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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 49 of 55  ·  1,082 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 SCHWAB TOTAL STOCK MARKE 154.0 $3K NEW $16.39
962 CLX CLOROX CO Consumer Defensive 25.0 $3K NEW $100.84 -4.2%
963 OFFICE PROPERTIES 25,000.0 $2K NEW $0.10
964 YUE YUEN INDUSTRIA ORDF 1,200.0 $2K NEW $2.05
965 CREDIT SUISSE FIRST 50,000.0 $2K NEW $0.05
966 KARO KAROOOOO LTD F Technology 53.0 $2K NEW $45.51 +4.7%
967 SCMB SCHWAB MUNICIPAL BOND 89.0 $2K NEW $25.76 -0.4%
968 NCLH NORWEGIAN CRUISE LINE F Consumer Cyclical 100.0 $2K NEW $22.32 -18.8%
969 VANGUARD WINDSOR ADMIRAL 29.0 $2K NEW $72.17
970 METALLUS INC 121.0 $2K NEW $17.17
971 BW BABCOCK & WILCOX ENTERPR Industrials 321.0 $2K NEW $6.34 +219.4%
972 JCPB JPMORGAN CORE PLUS BOND 42.0 $2K NEW $47.36 -0.9%
973 ASTRAZENECA PLC F 21.0 $2K NEW $89.57
974 BROWN FORMAN CORP 68.0 $2K NEW $26.07
975 HAL HALLIBURTON CO Energy 59.0 $2K NEW $28.27 +38.9%
976 MRCC MONROE CAP CORP Financial Services 262.0 $2K NEW $6.35 -20.1%
977 BLOCK INC A 25.0 $2K NEW $65.12
978 INTA INTAPP INC Technology 35.0 $2K NEW $45.86 -55.5%
979 DOUBLELINE LOW DURATION 164.0 $2K NEW $9.64
980 SNOW SNOWFLAKE INC Technology 7.0 $2K NEW $219.43 +11.6%
Page 49 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%