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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 8 of 55  ·  1,082 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TD TORONTO DOMINION BK ON F Financial Services 6,140.0 $578K 0.05% NEW $94.20 +19.6%
142 IJK ISHARES S&P MID CAP 400 5,904.0 $572K 0.05% NEW $96.88 +16.5%
143 OEF ISHARES S&P 100 ETF 1,645.0 $564K 0.05% NEW $342.97 +9.3%
144 RWR ST SRT SPDR DOW JONES 5,727.0 $563K 0.05% NEW $98.23 +13.5%
145 QUAL ISHARES MSCI USA QLTY 2,791.0 $554K 0.05% NEW $198.62 +8.6%
146 T. ROWE PRICE GROWTH STO 4,919.0 $532K 0.05% NEW $108.19
147 T. ROWE PRICE VALUE I 11,055.0 $527K 0.05% NEW $47.68
148 US TREASURY 590,000.0 $527K 0.05% NEW $0.89
149 US TREASURY 555,000.0 $525K 0.05% NEW $0.95
150 VGK VANGUARD FTSE EUROPE 6,245.0 $522K 0.05% NEW $83.61 +6.6%
151 VONG VANGUARD RUSSELL 1000 4,209.0 $512K 0.05% NEW $121.74 +6.9%
152 DFUS DIMENSIONAL US EQUITY 6,766.0 $502K 0.04% NEW $74.17 +10.5%
153 JNJ JOHNSON & JOHNSON Healthcare 2,410.0 $499K 0.04% NEW $206.85 +11.7%
154 GLDM SPDR GOLD MINISHARES ETV Financial Services 5,839.0 $498K 0.04% NEW $85.37 +3.5%
155 CSCO CISCO SYS INC Technology 6,374.0 $491K 0.04% NEW $77.02 +54.9%
156 VYMI VANGUARD INTERNATNL HGH 5,446.0 $490K 0.04% NEW $90.00 +11.2%
157 CMI CUMMINS INC Industrials 941.0 $480K 0.04% NEW $510.00 +29.8%
158 AMERICAN FUNDS GROWTH FU 5,955.0 $479K 0.04% NEW $80.44
159 EQX EQUINOX GOLD CORP F Basic Materials 34,000.0 $477K 0.04% NEW $14.04 -12.3%
160 MONEY MARKET POOL 385,506.0 $468K 0.04% NEW $1.21
Page 8 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%