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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 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHY SCHWAB INTERNATIONAL 59,034.0 $1.9M 0.16% -748.0 -1.2% $31.73 +6.0%
22 JPM JPMORGAN CHASE & CO Financial Services 4,915.0 $1.6M 0.14% -67.0 -1.3% $327.30 +7.4%
23 BILS STATE STREET SPDR 15,314.0 $1.5M 0.13% -1K -6.5% $99.38 -0.0%
24 META META PLATFORMS INC Communication Services 2,380.0 $1.3M 0.11% -27.0 -1.1% $563.29 -2.4%
25 DVY ISHARES SELECT DIVIDEND 8,039.0 $1.3M 0.11% -395.0 -4.7% $156.30 +5.0%
26 GLDM SPDR GOLD MINISHARES Financial Services 15,226.0 $1.2M 0.10% -286.0 -1.8% $79.42 +15.0%
27 VXF VANGUARD EXTENDED MARKET 4,380.0 $1.1M 0.09% -67.0 -1.5% $246.21 -0.3%
28 VTEB VANGUARD TAX-EXEMPT BOND 19,220.0 $972K 0.08% -243.0 -1.2% $50.58 -2.1%
29 SPYD STATE STREET SPDR 17,713.0 $845K 0.07% -115.0 -0.7% $47.71 +5.7%
30 SHW SHERWIN-WILLIAMS CO Basic Materials 2,257.0 $777K 0.07% -240.0 -9.6% $344.39 +0.6%
31 TSLA TESLA INC Consumer Cyclical 1,841.0 $774K 0.07% -13.0 -0.7% $420.59 -13.7%
32 INTC INTEL CORP Technology 4,445.0 $621K 0.05% -234.0 -5.0% $139.64 -35.5%
33 ABBV ABBVIE INC Healthcare 2,446.0 $615K 0.05% -86.0 -3.4% $251.62 +5.3%
34 VYMI VANGUARD INTERNATIONAL 5,294.0 $520K 0.04% -101.0 -1.9% $98.20 +7.2%
35 LLY ELI LILLY AND CO Healthcare 385.0 $462K 0.04% -21.0 -5.2% $1199.57 +4.6%
36 ADI ANALOG DEVICES INC Technology 1,016.0 $404K 0.03% -10.0 -1.0% $397.17 -6.1%
37 USHY ISHARES BROAD USD HIGH 10,850.0 $402K 0.03% -165.0 -1.5% $37.02 -0.5%
38 IBM IBM CORP Technology 1,332.0 $374K 0.03% -53.0 -3.8% $281.12 -16.2%
39 PG PROCTER & GAMBLE CO Consumer Defensive 2,323.0 $341K 0.03% -125.0 -5.1% $146.61 -1.3%
40 PFFD GLOBAL X U.S. PREFERRED 13,644.0 $255K 0.02% -1K -8.9% $18.69 -1.6%
Page 2 of 3  ·  44 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 36.3%
Financial Services 25.8%
Industrials 10.8%
Consumer Cyclical 6.4%
Communication Services 6.1%
Healthcare 3.6%
Utilities 3.6%
Energy 3.1%
Basic Materials 2.0%
Consumer Defensive 1.9%