Kooman & Associates Portfolio Holdings by Sector

Kooman & Associates

$273 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU DFIC DFEM DFUV DUHP IVV IAGG SHY 19 stocks	$253 Million 95.28% of portfolio	13	5	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.95 Million 0.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY JNJ 3 stocks	$1.37 Million 0.52% of portfolio	3	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.34 Million 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.12 Million 0.42% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$983,223 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$940,906 0.35% of portfolio	2	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$853,434 0.32% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$775,880 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$747,169 0.28% of portfolio	-	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$400,146 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$341,908 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$292,592 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$278,298 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$262,256 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$235,400 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$223,669 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$220,790 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF 1 stocks	$200,308 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts

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