CIK 1696615
Kohmann Bosshard Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
1,082
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 1,082
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLK | STATE STRET TEC SELECT | 1K | $100K–$500K | SH |
| — | FLAT ROCK ENHANCED INCOM | 7K | $100K–$500K | SH |
| — | HARBOR CAPITAL APPRECIAT | 1K | $100K–$500K | SH |
| — | COLUMBIA DIVIDEND INCOME | 4K | $100K–$500K | SH |
| SPYD | ST STRT SPDR PRTL S&P | 3K | $100K–$500K | SH |
| SDOG | ALPS SECTOR DIVIDEND | 2K | $100K–$500K | SH |
| — | US TREASURY | 145K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES IN | 8K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| — | US TREASURY | 132K | $100K–$500K | SH |
| DFAC | DIMENSIONAL U S CORE | 3K | $100K–$500K | SH |
| C | CITIGROUP INC | 1K | $100K–$500K | SH |
| — | PUTNAM LARGE CAP VALUE Y | 3K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METAL F | 1K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 1K | $100K–$500K | SH |
| SLV | ISHARES SILVER TRUST | 2K | $100K–$500K | SH |
| GDX | VANECK GOLD MINERS ETF | 2K | $100K–$500K | SH |
| — | US TREASURY | 130K | $100K–$500K | SH |
| — | US TREASURY | 125K | $100K–$500K | SH |
| — | US TREASURY | 128K | $100K–$500K | SH |
| — | T. ROWE PRICE VALUE I | 3K | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC F | 2K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 698 | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 4K | $100K–$500K | SH |
| IWD | ISHARES RUSSELL 1000 | 574 | $100K–$500K | SH |
| — | US TREASURY | 112K | $100K–$500K | SH |
| — | MFS MID CAP VALUE I | 4K | $100K–$500K | SH |
| — | FLAT ROCK OPPORTUNITY CO | 7K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 987 | $100K–$500K | SH |
| SKE | SKEENA RES LTD NEW F | 5K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 1K | $100K–$500K | SH |
| — | US TREASURY | 106K | $100K–$500K | SH |
| EMXC | ISHARES MSCI EMERGING | 2K | $100K–$500K | SH |
| IVV | ISHARES CORE S&P 500 | 169 | $100K–$500K | SH |
| — | DFA INTERMEDIATE GOVT FI | 10K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 235 | $100K–$500K | SH |
| DAX | HORIZONS TRUST I DAX | 2K | $100K–$500K | SH |
| — | PENNSYLVANIA ST HIG | 100K | $100K–$500K | SH |
| — | VANGUARD EQUITY-INCOME A | 1K | $100K–$500K | SH |
| — | US TREASURY | 110K | $100K–$500K | SH |
| — | T. ROWE PRICE EQUITY IND | 606 | $100K–$500K | SH |
| PKW | INVSC BUYBACK ACHIEVERS | 800 | $100K–$500K | SH |
| — | VANGUARD SMALL CAP INDEX | 867 | $100K–$500K | SH |
| PPTA | PERPETUA RES CORP F | 4K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC | 300 | $100K–$500K | SH |
| NKE | NIKE INC | 2K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 1K | $100K–$500K | SH |
| — | VANGUARD DEVELOPED MARKE | 5K | $100K–$500K | SH |
| — | CLIFFWATER CORPORATE LEN | 10K | $100K–$500K | SH |
| STNG | SCORPIO TANKERS INC F | 2K | $100K–$500K | SH |