# EDGAR Filing Document

**Accession Number:** 0001906275
**File Stem:** 0001906275-23-000001
**Filing Date:** 2023-1
**Character Count:** 12115
**Document Hash:** 7c3842a350c849d7ebeaddebc0ad0c6d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001906275-23-000001.hdr.sgml**: 20230120

**ACCESSION NUMBER**: 0001906275-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230120

**DATE AS OF CHANGE**: 20230120

**EFFECTIVENESS DATE**: 20230120

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bowman & Co S.C.
- **CENTRAL INDEX KEY:** 0001906275
- **IRS NUMBER:** 391870264
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21542
- **FILM NUMBER:** 23540126

**BUSINESS ADDRESS:**
- **STREET 1:** 530 N KOELLER ST
- **CITY:** OSHKOSH
- **STATE:** WI
- **ZIP:** 54902
- **BUSINESS PHONE:** 920-233-4650

**MAIL ADDRESS:**
- **STREET 1:** 530 N KOELLER ST
- **CITY:** OSHKOSH
- **STATE:** WI
- **ZIP:** 54902

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Bowman  Co S.C.<br>**Address:** 530 N Koeller St<br>Oshkosh, WI 54902

**Form 13F File Number:** 028-21542

**CRD Number (if applicable):** 000305030

**SEC File Number (if applicable):** 801-117229

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kristie R. Hennes<br>**Title:** CCO<br>**Phone:** 920-233-4650

**Signature, Place, and Date of Signing:**

/s/ Kristie R. Hennes  Oshkosh, WI  01-20-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 88

