Kooman & Associates Portfolio Holdings

Kooman & Associates

  • $324 Billion
  • Q3 2025

Kooman & Associates has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $324 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $127B, Dimensional ETF Tr Dimensional with a value of $51.8B, Dimensional ETF Tr Emerging Mk with a value of $32.1B, Dimensional ETF Tr Us Marketwi with a value of $20.4B, and Dimensional ETF Tr Dimensional with a value of $19.9B.

Examining the 13F form we can see an increase of $28.4B in the current position value, from $296B to 324B.

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 $324 Billion
ETFs: $300 Billion
Technology: $6.68 Billion
Communication Services: $3.3 Billion
Industrials: $1.75 Billion
Consumer Cyclical: $1.46 Billion
Healthcare: $1.43 Billion
Energy: $1.09 Billion
Financial Services: $885 Million
Other: $358 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$127 Billion 39.31% of portfolio
2,785,357
Q3 2025 Added 2.8%
$0
$51.8 Billion 15.97% of portfolio
1,579,027
Q3 2025 Added 2.75%
$0
$32.1 Billion 9.89% of portfolio
1,000,108
Q3 2025 Added 2.82%
$0
$20.4 Billion 6.3% of portfolio
456,957
Q3 2025 Added 4.32%
$0
$19.9 Billion 6.15% of portfolio
527,821
Q3 2025 Added 5.38%
$0
$13.9 Billion 4.29% of portfolio
20,783
Q3 2025 Added 0.62%
$0
$6.54 Billion 2.02% of portfolio
95,471
Q3 2025 Added 5.32%
$0
$6.27 Billion 1.93% of portfolio
122,326
Q3 2025 Reduced 4.18%
$0
$6.18 Billion 1.91% of portfolio
74,506
Q3 2025 Reduced 0.3%
Pimco ETF Tr
-
$5.98 Billion 1.84% of portfolio
-
Q3 2025 Reduced 0.18%
$0
$5.69 Billion 1.76% of portfolio
118,153
Q3 2025 Reduced 0.51%
$4.22T
$2.17 Billion 0.67% of portfolio
8,511
Q3 2025 Reduced 0.25%
$3.86T
$1.86 Billion 0.57% of portfolio
3,597
Q3 2025 Added 0.08%
$0
$1.71 Billion 0.53% of portfolio
2,794
Q2 2025 Added 0.04%
$451B
$1.69 Billion 0.52% of portfolio
9,035
Q3 2025 Reduced 1.33%
$0
$1.65 Billion 0.51% of portfolio
32,791
Q3 2025 Added 4.52%
$0
$1.57 Billion 0.48% of portfolio
30,663
Q3 2025 Added 5.09%
$0
$1.09 Billion 0.34% of portfolio
20,857
Q3 2025 Added 5.81%
$1.53T
$1.02 Billion 0.32% of portfolio
4,202
Q3 2025 Added 1.82%
$0
$1.01 Billion 0.31% of portfolio
15,436
Q3 2025 Added 3.23%
$2.26T
$884 Million 0.27% of portfolio
4,024
Q3 2025 Added 2.63%
$409B
$805 Million 0.25% of portfolio
3,475
Q3 2025 Reduced 0.03%
$0
$667 Million 0.21% of portfolio
13,196
Q3 2025 Added 5.57%
$470B
$689 Million 0.21% of portfolio
6,108
Q3 2025 Reduced 0.33%
$552B
$604 Million 0.19% of portfolio
504
Q3 2025 Reduced 0.59%
$0
$511 Million 0.16% of portfolio
4,300
Q3 2025 Added 1.06%
$169B
$501 Million 0.15% of portfolio
11,403
Q3 2025 Added 1.72%
$1.4T
$492 Million 0.15% of portfolio
1,106
Q3 2025 Reduced 2.38%
Crane Company
-
$496 Million 0.15% of portfolio
-
Q3 2025 Added 0.45%
$208B
$441 Million 0.14% of portfolio
3,849
Q3 2025 Reduced 0.16%
$1.65T
$408 Million 0.13% of portfolio
556
Q3 2025 Added 2.21%
$10.9B
$412 Million 0.13% of portfolio
4,507
Q2 2025 New
$253B
$386 Million 0.12% of portfolio
1,367
Q3 2025 Reduced 1.3%
$301B
$404 Million 0.12% of portfolio
2,602
Q3 2025 Added 2.32%
$0
$386 Million 0.12% of portfolio
5,858
Q3 2025 Reduced 0.1%
$40.9B
$354 Million 0.11% of portfolio
1,014
Q2 2025 Reduced 0.1%
$359B
$358 Million 0.11% of portfolio
2,332
Q3 2025 Reduced 0.93%
$742B
$360 Million 0.11% of portfolio
1,279
Q3 2025 Reduced 7.45%
$502B
$331 Million 0.1% of portfolio
1,783
Q3 2025 Reduced 5.16%
Gsk PLC
-
$337 Million 0.1% of portfolio
-
Q3 2025 Reduced 0.24%
$254B
$335 Million 0.1% of portfolio
2,004
Q3 2025 Reduced 4.43%
$1.5T
$326 Million 0.1% of portfolio
1,343
Q3 2025 Added 3.31%
$760B
$297 Million 0.09% of portfolio
389
Q3 2025 Reduced 0.26%
$35.7B
$250 Million 0.08% of portfolio
1,448
Q3 2025 Added 0.07%
$98.3B
$243 Million 0.08% of portfolio
577
Q3 2025 Reduced 0.35%
$86.5B
$222 Million 0.07% of portfolio
2,037
Q3 2025 New
$139B
$218 Million 0.07% of portfolio
662
Q3 2025 Reduced 8.94%
$646B
$207 Million 0.06% of portfolio
412
Q3 2025 Reduced 2.37%
$129B
$200 Million 0.06% of portfolio
927
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $324 Billion
  • Prior Value $296 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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