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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 31 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Status
601 DELL DELL TECHNOLOGIES INC Technology 97 $12K 0.00% SOLD
602 PNC PNC FINL SERVICES Financial Services 58 $12K 0.00% SOLD
603 VEEV VEEVA SYS INC Healthcare 54 $12K 0.00% SOLD
604 EXC EXELON CORP Utilities 275 $12K 0.00% SOLD
605 US TREASURY 12,000 $12K 0.00% SOLD
606 FRANKLIN CONVERTIBLE SEC 492 $12K 0.00% SOLD
607 IHAK ISHARES CYBERSECURITY 242 $12K 0.00% SOLD
608 PGIM JENNISON NATURAL RE 159 $12K 0.00% SOLD
609 NEA NUVEEN AMT FREE QUALITY Financial Services 1,000 $12K 0.00% SOLD
610 TENCENT HLDGS LTD F 150 $11K 0.00% SOLD
611 YUMC YUM CHINA HLDGS INC Consumer Cyclical 240 $11K 0.00% SOLD
612 ADVISORS DISCIPLINED 22 $11K 0.00% SOLD
613 NEXTERA ENERGY C 11,000 $11K 0.00% SOLD
614 HEI HEICO CORP NEW Industrials 35 $11K 0.00% SOLD
615 MFS RESEARCH INTERNATION 417 $11K 0.00% SOLD
616 FDIQ INVSC KBW REGIONAL 182 $11K 0.00% SOLD
617 B BARRICK MNG CORP F Basic Materials 255 $11K 0.00% SOLD
618 VHT VANGUARD HEALTH CARE 38 $11K 0.00% SOLD
619 BANK OF AMERICA C VAR 27 11,000 $11K 0.00% SOLD
620 M&T BANK CORP VAR 29 10,000 $11K 0.00% SOLD
Page 31 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%