Kohmann Bosshard Financial Services, LLC Portfolio Holdings

Kohmann Bosshard Financial Services, LLC

  • $827 Million
  • Q1 2025

Kohmann Bosshard Financial Services, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $827 Million distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $136M, Vanguard Ftse Developed Market with a value of $62.1M, Vanguard Sht Term Corp Bd ETF with a value of $59.9M, Schwab Us Aggregate Bond ETF with a value of $58.7M, and Vanguard Dividend Appreciation with a value of $34.6M.

Examining the 13F form we can see an increase of $1.88M in the current position value, from $826M to 827M.

Below you can find more details about Kohmann Bosshard Financial Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $827 Million
ETFs: $771 Million
Technology: $15.5 Million
Financial Services: $14.5 Million
Industrials: $5.45 Million
Basic Materials: $3.77 Million
Communication Services: $3.62 Million
Consumer Cyclical: $3.3 Million
Healthcare: $2.67 Million
Other: $7.02 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$8.98 Million 1.09% of portfolio
40,426
Q1 2025 Reduced 1.28%
$155B
$7.57 Million 0.91% of portfolio
96,724
Q1 2025 Reduced 4.68%
$3.35T
$2.91 Million 0.35% of portfolio
7,760
Q1 2025 Reduced 2.71%
$23.9B
$1.95 Million 0.24% of portfolio
48,213
Q1 2025 Added 1.63%
$307B
$1.74 Million 0.21% of portfolio
16,041
Q1 2025 Reduced 5.51%
$2.13T
$1.44 Million 0.17% of portfolio
7,574
Q1 2025 Reduced 0.55%
$60.6B
$1.34 Million 0.16% of portfolio
5,491
Q1 2025 Reduced 4.37%
$92.6B
$1.3 Million 0.16% of portfolio
3,720
Q1 2025 Reduced 7.92%
$971B
$1.14 Million 0.14% of portfolio
7,277
Q1 2025 Reduced 2.28%
$763B
$1.13 Million 0.14% of portfolio
4,605
Q1 2025 Added 8.05%
$957B
$1.09 Million 0.13% of portfolio
7,029
Q4 2024 Added 0.51%
$694B
$1.09 Million 0.13% of portfolio
2,045
Q1 2025 Added 18.07%
$164B
$963,000 0.12% of portfolio
3,404
Q4 2024 Reduced 5.44%
$36.6B
$887,000 0.11% of portfolio
4,893
Q4 2024 Reduced 4.17%
$10.1B
$915,000 0.11% of portfolio
34,250
Q4 2024 Added 7.03%
$113B
$791,000 0.1% of portfolio
3,244
Q2 2021 New
$386B
$729,000 0.09% of portfolio
1,990
Q1 2025 Added 5.63%
$1.25T
$730,000 0.09% of portfolio
1,267
Q4 2024 Added 1.04%
$48.4B
$715,000 0.09% of portfolio
6,600
Q4 2024 Added 10.0%
$89.7B
$627,000 0.08% of portfolio
3,748
Q1 2025 Added 0.37%
$494B
$667,000 0.08% of portfolio
716
Q4 2024 Added 3.17%
$263B
$595,000 0.07% of portfolio
6,778
Q1 2025 Reduced 1.24%
$336B
$557,000 0.07% of portfolio
2,659
Q1 2025 Added 5.98%
$181B
$521,000 0.06% of portfolio
1,582
Q1 2025 Reduced 0.13%
$106B
$531,000 0.06% of portfolio
3,800
Q1 2025 Reduced 0.16%
$403B
$480,000 0.06% of portfolio
2,895
Q1 2025 Reduced 3.08%
$147B
$474,000 0.06% of portfolio
2,243
Q1 2025 Reduced 6.93%
$381B
$493,000 0.06% of portfolio
2,893
Q1 2025 Reduced 0.58%
$229B
$448,000 0.05% of portfolio
1,437
Q1 2025 Reduced 0.14%
$253B
$442,000 0.05% of portfolio
7,166
Q1 2025 Reduced 0.17%
$227B
$388,000 0.05% of portfolio
1,563
Q1 2025 Added 3.58%
$150B
$398,000 0.05% of portfolio
850
Q2 2024 Added 6.25%
$88.3B
$324,000 0.04% of portfolio
1,364
Q1 2025 Reduced 0.15%
$128B
$296,000 0.04% of portfolio
1,089
Q1 2025 Added 1.97%
$522M
$305,000 0.04% of portfolio
7,346
Q3 2023 Added 14.8%
$552B
$362,000 0.04% of portfolio
661
Q1 2025 Reduced 17.79%
$23B
$353,000 0.04% of portfolio
23,574
Q1 2025 Reduced 12.73%
$73.1B
$342,000 0.04% of portfolio
859
Q2 2021 New
$181B
$316,000 0.04% of portfolio
2,111
Q1 2025 Reduced 4.05%
$57.1B
$326,000 0.04% of portfolio
2,643
Q1 2025 Reduced 0.75%
$61.4B
$325,000 0.04% of portfolio
11,416
Q1 2025 Reduced 0.14%
$718B
$341,000 0.04% of portfolio
413
Q4 2024 Added 5.9%
$89.2B
$293,000 0.04% of portfolio
2,406
Q1 2025 Reduced 3.99%
$33.1B
$299,000 0.04% of portfolio
2,745
Q1 2024 New
$23.3B
$290,000 0.04% of portfolio
1,283
Q1 2025 Reduced 11.76%
$354B
$318,000 0.04% of portfolio
608
Q3 2024 Added 1.33%
$46.6B
$294,000 0.04% of portfolio
941
Q1 2025 Reduced 0.32%
$277B
$261,000 0.03% of portfolio
1,563
Q1 2025 Reduced 19.14%
$424B
$210,000 0.03% of portfolio
1,504
Q1 2025 Reduced 0.59%

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $827 Million
  • Prior Value $826 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 84 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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