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Portfolio (Quarterly) Guide ↗

Kohmann Bosshard Financial Services, LLC

· CIK 0001696615
13F Portfolio $1.0B AUM 209 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 40 Added 56 Reduced 875 Exited
Page 10 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 WM WASTE MGMT INC DEL Industrials 508 $112K 0.01% SOLD
182 PENNSYLVANIA ST HIG 100,000 $110K 0.01% SOLD
183 LQD ISHARES IBOXX INVT GRADE 989 $109K 0.01% SOLD
184 VANGUARD EQUITY-INCOME A 1,169 $109K 0.01% SOLD
185 T. ROWE PRICE EQUITY IND 606 $108K 0.01% SOLD
186 PKW INVSC BUYBACK ACHIEVERS 800 $107K 0.01% SOLD
187 PPTA PERPETUA RES CORP F Basic Materials 4,400 $107K 0.01% SOLD
188 EPD ENTERPRISE PRODS PART LP Energy 3,300 $106K 0.01% SOLD
189 AMERICAN FUNDS AMCAP F3 2,259 $105K 0.01% SOLD
190 ELV ELEVANCE HEALTH INC Healthcare 300 $105K 0.01% SOLD
191 AMERICAN FUNDS FUNDAMENT 1,139 $104K 0.01% SOLD
192 NEE NEXTERA ENERGY INC Utilities 1,290 $104K 0.01% SOLD
193 VANGUARD DEVELOPED MARKE 5,119 $103K 0.01% SOLD
194 CEG CONSTELLATION ENERGY COR Utilities 289 $102K 0.01% SOLD
195 CLIFFWATER CORPORATE LEN 9,752 $102K 0.01% SOLD
196 STNG SCORPIO TANKERS INC F Energy 2,000 $102K 0.01% SOLD
197 PURDUE UNIV IND CTF 100,000 $101K 0.01% SOLD
198 FIDELITY SELECT SEMICOND 2,337 $101K 0.01% SOLD
199 BNY MELLON, NTNL 100,000 $101K 0.01% SOLD
200 PGIM JENNISON FOCUSED GR 2,988 $101K 0.01% SOLD
Page 10 of 44  ·  875 positions
Sector Allocation
Technology 32.2%
Financial Services 25.8%
Industrials 10.2%
Communication Services 9.3%
Consumer Cyclical 6.4%
Energy 4.1%
Utilities 3.8%
Healthcare 3.5%
Consumer Defensive 2.4%
Basic Materials 1.9%