**Form 13F Information Table Value Total:** $129008895

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 1266400 | 4108 | SH |  | SOLE |  | 0 | 0 | 4108 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 250280 | 4533 | SH |  | SOLE |  | 0 | 0 | 4533 |
| ALLSTATE CORP | COM | 020002101 |  | 625315 | 4611 | SH |  | SOLE |  | 0 | 0 | 4611 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 538379 | 6102 | SH |  | SOLE |  | 0 | 0 | 6102 |
| AMAZON COM INC | COM | 023135106 |  | 311304 | 3706 | SH |  | SOLE |  | 0 | 0 | 3706 |
| AMCOR PLC | ORD | G0250X107 |  | 190739 | 16015 | SH |  | SOLE |  | 0 | 0 | 16015 |
| APPLE INC | COM | 037833100 |  | 2793198 | 21498 | SH |  | SOLE |  | 0 | 0 | 21498 |
| BEST BUY INC | COM | 086516101 |  | 620157 | 7732 | SH |  | SOLE |  | 0 | 0 | 7732 |
| BK OF AMERICA CORP | 7.25%CNV PFD L | 060505682 |  | 345267 | 298 | SH |  | SOLE |  | 0 | 0 | 298 |
| BROADCOM INC | COM | 11135F101 |  | 1551219 | 2774 | SH |  | SOLE |  | 0 | 0 | 2774 |
| CHEVRON CORP NEW | COM | 166764100 |  | 409237 | 2280 | SH |  | SOLE |  | 0 | 0 | 2280 |
| CHUBB LIMITED | COM | H1467J104 |  | 1468283 | 6656 | SH |  | SOLE |  | 0 | 0 | 6656 |
| CISCO SYS INC | COM | 17275R102 |  | 1005238 | 21101 | SH |  | SOLE |  | 0 | 0 | 21101 |
| CME GROUP INC | COM | 12572Q105 |  | 826226 | 4913 | SH |  | SOLE |  | 0 | 0 | 4913 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 671811 | 19211 | SH |  | SOLE |  | 0 | 0 | 19211 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 737812 | 5334 | SH |  | SOLE |  | 0 | 0 | 5334 |
| DEERE  CO | COM | 244199105 |  | 304848 | 711 | SH |  | SOLE |  | 0 | 0 | 711 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 1355948 | 22044 | SH |  | SOLE |  | 0 | 0 | 22044 |
| EATON CORP PLC | SHS | G29183103 |  | 1566503 | 9981 | SH |  | SOLE |  | 0 | 0 | 9981 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 339102 | 4545 | SH |  | SOLE |  | 0 | 0 | 4545 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 489291 | 4436 | SH |  | SOLE |  | 0 | 0 | 4436 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 1147871 | 22907 | SH |  | SOLE |  | 0 | 0 | 22907 |
| FISERV INC | COM | 337738108 |  | 335249 | 3317 | SH |  | SOLE |  | 0 | 0 | 3317 |
| HALLIBURTON CO | COM | 406216101 |  | 705305 | 17924 | SH |  | SOLE |  | 0 | 0 | 17924 |
| HOME DEPOT INC | COM | 437076102 |  | 1804237 | 5712 | SH |  | SOLE |  | 0 | 0 | 5712 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 498791 | 4862 | SH |  | SOLE |  | 0 | 0 | 4862 |
| INVESCO EXCH TRADED FD TR II | S SMALLCAP 600 | 46138G664 |  | 1155852 | 10650 | SH |  | SOLE |  | 0 | 0 | 10650 |
| INVESCO EXCH TRADED FD TR II | S MDCP 400 REV | 46138G672 |  | 217322 | 2531 | SH |  | SOLE |  | 0 | 0 | 2531 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 608114 | 2968 | SH |  | SOLE |  | 0 | 0 | 2968 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 272421 | 5833 | SH |  | SOLE |  | 0 | 0 | 5833 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 393062 | 3725 | SH |  | SOLE |  | 0 | 0 | 3725 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 9713671 | 134725 | SH |  | SOLE |  | 0 | 0 | 134725 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 247040 | 1693 | SH |  | SOLE |  | 0 | 0 | 1693 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 4181595 | 67839 | SH |  | SOLE |  | 0 | 0 | 67839 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 |  | 340417 | 6993 | SH |  | SOLE |  | 0 | 0 | 6993 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 436320 | 4610 | SH |  | SOLE |  | 0 | 0 | 4610 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1271786 | 5258 | SH |  | SOLE |  | 0 | 0 | 5258 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1595822 | 27279 | SH |  | SOLE |  | 0 | 0 | 27279 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 12222158 | 126015 | SH |  | SOLE |  | 0 | 0 | 126015 |
| ISHARES TR | CORE S ETF | 464287200 |  | 266447 | 693 | SH |  | SOLE |  | 0 | 0 | 693 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1229693 | 6961 | SH |  | SOLE |  | 0 | 0 | 6961 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2347054 | 17502 | SH |  | SOLE |  | 0 | 0 | 17502 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 734061 | 4291 | SH |  | SOLE |  | 0 | 0 | 4291 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 409224 | 3015 | SH |  | SOLE |  | 0 | 0 | 3015 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 379123 | 1821 | SH |  | SOLE |  | 0 | 0 | 1821 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 459484 | 1852 | SH |  | SOLE |  | 0 | 0 | 1852 |
