Kohmann Bosshard Financial Services, LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$975.7M

Holdings

325

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (325 positions)

StockValue
RTXRTX CORP
$230K
INGING GROEP N V FSPONSORED ADR
$227K
PTONPELOTON INTERACTIVE INC
$226K
ABTABBOTT LABS
$226K
CVXCHEVRON CORP NEW
$226K
KOTHE COCA-COLA CO
$220K
DDOGDATADOG INC CLASS A
$218K
ITWILLINOIS TOOL WKS INC
$215K
CA8ACACI INTL INC CLASS A
$212K
DLNWISDOMTREE US LARGECAP DIVIDEND ETF
$212K
IVNIVANHOE MINES LTD F
$212K
IWVISHARES RUSSELL 3000 ETF
$210K
ABNBAIRBNB INC CLASS A
$209K
GEGE AEROSPACE
$208K
AITAPPLIED INDL TECHNOLOGIE
$207K
VVISA INC CLASS A
$207K
TMOTHERMO FISHER SCIENTIFIC
$207K
VTIPVANGUARD SHRT INF PROT SEC INDEX ETF
$205K
MRKMERCK & CO. INC.
$203K
CVECENOVUS ENERGY INC F
$203K
AXPAMERICAN EXPRESS CO
$202K
SWTXXSCHWAB MUNICIPAL MONEY INV
$200K
ENVXENOVIX CORP
$159K
SFLSFL CORP LTD F
$150K
T 6.125 11/15/27US TREASURY 6.125 11/27UST BOND DUE 11/15/27
$147K
OH HAMGEN 0 12/01/2026HAMILTON CNTY OHIO 0 26EXCISE TAX DUE 12/01/26
$135K
T 5.375 02/15/31US TREASURY 5.375 02/31UST BOND DUE 02/15/31
$120K
T 6.25 05/15/30US TREASURY 6.25 05/30UST BOND DUE 05/15/30
$117K
TSETRINSEO PLC F
$104K
BK 4.95 10/05/26BNY MELLON NTNL 4.95 26CD FDIC INS DUE 10/05/26
$101K
MS V0 PERP NMORGAN STANLEY VAR
$100K
COF V5.5 PERP OCAPITAL ONE FINL VAR
$100K
OH CWNSCD 0 12/01/2033CANAL WINCHESTER OH 0 33GO UTX DUE 12/01/33
$93K
OH COL 5 04/01/2034COLUMBUS OHIO 5 34GO UTX DUE 04/01/34
$88K
OH COL 5 04/01/2036COLUMBUS OHIO 5 36GO UTX DUE 04/01/36
$68K
IAUI-80 GOLD CORP F
$68K
OH CLEWTR 5 01/01/2027CLEVELAND OHIO WTR 5 27WTR UTIL DUE 01/01/27
$67K
OH OHSWTR 5 12/01/2037OHIO ST WTR DEV AUT 5 37POOL AUTH DUE 12/01/37
$65K
OH CLEGEN 5 10/01/2028CLEVELAND OHIO INCO 5 28SPL TAX DUE 10/01/28
$63K
OH OHSWTR 5 12/01/2033OHIO ST WTR DEV AUT 5 33WRSR UTIL DUE 12/01/33
$61K
OH OHSPOL 5.25 12/01/2035OHIO ST WTR DEV 5.25 35POOL AUTH DUE 12/01/35
$55K
UNH 5.25 02/15/28UNITEDHEALTH GRO 5.25 28DUE 02/15/28
$51K
NY NYCGEN 5 02/01/2029NEW YORK N Y CITY T 5 29COMB TAX DUE 02/01/29
$50K
CMCSA 4.55 01/15/29COMCAST CORP NEW 4.55 29EXCHANGE OFFER
$50K
MRSH 4.375 03/15/29MARSH & MCLENNA 4.375 29DUE 03/15/29
$50K
MTB 4.7 01/27/28MANUFACTURERS AND 4.7 28DUE 01/27/28
$50K
OH AKRGEN 3.5 12/01/2032AKRON OHIO INCOME 3.5 32SPL TAX DUE 12/01/32
$50K
OH PTN 3 12/01/2027PICKERINGTON OHIO 3 27GO LTX DUE 12/01/27
$50K
DE 4.15 09/15/27 MTNJOHN DEERE CAPIT 4.15 27DUE 09/15/27
$50K
AAPL 2.05 09/11/26APPLE INC. 2.05 26DUE 09/11/26
$49K
OH MEN 1.25 12/01/2025MENTOR OHIO 1.25 25GO LTX DUE 12/01/25
$49K
HD 3 04/01/26THE HOME DEPOT INC 3 26DUE 04/01/26
$49K
LIN 3.2 01/30/26PRAXAIR INC 3.2 26DUE 01/30/26
$49K
OH OBESCD 2.5 11/01/2026OBERLIN OHIO CITY 2.5 26GO UTX DUE 11/01/26
$49K
OH OLESCD 2 12/01/2025OLENTANGY LOC SCH D 2 25GO UTX DUE 12/01/25
$49K
