Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

BOSUN ASSET MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

BOSUN ASSET MANAGEMENT, LLC (CIK 1794972) reported $186.1M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($39.0M, 20.95%), AAPL ($30.7M, 16.47%), GS ($28.6M, 15.36%), CBOE ($20.5M, 11.00%), META ($13.0M, 7.01%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AMZNAMAZON COM INC$39.0M20.95%187,187Trimmed
2AAPLAPPLE INC$30.7M16.47%120,783Trimmed
3GSGOLDMAN SACHS GROUP INC$28.6M15.36%33,796Hold
4CBOECBOE GLOBAL MKTS INC$20.5M11.00%72,800Trimmed
5METAMETA PLATFORMS INC$13.0M7.01%22,800Hold
6SPYSPDR S&P 500 ETF TR$5.2M2.78%7,957Trimmed
7WECWEC ENERGY GROUP INC$5.0M2.68%43,000Hold
8GOOGALPHABET INC$2.6M1.42%9,201Hold
9IWMISHARES TR$2.4M1.31%9,810Hold
10BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M1.13%4,372Trimmed
11LLYELI LILLY & CO$2.0M1.09%2,213Hold
12RSPINVESCO EXCHANGE TRADED FD T$1.7M0.93%9,025Hold
13QQQINVESCO QQQ TR$1.6M0.87%2,800Added
14BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.77%2Hold
15CATCATERPILLAR INC$1.3M0.72%1,900Hold
16VYMVANGUARD WHITEHALL FDS$1.3M0.71%8,904Trimmed
17VTIVANGUARD INDEX FDS$1.3M0.68%3,921Added
18CMECME GROUP INC$1.2M0.63%4,000Hold
19JPMJPMORGAN CHASE & CO.$1.1M0.62%3,900Hold
20CRMSALESFORCE INC$1.1M0.60%5,970Added
21MUMICRON TECHNOLOGY INC$1.1M0.58%3,200Trimmed
22MSFTMICROSOFT CORP$1.0M0.56%2,800Hold
23DHRDANAHER CORPORATION$948,0000.51%5,000Hold
24DLNWISDOMTREE TR$937,4290.50%10,494Added
25BFORALPS ETF TR$893,7150.48%10,767Hold

Source: SEC Form 13F filings · as of 2026-03-31