BOS Asset Management, LLC
All 13F Filings
- Location
- Springfield, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 391,515
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/8/2026 | 200 | 391,515 | 13F-HR | BOS Asset Management, LLC |
| Q4 2025 | 1/9/2026 | 194 | 373,583 | 13F-HR | BOS Asset Management, LLC |
| Q3 2025 | 10/21/2025 | 190 | 354,879 | 13F-HR | BOS Asset Management, LLC |
| Q2 2025 | 7/16/2025 | 174 | 313,393 | 13F-HR | BOS Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 158.9 K | 40.7% | 0 | 127.7 K | -127.7 K |
| ETFs | 231.7 K | 59.3% | 149.8 K | 0 | 149.8 K |
| Other | 0 | 0.0% | 0 | 4.163 K | -4.163 K |
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Fund Snapshot
Q1 2026
Latest filed
4/8/2026
Total value ($000)
391,515
Holdings
200
QoQ value change ($000)
17,932
(4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.