Kohmann Bosshard Financial Services, LLC Portfolio Holdings

Kohmann Bosshard Financial Services, LLC

  • $888 Million
  • Q2 2025

Kohmann Bosshard Financial Services, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $888 Million distributed in 198 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 $155M, Vanguard Ftse Developed Market with a value of $71.4M, Vanguard Sht Term Corp Bd ETF with a value of $62.7M, Schwab Us Aggregate Bond ETF with a value of $60.6M, and Vanguard Dividend Appreciation with a value of $34.6M.

Examining the 13F form we can see an increase of $60.6M in the current position value, from $827M to 888M.

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

Portfolio value $888 Million
ETFs: $828 Million
Technology: $17.1 Million
Financial Services: $14.6 Million
Industrials: $6.22 Million
Communication Services: $4.41 Million
Consumer Cyclical: $3.83 Million
Basic Materials: $3.61 Million
Healthcare: $2.78 Million
Other: $6.58 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.4M
$139,000 0.02% of portfolio
44,605
Q1 2025 Added 28.9%

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $888 Million
  • Prior Value $827 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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