Kohmann-Bosshard-Financial-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ENVX", null, "AGI.TO", "RJF", null, null, null, "ABT", "ABBV", "VONG", "GOOGL", "VDE", "RIG", null, null, "SCHH", "CAT", "AVGO", null, null, "CMI", null, "DUK", null, null, "HON", "HD", null, "MCD", "RPM", "FE", null, "HSBC", "ITW", "META", "IVW", "IJH", null, null, null, "TSE", null, null, null, null, "KMI", "LIN", "SCHY", null, "MMC", null, "MA", null, null, null, "MSFT", null, "MS", "BX", "IJR", "ORCL", "VGIT", null, null, "PEP", null, "PGR", "IJK", "IVV", "IYR", "UNH", "AAPL", "SPY", "NVDA", "PG", "MRK", null, null, null, "IEFA", null, null, null, null, null, null, "SCHX", null, null, null, null, null, "SHW", null, null, null, "SPDW", "GLD", null, null, null, null, null, null, null, null, null, "SPLG", null, "IBM", "TD", "TMO", null, "TDG", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "VNQ", "VO", "VXF", "VV", "VOE", "SCHW", "EQX", null, "VWO", "VSS", "VCIT", "VIG", "PTON", null, "VYM", null, "AON", null, null, "WAB", "WEC", null, null, null, "IWR", null, null, null, null, "IAUX", "VIGI", "AMZN", "NEA", "SCHB", null, null, "IVE", null, null, "HBAN", "VEU", "VUG", "VEA", "VGK", null, "VYMI", "VOOV", null, "VOOG", "VBK", "BNDX", "VTEB", "VBR", "VT", "VB", "VOO", "VTV", "V", "WMT", "WELL", null, "HY", "AEM", "SCHD", "DVY", "SCHG", null, "SCHF", null, "SCHA", "KEY", null, "SJM", "PSX", "SFL", "IXUS", null, null, "DGRO", "NGD", null, "FDX", "AME", "STE", "BRK-B", "CVE", "CVX", "CSCO", "KO", "COST", "DE", null, "RSP", "IJT", "IJJ", "EFA", "ADI", "IWB", "MAR", "QQQ", "IWM", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 285
- Total Value
- 847887184
- Accession Number
- 0001696615-25-000002
- Form Type
- 13F-HR
- Manager Name
- Kohmann-Bosshard-Financial-Services
Data Enrichment
50% identified143 identified142 unidentified
Holdings
285 positions • $847.9M total value
Manager:
Search and click to pin securities to the top
Page 4 of 15
464287226
Shares:13.3K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$847.9M)
46138J577
Shares:63.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$847.9M)
464288703
Shares:19.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$847.9M)
46138J783
Shares:55.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$847.9M)
46139W825
Shares:49.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$847.9M)
78464A474
Shares:34.0K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$847.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
AMAZON COM INC(AMZNcusip023135106) | 7.6K | QoQ -0.55% (-42)YoY +0.83% (+63) | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$847.9M) | |
FEDEX CORP(FDXcusip31428X106) | 5.5K | QoQ -4.37% (-251)YoY -2.50% (-141) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$847.9M) | |
| 2.8K | QoQ NEW(+2.8K) YoY NEW(+2.8K) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$847.9M) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) | |
| 15.5K | QoQ 0.00% (-0)YoY +3.07% (+461) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$847.9M) | ||
(cusip464287226)✕ | 13.3K | QoQ +0.08% (+11)YoY +0.44% (+59) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$847.9M) | |
| 3.7K | QoQ -7.92% (-320)YoY -4.07% (-158) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$847.9M) | ||
| 7.5K | QoQ +0.52% (-39)YoY +0.52% (-39) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$847.9M) | ||
(cusip46138J577)✕ | 63.5K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$847.9M) | ||
| 8.7K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$847.9M) | |||
(cusip464288703)✕ | 19.5K | QoQ 0.00% (-0)YoY -4.05% (-825) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$847.9M) | |
| 16.4K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$847.9M) | |||
Alphabet Inc.(GOOGcusip02079K107) | 7.3K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$847.9M) | ||
| 4.6K | QoQ +8.04% (+343)YoY +4.96% (+218) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$847.9M) | ||
| 22.4K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$847.9M) | |||
| 2.0K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$847.9M) | |||
Alphabet Inc.(GOOGLcusip02079K305) | 7.0K | QoQ 0.00% (-0)YoY +0.37% (+26) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$847.9M) | |
(cusip46138J783)✕ | 55.0K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$847.9M) | ||
| 6.2K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$847.9M) | |||
(cusip46139W825)✕ | 49.4K | QoQ 0.00% (+0)YoY NEW(+49.4K) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$847.9M) | YoY NEW(+$1.0M) |
(cusip78464A474)✕ | 34.0K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$847.9M) |