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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 10 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AON AON PLC F Financial Services 859.0 $285K 0.02% $331.69 +6.1%
182 DGRW WISDOMTREE U.S. QUALITY 2,893.0 $277K 0.02% $95.62 +3.2%
183 ING ING GROEP N V F Financial Services 8,725.0 $274K 0.02% $31.38 +9.9%
184 LIN LINDE PLC F Basic Materials 526.0 $273K 0.02% $518.94 -7.3%
185 AIT APPLIED INDL TECHNOLOGIE Industrials 795.0 $269K 0.02% $338.15 +0.6%
186 VOOV VANGUARD S&P 500 VALUE 1,219.0 $267K 0.02% $219.21 +4.0%
187 EEMS ISHARES MSCI EMERGING 3,498.0 $265K 0.02% $75.89 -1.3%
188 AAOI APPLIED OPTOELECTRONICS Technology 1,789.0 $265K 0.02% NEW $148.16 -12.9%
189 TSM TAIWAN SEMICONDUCTOR M F Technology 555.0 $265K 0.02% NEW $477.57 -12.9%
190 MRK MERCK & CO. INC. Healthcare 2,062.0 $265K 0.02% $128.50 +16.1%
191 SMH VANECK SEMICONDUCTOR 400.0 $262K 0.02% NEW $655.89 -14.2%
192 GE GE AEROSPACE Industrials 694.0 $259K 0.02% NEW $373.73 -7.8%
193 UNH UNITEDHEALTH GROUP INC Healthcare 621.0 $258K 0.02% NEW $415.60 -7.4%
194 HY HYSTER YALE INC Industrials 7,346.0 $258K 0.02% $35.06 -6.1%
195 PFFD GLOBAL X U.S. PREFERRED 13,644.0 $255K 0.02% -1K -8.9% $18.69 -1.4%
196 DUK DUKE ENERGY CORP NEW Utilities 2,013.0 $255K 0.02% $126.58 -3.1%
197 VGIT VANGUARD INTER-TERM 4,310.0 $254K 0.02% $58.98 -1.0%
198 RJF RAYMOND JAMES FINL INC Financial Services 1,638.0 $249K 0.02% $152.03 +13.4%
199 HONEYWELL INTL INC 1,105.0 $247K 0.02% NEW $223.90
200 HONEYWELL AEROSPACE INC 1,105.0 $244K 0.02% NEW $221.08
Page 10 of 12  ·  229 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%