Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 501 | — | ATHENE HOLDING LT | — | 25,000 | $24K | 0.00% | SOLD |
| 502 | — | FAIRFIELD CNTY OHIO | — | 25,000 | $23K | 0.00% | SOLD |
| 503 | SYK | STRYKER CORP | Healthcare | 66 | $23K | 0.00% | SOLD |
| 504 | — | DUKE ENERGY CARO | — | 25,000 | $23K | 0.00% | SOLD |
| 505 | XLB | STATE STRET MATRL SLCT | — | 504 | $23K | 0.00% | SOLD |
| 506 | — | OHIO ST TPK COMM | — | 20,000 | $23K | 0.00% | SOLD |
| 507 | FNDA | SCHWAB FUNDAMNTL US SML | — | 719 | $23K | 0.00% | SOLD |
| 508 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 1,700 | $23K | 0.00% | SOLD |
| 509 | — | TOWPATH FOCUS INSTITUTIO | — | 1,183 | $22K | 0.00% | SOLD |
| 510 | NUVB | NUVATION BIO INC A | Healthcare | 2,500 | $22K | 0.00% | SOLD |
| 511 | EOG | EOG RES INC | Energy | 213 | $22K | 0.00% | SOLD |
| 512 | — | MFS INTERNATIONAL INTRIN | — | 505 | $22K | 0.00% | SOLD |
| 513 | — | INTEL CORP | — | 25,000 | $22K | 0.00% | SOLD |
| 514 | BRO | BROWN & BROWN INC | Financial Services | 273 | $22K | 0.00% | SOLD |
| 515 | RKT | ROCKET COMPANIES CLA A | Financial Services | 1,119 | $22K | 0.00% | SOLD |
| 516 | — | AMERICAN CENTURY SELECT | — | 161 | $22K | 0.00% | SOLD |
| 517 | RACE | FERRARI N V NEW F | Consumer Cyclical | 58 | $21K | 0.00% | SOLD |
| 518 | — | US TREASURY | — | 22,000 | $21K | 0.00% | SOLD |
| 519 | USB | US BANCORP DEL | Financial Services | 400 | $21K | 0.00% | SOLD |
| 520 | LHX | L3HARRIS TECHNOLOGIES IN | Industrials | 72 | $21K | 0.00% | 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%