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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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