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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 21 of 55  ·  1,082 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BNY MELLON, NTNL 100,000.0 $101K 0.01% NEW $1.01
402 PGIM JENNISON FOCUSED GR 2,988.0 $101K 0.01% NEW $33.72
403 AMERICAN FUNDS CAPITAL I 1,307.0 $100K 0.01% NEW $76.82
404 US TREASURY 100,000.0 $100K 0.01% NEW $1.00
405 MORGAN STANLEY VAR 100,000.0 $100K 0.01% NEW $1.00
406 CAPITAL ONE FINL VAR 100,000.0 $100K 0.01% NEW $1.00
407 PAYX PAYCHEX INC Industrials 876.0 $98K 0.01% NEW $112.18 -0.8%
408 LECO LINCOLN ELEC HLDGS INC Industrials 406.0 $97K 0.01% NEW $239.45 +4.5%
409 DFA US LARGE CAP VALUE I 1,724.0 $97K 0.01% NEW $56.30
410 NEU NEWMARKET CORP Basic Materials 140.0 $96K 0.01% NEW $687.26 +12.8%
411 MDT MEDTRONIC PLC F Healthcare 1,000.0 $96K 0.01% NEW $96.06 -14.5%
412 CANAL WINCHESTER OH 125,000.0 $96K 0.01% NEW $0.77
413 TIPX ST SRT SPDR BMBG 1 10 5,000.0 $95K 0.01% NEW $19.08 -1.9%
414 PSA PUBLIC STORAGE Real Estate 366.0 $95K 0.01% NEW $259.50 +20.0%
415 IAUX I-80 GOLD CORP F Basic Materials 65,000.0 $95K 0.01% NEW $1.46 -3.8%
416 T. ROWE PRICE SMALL-CAP 1,858.0 $95K 0.01% NEW $51.02
417 AEE AMEREN CORP Utilities 943.0 $94K 0.01% NEW $99.86 +11.6%
418 EMR EMERSON ELEC CO Industrials 707.0 $94K 0.01% NEW $132.72 +5.4%
419 SYY SYSCO CORP Consumer Defensive 1,272.0 $94K 0.01% NEW $73.69 +11.7%
420 FITB FIFTH THIRD BANCORP Financial Services 2,000.0 $94K 0.01% NEW $46.81 +23.3%
Page 21 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%