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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$1.95 Billion 0.72% of portfolio
8,382
Q3 2024 Reduced 0.64%
$3.04T
$1.39 Billion 0.51% of portfolio
3,232
Q3 2024 Reduced 6.37%
$339B
$1.19 Billion 0.44% of portfolio
9,770
Q3 2024 Reduced 4.31%
$1.99T
$699 Million 0.26% of portfolio
3,751
Q3 2024 Reduced 0.08%
$1.04T
$653 Million 0.24% of portfolio
3,905
Q3 2024 Added 0.1%
$354B
$635 Million 0.23% of portfolio
3,216
Q3 2024 Reduced 0.43%
$494B
$564 Million 0.21% of portfolio
4,815
Q3 2024 Added 0.06%
$391B
$422 Million 0.16% of portfolio
2,439
Q3 2024 Added 0.08%
$336B
$351 Million 0.13% of portfolio
495
Q3 2024 Reduced 1.0%
$301B
$349 Million 0.13% of portfolio
2,372
Q3 2024 Reduced 2.43%
$766B
$332 Million 0.12% of portfolio
375
Q3 2024 Reduced 2.85%
$767B
$303 Million 0.11% of portfolio
1,160
Q3 2024 Reduced 0.34%
$457B
$250 Million 0.09% of portfolio
1,466
Q3 2024 Reduced 5.91%
$1.28T
$246 Million 0.09% of portfolio
429
Q3 2024 Reduced 7.54%
$414B
$251 Million 0.09% of portfolio
1,549
Q3 2024 New
$282B
$208 Million 0.08% of portfolio
2,894
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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