Kooman & Associates Portfolio Holdings by Sector

Kooman & Associates

$296 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAU DFIC DFEM DFUV DUHP IVV IAGG SHY 19 stocks	$274 Million 94.9% of portfolio	9	10	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$2.09 Million 0.72% of portfolio	2	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.75 Million 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.65 Million 0.57% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$1.36 Million 0.47% of portfolio	3	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV LLY JNJ 3 stocks	$1.24 Million 0.43% of portfolio	1	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1.16 Million 0.4% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.02 Million 0.35% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$860,228 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$711,131 0.25% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX KTOS 2 stocks	$515,554 0.18% of portfolio	1	1	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$408,270 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$375,039 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$359,909 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$336,820 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$253,260 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$222,616 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services RJF 1 stocks	$221,926 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$204,995 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts

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