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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 8 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GLW CORNING INC Technology 1,738.0 $444K 0.04% $255.49 -40.7%
142 SCHB SCHWAB U.S. BROAD MARKET 15,239.0 $441K 0.04% +1K +7.3% $28.96 +1.8%
143 VBK VANGUARD SMALL-CAP 1,173.0 $429K 0.04% $365.70 -2.6%
144 PSX PHILLIPS 66 Energy 2,468.0 $417K 0.04% $169.05 +42.0%
145 ADI ANALOG DEVICES INC Technology 1,016.0 $404K 0.03% -10.0 -1.0% $397.17 -6.8%
146 USHY ISHARES BROAD USD HIGH 10,850.0 $402K 0.03% -165.0 -1.5% $37.02 -0.6%
147 FLRN STATE STREET SPDR 12,820.0 $395K 0.03% $30.85 -0.2%
148 CAMX CAMBIAR AGGRESSIVE VALUE 11,482.0 $392K 0.03% $34.17 +4.7%
149 IJT ISHARES S&P SMALL-CAP 2,150.0 $384K 0.03% $178.60 -3.2%
150 VOOG VANGUARD S&P 500 GROWTH 4,624.0 $382K 0.03% +4K +506.0% $82.62 +0.7%
151 MS MORGAN STANLEY Financial Services 1,827.0 $382K 0.03% $209.02 -0.7%
152 XLV STATE STREET HEALTH CARE 2,400.0 $381K 0.03% $158.66 +8.7%
153 BNDX VANGUARD TOTAL 7,840.0 $380K 0.03% +838.0 +12.0% $48.43 -1.6%
154 IBM IBM CORP Technology 1,332.0 $374K 0.03% -53.0 -3.8% $281.12 -16.9%
155 LRCX LAM RESH CORP Technology 851.0 $369K 0.03% NEW $433.51 -28.4%
156 AMAT APPLIED MATLS INC Technology 500.0 $362K 0.03% NEW $723.00 -31.4%
157 KMI KINDER MORGAN INC DEL Energy 11,281.0 $361K 0.03% $31.97 -1.1%
158 MCD MCDONALDS CORP Consumer Cyclical 1,315.0 $355K 0.03% $270.31 -0.4%
159 AME AMETEK INC NEW Industrials 1,469.0 $355K 0.03% $241.94 -1.2%
160 MTUM ISHARES MSCI USA 1,029.0 $353K 0.03% $342.83 -11.0%
Page 8 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%