Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 781 | SLYV | ST STRET SPDR S&P 600 S | — | 14 | $1K | — | SOLD |
| 782 | CRS | CARPENTER TECHNOLOGY COR | Industrials | 5 | $1K | — | SOLD |
| 783 | PYPL | PAYPAL HLDGS INC | Financial Services | 20 | $1K | — | SOLD |
| 784 | DXCM | DEXCOM INC | Healthcare | 15 | $996.0 | — | SOLD |
| 785 | — | OCCIDENTAL PETE C 27 WTS | — | 49 | $945.0 | — | SOLD |
| 786 | MSTR | STRATEGY INC | Technology | 6 | $912.0 | — | SOLD |
| 787 | GM | GENERAL MTRS CO | Consumer Cyclical | 12 | $902.0 | — | SOLD |
| 788 | — | MIND MEDICINE MINDMED F | — | 66 | $884.0 | — | SOLD |
| 789 | — | KAANAPALI LD LLC | — | 30 | $810.0 | — | SOLD |
| 790 | EXEL | EXELIXIS INC | Healthcare | 18 | $789.0 | — | SOLD |
| 791 | SHY | ISHARES 1-3 YEAR TREASRY | — | 8 | $663.0 | — | SOLD |
| 792 | SLVM | SYLVAMO CORP | Basic Materials | 13 | $626.0 | — | SOLD |
| 793 | SRAD | SPORTRADAR GROUP AG F | Technology | 24 | $571.0 | — | SOLD |
| 794 | — | LITHIUM ARGENTINA AG F | — | 100 | $558.0 | — | SOLD |
| 795 | RR | RICHTECH ROBOTICS INC | Industrials | 150 | $485.0 | — | SOLD |
| 796 | ARKG | ARK GENOMIC REVOLUTION | — | 17 | $467.0 | — | SOLD |
| 797 | — | LITHIUM AMERS CORP F | — | 100 | $436.0 | — | SOLD |
| 798 | — | FHLMC | — | 35,000 | $338.0 | — | SOLD |
| 799 | PSTG | PURE STORAGE INC | Technology | 5 | $336.0 | — | SOLD |
| 800 | — | DRONESHIELD LTD ORDF | — | 147 | $303.0 | — | 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%