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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 7 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTC INTEL CORP Technology 4,445.0 $621K 0.05% -234.0 -5.0% $139.64 -34.0%
122 QUAL ISHARES MSCI USA QUALITY 2,824.0 $620K 0.05% +33.0 +1.2% $219.43 +1.3%
123 ABBV ABBVIE INC Healthcare 2,446.0 $615K 0.05% -86.0 -3.4% $251.62 +4.1%
124 JNJ JOHNSON & JOHNSON Healthcare 2,410.0 $612K 0.05% $253.96 +5.3%
125 OEF ISHARES S&P 100 ETF 1,645.0 $602K 0.05% $365.87 +3.0%
126 SCYB SCHWAB HIGH YIELD BOND 22,226.0 $582K 0.05% NEW $26.18 -0.6%
127 VGK VANGUARD FTSE EUROPE 6,245.0 $553K 0.05% $88.54 +3.9%
128 ETN EATON CORP PLC F Industrials 1,295.0 $552K 0.05% $426.12 -2.5%
129 MRSH MARSH & MCLENNAN COS INC Financial Services 3,244.0 $541K 0.05% $166.67 +14.1%
130 VONG VANGUARD RUSSELL 1000 4,209.0 $538K 0.05% $127.80 -1.8%
131 DAX GLOBAL X DAX GERMANY 11,795.0 $521K 0.04% +2K +17.1% $44.17 +6.3%
132 VYMI VANGUARD INTERNATIONAL 5,294.0 $520K 0.04% -101.0 -1.9% $98.20 +6.1%
133 CINF CINCINNATI FINL CORP Financial Services 2,707.0 $501K 0.04% $185.14 -9.2%
134 DFUS DIMENSIONAL U.S. EQUITY 6,097.0 $500K 0.04% $81.94 +1.6%
135 BX BLACKSTONE INC Financial Services 4,243.0 $499K 0.04% $117.67 +20.2%
136 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,347.0 $499K 0.04% $370.45 -3.7%
137 RIG TRANSOCEAN LTD F Energy 100,000.0 $489K 0.04% $4.89 +22.9%
138 LLY ELI LILLY AND CO Healthcare 385.0 $462K 0.04% -21.0 -5.2% $1199.57 +3.8%
139 EFA ISHARES MSCI EAFE ETF 4,415.0 $459K 0.04% $103.88 +3.3%
140 IJS ISHARES S&P SMALL-CAP 3,324.0 $454K 0.04% $136.67 +0.6%
Page 7 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%