Kooman & Associates Portfolio Holdings

Kooman & Associates

  • $296 Billion
  • Q2 2025

Kooman & Associates has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $296 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $115B, Dimensional ETF Tr Dimensional with a value of $47.8B, Dimensional ETF Tr Emerging Mk with a value of $28.9B, Dimensional ETF Tr Us Marketwi with a value of $18.5B, and Dimensional ETF Tr Dimensional with a value of $17.8B.

Examining the 13F form we can see an increase of $23.2B in the current position value, from $273B to 296B.

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 $296 Billion
ETFs: $274 Billion
Technology: $5.9 Billion
Communication Services: $3.23 Billion
Healthcare: $1.24 Billion
Consumer Cyclical: $1.22 Billion
Industrials: $1.11 Billion
Energy: $1.02 Billion
Financial Services: $650 Million
Other: $375 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$115 Billion 38.79% of portfolio
2,709,582
Q2 2025 Added 0.42%
$0
$47.8 Billion 16.15% of portfolio
1,536,792
Q2 2025 Reduced 1.65%
$0
$28.9 Billion 9.76% of portfolio
972,671
Q2 2025 Reduced 0.24%
$0
$18.5 Billion 6.26% of portfolio
438,020
Q2 2025 Added 0.68%
$0
$17.8 Billion 6.02% of portfolio
500,876
Q2 2025 Added 1.35%
$0
$12.8 Billion 4.33% of portfolio
20,654
Q2 2025 Reduced 2.06%
$0
$6.52 Billion 2.2% of portfolio
127,662
Q2 2025 Reduced 5.22%
$0
$6.19 Billion 2.09% of portfolio
74,732
Q2 2025 Reduced 5.16%
Pimco ETF Tr
-
$5.99 Billion 2.03% of portfolio
-
Q2 2025 Reduced 5.15%
$0
$5.78 Billion 1.95% of portfolio
90,651
Q2 2025 Added 2.59%
$0
$5.7 Billion 1.93% of portfolio
118,755
Q2 2025 Reduced 5.12%
$3.95T
$1.79 Billion 0.6% of portfolio
3,594
Q2 2025 Added 0.73%
$3.69T
$1.75 Billion 0.59% of portfolio
8,532
Q2 2025 Reduced 2.9%
$0
$1.59 Billion 0.54% of portfolio
2,794
Q2 2025 Added 0.04%
$0
$1.58 Billion 0.53% of portfolio
18,867
Q2 2025 Added 0.16%
$0
$1.56 Billion 0.53% of portfolio
31,373
Q2 2025 Reduced 7.57%
$456B
$1.45 Billion 0.49% of portfolio
9,157
Q2 2025 Added 0.94%
$0
$1.01 Billion 0.34% of portfolio
19,712
Q2 2025 Reduced 7.91%
$0
$927 Million 0.31% of portfolio
14,953
Q2 2025 Added 1.96%
$2.26T
$860 Million 0.29% of portfolio
3,921
Q2 2025 Reduced 3.85%
$1.24T
$732 Million 0.25% of portfolio
4,127
Q2 2025 Added 1.38%
$545B
$679 Million 0.23% of portfolio
507
Q2 2025 Added 0.4%
$442B
$661 Million 0.22% of portfolio
6,128
Q2 2025 Added 5.8%
$351B
$645 Million 0.22% of portfolio
3,476
Q2 2025 Added 1.16%
$0
$627 Million 0.21% of portfolio
12,500
Q2 2025 Reduced 10.1%
Crane Company
-
$510 Million 0.17% of portfolio
-
Q2 2025 Reduced 0.04%
$207B
$478 Million 0.16% of portfolio
3,855
Q2 2025 Reduced 0.52%
$182B
$485 Million 0.16% of portfolio
11,210
Q2 2025 Reduced 0.4%
$0
$465 Million 0.16% of portfolio
4,255
Q2 2025 Added 1.62%
$1.78T
$402 Million 0.14% of portfolio
544
Q2 2025 Added 2.84%
$210B
$408 Million 0.14% of portfolio
1,385
Q2 2025 Added 0.73%
$368B
$375 Million 0.13% of portfolio
2,354
Q2 2025 Added 0.26%
$302B
$364 Million 0.12% of portfolio
2,543
Q2 2025 Reduced 1.59%
$0
$352 Million 0.12% of portfolio
5,864
Q2 2025 Added 0.33%
$1.08T
$360 Million 0.12% of portfolio
1,133
Q2 2025 Added 0.35%
$39.2B
$337 Million 0.11% of portfolio
1,014
Q2 2025 Reduced 0.1%
$684B
$302 Million 0.1% of portfolio
1,382
Q2 2025 New
Gsk PLC
-
$301 Million 0.1% of portfolio
-
Q2 2025 Added 37.63%
$452B
$287 Million 0.1% of portfolio
1,880
Q2 2025 Reduced 1.62%
$608B
$304 Million 0.1% of portfolio
390
Q2 2025 Reduced 2.99%
$229B
$306 Million 0.1% of portfolio
2,097
Q2 2025 Reduced 0.19%
$102B
$253 Million 0.09% of portfolio
579
Q2 2025 New
$1.21T
$229 Million 0.08% of portfolio
1,300
Q2 2025 New
$551B
$223 Million 0.08% of portfolio
627
Q2 2025 Reduced 0.48%
$203B
$226 Million 0.08% of portfolio
7,812
Q2 2025 Reduced 6.64%
$36.2B
$222 Million 0.07% of portfolio
1,447
Q2 2025 Added 0.35%
$621B
$205 Million 0.07% of portfolio
422
Q2 2025 Reduced 4.52%
$8.71B
$209 Million 0.07% of portfolio
4,507
Q2 2025 New
$127B
$200 Million 0.07% of portfolio
727
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $296 Billion
  • Prior Value $273 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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