Kohmann Bosshard Financial Services, LLC
Top Portfolio Positions
396 positions ·
$88,087,509 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,422 | $11,781,417 | 13.37% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
72,741 | $6,836,185 | 7.76% | |
| NVDA |
Nvidia Corp
Technology
|
30,977 | $5,402,381 | 6.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,550 | $2,959,043 | 3.36% | |
| MSFT |
Microsoft Corp
Technology
|
7,759 | $2,872,133 | 3.26% | |
| FE |
Firstenergy Corp
Utilities
|
48,134 | $2,438,467 | 2.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,457 | $2,144,329 | 2.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,155 | $1,906,700 | 2.16% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,918 | $1,684,207 | 1.91% | |
| FDX |
Fedex Corp
Industrials
|
4,479 | $1,595,328 | 1.81% |
Portfolio Trend
Holdings in RUPRF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $14,100 | 3,000 | Shares | Sole | 2026-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||