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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 22 of 55  ·  1,082 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SPYG ST STRT SPDR PRTL S&P 876.0 $93K 0.01% NEW $106.56 +10.3%
422 BMI BADGER METER INC Technology 534.0 $93K 0.01% NEW $174.41 -21.0%
423 TJX TJX COS INC NEW Consumer Cyclical 600.0 $92K 0.01% NEW $153.61 +1.7%
424 US TREASURY 103,000.0 $90K 0.01% NEW $0.87
425 US TREASURY 102,000.0 $89K 0.01% NEW $0.87
426 US TREASURY 95,000.0 $89K 0.01% NEW $0.93
427 VLO VALERO ENERGY CORP NEW Energy 545.0 $89K 0.01% NEW $162.79 +94.3%
428 AFL AFLAC INC Financial Services 801.0 $88K 0.01% NEW $110.22 +12.7%
429 COLUMBUS OHIO 80,000.0 $88K 0.01% NEW $1.10
430 SCYB SCHWAB HIGH YIELD BOND 3,331.0 $88K 0.01% NEW $26.42 -1.5%
431 AKRE AKRE FOCUS ETF 1,339.0 $88K 0.01% NEW $65.51 -17.3%
432 FIDELITY CONTRAFUND 3,583.0 $87K 0.01% NEW $24.30
433 KENTUCKY ST PPTY 80,000.0 $87K 0.01% NEW $1.08
434 BRC BRADY CORP Industrials 1,092.0 $86K 0.01% NEW $78.37 +19.7%
435 JANUS HENDERSON ENTERPRI 596.0 $85K 0.01% NEW $142.89
436 AMERICAN FUNDS CAPITAL W 1,190.0 $85K 0.01% NEW $71.37
437 US TREASURY 91,000.0 $85K 0.01% NEW $0.93
438 IEMG ISHARES CORE MSCI 1,262.0 $85K 0.01% NEW $67.19 +17.6%
439 COP CONOCOPHILLIPS Energy 905.0 $85K 0.01% NEW $93.61 +27.7%
440 VANGUARD TAX-MANAGED BAL 1,713.0 $84K 0.01% NEW $49.19
Page 22 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%