Kooman & Associates Portfolio Holdings

Kooman & Associates

  • $271 Billion
  • Q3 2024

Kooman & Associates has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $271 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $105B, Dimensional ETF Tr Dimensional with a value of $39.6B, Dimensional ETF Tr Emerging Mk with a value of $25.2B, Dimensional ETF Tr Us Marketwi with a value of $17.5B, and Dimensional ETF Tr Dimensional with a value of $13.8B.

Examining the 13F form we can see an increase of $22.1B in the current position value, from $249B to 271B.

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 $271 Billion
ETFs: $258 Billion
Technology: $5.08 Billion
Communication Services: $2.43 Billion
Healthcare: $1.22 Billion
Consumer Cyclical: $1 Billion
Energy: $914 Million
Industrials: $756 Million
Consumer Defensive: $630 Million
Other: $211 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$166B
$560 Million 0.21% of portfolio
12,479
Q3 2024 Reduced 1.66%
$197B
$301 Million 0.11% of portfolio
1,360
Q3 2024 Added 0.15%
$161B
$260 Million 0.1% of portfolio
11,814
Q3 2024 Reduced 3.92%
$169B
$265 Million 0.1% of portfolio
2,186
Q3 2024 Reduced 0.59%
$33B
$270 Million 0.1% of portfolio
1,005
Q2 2024 New
$85.9B
$222 Million 0.08% of portfolio
570
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $271 Billion
  • Prior Value $249 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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