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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 7 of 44  ·  875 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 TSM TAIWAN SEMICONDUCTOR M F Technology 518 $157K 0.01% SOLD
122 WEST VIRGINIA S 160,000 $157K 0.01% SOLD
123 AMERICAN FUNDS INVMT CO 2,462 $154K 0.01% SOLD
124 DRI DARDEN RESTAURANTS INC Consumer Cyclical 834 $153K 0.01% SOLD
125 VZ VERIZON COMMUNICATIONS I Communication Services 3,703 $151K 0.01% SOLD
126 BALANCED POOL 1,548 $150K 0.01% SOLD
127 T. ROWE PRICE ALL-CAP OP 1,870 $148K 0.01% SOLD
128 US TREASURY 141,000 $147K 0.01% SOLD
129 ESGV VANGUARD ESG US STOCK 1,207 $146K 0.01% SOLD
130 ROK ROCKWELL AUTOMATION INC Industrials 372 $145K 0.01% SOLD
131 ITW ILLINOIS TOOL WKS INC Industrials 586 $144K 0.01% SOLD
132 LRCX LAM RESH CORP Technology 843 $144K 0.01% SOLD
133 SMH VANECK SEMICONDUCTOR 400 $144K 0.01% SOLD
134 WFC WELLS FARGO & CO Financial Services 1,542 $144K 0.01% SOLD
135 FLAT ROCK ENHANCED INCOM 6,547 $143K 0.01% SOLD
136 HARBOR CAPITAL APPRECIAT 1,218 $142K 0.01% SOLD
137 COLUMBIA DIVIDEND INCOME 3,797 $141K 0.01% SOLD
138 ENB ENBRIDGE INC F Energy 2,916 $139K 0.01% SOLD
139 SDOG ALPS SECTOR DIVIDEND 2,282 $138K 0.01% SOLD
140 EPI WISDOMTREE INDIA 2,973 $138K 0.01% SOLD
Page 7 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%