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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 11 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BSMQ INVESCO BULLETSHARES (R) 10,302.0 $243K 0.02% $23.54 +0.2%
202 STE STERIS PLC F Healthcare 1,135.0 $239K 0.02% $210.57 +12.0%
203 BSCZ INVESCO BULLETSHARES 11,602.0 $237K 0.02% $20.47 -1.9%
204 IWV ISHARES RUSSELL 3000 555.0 $237K 0.02% $426.40 +1.9%
205 RPM RPM INTL INC Basic Materials 2,119.0 $236K 0.02% -200.0 -8.6% $111.15 -0.8%
206 DLN WISDOMTREE U.S. LARGECAP 2,440.0 $235K 0.02% $96.32 +4.2%
207 KO THE COCA-COLA CO Consumer Defensive 2,859.0 $232K 0.02% -70.0 -2.4% $81.28 +11.3%
208 UNP UNION PAC CORP Industrials 836.0 $227K 0.02% $272.00 +11.8%
209 TTD THE TRADE DESK INC Technology 12,291.0 $222K 0.02% $18.08 -26.3%
210 TKR TIMKEN CO Industrials 1,528.0 $222K 0.02% NEW $145.35 -14.3%
211 GEV GE VERNOVA INC Utilities 189.0 $222K 0.02% NEW $1174.86 -17.8%
212 ORCL ORACLE CORP Technology 1,494.0 $219K 0.02% $146.52 -3.0%
213 OKE ONEOK INC NEW Energy 2,491.0 $217K 0.02% $86.94 +8.8%
214 PEP PEPSICO INC Consumer Defensive 1,591.0 $215K 0.02% $135.40 +4.9%
215 TMO THERMO FISHER SCIENTIFIC Healthcare 428.0 $215K 0.02% $501.36 +25.2%
216 V VISA INC Financial Services 609.0 $209K 0.02% NEW $342.87 +6.7%
217 AMD ADVANCED MICRO DEVICES I Technology 359.0 $209K 0.02% NEW $580.91 -19.2%
218 RIO RIO TINTO PLC F Basic Materials 2,177.0 $207K 0.02% $94.93 +7.6%
219 VTIP VANGUARD SHORT-TERM 4,104.0 $206K 0.02% $50.23 -0.8%
220 AXP AMERICAN EXPRESS CO Financial Services 609.0 $206K 0.02% NEW $338.25 -2.1%
Page 11 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%