| MARATHON PETE CORP | COM | 56585A102 |  | 1758053 | 15105 | SH |  | SOLE |  | 0 | 0 | 15105 |
| MCDONALDS CORP | COM | 580135101 |  | 213217 | 809 | SH |  | SOLE |  | 0 | 0 | 809 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 543486 | 6993 | SH |  | SOLE |  | 0 | 0 | 6993 |
| MERCK  CO INC | COM | 58933Y105 |  | 1684953 | 15187 | SH |  | SOLE |  | 0 | 0 | 15187 |
| MICROSOFT CORP | COM | 594918104 |  | 2803572 | 11690 | SH |  | SOLE |  | 0 | 0 | 11690 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 1634367 | 6342 | SH |  | SOLE |  | 0 | 0 | 6342 |
| NICOLET BANKSHARES INC | COM | 65406E102 |  | 1451300 | 18189 | SH |  | SOLE |  | 0 | 0 | 18189 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 540282 | 3419 | SH |  | SOLE |  | 0 | 0 | 3419 |
| ORACLE CORP | COM | 68389X105 |  | 224131 | 2742 | SH |  | SOLE |  | 0 | 0 | 2742 |
| OSHKOSH CORP | COM | 688239201 |  | 405375 | 4597 | SH |  | SOLE |  | 0 | 0 | 4597 |
| PIONEER NAT RES CO | COM | 723787107 |  | 919742 | 4027 | SH |  | SOLE |  | 0 | 0 | 4027 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 427400 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 243661 | 946 | SH |  | SOLE |  | 0 | 0 | 946 |
| S GLOBAL INC | COM | 78409V104 |  | 496889 | 1484 | SH |  | SOLE |  | 0 | 0 | 1484 |
| SALESFORCE INC | COM | 79466L302 |  | 321266 | 2423 | SH |  | SOLE |  | 0 | 0 | 2423 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 529971 | 16454 | SH |  | SOLE |  | 0 | 0 | 16454 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 763558 | 16726 | SH |  | SOLE |  | 0 | 0 | 16726 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 5429718 | 158764 | SH |  | SOLE |  | 0 | 0 | 158764 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 241441 | 631 | SH |  | SOLE |  | 0 | 0 | 631 |
| SPDR SER TR | S DIVID ETF | 78464A763 |  | 297633 | 2379 | SH |  | SOLE |  | 0 | 0 | 2379 |
| SPDR SER TR | NUVEEN BLOOMBERG | 78464A284 |  | 267670 | 5466 | SH |  | SOLE |  | 0 | 0 | 5466 |
| STERIS PLC | SHS USD | G8473T100 |  | 319756 | 1731 | SH |  | SOLE |  | 0 | 0 | 1731 |
| TJX COS INC NEW | COM | 872540109 |  | 719509 | 9039 | SH |  | SOLE |  | 0 | 0 | 9039 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 735035 | 4373 | SH |  | SOLE |  | 0 | 0 | 4373 |
| UNION PAC CORP | COM | 907818108 |  | 1277464 | 6169 | SH |  | SOLE |  | 0 | 0 | 6169 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 949383 | 1791 | SH |  | SOLE |  | 0 | 0 | 1791 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 13204530 | 37583 | SH |  | SOLE |  | 0 | 0 | 37583 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 411022 | 2050 | SH |  | SOLE |  | 0 | 0 | 2050 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 234954 | 1103 | SH |  | SOLE |  | 0 | 0 | 1103 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 577645 | 2834 | SH |  | SOLE |  | 0 | 0 | 2834 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 15278909 | 108847 | SH |  | SOLE |  | 0 | 0 | 108847 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 854573 | 5381 | SH |  | SOLE |  | 0 | 0 | 5381 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 4019059 | 81210 | SH |  | SOLE |  | 0 | 0 | 81210 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 915881 | 6031 | SH |  | SOLE |  | 0 | 0 | 6031 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 3230031 | 29850 | SH |  | SOLE |  | 0 | 0 | 29850 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 609942 | 15481 | SH |  | SOLE |  | 0 | 0 | 15481 |
| VICTORY PORTFOLIOS II | VCSHS US 500 ENH | 92647N782 |  | 600121 | 9375 | SH |  | SOLE |  | 0 | 0 | 9375 |
| VISA INC | COM CL A | 92826C839 |  | 626152 | 3014 | SH |  | SOLE |  | 0 | 0 | 3014 |
| WALMART INC | COM | 931142103 |  | 1400948 | 9880 | SH |  | SOLE |  | 0 | 0 | 9880 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 201945 | 2154 | SH |  | SOLE |  | 0 | 0 | 2154 |
| WELLS FARGO CO NEW | PERP PFD CNV A | 949746804 |  | 754356 | 637 | SH |  | SOLE |  | 0 | 0 | 637 |
| WELLTOWER INC | COM | 95040Q104 |  | 251319 | 3834 | SH |  | SOLE |  | 0 | 0 | 3834 |

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