Kohmann Bosshard Financial Services, LLC
Top Portfolio Positions
88 positions ·
$77,555,046 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,415 | $11,779,662 | 15.19% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
72,734 | $6,835,541 | 8.81% | |
| NVDA |
Nvidia Corp
Technology
|
31,264 | $5,452,441 | 7.03% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,549 | $2,958,396 | 3.81% | |
| MSFT |
Microsoft Corp
Technology
|
7,757 | $2,871,408 | 3.70% | |
| FE |
Firstenergy Corp
Utilities
|
48,134 | $2,438,468 | 3.14% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,456 | $2,144,047 | 2.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,155 | $1,906,711 | 2.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
2,917 | $1,683,634 | 2.17% | |
| FDX |
Fedex Corp
Industrials
|
4,479 | $1,595,330 | 2.06% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RWAX
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55 | 185,350 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $34 | 185,350 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $23 | 118,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $38 | 129,875 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $38 | 129,875 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $116 | 129,875 | Shares | Sole | 2025-02-05 | |
| No 13F history on record for this holder in this stock. | ||||||