Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | — | US TREASURY | — | 55,000 | $55K | 0.01% | SOLD |
| 302 | — | US TREASURY | — | 58,000 | $55K | 0.01% | SOLD |
| 303 | — | NEW YORK ST DORM AU | — | 55,000 | $55K | 0.01% | SOLD |
| 304 | — | US TREASURY | — | 52,000 | $52K | 0.01% | SOLD |
| 305 | — | US TREASURY | — | 52,000 | $52K | 0.01% | SOLD |
| 306 | IYY | ISHARES DOW JONES US | — | 315 | $52K | 0.01% | SOLD |
| 307 | AIG | AMERICAN INTL GROUP INC | Financial Services | 608 | $52K | 0.01% | SOLD |
| 308 | WCN | WASTE CONNECTIONS INC F | Industrials | 296 | $52K | 0.01% | SOLD |
| 309 | PFE | PFIZER INC | Healthcare | 2,085 | $52K | 0.01% | SOLD |
| 310 | — | ANGLO AMERN PLC F | — | 2,490 | $52K | 0.01% | SOLD |
| 311 | — | UNITEDHEALTH GRO | — | 50,000 | $51K | 0.01% | SOLD |
| 312 | PPG | PPG INDS INC | Basic Materials | 500 | $51K | 0.01% | SOLD |
| 313 | — | BOFA FIN LLC | — | 45,000 | $51K | 0.01% | SOLD |
| 314 | WY | WEYERHAEUSER CO | Real Estate | 2,145 | $51K | 0.01% | SOLD |
| 315 | — | COMCAST CORP | — | 50,000 | $51K | 0.01% | SOLD |
| 316 | — | MANUFACTURERS AND | — | 50,000 | $51K | 0.01% | SOLD |
| 317 | — | WARREN OHIO CITY SC | — | 50,000 | $51K | 0.01% | SOLD |
| 318 | — | MARSH & MCLENNA | — | 50,000 | $50K | 0.01% | SOLD |
| 319 | — | JOHN DEERE CAPIT | — | 50,000 | $50K | 0.01% | SOLD |
| 320 | ZTS | ZOETIS INC | Healthcare | 401 | $50K | 0.01% | SOLD |
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%