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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 9 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 MO ALTRIA GROUP INC Consumer Defensive 2,207 $127K 0.01% SOLD
162 AMERICAN FUNDS NEW PERSP 1,737 $123K 0.01% SOLD
163 XLY STATE STRT CONS DSRY SLT 1,008 $120K 0.01% SOLD
164 US TREASURY 112,000 $120K 0.01% SOLD
165 MFS MID CAP VALUE I 3,849 $120K 0.01% SOLD
166 EWX SPDR S&P EMERGING MRKT 1,825 $120K 0.01% SOLD
167 SKEENA RES LTD NEW F 5,000 $119K 0.01% SOLD
168 PM PHILIP MORRIS INTL INC Consumer Defensive 739 $118K 0.01% SOLD
169 DIS DISNEY WALT CO Communication Services 1,028 $117K 0.01% SOLD
170 US TREASURY 106,000 $117K 0.01% SOLD
171 EMXC ISHARES MSCI EMERGING 1,600 $116K 0.01% SOLD
172 SCHWAB 1000 INDEX 7,969 $116K 0.01% SOLD
173 BLK BLACKROCK INC NEW Financial Services 109 $116K 0.01% SOLD
174 DFA INTERMEDIATE GOVT FI 10,279 $115K 0.01% SOLD
175 BASF SE F 8,800 $114K 0.01% SOLD
176 NDSN NORDSON CORP Industrials 471 $113K 0.01% SOLD
177 TSCO TRACTOR SUPPLY CO Consumer Cyclical 2,250 $113K 0.01% SOLD
178 NKE NIKE INC Consumer Cyclical 1,766 $112K 0.01% SOLD
179 MFS VALUE R6 2,253 $112K 0.01% SOLD
180 LOW LOWES COS INC Consumer Cyclical 463 $112K 0.01% SOLD
Page 9 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%