BOS Asset Management, LLC - Portfolio Stock Holdings

BOS Asset Management, LLC disclosed 220 stock positions in a recent SEC 13F filing. $428,603,076 of stock holdings were filed, with the largest holdings including YEAR, PULS, and TLT. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $933,176,944 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from corporations and other businesses.