Kooman & Associates Portfolio Holdings

Kooman & Associates

  • $273 Billion
  • Q1 2025

Kooman & Associates has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $273 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $104B, Dimensional ETF Tr Dimensional with a value of $43.4B, Dimensional ETF Tr Emerging Mk with a value of $25.8B, Dimensional ETF Tr Us Marketwi with a value of $17.9B, and Dimensional ETF Tr Dimensional with a value of $16.4B.

Examining the 13F form we can see an decrease of $3.7B in the current position value, from $276B to 273B.

Kooman & Associates is based out at Altoona, PA

Below you can find more details about Kooman & Associates portfolio as well as his latest detailed transactions.

Portfolio value $273 Billion
ETFs: $253 Billion
Technology: $4.62 Billion
Communication Services: $2.54 Billion
Healthcare: $1.37 Billion
Energy: $1.12 Billion
Consumer Cyclical: $1.07 Billion
Financial Services: $656 Million
Consumer Defensive: $624 Million
Other: $541 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$104 Billion 38.04% of portfolio
2,698,220
Q1 2025 Added 0.13%
$0
$43.4 Billion 15.91% of portfolio
1,562,523
Q1 2025 Added 3.97%
$0
$25.8 Billion 9.46% of portfolio
975,029
Q1 2025 Added 3.42%
$0
$17.9 Billion 6.58% of portfolio
435,064
Q1 2025 Added 0.29%
$0
$16.4 Billion 6.01% of portfolio
494,225
Q1 2025 Added 19.03%
$0
$11.8 Billion 4.35% of portfolio
21,088
Q1 2025 Reduced 1.65%
$0
$6.73 Billion 2.47% of portfolio
134,699
Q1 2025 Reduced 37.62%
$0
$6.52 Billion 2.39% of portfolio
78,799
Q1 2025 Reduced 1.49%
Pimco ETF Tr
-
$6.32 Billion 2.32% of portfolio
-
Q1 2025 New
$0
$5.95 Billion 2.18% of portfolio
125,168
Q1 2025 Reduced 4.15%
$0
$5.28 Billion 1.94% of portfolio
88,363
Q1 2025 Added 2.53%
$3.42T
$1.95 Billion 0.72% of portfolio
8,787
Q1 2025 Added 6.2%
$0
$1.7 Billion 0.62% of portfolio
33,943
Q1 2025 Added 2.54%
$0
$1.66 Billion 0.61% of portfolio
32,667
Q1 2025 Added 0.92%
$0
$1.44 Billion 0.53% of portfolio
2,793
Q1 2025 Reduced 0.18%
$0
$1.42 Billion 0.52% of portfolio
18,836
Q1 2025 Added 2.46%
$0
$1.1 Billion 0.4% of portfolio
21,406
Q1 2025 Added 1.01%
$271B
$983 Million 0.36% of portfolio
9,072
Q1 2025 Reduced 2.39%
$0
$856 Million 0.31% of portfolio
14,665
Q1 2025 Added 1.13%
$1.88T
$776 Million 0.28% of portfolio
4,078
Q1 2025 Added 6.42%
$0
$695 Million 0.26% of portfolio
13,904
Q1 2025 Added 0.64%
$345B
$720 Million 0.26% of portfolio
3,436
Q1 2025 Added 0.73%
$440B
$689 Million 0.25% of portfolio
5,792
Q1 2025 Added 17.77%
$979B
$636 Million 0.23% of portfolio
4,071
Q1 2025 Added 3.4%
$185B
$511 Million 0.19% of portfolio
11,255
Q1 2025 Reduced 9.57%
$504B
$471 Million 0.17% of portfolio
505
Q1 2025 Added 1.41%
$0
$438 Million 0.16% of portfolio
4,187
Q1 2025 Added 3.66%
$266B
$432 Million 0.16% of portfolio
2,584
Q1 2025 Added 13.73%
$385B
$400 Million 0.15% of portfolio
2,348
Q1 2025 Reduced 3.97%
Crane Company
-
$411 Million 0.15% of portfolio
-
Q1 2025 Reduced 0.04%
$166B
$383 Million 0.14% of portfolio
3,875
Q1 2025 Added 2.35%
$217B
$342 Million 0.13% of portfolio
1,375
Q1 2025 Added 2.84%
$0
$315 Million 0.12% of portfolio
5,845
Q3 2024 Reduced 0.14%
$854B
$332 Million 0.12% of portfolio
402
Q1 2025 Added 7.49%
$409B
$317 Million 0.12% of portfolio
1,911
Q1 2025 New
$1.25T
$305 Million 0.11% of portfolio
529
Q1 2025 Added 16.52%
$891B
$293 Million 0.11% of portfolio
1,129
Q1 2025 Reduced 4.97%
$28.6B
$262 Million 0.1% of portfolio
1,015
Q1 2025 Added 0.89%
$185B
$278 Million 0.1% of portfolio
2,101
Q1 2025 Reduced 3.54%
$694B
$235 Million 0.09% of portfolio
442
Q1 2025 Reduced 6.75%
$197B
$237 Million 0.09% of portfolio
8,368
Q1 2025 Reduced 23.48%
$314B
$224 Million 0.08% of portfolio
3,123
Q1 2025 New
Gsk PLC
-
$221 Million 0.08% of portfolio
-
Q1 2025 New
$565B
$221 Million 0.08% of portfolio
630
Q1 2025 New
$29.5B
$200 Million 0.07% of portfolio
1,442
Q1 2025 Added 0.98%

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $273 Billion
  • Prior Value $276 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Kooman & Associates Portfolio

Follow Kooman & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kooman & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Kooman & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email