Kooman & Associates Portfolio Holdings by Sector

Kooman & Associates

$276 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU DFIC DFEM DFUV DUHP IVV IAGG SHY 22 stocks	$263 Million 95.3% of portfolio	17	4	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.07 Million 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.65 Million 0.6% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1.25 Million 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$1.22 Million 0.44% of portfolio	3	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY BMY 3 stocks	$1.1 Million 0.4% of portfolio	2	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$865,497 0.31% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$858,094 0.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$840,702 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$746,725 0.27% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$479,762 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$409,904 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$293,913 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$287,505 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$252,038 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF 1 stocks	$221,811 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$214,855 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$211,638 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts

Track This Portfolio

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.