Fund HoldingsBOSUN ASSET MANAGEMENT, LLC

Total Portfolio Value
$100.56M
Total Bought
$21.92M
Total Sold
$20.11M
Net Transaction
+$1.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(Call)
CALL
09,400+9,40004,468+4,468
APPLE INC(AAPL)032,568+32,56806,2706.24%+6,270
SPDR S&P 500 ETF TR(SPY)(Put)04,600+4,60002,186+2,186
SPDR S&P 500 ETF TR(SPY)2,3005,800+3,5009832,7572.74%+1,774
NORTHERN TR CORP(NTRS)0100,000+100,00008,4388.39%+8,438
CBOE GLOBAL MKTS INC(CBOE)97,80192,301-5,50015,27716,48116.39%+1,204
BERKSHIRE HATHAWAY INC DEL02+201,0851.08%+1,085
BERKSHIRE HATHAWAY INC DEL1,7813,826+2,0456241,3641.36%+741
HCA HEALTHCARE INC(HCA)02,700+2,70007310.73%+731
INTERCONTINENTAL EXCHANGE IN(ICE)2,0007,400+5,4002209500.95%+730
TJX COS INC NEW(TJX)07,744+7,74407260.72%+726
WALMART INC(WMT)1,3175,681+4,3642118960.89%+685
BAKER HUGHES COMPANY(BKR)018,900+18,90006460.64%+646
MATTEL INC(MAT)034,100+34,10006440.64%+644
ACCENTURE PLC IRELAND
SHS CLASS A
12,47612,627+1513,8324,4314.41%+599
VANGUARD INDEX FDS02,000+2,00004270.42%+427
AMAZON COM INC(AMZN)010,010+10,01001,5211.51%+1,521
HONEYWELL INTL INC(HON)01,310+1,31002750.27%+275
ESSEX PPTY TR INC(ESS)9,7109,350-3602,0592,3182.31%+259
UNITEDHEALTH GROUP INC(UNH)0490+49002580.26%+258
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
015,167+15,16702,3932.38%+2,393
EAGLE BANCORP INC MD(EGBN)08,000+8,00002410.24%+241
ELI LILLY & CO(LLY)2,6002,800+2001,3971,6321.62%+236
INTERNATIONAL BUSINESS MACHS(IBM)2,1003,235+1,1352955290.53%+234
MICRON TECHNOLOGY INC(MU)02,727+2,72702330.23%+233
SPDR SER TR
ST STR SP DIV
06,351+6,35107940.79%+794
GENERAL ELECTRIC CO(GE)6,8007,518+7187529600.95%+208
JPMORGAN CHASE & CO(JPM)03,400+3,40005780.58%+578
VISA INC(V)04,885+4,88501,2721.26%+1,272
SALESFORCE INC(CRM)05,058+5,05801,3311.32%+1,331
NVIDIA CORPORATION(NVDA)8061,025+2193515080.50%+157
WEC ENERGY GROUP INC(WEC)043,046+43,04603,6233.60%+3,623
MERCK & CO INC(MRK)07,784+7,78408490.84%+849
MCDONALDS CORP(MCD)03,351+3,35109940.99%+994
PROCTER AND GAMBLE CO(PG)2,5003,414+9143655000.50%+136
DANAHER CORPORATION(DHR)03,326+3,32607690.77%+769
SMITH A O CORP(AOS)6,0006,00003974950.49%+98
BALL CORP012,000+12,00006900.69%+690
CATERPILLAR INC(CAT)1,9502,110+1605326240.62%+92
POWERFLEET INC62,26662,26601292130.21%+84
VANGUARD WHITEHALL FDS9,7559,75501,0081,0891.08%+81
PHILIP MORRIS INTL INC(PM)2,8253,571+7462623360.33%+74
AMGEN INC(AMGN)2,3842,454+706417070.70%+66
ILLINOIS TOOL WKS INC(ITW)1,9001,90004384980.49%+60
ALPS ETF TR
BARRONS 400 ETF
