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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 32 of 55  ·  1,082 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 T. ROWE PRICE GLOBAL MUL 3,359.0 $34K 0.00% NEW $10.04
622 XLF STE STRT FINCL SLCT 615.0 $34K 0.00% NEW $54.74 +2.6%
623 OTIS OTIS WORLDWIDE CORP Industrials 382.0 $33K 0.00% NEW $87.35 -19.7%
624 CRUS CIRRUS LOGIC INC Technology 280.0 $33K 0.00% NEW $118.50 +17.4%
625 PHYS SPROTT PHYSICAL GOLD ETV Financial Services 1,000.0 $33K 0.00% NEW $33.02 -5.0%
626 COF CAPITAL ONE FINL CORP Financial Services 136.0 $33K 0.00% NEW $242.37 -16.9%
627 SXT SENSIENT TECHNOLOGIES CO Basic Materials 350.0 $33K 0.00% NEW $93.95 +17.2%
628 US TREASURY 32,000.0 $32K 0.00% NEW $1.01
629 FRANKLIN CNTY OHIO 30,000.0 $32K 0.00% NEW $1.08
630 BDX BECTON DICKINSON & CO Healthcare 166.0 $32K 0.00% NEW $152.57 +0.1%
631 ASML ASML HLDG N V F Technology 30.0 $32K 0.00% NEW $1069.90 +68.4%
632 DES WISDOMTREE US SMALLCAP 953.0 $32K 0.00% NEW $33.45 +22.5%
633 GS GOLDMAN SACHS GROUP INC Financial Services 37.0 $31K 0.00% NEW $846.57 +30.1%
634 US TREASURY 31,000.0 $31K 0.00% NEW $1.01
635 EMLP FIRST TRUST NORTH 825.0 $31K 0.00% NEW $37.87 +17.6%
636 MPC MARATHON PETE CORP Energy 192.0 $31K 0.00% NEW $162.64 +96.4%
637 CLEVELAND OHIO INCO 30,000.0 $31K 0.00% NEW $1.03
638 XLI STATE STRT INDSTL SLCT 200.0 $31K 0.00% NEW $155.12 +15.7%
639 VNQI VANGUARD GLBAL EX US 669.0 $31K 0.00% NEW $45.84 -0.7%
640 FLAT ROCK CORE INCOME 1,551.0 $31K 0.00% NEW $19.67
Page 32 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%