Portfolio (Quarterly) Guide ↗

Kooman & Associates

· CIK 0001961850

13F Portfolio $335M AUM 51 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 15 Added 18 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SPY	SPDR S&P 500 ETF TR	Financial Services	1,286	$877K	0.26%	SOLD
2	TT	TRANE TECHNOLOGIES PLC	Industrials	574	$223K	0.07%	SOLD
3	ORCL	ORACLE CORP	Technology	1,122	$219K	0.07%	SOLD
4	AVGO	BROADCOM INC	Technology	591	$205K	0.06%	SOLD

Sector Allocation

Technology 33.7%

Communication Services 20.2%

Industrials 11.1%

Healthcare 10.6%

Energy 9.2%

Consumer Cyclical 7.6%

Financial Services 4.3%

Consumer Defensive 3.4%