OH ELISCD 0 12/01/2026ELIDA OHIO LOC SCH 0 26GO UTX DUE 12/01/26
$48K
WA WAS 4 02/01/2035WASHINGTON ST 4 35GO UTX DUE 02/01/35
$46K
TX TXSGEN 4 02/01/2032TEXAS PUB FIN AUTH 4 32LEAS BLDG DUE 02/01/32
$46K
FSK 3.125 10/12/28FS KKR CAPITAL 3.125 28DUE 10/12/28
$46K
NAVI 5.5 06/15/29 B-EDSLM CORP 5.5 29DUE 06/15/29
$45K
OH WLY 1.05 12/01/2029WILLOUGHBY OHIO 1.05 29GO LTX DUE 12/01/29
$44K
T 3.125 11/15/28US TREASURY 3.125 11/28UST BOND DUE 11/15/28
$43K
TN KXVWTR 4 03/01/2034KNOXVILLE TENN WTR 4 34WTR UTIL DUE 03/01/34
$42K
NC JOH 4 02/01/2033JOHNSTON CNTY N C 4 33GO UTX DUE 02/01/33
$42K
CO COSCTF 4 12/15/2035COLORADO ST CTFS PA 4 35BLDG COPS DUE 12/15/35
$41K
OH CLE 4 12/01/2028CLEVELAND OHIO 4 28GO LTX DUE 12/01/28
$41K
OH OHS 5 10/01/2026OHIO ST 5 26REV UTX DUE 10/01/26
$35K
OH FRAGEN 5 12/01/2034FRANKLIN CNTY OHIO 5 34SYST HLTH DUE 12/01/34
$32K
OH CLEGEN 4 10/01/2028CLEVELAND OHIO INCO 4 28SPL TAX DUE 10/01/28
$31K
OH OHSHGR 5 12/01/2029OHIO ST UNIV GEN RC 5 29PUB EDUC DUE 12/01/29
$27K
OH OHS 5 11/01/2027OHIO ST 5 27DB LTX DUE 11/01/27
$26K
OH WRIHGR 5 05/01/2028WRIGHT ST UNIV OHIO 5 28REV UTX DUE 05/01/28
$26K
SCHW 4.15 12/09/25CHARLES SCHWAB B 4.15 25CD FDIC INS DUE 12/09/25
$25K
ECOPET 6.875 04/29/30ECOPETROL S.A.6.875 30FDUE 04/29/30
$25K
MO 4.8 02/14/29ALTRIA GROUP INC 4.8 29DUE 02/14/29
$25K
OH OHSOBL 5 04/01/2027OHIO ST SPL OBLIG 5 27LEAS BLDG DUE 04/01/27
$25K
OH CLEGEN 5 10/01/2025CLEVELAND OHIO INCO 5 25SPL TAX DUE 10/01/25
$25K
BCSF 2.55 10/13/26BAIN CAPITAL SPE 2.55 26DUE 10/13/26
$24K
PSECPROSPECT CAPITA 3.364 26DUE 11/15/26
$24K
EPR 4.5 06/01/27EPR PROPERTIES 4.5 27DUE 06/01/27
$24K
SCHW V5 PERP FTHE CHARLES SCHWA VAR
$24K
JPM 3.2 06/15/26JPMORGAN CHASE & 3.2 26DUE 06/15/26
$24K
B 0 11/28/25US TREASURY BILL25U S T BILL DUE 11/28/25
$24K
OH MRA 2.25 12/01/2028MORAINE OHIO 2.25 28GO LTX DUE 12/01/28
$24K
BK 2.05 01/26/27 MTNTHE BANK OF NEW 2.05 27DUE 01/26/27
$24K
BRK 3.125 03/15/26BERKSHIRE HATHA 3.125 26DUE 03/15/26
$24K
JPM 4.25 07/14/26JPMORGAN CHASE B 4.25 26CD FDIC INS DUE 07/14/26
$24K
CTAS 3.7 04/01/27CINTAS CORP NO. 2 3.7 27DUE 04/01/27
$24K
JPM 4.2 05/14/26JPMORGAN CHASE BA 4.2 26CD FDIC INS DUE 05/14/26
$24K
ADI 3.5 12/05/26ANALOG DEVICES I 3.5 26DUE 12/05/26
$24K
CMECME GROUP INC. 3.75 28DUE 06/15/28
$24K
MS 3.625 01/20/27MORGAN STANLEY 3.625 27DUE 01/20/27
$24K
CDW 3.25 02/15/29CDW LLC 3.25 29DUE 02/15/29
$23K
OH FAI 2 12/01/2030FAIRFIELD CNTY OHIO 2 30GO LTX DUE 12/01/30
$23K
ATH 3.5 01/15/31ATHENE HOLDING LT 3.5 31DUE 01/15/31
$23K
DUK 2.55 04/15/31DUKE ENERGY CARO 2.55 31DUE 04/15/31
$22K
OH OHSTRN 5.75 02/15/2035OHIO ST TPK COMM 5.75 35TPK TRAN DUE 02/15/35
$22K
INTC 2 08/12/31INTEL CORP 2 31DUE 08/12/31
$21K
CAG 4.85 11/01/28CONAGRA BRANDS 4.85 28DUE 11/01/28
$20K
OH LEBSCD 5 11/01/2028LEBANON OHIO CITY S 5 28GO UTX DUE 11/01/28
$20K
PreviousPage 3 of 4Next