Fund Holdings — BOSUN ASSET MANAGEMENT, LLC

Total Portfolio Value
$132.26M
Total Bought
$975.1K
Total Sold
$162.40M
Net Transaction
-$161.43M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)77,52975,831-1,69815,90719,30914.60%+3,402
GOLDMAN SACHS GROUP INC(GS)16,93016,896-3411,98213,45510.17%+1,473
CBOE GLOBAL MKTS INC(CBOE)77,07576,900-17517,97518,86014.26%+885
ALPHABET INC(GOOG)10,74010,100-6401,9052,4601.86%+555
SPDR S&P 500 ETF TR(SPY)7,5737,723+1504,6795,1453.89%+466
WEC ENERGY GROUP INC(WEC)43,00043,00004,4814,9273.73%+447
SPDR SER TR
ST STR SP DIV
01,470+1,47002060.16%+206
WISDOMTREE TR(WT)03,900+3,90002040.15%+204
MICRON TECHNOLOGY INC(MU)4,0004,00004936690.51%+176
CATERPILLAR INC(CAT)1,9001,90007389070.69%+169
ABBVIE INC(ABBV)3,9173,800-1177278800.67%+153
JOHNSON & JOHNSON(JNJ)2,4012,400-13674450.34%+78
GE AEROSPACE(GE)1,7001,70004385110.39%+74
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
9,0259,02501,6401,7121.29%+72
BERKSHIRE HATHAWAY INC DEL4,1754,176+12,0282,0991.59%+71
BLACKROCK INC(BLK)50050005255830.44%+58
POWERFLEET INC(AIOT)62,26662,26602683260.25%+58
SCHWAB STRATEGIC TR30,00030,00007157710.58%+56
BERKSHIRE HATHAWAY INC DEL2201,4581,5081.14%+51
GENERAL DYNAMICS CORP(GD)1,0001,00002923410.26%+49
JPMORGAN CHASE & CO.(JPM)1,9001,90005515990.45%+48
SMITH A O CORP(AOS)6,0006,00003934400.33%+47
WISDOMTREE TR(WT)9,0009,00007397830.59%+44
ALPS ETF TR
BARRONS 400 ETF
10,00010,00007708120.61%+42
ISHARES TR4,0004,00007778140.62%+37
LOWES COS INC(LOW)1,2251,22502723080.23%+36
VANGUARD INDEX FDS2,0002,00003904170.32%+27
AMERICAN ELEC PWR CO INC3,0003,00003113380.26%+26
ILLINOIS TOOL WKS INC(ITW)1,9001,90004704950.37%+26
VANGUARD INDEX FDS1,0001,00003043280.25%+24
SCHWAB STRATEGIC TR15,00015,00004214450.34%+24
ISHARES TR2,0002,00002662840.21%+19
VANGUARD SPECIALIZED FUNDS1,4701,47003013170.24%+16
ISHARES TR5,0005,00003103260.25%+16
CME GROUP INC(CME)2,8903,000+1107978110.61%+14
VANGUARD INDEX FDS3,0063,017+112082220.17%+14
CINCINNATI FINL CORP(CINF)1,5001,50002232370.18%+14
VANGUARD INDEX FDS80080002242350.18%+11
DANAHER CORPORATION(DHR)3,0033,00305935950.45%+2
AON PLC(AON)57857802062060.16%-0
ABBOTT LABS1,6001,60002182140.16%-3
ISHARES TR11,1569,925-1,2312,4072,4011.82%-6
PEPSICO INC(PEP)1,9891,807-1822632540.19%-9
PROCTER AND GAMBLE CO(PG)2,5002,50003983840.29%-14
AMGEN INC(AMGN)2,2002,100-1006145930.45%-22
COCA COLA CO(KO)6,4006,40004534240.32%-28
INTERCONTINENTAL EXCHANGE IN(ICE)1,9001,90003493200.24%-28
INTERNATIONAL BUSINESS MACHS(IBM)2,8002,80008257900.60%-35
PHILIP MORRIS INTL INC(PM)2,6002,60004744220.32%-52
