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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 48 of 55  ·  1,082 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 KLARNA GROUP PLC F 126.0 $4K NEW $28.91
942 DKNG DRAFTKINGS INC NEW Consumer Cyclical 100.0 $3K NEW $34.46 -28.8%
943 CENCORA INC 10.0 $3K NEW $336.40
944 ACHR ARCHER AVIATION INC Industrials 439.0 $3K NEW $7.52 -9.5%
945 VLTO VERALTO CORP Industrials 33.0 $3K NEW $99.79 -15.4%
946 BND VANGUARD TOTAL BOND 44.0 $3K NEW $74.11 -0.9%
947 PCT PURECYCLE TECHNOLOGI EQU Industrials 378.0 $3K NEW $8.59 +49.8%
948 EATON VANCE GLBL MACR AB 362.0 $3K NEW $8.81
949 VPU VANGUARD UTILITIES ETF 17.0 $3K NEW $185.06 +4.6%
950 VT VANGUARD TOTAL WORLD 23.0 $3K NEW $135.61 +16.4%
951 CCL CARNIVAL CORP F Consumer Cyclical 100.0 $3K NEW $30.54 -8.5%
952 DRIV GLOBAL X AUTONOM 102.0 $3K NEW $29.58 +42.2%
953 AXIS CAPITAL H 150.0 $3K NEW $19.94
954 SLB SLB LIMITED F Energy 78.0 $3K NEW $38.14 +44.5%
955 HENNESSY FOCUS INSTITUTI 76.0 $3K NEW $38.53
956 HYG ISHARES IBOXX HIGH YIELD 36.0 $3K NEW $80.64 -0.5%
957 EA ELECTRONIC ARTS INC Communication Services 15.0 $3K NEW $193.27 +4.1%
958 FORTINET INC 37.0 $3K NEW $78.19
959 HIGHLANDS REIT INC 9,042.0 $3K NEW $0.31
960 ANET ARISTA NETWORKS INC Technology 21.0 $3K NEW $131.05 +18.5%
Page 48 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%