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Portfolio (Quarterly) Guide ↗

Kohmann Bosshard Financial Services, LLC

· CIK 0001696615
13F Portfolio $1.0B AUM 209 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 40 Added 56 Reduced 875 Exited
Page 7 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VYMI VANGUARD INTERNATIONAL 5,395.0 $508K 0.05% -51.0 -0.9% $94.24 +6.7%
122 CMI CUMMINS INC Industrials 941.0 $506K 0.05% $537.73 +24.2%
123 BSX BOSTON SCIENTIFIC CORP Healthcare 8,063.0 $506K 0.05% -3K -27.3% $62.75 -19.6%
124 HON HONEYWELL INTL INC Industrials 2,211.0 $500K 0.05% $225.98 +2.5%
125 CSCO CISCO SYS INC Technology 6,293.0 $488K 0.05% -81.0 -1.3% $77.59 +54.2%
126 BX BLACKSTONE INC Financial Services 4,243.0 $488K 0.05% -100.0 -2.3% $114.99 +2.6%
127 ETN EATON CORP PLC F Industrials 1,291.0 $462K 0.04% $357.67 +13.6%
128 VONG VANGUARD RUSSELL 1000 4,209.0 $462K 0.04% $109.68 +18.0%
129 PSX PHILLIPS 66 Energy 2,468.0 $450K 0.04% $182.18 -4.1%
130 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,347.0 $440K 0.04% $326.95 +18.0%
131 DFUS DIMENSIONAL U.S. EQUITY 6,097.0 $432K 0.04% -669.0 -9.9% $70.91 +15.3%
132 EFA ISHARES MSCI EAFE ETF 4,410.0 $428K 0.04% $97.13 +7.9%
133 CINF CINCINNATI FINL CORP Financial Services 2,707.0 $426K 0.04% $157.35 +3.6%
134 DAX GLOBAL X DAX GERMANY 10,071.0 $425K 0.04% $42.16 +9.8%
135 MCD MCDONALDS CORP Consumer Cyclical 1,315.0 $409K 0.04% $310.79 -9.6%
136 USHY ISHARES BROAD USD HIGH 11,015.0 $406K 0.04% -180.0 -1.6% $36.84 +0.7%
137 IJS ISHARES S&P SMALL-CAP 3,323.0 $394K 0.04% $118.45 +11.0%
138 FLRN STATE STREET SPDR 12,759.0 $393K 0.04% +4K +48.2% $30.78 +0.2%
139 KMI KINDER MORGAN INC DEL Energy 11,281.0 $378K 0.04% $33.53 -3.9%
140 LLY ELI LILLY AND CO Healthcare 406.0 $373K 0.04% +10.0 +2.5% $919.86 +17.7%
Page 7 of 11  ·  209 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 32.2%
Financial Services 25.8%
Industrials 10.2%
Communication Services 9.3%
Consumer Cyclical 6.4%
Energy 4.1%
Utilities 3.8%
Healthcare 3.5%
Consumer Defensive 2.4%
Basic Materials 1.9%