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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 9 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KEY KEYCORP NEW Financial Services 14,979.0 $345K 0.03% $23.05 -5.2%
162 WELL WELLTOWER INC Real Estate 1,519.0 $345K 0.03% $226.97 +4.6%
163 BSX BOSTON SCIENTIFIC CORP Healthcare 8,063.0 $344K 0.03% $42.68 +15.7%
164 PG PROCTER & GAMBLE CO Consumer Defensive 2,323.0 $341K 0.03% -125.0 -5.1% $146.61 -2.5%
165 MA MASTERCARD INC Financial Services 661.0 $339K 0.03% $513.60 +11.7%
166 FEDEX FGHT HLDG CO INC 2,238.0 $338K 0.03% NEW $151.00
167 HSBC HSBC HLDGS PLC F Financial Services 3,544.0 $337K 0.03% $95.09 +7.6%
168 FREL FIDELITY MSCI REAL 11,131.0 $326K 0.03% $29.30 +2.2%
169 WEC WEC ENERGY GROUP INC Utilities 2,745.0 $321K 0.03% $116.77 -7.1%
170 BSMU INVESCO BULLETSHARES 14,232.0 $312K 0.03% $21.92 -0.7%
171 RTX RTX CORP Industrials 1,644.0 $312K 0.03% $189.73 +11.9%
172 SXI STANDEX INTL CORP Industrials 867.0 $310K 0.03% $357.67 -13.5%
173 BSCW INVESCO BULLETSHARES 15,072.0 $309K 0.03% $20.51 -1.0%
174 SPIP STATE STREET SPDR 12,018.0 $309K 0.03% $25.68 -1.8%
175 STIP ISHARES 0-5 YEAR TIPS 3,013.0 $308K 0.03% $102.16 -1.1%
176 VTP VANGUARD TOTAL 3,969.0 $304K 0.03% NEW $76.65 -1.4%
177 IWD ISHARES RUSSELL 1000 1,254.0 $304K 0.03% +27.0 +2.2% $242.39 +5.7%
178 TDG TRANSDIGM GROUP INC Industrials 223.0 $297K 0.03% $1332.04 -11.4%
179 AIQ GLOBAL X ARTIFICIAL 4,495.0 $295K 0.03% NEW $65.61 -3.9%
180 ISCV ISHARES MORNINGSTAR 3,691.0 $289K 0.03% $78.32 +2.8%
Page 9 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%