Kooman & Associates has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $276 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $109B, Dimensional ETF Tr Dimensional with a value of $38.8B, Dimensional ETF Tr Emerging Mk with a value of $24.7B, Dimensional ETF Tr Us Marketwi with a value of $17.8B, and Dimensional ETF Tr Dimensional with a value of $14B.

Examining the 13F form we can see an increase of $5.54B in the current position value, from $271B to 276B.

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 $276 Billion
ETFs: $263 Billion
Technology: $5.27 Billion
Communication Services: $2.83 Billion
Consumer Cyclical: $1.32 Billion
Healthcare: $1.1 Billion
Energy: $858 Million
Industrials: $751 Million
Financial Services: $437 Million
Other: $410 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $276 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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