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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 29 of 55  ·  1,082 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LH LABCORP HLDGS INC Healthcare 180.0 $45K 0.00% NEW $250.88 +11.9%
562 OXY OCCIDENTAL PETE CORP Energy 1,092.0 $45K 0.00% NEW $41.12 +39.7%
563 TOST TOAST INC Technology 1,261.0 $45K 0.00% NEW $35.51 -17.1%
564 WILLOUGHBY OHIO 50,000.0 $45K 0.00% NEW $0.89
565 MASI MASIMO CORP Healthcare 342.0 $44K 0.00% NEW $130.06 +38.4%
566 BBLU EA BRIDGEWAY BLUE CHIP 2,894.0 $44K 0.00% NEW $15.26 +9.4%
567 BANK OF AMERICA 44,000.0 $44K 0.00% NEW $1.00
568 LMT LOCKHEED MARTIN CORP Industrials 91.0 $44K 0.00% NEW $481.04 +7.1%
569 CARR CARRIER GLOBAL CORP Industrials 825.0 $44K 0.00% NEW $52.84 +28.2%
570 DODGE & COX INCOME I 6,260.0 $44K 0.00% NEW $6.96
571 US TREASURY 44,000.0 $44K 0.00% NEW $0.99
572 FIDELITY EQUITY-INCOME 511.0 $43K 0.00% NEW $83.47
573 KNOXVILLE TENN WTR 40,000.0 $43K 0.00% NEW $1.06
574 BTI BRITISH AMERN TOB PLC F Consumer Defensive 750.0 $42K 0.00% NEW $56.62 +9.6%
575 IAU ISHARES GOLD ETF Financial Services 523.0 $42K 0.00% NEW $81.17 -4.2%
576 VONE VANGUARD RUSSELL 1000 137.0 $42K 0.00% NEW $309.04 +9.5%
577 JOHNSTON CNTY N C 40,000.0 $42K 0.00% NEW $1.06
578 IBIT ISHARES BITCOIN ETF Financial Services 850.0 $42K 0.00% NEW $49.65 -25.0%
579 COLORADO ST CTFS PA 40,000.0 $42K 0.00% NEW $1.05
580 QCOM QUALCOMM INC Technology 245.0 $42K 0.00% NEW $171.05 +2.9%
Page 29 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%