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Portfolio (Quarterly) Guide ↗

Kohmann Bosshard Financial Services, LLC

· CIK 0001696615
13F Portfolio $1.2B AUM 229 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 38 Added 44 Reduced 6 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VBCG VANGUARD TARGET MATURITY 13,241.0 $999K 0.09% NEW $75.47 -1.3%
2 VBCD VANGUARD TARGET MATURITY 11,377.0 $859K 0.07% NEW $75.53 -0.6%
3 VBCA VANGUARD TARGET MATURITY 10,603.0 $802K 0.07% NEW $75.67 -0.1%
4 VBCI VANGUARD TARGET MATURITY 10,579.0 $801K 0.07% NEW $75.72 -1.9%
5 VBCB VANGUARD TARGET MATURITY 10,591.0 $801K 0.07% NEW $75.59 -0.1%
6 VBCF VANGUARD TARGET MATURITY 10,561.0 $799K 0.07% NEW $75.67 -0.9%
7 SOXQ INVESCO PHLX 5,985.0 $671K 0.06% NEW $112.10 -17.6%
8 SCYB SCHWAB HIGH YIELD BOND 22,226.0 $582K 0.05% NEW $26.18 -0.5%
9 LRCX LAM RESH CORP Technology 851.0 $369K 0.03% NEW $433.51 -29.1%
10 AMAT APPLIED MATLS INC Technology 500.0 $362K 0.03% NEW $723.00 -31.4%
11 FEDEX FGHT HLDG CO INC 2,238.0 $338K 0.03% NEW $151.00
12 VTP VANGUARD TOTAL 3,969.0 $304K 0.03% NEW $76.65 -1.4%
13 AIQ GLOBAL X ARTIFICIAL 4,495.0 $295K 0.03% NEW $65.61 -4.0%
14 AAOI APPLIED OPTOELECTRONICS Technology 1,789.0 $265K 0.02% NEW $148.16 -17.5%
15 TSM TAIWAN SEMICONDUCTOR M F Technology 555.0 $265K 0.02% NEW $477.57 -13.7%
16 SMH VANECK SEMICONDUCTOR 400.0 $262K 0.02% NEW $655.89 -14.5%
17 GE GE AEROSPACE Industrials 694.0 $259K 0.02% NEW $373.73 -4.7%
18 UNH UNITEDHEALTH GROUP INC Healthcare 621.0 $258K 0.02% NEW $415.60 -6.5%
19 HONEYWELL INTL INC 1,105.0 $247K 0.02% NEW $223.90
20 HONEYWELL AEROSPACE INC 1,105.0 $244K 0.02% NEW $221.08
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.1%
Financial Services 25.0%
Industrials 10.5%
Communication Services 9.1%
Consumer Cyclical 6.2%
Healthcare 3.5%
Utilities 3.5%
Energy 3.0%
Basic Materials 2.0%
Consumer Defensive 1.8%