Kohmann Bosshard Financial Services, LLC

CIK 0001696615 · Q1 2026

13F Equity AUM

$1.2B

+11.8% QoQ

Positions

985

-14 QoQ

AUM Rank

#2,521

Top 20%

Skill Alpha (FF)

-2.5%/yr

Underperformer

Rank #5,854 · Top 71%

vs S&P -9.4%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 42.1%Top 10: 56.3%Top 20: 72.5%

SCHX16.3%

VEA8.1%

VCSH6.6%

SCHZ6.5%

SNAXX4.7%

SCHA3.4%

SCHP3.3%

VIG3.1%

SPHY2.2%

SGOV2.1%

Others (975)43.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services83.9%

Fund6.6%

Fixed Income3.2%

Technology2.3%

Other4.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 985Median: 0.00%Avg: 0.10%

0–0.5%

957(21.7%)

0.5–1%

8(5.8%)

1–3%

12(20.6%)

3–5%

4(14.5%)

5%+

4(37.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 604Unique: 381vs 20 funds

7.9%Low

985

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

11.7%

10.6%

10.5%

14.9%

10.8%

9.7%

VANGUARD CAPITAL MANAGEMENT LLC

8.8%

GEODE CAPITAL MANAGEMENT, LLC

8.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New73Increased164Decreased139Exited96

New Positions

T 0.625 03/31/270.4%

+5.0M

VBIL0.3%

+46K

T 2.5 03/31/270.3%

+3.5M

LRGF0.1%

+9K

CANTOR GROWTH EQUITY…0.0%

+35K

SNSXX0.0%

+305K

FRANKLIN CNTY WASH0.0%

+250K

T 4.625 06/30/260.0%

+100K

T 3.875 03/31/270.0%

+100K

PRUIX0.0%

+605

Increased

SNAXX4.7%

+51.0M(+1135%)

SGUXX1.5%

+4.5M(+34%)

SWVXX0.6%

+881K(+15%)

SCHX16.3%

+563K(+8%)

SCHZ6.5%

+445K(+15%)

T 4.25 01/15/280.0%

+255K

SPHY2.2%

+185K(+20%)

SCHP3.3%

+172K(+13%)

VCSH6.6%

+156K(+19%)

VEA8.1%

+150K(+11%)

Decreased

SUTXX0.0%

-17,025,680(-100%)

SNVXX0.1%

-1,999,781(-63%)

OH HAMGEN 0 12/01/200.0%

-335,000(-94%)

SWOXX0.1%

-300,000(-20%)

SNOXX0.1%

-259,743(-31%)

OH HAMGEN 0 12/01/200.0%

-110,000(-79%)

T 3.5 01/31/300.0%

-104,000(-16%)

IAU0.0%

-50,000(-77%)

SCHD1.6%

-46,847(-7%)

BIL1.2%

-35,434(-19%)

Exited

-6,000

-28,900

-415,000

-250,000

-295,000

-200,000

-9,000

T 0.375 01/31/26

-57,000

STNG

-2,000

PREIX

-606

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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