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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 44 of 55  ·  1,082 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 VALTERRA PLATINUM LTD F 613.0 $9K 0.00% NEW $14.00
862 CTVA CORTEVA INC Basic Materials 128.0 $9K 0.00% NEW $67.03 +29.7%
863 AMERICAN FUNDS NEW ECONO 116.0 $8K 0.00% NEW $73.22
864 SEZL SEZZLE INC Financial Services 133.0 $8K 0.00% NEW $63.48 +182.5%
865 TTEK TETRA TECH INC NEW Industrials 251.0 $8K 0.00% NEW $33.50 -8.9%
866 TVC TVA VAR Financial Services 333.0 $8K 0.00% NEW $24.05 -0.3%
867 JNK ST STRT SPDR BLMBG HGH 82.0 $8K 0.00% NEW $97.23 -1.4%
868 US TREASURY 8,000.0 $8K 0.00% NEW $0.99
869 CL COLGATE PALMOLIVE CO Consumer Defensive 100.0 $8K 0.00% NEW $79.02 +14.5%
870 BITW BITWISE 10 CRYPTO INDEX Financial Services 134.0 $8K 0.00% NEW $58.76 -27.2%
871 MOAT VANECK MORNINGSTAR WIDE 75.0 $8K 0.00% NEW $103.56 +1.4%
872 VOX VANGUARD COMMUNICATION 40.0 $8K 0.00% NEW $193.65 -3.1%
873 VANGUARD WELLINGTON INV 175.0 $8K 0.00% NEW $44.19
874 VANGUARD EXPLORER ADM 72.0 $8K 0.00% NEW $106.00
875 DFH DREAM FINDERS HOMES INC Consumer Cyclical 441.0 $8K 0.00% NEW $17.10 -10.9%
876 SPIB ST SRT SPDR PRTFL INTDT 222.0 $8K 0.00% NEW $33.81 -1.9%
877 HTRB HARTFORD TOTAL RETURN 219.0 $7K 0.00% NEW $34.15 -2.1%
878 NESTLE SA CHAM ET ORDF 75.0 $7K 0.00% NEW $99.65
879 AWK AMERICAN WTR WKS CO INC Utilities 57.0 $7K 0.00% NEW $130.51 +0.8%
880 SPTI ST STRT SPDR PRTFL INTDT 255.0 $7K 0.00% NEW $28.84 -2.5%
Page 44 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%