Kohmann Bosshard Financial Services, LLC
Top Portfolio Positions
87 positions ·
$76,427,968 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,415 | $11,779,662 | 15.41% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
72,734 | $6,835,541 | 8.94% | |
| NVDA |
Nvidia Corp
Technology
|
31,264 | $5,452,441 | 7.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,549 | $2,958,396 | 3.87% | |
| MSFT |
Microsoft Corp
Technology
|
7,757 | $2,871,408 | 3.76% | |
| FE |
Firstenergy Corp
Utilities
|
48,134 | $2,438,468 | 3.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,456 | $2,144,047 | 2.81% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,155 | $1,906,711 | 2.49% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,917 | $1,683,634 | 2.20% | |
| FDX |
Fedex Corp
Industrials
|
4,479 | $1,595,330 | 2.09% |
Portfolio Trend
Holdings in HY
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,818 | 7,346 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $218,249 | 7,346 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $270,773 | 7,346 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $292,223 | 7,346 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $305,152 | 7,346 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $374,131 | 7,346 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $468,454 | 7,346 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $512,236 | 7,346 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $471,392 | 7,346 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $456,847 | 7,346 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $327,484 | 7,346 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $357,320 | 6,399 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $319,246 | 6,399 | Shares | Sole | 2023-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||