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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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TKR TIMKEN CO Industrials 1,528.0 $222K 0.02% NEW $145.35 -14.8%
22 GEV GE VERNOVA INC Utilities 189.0 $222K 0.02% NEW $1174.86 -18.6%
23 V VISA INC Financial Services 609.0 $209K 0.02% NEW $342.87 +6.9%
24 AMD ADVANCED MICRO DEVICES I Technology 359.0 $209K 0.02% NEW $580.91 -20.2%
25 AXP AMERICAN EXPRESS CO Financial Services 609.0 $206K 0.02% NEW $338.25 -1.7%
26 BHP BHP GROUP LTD F Basic Materials 2,458.0 $205K 0.02% NEW $83.31 +12.2%
Page 2 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%