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Portfolio (Quarterly) Guide ↗

Kohmann Bosshard Financial Services, LLC

· CIK 0001696615
13F Portfolio $1.0B AUM 209 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 40 Added 56 Reduced 875 Exited
Page 11 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RIO RIO TINTO PLC F Basic Materials 2,177.0 $203K 0.02% $93.29 +14.3%
202 UNP UNION PAC CORP Industrials 836.0 $203K 0.02% $242.62 +15.2%
203 COST COSTCO WHSL CORP NEW Consumer Defensive 201.0 $201K 0.02% -6.0 -2.9% $998.25 +0.5%
204 PTON PELOTON INTERACTIVE INC Consumer Cyclical 20,200.0 $87K 0.01% -5K -19.8% $4.29 +39.4%
205 IAUX I-80 GOLD CORP F Basic Materials 15,000.0 $23K 0.00% -50K -76.9% $1.52 +2.0%
206 AMERICAN BITCOIN CORP 10,000.0 $9K 0.00% $0.92
207 TRINSEO PLC F 44,605.0 $5K $0.11
208 TAP REAL ESTATE TECHNOLO 185,350.0 $56.0 $0.00
209 GLOBAL BROKERAGE INC 16,000.0 $2.0 $0.00
Page 11 of 11  ·  209 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 32.2%
Financial Services 25.8%
Industrials 10.2%
Communication Services 9.3%
Consumer Cyclical 6.4%
Energy 4.1%
Utilities 3.8%
Healthcare 3.5%
Consumer Defensive 2.4%
Basic Materials 1.9%