Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 761 | KARO | KAROOOOO LTD F | Technology | 53 | $2K | — | SOLD |
| 762 | SCMB | SCHWAB MUNICIPAL BOND | — | 89 | $2K | — | SOLD |
| 763 | NCLH | NORWEGIAN CRUISE LINE F | Consumer Cyclical | 100 | $2K | — | SOLD |
| 764 | — | VANGUARD WINDSOR ADMIRAL | — | 29 | $2K | — | SOLD |
| 765 | — | METALLUS INC | — | 121 | $2K | — | SOLD |
| 766 | BW | BABCOCK & WILCOX ENTERPR | Industrials | 321 | $2K | — | SOLD |
| 767 | JCPB | JPMORGAN CORE PLUS BOND | — | 42 | $2K | — | SOLD |
| 768 | — | ASTRAZENECA PLC F | — | 21 | $2K | — | SOLD |
| 769 | — | BROWN FORMAN CORP | — | 68 | $2K | — | SOLD |
| 770 | HAL | HALLIBURTON CO | Energy | 59 | $2K | — | SOLD |
| 771 | MRCC | MONROE CAP CORP | Financial Services | 262 | $2K | — | SOLD |
| 772 | — | BLOCK INC A | — | 25 | $2K | — | SOLD |
| 773 | INTA | INTAPP INC | Technology | 35 | $2K | — | SOLD |
| 774 | — | DOUBLELINE LOW DURATION | — | 164 | $2K | — | SOLD |
| 775 | SNOW | SNOWFLAKE INC | Technology | 7 | $2K | — | SOLD |
| 776 | DAL | DELTA AIR LINES INC DEL | Industrials | 22 | $2K | — | SOLD |
| 777 | UPST | UPSTART HLDGS INC | Financial Services | 34 | $1K | — | SOLD |
| 778 | — | PIN OAK EQUITY | — | 17 | $1K | — | SOLD |
| 779 | ONON | ON HLDG AG F | Consumer Cyclical | 30 | $1K | — | SOLD |
| 780 | ETHE | GRAYSCALE ETHEREUM TRUST | Financial Services | 56 | $1K | — | SOLD |
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%