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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 9 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WELL WELLTOWER INC Real Estate 1,519.0 $300K 0.03% $197.71 +10.3%
162 FREL FIDELITY MSCI REAL 11,131.0 $300K 0.03% $26.91 +9.5%
163 HSBC HSBC HLDGS PLC F Financial Services 3,544.0 $292K 0.03% -169.0 -4.5% $82.49 +14.8%
164 TTD THE TRADE DESK INC Technology 12,290.0 $279K 0.03% $22.69 -1.8%
165 AON AON PLC F Financial Services 859.0 $277K 0.03% $322.78 -1.3%
166 PFFD GLOBAL X U.S. PREFERRED 14,972.0 $275K 0.03% $18.40 +3.0%
167 DUK DUKE ENERGY CORP NEW Utilities 2,013.0 $264K 0.03% $130.94 -4.3%
168 IWD ISHARES RUSSELL 1000 1,227.0 $262K 0.03% $213.60 +11.4%
169 LIN LINDE PLC F Basic Materials 526.0 $261K 0.03% +14.0 +2.7% $495.76 +2.4%
170 TDG TRANSDIGM GROUP INC Industrials 223.0 $258K 0.03% $1158.96 +7.1%
171 VGIT VANGUARD INTER-TERM 4,310.0 $257K 0.03% $59.55 -1.0%
172 ISCV ISHARES MORNINGSTAR 3,681.0 $256K 0.03% $69.51 +8.6%
173 DGRW WISDOMTREE U.S. QUALITY 2,893.0 $254K 0.03% $87.84 +9.8%
174 STE STERIS PLC F Healthcare 1,135.0 $251K 0.02% $221.13 -3.7%
175 VOOV VANGUARD S&P 500 VALUE 1,219.0 $248K 0.02% $203.79 +8.1%
176 MRK MERCK & CO. INC. Healthcare 2,062.0 $248K 0.02% $120.29 -0.0%
177 PEP PEPSICO INC Consumer Defensive 1,591.0 $247K 0.02% $155.29 -4.9%
178 MTUM ISHARES MSCI USA 1,029.0 $247K 0.02% $239.99 +30.6%
179 BSMQ INVESCO BULLETSHARES (R) 10,302.0 $243K 0.02% $23.62 -0.3%
180 EEMS ISHARES MSCI EMERGING 3,498.0 $242K 0.02% $69.18 +12.2%
Page 9 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%