Kooman & Associates Portfolio Holdings

Kooman & Associates

  • $338 Billion
  • Q4 2025

Kooman & Associates has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $338 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 $132B, Dimensional ETF Tr Dimensional with a value of $55B, Dimensional ETF Tr Emerging Mk with a value of $33.4B, Dimensional ETF Tr Us Marketwi with a value of $21.8B, and Dimensional ETF Tr Dimensional with a value of $21B.

Examining the 13F form we can see an increase of $13.8B in the current position value, from $324B to 338B.

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 $338 Billion
ETFs: $314 Billion
Technology: $6.42 Billion
Communication Services: $3.2 Billion
Industrials: $1.55 Billion
Healthcare: $1.49 Billion
Consumer Cyclical: $1.35 Billion
Energy: $1 Billion
Financial Services: $674 Million
Other: $322 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.32 Billion 0.69% of portfolio
8,538
Q4 2025 Added 0.32%
$3.78T
$1.69 Billion 0.5% of portfolio
3,505
Q4 2025 Reduced 2.56%
$465B
$1.58 Billion 0.47% of portfolio
8,451
Q4 2025 Reduced 6.46%
$1.74T
$1.29 Billion 0.38% of portfolio
4,111
Q4 2025 Reduced 2.17%
$2.39T
$903 Million 0.27% of portfolio
3,911
Q4 2025 Reduced 2.81%
$414B
$751 Million 0.22% of portfolio
3,288
Q4 2025 Reduced 5.38%
$490B
$725 Million 0.21% of portfolio
6,026
Q4 2025 Reduced 1.34%
$49.1B
$436 Million 0.13% of portfolio
4,646
Q4 2025 Added 821.83%
$971B
$440 Million 0.13% of portfolio
409
Q4 2025 Added 5.14%
$1.29T
$446 Million 0.13% of portfolio
992
Q4 2025 Reduced 10.31%
$266B
$404 Million 0.12% of portfolio
1,364
Q4 2025 Reduced 0.22%
$43.5B
$395 Million 0.12% of portfolio
1,016
Q4 2025 Added 0.2%
$193B
$399 Million 0.12% of portfolio
3,510
Q4 2025 Reduced 8.81%
$1.65T
$386 Million 0.11% of portfolio
1,234
Q4 2025 Reduced 8.12%
$172B
$382 Million 0.11% of portfolio
9,380
Q4 2025 Reduced 17.74%
$258B
$359 Million 0.11% of portfolio
1,959
Q4 2025 Reduced 2.25%
$346B
$322 Million 0.1% of portfolio
2,247
Q4 2025 Reduced 3.64%
$1.37T
$306 Million 0.09% of portfolio
464
Q4 2025 Reduced 16.55%
$522B
$300 Million 0.09% of portfolio
1,450
Q4 2025 Reduced 18.68%
$303B
$275 Million 0.08% of portfolio
1,803
Q4 2025 Reduced 30.71%
$114B
$228 Million 0.07% of portfolio
1,049
Q4 2025 Added 13.16%
$34.1B
$233 Million 0.07% of portfolio
1,448
Q3 2025 Added 0.07%
$89.3B
$234 Million 0.07% of portfolio
2,015
Q4 2025 Reduced 1.08%
$96.9B
$223 Million 0.07% of portfolio
574
Q4 2025 Reduced 0.52%
$139B
$205 Million 0.06% of portfolio
591
Q4 2025 Reduced 10.73%
$662B
$208 Million 0.06% of portfolio
413
Q4 2025 Added 0.24%
$593B
$219 Million 0.06% of portfolio
1,122
Q4 2025 Reduced 12.28%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $338 Billion
  • Prior Value $324 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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