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

SEC FilingSEC DataHachi Filing

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
CIK: kohmann-bosshard-financial-services
Manager Name: Kohmann-Bosshard-Financial-Services

Data Enrichment

50% identified

143 identified142 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

285 positions • $847.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 15

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PROCTER & GAMBLE Co

PG|742718109

Shares:2.9K

Value:$493.0K

% of Portfolio:0.1% ($493.0K/$847.9M)

464287606

IJK|464287606

Shares:5.9K

Value:$491.4K

% of Portfolio:0.1% ($491.4K/$847.9M)

46432F842

IEFA|46432F842

Shares:6.5K

Value:$488.5K

% of Portfolio:0.1% ($488.5K/$847.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.9K

Value:$480.1K

% of Portfolio:0.1% ($480.1K/$847.9M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.2K

Value:$475.0K

% of Portfolio:0.1% ($475.0K/$847.9M)

MCDONALDS CORP

MCD|580135101

Shares:1.4K

Value:$448.9K

% of Portfolio:0.1% ($448.9K/$847.9M)

464287101

Shares:1.6K

Value:$445.5K

% of Portfolio:0.1% ($445.5K/$847.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:7.2K

Value:$442.2K

% of Portfolio:0.1% ($442.2K/$847.9M)

922042874

VGK|922042874

Shares:6.2K

Value:$438.5K

% of Portfolio:0.1% ($438.5K/$847.9M)

464287655

IWM|464287655

Shares:2.2K

Value:$435.1K

% of Portfolio:0.1% ($435.1K/$847.9M)

741479406

Shares:4.4K

Value:$418.8K

% of Portfolio:0.0% ($418.8K/$847.9M)

25434V401

Shares:6.9K

Value:$417.7K

% of Portfolio:0.0% ($417.7K/$847.9M)

46435U853

Shares:11.3K

Value:$416.7K

% of Portfolio:0.0% ($416.7K/$847.9M)

46432F339

QUAL|46432F339

Shares:2.4K

Value:$414.6K

% of Portfolio:0.0% ($414.6K/$847.9M)

399874775

Shares:5.9K

Value:$413.2K

% of Portfolio:0.0% ($413.2K/$847.9M)

DEERE & CO

DE|244199105

Shares:850

Value:$398.9K

% of Portfolio:0.0% ($398.9K/$847.9M)

922908645

Shares:1.2K

Value:$393.1K

% of Portfolio:0.0% ($393.1K/$847.9M)

37954Y491

Shares:10.0K

Value:$392.4K

% of Portfolio:0.0% ($392.4K/$847.9M)

92206C680

VONG|92206C680

Shares:4.2K

Value:$390.5K

% of Portfolio:0.0% ($390.5K/$847.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.6K

Value:$388.5K

% of Portfolio:0.0% ($388.5K/$847.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	2.9K	QoQ -0.58% (-17) YoY +3.24% (+91)	All Managers (Combined)	$493.0K	0.1% ($493.0K/$847.9M)	QoQ +1.05% (-$5.2K) YoY +8.43% (+$38.4K)
(IJKcusip464287606)	5.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$491.4K	0.1% ($491.4K/$847.9M)	QoQ -8.41% (-$45.1K) YoY -8.73% (-$47.0K)
(IEFAcusip46432F842)	6.5K	QoQ 0.00% (+0) YoY -1.86% (-123)	All Managers (Combined)	$488.5K	0.1% ($488.5K/$847.9M)	QoQ +7.64% (+$34.7K) YoY +0.02% (-$104)
JOHNSON & JOHNSON(JNJcusip478160104)	2.9K	QoQ -3.08% (-92) YoY +2.26% (+64)	All Managers (Combined)	$480.1K	0.1% ($480.1K/$847.9M)	QoQ +11.13% (-$48.1K) YoY +7.20% (+$32.3K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.2K	QoQ -6.92% (-167) YoY -19.08% (-529)	All Managers (Combined)	$475.0K	0.1% ($475.0K/$847.9M)	QoQ -12.75% (-$69.4K) YoY -16.52% (-$94.0K)
MCDONALDS CORP(MCDcusip580135101)	1.4K	QoQ -0.13% (-2) YoY 0.00% (+0)	All Managers (Combined)	$448.9K	0.1% ($448.9K/$847.9M)	QoQ +7.60% (-$31.7K) YoY +10.78% (+$43.7K)
(cusip464287101)✕	1.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$445.5K	0.1% ($445.5K/$847.9M)	QoQ -6.23% (-$29.6K) YoY +9.46% (+$38.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	7.2K	QoQ -0.16% (-12) YoY +9.87% (+644)	All Managers (Combined)	$442.2K	0.1% ($442.2K/$847.9M)	QoQ +4.06% (-$17.3K) YoY +35.84% (+$116.7K)
(VGKcusip922042874)	6.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$438.5K	0.1% ($438.5K/$847.9M)	QoQ +10.61% (+$42.1K) YoY +4.26% (+$17.9K)
(IWMcusip464287655)	2.2K	QoQ 0.00% (-0) YoY +4.70% (-98)	All Managers (Combined)	$435.1K	0.1% ($435.1K/$847.9M)	QoQ -9.71% (-$46.8K) YoY -0.67% (-$3.0K)
(cusip741479406)✕	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$418.8K	0.0% ($418.8K/$847.9M)	QoQ NEW(+$418.8K) YoY NEW(+$418.8K)
(cusip25434V401)✕	6.9K	QoQ 0.00% (-0) YoY -5.93% (-436)	All Managers (Combined)	$417.7K	0.0% ($417.7K/$847.9M)	QoQ -5.12% (-$22.6K) YoY -0.16% (-$670)
(cusip46435U853)✕	11.3K	QoQ -2.24% (-260) YoY +49.06% (+3.7K)	All Managers (Combined)	$416.7K	0.0% ($416.7K/$847.9M)	QoQ -2.19% (-$9.3K) YoY +49.96% (+$138.8K)
(QUALcusip46432F339)	2.4K	QoQ 0.00% (-0) YoY +2.66% (+63)	All Managers (Combined)	$414.6K	0.0% ($414.6K/$847.9M)	QoQ -4.03% (-$17.4K) YoY +6.75% (+$26.2K)
(cusip399874775)✕	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$413.2K	0.0% ($413.2K/$847.9M)	QoQ NEW(+$413.2K) YoY NEW(+$413.2K)
DEERE & CO(DEcusip244199105)	850	QoQ 0.00% (+0) YoY +6.25% (+50)	All Managers (Combined)	$398.9K	0.0% ($398.9K/$847.9M)	QoQ +10.77% (+$38.8K) YoY +21.41% (+$70.4K)
(cusip922908645)✕	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$393.1K	0.0% ($393.1K/$847.9M)	QoQ NEW(+$393.1K) YoY NEW(+$393.1K)
(cusip37954Y491)✕	10.0K	QoQ +0.12% (+13) YoY +0.70% (+70)	All Managers (Combined)	$392.4K	0.0% ($392.4K/$847.9M)	QoQ +17.50% (+$58.5K) YoY +17.88% (+$59.5K)
(VONGcusip92206C680)	4.2K	QoQ -18.82% (-976) YoY +6.44% (+255)	All Managers (Combined)	$390.5K	0.0% ($390.5K/$847.9M)	QoQ -27.08% (-$145.1K) YoY +13.96% (+$47.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.6K	QoQ +3.57% (+54) YoY +11.80% (+165)	All Managers (Combined)	$388.5K	0.0% ($388.5K/$847.9M)	QoQ +17.14% (+$56.9K) YoY +45.49% (+$121.5K)