10,00010,00005636220.62%+59
SCHWAB STRATEGIC TR10,00010,00004995570.55%+58
JOHNSON & JOHNSON(JNJ)03,944+3,94406180.61%+618
ISHARES TR4,0004,00006076610.66%+54
ELECTRONIC ARTS INC(EA)05,201+5,20107120.71%+712
WISDOMTREE TR(WT)9,0009,00005535970.59%+44
GENERAL DYNAMICS CORP(GD)1,0001,00002212600.26%+39
SCHWAB STRATEGIC TR5,0005,00003383770.37%+38
LIVEPERSON INC010,000+10,0000380.04%+38
PEPSICO INC(PEP)1,8072,019+2123063430.34%+37
DEERE & CO(DE)1,5001,50005666000.60%+34
ALPHABET INC(GOOG)12,20011,650-5501,6091,6421.63%+33
SCHWAB STRATEGIC TR3,0003,200+2002122440.24%+31
CME GROUP INC(CME)2,8912,89105796090.61%+30
ISHARES TR1,0001,00002492770.28%+28
VANGUARD INDEX FDS1,0001,00002122370.24%+25
BROADCOM INC(AVGO)330266-642742970.30%+23
VANGUARD SPECIALIZED FUNDS1,4701,47002282500.25%+22
BLACKROCK INC(BLK)720601-1194664870.48%+22
ABBVIE INC(ABBV)8,7098,511-1981,2981,3191.31%+21
ISHARES TR2,0002,00002152340.23%+19
CLOROX CO DEL(CLX)1,7561,743-132302490.25%+18
AMERICAN ELEC PWR CO INC3,0003,00002262440.24%+18
COLGATE PALMOLIVE CO(CL)08,605+8,60506860.68%+686
MICROSOFT CORP(MSFT)03,928+3,92801,4771.47%+1,477
KROGER CO(KR)015,000+15,00006860.68%+686
YUM BRANDS INC(YUM)05,203+5,20306800.68%+680
BRISTOL-MYERS SQUIBB CO(BMY)014,909+14,90907650.76%+765
UNITED PARCEL SERVICE INC(UPS)2,0102,01003133160.31%+3
EMCORE CORP18,00018,0000990.01%0
ABBOTT LABS2,8072,385-4222722630.26%-9
WASTE MGMT INC DEL(WM)03,303+3,30305910.59%+591
COSTCO WHSL CORP NEW(COST)1,025813-2125795370.53%-43
US FOODS HLDG CORP(USFD)17,80014,500-3,3007076580.65%-48
CISCO SYS INC(CSCO)015,659+15,65907910.79%+791
CONOCOPHILLIPS(COP)3,3212,286-1,0353982650.26%-133
ISHARES TR7,9005,750-2,1501,0718930.89%-178
MASTERCARD INCORPORATED(MA)5190-5192060-206
SNOWFLAKE INC(SNOW)1,4000-1,4002140-214
CVS HEALTH CORP(CVS)3,3360-3,3362330-233
BLACKSTONE INC(BX)000000
COMCAST CORP NEW(CCZ)5,3220-5,3222360-236
LOWES COS INC(LOW)1,2000-1,2002490-249
RLJ LODGING TR(RLJ)10,3760-10,3762500-250
RTX CORPORATION(RTX)3,8420-3,8422770-277
FEDEX CORP(FDX)1,0930-1,0932900-290
VANGUARD INDEX FDS2,0000-2,0003190-319
KIMBERLY-CLARK CORP(KMB)2,9050-2,9053510-351
ALPHABET INC(GOOG)000000
COCA COLA CO(KO)06,623+6,62303900.39%+390
DELTA AIR LINES INC DEL(DAL)17,7000-17,7006550-655
DARDEN RESTAURANTS INC(DRI)5,1000-5,1007300-730
HILTON WORLDWIDE HLDGS INC(HLT)000000
ISHARES TR06,750+6,75001,3551.35%+1,355
JUNIPER NETWORKS INC27,7890-27,7897720-772
ORACLE CORP(ORCL)7,4770-7,4777920-792
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