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Portfolio (Quarterly) Guide ↗

Kohmann Bosshard Financial Services, LLC

· CIK 0001696615
13F Portfolio $1.1B AUM 17,506 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1082 New
Page 17 of 55  ·  1,082 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WEST VIRGINIA S 160,000.0 $157K 0.01% NEW $0.98
322 SFL SFL CORP LTD F Industrials 20,000.0 $156K 0.01% NEW $7.81 +46.5%
323 PTON PELOTON INTERACTIVE INC Consumer Cyclical 25,200.0 $155K 0.01% NEW $6.16 +3.2%
324 AMERICAN FUNDS INVMT CO 2,462.0 $154K 0.01% NEW $62.57
325 DRI DARDEN RESTAURANTS INC Consumer Cyclical 834.0 $153K 0.01% NEW $184.02 +5.1%
326 VZ VERIZON COMMUNICATIONS I Communication Services 3,703.0 $151K 0.01% NEW $40.73 +7.5%
327 BALANCED POOL 1,548.0 $150K 0.01% NEW $97.13
328 T. ROWE PRICE ALL-CAP OP 1,870.0 $148K 0.01% NEW $78.96
329 US TREASURY 141,000.0 $147K 0.01% NEW $1.05
330 ESGV VANGUARD ESG US STOCK 1,207.0 $146K 0.01% NEW $120.96 +9.6%
331 ROK ROCKWELL AUTOMATION INC Industrials 372.0 $145K 0.01% NEW $388.88 +19.5%
332 ITW ILLINOIS TOOL WKS INC Industrials 586.0 $144K 0.01% NEW $246.30 +10.4%
333 LRCX LAM RESH CORP Technology 843.0 $144K 0.01% NEW $171.18 +88.1%
334 SMH VANECK SEMICONDUCTOR 400.0 $144K 0.01% NEW $360.13 +62.2%
335 WFC WELLS FARGO & CO Financial Services 1,542.0 $144K 0.01% NEW $93.20 -5.8%
336 FLAT ROCK ENHANCED INCOM 6,547.0 $143K 0.01% NEW $21.88
337 HARBOR CAPITAL APPRECIAT 1,218.0 $142K 0.01% NEW $116.53
338 COLUMBIA DIVIDEND INCOME 3,797.0 $141K 0.01% NEW $37.01
339 ENB ENBRIDGE INC F Energy 2,916.0 $139K 0.01% NEW $47.83 +16.0%
340 SDOG ALPS SECTOR DIVIDEND 2,282.0 $138K 0.01% NEW $60.47 +17.4%
Page 17 of 55  ·  1,082 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Financial Services 22.9%
Industrials 9.8%
Communication Services 8.6%
Consumer Cyclical 6.7%
Basic Materials 6.0%
Healthcare 4.8%
Utilities 3.5%
Energy 3.5%
Consumer Defensive 2.5%