR SER TR
ST STR SP DIV
1,4701,47002052150.16%+10
ISHARES TR5,0005,00003303380.25%+8
ALPS ETF TR
BARRONS 400 ETF
10,76710,76708878940.65%+7
GENERAL DYNAMICS CORP(GD)1,0001,00003373430.25%+7
WISDOMTREE TR(WT)3,9003,90002012050.15%+4
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
9,0259,02501,7291,7321.26%+3
PROCTER AND GAMBLE CO(PG)2,5002,50003583610.26%+3
WISDOMTREE TR(WT)3,0003,00002002020.15%+1
UNITED PARCEL SERVICE INC(UPS)2,2402,235-52222200.16%-2
VANGUARD INDEX FDS80080002322300.17%-2
SMITH A O CORP(AOS)6,0006,00004013960.29%-6
LOWES COS INC(LOW)1,2251,22502952890.21%-6
VANGUARD SPECIALIZED FUNDS1,4701,47003233160.23%-7
INTERCONTINENTAL EXCHANGE IN(ICE)1,9001,90003082990.22%-9
CINCINNATI FINL CORP(CINF)1,5001,50002452360.17%-9
SPDR S&P 500 ETF TR(SPY)(Put)5005000341325-16
INVESCO QQQ TR2,0002,100+1001,2291,2120.88%-17
NVIDIA CORPORATION(NVDA)4,4004,600+2008218020.58%-18
INVESCO QQQ TR(Put)7007000430404-26
ISHARES TR4,2144,21406276000.44%-26
SCHWAB STRATEGIC TR28,20028,20007407080.51%-32
NASDAQ INC(NDAQ)3,0003,00002912550.19%-37
ABBVIE INC(ABBV)3,6613,66108367960.58%-40
GE AEROSPACE(GE)1,7001,70005244820.35%-41
BLACKROCK INC(BLK)50050005354810.35%-54
BERKSHIRE HATHAWAY INC DEL2201,5101,4361.04%-73
VISA INC(V)1,7101,71006005170.38%-83
SALESFORCE INC(CRM)4,6005,970+1,3701,2191,1140.81%-104
JPMORGAN CHASE & CO.(JPM)3,9003,90001,2571,1470.83%-109
UNITED AIRLS HLDGS INC(UAL)(Put)1,0000-1,0001120-112
BERKSHIRE HATHAWAY INC DEL4,3924,372-202,2082,0951.52%-113
INTERNATIONAL BUSINESS MACHS(IBM)2,8002,80008296790.49%-151
UNITED AIRLS HLDGS INC(UAL)(Call)1,6000-1,6001790-179
DANAHER CORPORATION(DHR)5,0005,00001,1459480.69%-197
ABBOTT LABS1,6000-1,6002000-200
AON PLC(AON)5780-5782040-204
UNITED AIRLS HLDGS INC(UAL)2,0000-2,0002240-224
ALPHABET INC(GOOG)9,2019,20102,8872,6391.92%-248
BERKSHIRE HATHAWAY INC DEL(Put)6000-6003020-302
MICROSOFT CORP(MSFT)2,8002,80001,3541,0360.75%-318
AMERICAN ELEC PWR CO INC(Call)2,8000-2,8003230-323
ELI LILLY & CO(LLY)2,2132,21302,3782,0351.48%-343
POWERFLEET INC67,8870-67,8873610-361
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
7,6900-7,6903770-377
GENERAL DYNAMICS CORP(GD)(Call)1,4000-1,4004710-471
SPDR S&P 500 ETF TR(SPY)7,8597,457-4025,3594,8503.53%-510
GOLDMAN SACHS GROUP INC(GS)16,89616,896014,85214,29410.40%-558
GOLDMAN SACHS GROUP INC(GS)(Put)16,90016,900014,85514,297-558
META PLATFORMS INC(META)(Put)11,40011,40007,5256,522-1,003
META PLATFORMS INC(META)11,40011,40007,5256,5224.75%-1,003
APPLE INC(AAPL)75,32675,283-4320,47819,10613.90%-1,372
AMAZON COM INC(AMZN)112,587112,587025,98723,44817.06%-2,539
APPLE INC(AAPL)(Put)62,30045,500-16,80016,93711,547-5,389
AMAZON COM INC(AMZN)(Put)106,00074,600-31,40024,46715,537-8,930
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