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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 44 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Status
861 IMV INC F 30 SOLD
862 IEXALT INC 10 SOLD
863 LEHMAN BROTHERS 1,300 SOLD
864 LEHMAN BROTHERS 10,000 SOLD
865 LOOMIS SAYLES INVESTMENT 4,774 SOLD
866 MIDWEST OIL AND GAS 1,000 SOLD
867 NEXTGEN FOOD ROBOTICS F 7,350 SOLD
868 OASYS MOBILE INC XXX 19 SOLD
869 OGN ORGANON & CO Healthcare 1 SOLD
870 DOWNSTREAM INC 0050 XXX 50 SOLD
871 S G I INTERNTNL XXX 1,000 SOLD
872 ZERIFY INC 10,000 SOLD
873 BIV VANGUARD INTERMEDIATE 62 SOLD
874 VERTICAL COMPUTR SYS XXX 3,000 SOLD
875 WELLS FARGO MORTG 9,000 SOLD
Page 44 of 44  ·  875 positions
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%