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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 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RPM RPM INTL INC Basic Materials 2,119.0 $236K 0.02% -200.0 -8.6% $111.15 -2.3%
42 KO THE COCA-COLA CO Consumer Defensive 2,859.0 $232K 0.02% -70.0 -2.4% $81.28 +12.1%
43 HBAN HUNTINGTON BANCSHARES IN Financial Services 11,006.0 $195K 0.02% -3K -22.7% $17.73 -3.9%
44 TAP REAL ESTATE TECHNOLO 183,875.0 $37.0 -1K -0.8% $0.00
Page 3 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%