BALL CORP11,00011,00006175550.42%-62
DEERE & CO(DE)1,5401,500-407836860.52%-97
VISA INC(V)1,9481,710-2386925840.44%-108
COSTCO WHSL CORP NEW(COST)425325-1004213010.23%-120
ELI LILLY & CO(LLY)2,4512,313-1381,9111,7651.33%-146
SALESFORCE INC(CRM)4,7374,600-1371,2921,0900.82%-202
AXSOME THERAPEUTICS INC(AXSM)2,0220-2,0222110—-211
UNITED PARCEL SERVICE INC(UPS)2,3000-2,3002320—-232
AVEPOINT INC12,1020-12,1022340—-234
ALPHATEC HOLDINGS INC(ATEC)21,2530-21,2532360—-236
MYT NETHERLANDS PARENT B V(LUXE)30,4590-30,4592420—-242
BROADCOM INC(AVGO)8990-8992480—-248
BUTTERFLY NETWORK INC(BFLY)134,8020-134,8022700—-270
AEHR TEST SYSTEMS(AEHR)21,0000-21,0002720—-272
SITIME CORP(SITM)1,3090-1,3092790—-279
META PLATFORMS INC(META)11,83911,500-3398,7388,4456.39%-293
SIONNA THERAPEUTICS INC(SION)16,9750-16,9752950—-295
MICROSOFT CORP(MSFT)3,5152,800-7151,7481,4501.10%-298
PHREESIA INC(PHR)10,7390-10,7393060—-306
D MARKET ELECTR SVCS & TRADI(HEPS)114,8170-114,8173100—-310
PENNANT GROUP INC10,9600-10,9603270—-327
GUARDANT HEALTH INC(GH)6,2990-6,2993280—-328
TG THERAPEUTICS INC(TGTX)9,1160-9,1163280—-328
ADMA BIOLOGICS INC18,3340-18,3343340—-334
SWEETGREEN INC(SG)22,6510-22,6513370—-337
ALKAMI TECHNOLOGY INC(ALKT)11,8460-11,8463570—-357
KURA SUSHI USA INC(KRUS)4,3790-4,3793770—-377
OCULIS HOLDING AG(OCS)19,4720-19,4723780—-378
THREDUP INC52,9890-52,9893970—-397
HIMS & HERS HEALTH INC(HIMS)8,6190-8,6194300—-430
HEALTHEQUITY INC(HQY)4,1100-4,1104310—-431
MILLICOM INTL CELLULAR S.A.
COM STK
11,5350-11,5354320—-432
PALANTIR TECHNOLOGIES INC(PLTR)3,1810-3,1814340—-434
MAREX GROUP PLC(MRX)11,1590-11,1594400—-440
BROOKDALE SENIOR LIVING INC(BKD)63,5540-63,5544420—-442
ASTEC INDUSTRIES INC10,9560-10,9564570—-457
RESOLUTE HLDGS MGMT INC(RHLD)14,3370-14,3374570—-457
SPROUTS FMRS MKT INC(SFM)2,9130-2,9134800—-480
CENTRAL PAC FINL CORP(CPF)17,2120-17,2124820—-482
MIRUM PHARMACEUTICALS INC(MIRM)9,5300-9,5304850—-485
MILLER INDS INC TENN(MLR)11,5300-11,5305130—-513
STERLING INFRASTRUCTURE INC(STRL)2,2380-2,2385160—-516
CECO ENVIRONMENTAL CORP(CECO)18,3170-18,3175190—-519
RIBBON COMMUNICATIONS INC(RBBN)130,1880-130,1885230—-523
PITNEY BOWES INC(PBI)49,3920-49,3925390—-539
LIFE TIME GROUP HOLDINGS INC(LTH)18,0590-18,0595480—-548
TALEN ENERGY CORP(TLN)1,9120-1,9125560—-556
PROTAGONIST THERAPEUTICS INC10,2260-10,2265650—-565
NLIGHT INC(LASR)30,4250-30,4255990—-599
CHEESECAKE FACTORY INC(CAKE)9,5660-9,5665990—-599
XERIS BIOPHARMA HOLDINGS INC132,9940-132,9946210—-621
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BOSUN ASSET MANAGEMENT, LLC — 13F Holdings — Q3 2025 | TickerTrail