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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 46 of 55  ·  1,082 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 IP INTERNTNL PAPER CO Consumer Cyclical 145.0 $6K 0.00% NEW $39.39 -15.4%
902 CPB THE CAMPBELL'S CO Consumer Defensive 204.0 $6K 0.00% NEW $27.87 -25.4%
903 CGGR CAPITAL GROUP GROWTH 126.0 $6K 0.00% NEW $44.48 +6.9%
904 LORD ABBETT BOND DEBENTU 769.0 $6K NEW $7.25
905 ALC ALCON INC F Healthcare 71.0 $6K NEW $78.27 -16.1%
906 FORD MOTOR CO 5,000.0 $6K NEW $1.10
907 HARTFORD SCHRODERS INTER 253.0 $5K NEW $21.64
908 WRBY WARBY PARKER INC Healthcare 247.0 $5K NEW $21.79 +17.8%
909 AVXL ANAVEX LIFE SCIENCES COR Healthcare 1,500.0 $5K NEW $3.56 -17.4%
910 AUSTIN TEX WTR & WA 5,000.0 $5K NEW $1.04
911 KMB KIMBERLY CLARK CORP Consumer Defensive 52.0 $5K NEW $100.17 -0.0%
912 FIRST EAGLE GLOBAL R6 64.0 $5K NEW $80.73
913 HWM HOWMET AEROSPACE INC Industrials 25.0 $5K NEW $205.04 +26.8%
914 TTAN SERVICETITAN INC Technology 48.0 $5K NEW $106.52 -38.2%
915 LEU CENTRUS ENERGY CORP Energy 21.0 $5K NEW $242.81 -23.6%
916 VDC VANGUARD CONSUMER 24.0 $5K NEW $211.25 +8.0%
917 RIOT RIOT PLATFORMS INC Financial Services 400.0 $5K NEW $12.67 +118.9%
918 MP MP MATLS CORP Basic Materials 100.0 $5K NEW $50.52 +32.3%
919 CDNS CADENCE DESIGN SYS INC Technology 16.0 $5K NEW $302.81 +23.5%
920 DOUBLELINE TOTAL RETURN 543.0 $5K NEW $8.92
Page 46 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%