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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 4 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JPM JPMORGAN CHASE & CO Financial Services 4,915.0 $1.6M 0.14% -67.0 -1.3% $327.30 +8.3%
62 BILS STATE STREET SPDR 15,314.0 $1.5M 0.13% -1K -6.5% $99.38 -0.0%
63 AGG ISHARES CORE U.S. 15,289.0 $1.5M 0.13% +601.0 +4.1% $98.98 -1.5%
64 XLK STATE STREET TECHNOLOGY 7,618.0 $1.5M 0.12% $190.52 -3.8%
65 VTV VANGUARD VALUE INDEX 6,480.0 $1.4M 0.12% $217.94 +4.0%
66 FDX FEDEX CORP Industrials 4,479.0 $1.4M 0.12% $313.10 +5.5%
67 VEU VANGUARD FTSE ALL-WORLD 16,683.0 $1.4M 0.12% $83.75 +1.4%
68 AVGO BROADCOM INC Technology 3,653.0 $1.4M 0.12% $377.74 -3.8%
69 META META PLATFORMS INC Communication Services 2,380.0 $1.3M 0.11% -27.0 -1.1% $563.29 -3.7%
70 DVY ISHARES SELECT DIVIDEND 8,039.0 $1.3M 0.11% -395.0 -4.7% $156.30 +5.9%
71 IGRO ISHARES INTERNATIONAL 13,853.0 $1.2M 0.10% +1K +7.8% $87.93 +4.6%
72 EWG ISHARES MSCI GERMANY 29,307.0 $1.2M 0.10% +4K +14.7% $41.37 +6.1%
73 GLDM SPDR GOLD MINISHARES Financial Services 15,226.0 $1.2M 0.10% -286.0 -1.8% $79.42 +12.4%
74 BSCT INVESCO BULLETSHARES 63,754.0 $1.2M 0.10% $18.57 -0.1%
75 CRWD CROWDSTRIKE HLDGS INC Technology 1,545.0 $1.2M 0.10% $190.74 +1.3%
76 NFLX NETFLIX INC Communication Services 16,466.0 $1.2M 0.10% $71.40 +12.3%
77 BERKSHIRE HATHAWAY 2,342.0 $1.2M 0.10% $500.39
78 SPTS STATE STREET SPDR 39,979.0 $1.2M 0.10% +308.0 +0.8% $29.01 -0.2%
79 WAB WABTEC Industrials 4,261.0 $1.1M 0.10% $269.60 +9.2%
80 SHOP SHOPIFY INC F Technology 9,731.0 $1.1M 0.09% +77.0 +0.8% $114.18 +28.1%
Page 4 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%