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 Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
KTOS Kratos Defense & Security Solutions, Inc. Industrials	$6.98B	$209 Million 0.07% of portfolio	4,507	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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Kooman & Associates Portfolio Holdings