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Portfolio (Quarterly) Guide ↗

Kohmann Bosshard Financial Services, LLC

· CIK 0001696615
13F Portfolio $1.2B AUM 229 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 38 Added 44 Reduced 6 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES CORE U.S. 15,289.0 $1.5M 0.13% +601.0 +4.1% $98.98 -1.5%
22 IGRO ISHARES INTERNATIONAL 13,853.0 $1.2M 0.10% +1K +7.8% $87.93 +4.5%
23 EWG ISHARES MSCI GERMANY 29,307.0 $1.2M 0.10% +4K +14.7% $41.37 +6.2%
24 SPTS STATE STREET SPDR 39,979.0 $1.2M 0.10% +308.0 +0.8% $29.01 -0.2%
25 SHOP SHOPIFY INC F Technology 9,731.0 $1.1M 0.09% +77.0 +0.8% $114.18 +28.9%
26 SPSB STATE STREET SPDR 36,698.0 $1.1M 0.09% +5K +14.8% $30.01 -0.2%
27 XOM EXXON MOBIL CORP Energy 8,026.0 $1.1M 0.09% +568.0 +7.6% $136.71 +21.5%
28 IWY ISHARES RUSSELL TOP 200 3,666.0 $1.1M 0.09% +56.0 +1.6% $290.62 -2.1%
29 VO VANGUARD MID-CAP INDEX 12,825.0 $1.0M 0.09% +10K +299.4% $80.57 +2.4%
30 IWX ISHARES RUSSELL TOP 200 9,576.0 $1.0M 0.09% +178.0 +1.9% $105.16 +6.3%
31 MELI MERCADOLIBRE INC Consumer Cyclical 462.0 $784K 0.07% +3.0 +0.7% $1697.39 +13.2%
32 QUAL ISHARES MSCI USA QUALITY 2,824.0 $620K 0.05% +33.0 +1.2% $219.43 +1.3%
33 DAX GLOBAL X DAX GERMANY 11,795.0 $521K 0.04% +2K +17.1% $44.17 +6.3%
34 SCHB SCHWAB U.S. BROAD MARKET 15,239.0 $441K 0.04% +1K +7.3% $28.96 +1.8%
35 VOOG VANGUARD S&P 500 GROWTH 4,624.0 $382K 0.03% +4K +506.0% $82.62 +0.7%
36 BNDX VANGUARD TOTAL 7,840.0 $380K 0.03% +838.0 +12.0% $48.43 -1.6%
37 IWD ISHARES RUSSELL 1000 1,254.0 $304K 0.03% +27.0 +2.2% $242.39 +5.7%
38 AMERICAN BITCOIN CORP 18,683.0 $13K 0.00% +9K +86.8% $0.68
Page 2 of 2  ·  38 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 35.1%
Financial Services 25.0%
Industrials 10.5%
Communication Services 9.1%
Consumer Cyclical 6.2%
Healthcare 3.5%
Utilities 3.5%
Energy 3.0%
Basic Materials 2.0%
Consumer Defensive 1.8%