BOS Asset Management, LLC - Portfolio Stock Holdings

BOS Asset Management, LLC disclosed 202 stock positions in a recent SEC 13F filing. $413,983,797 of stock holdings were filed, with the largest holdings including YEAR, PULS, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,031,382,470 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from corporations and other businesses.