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Portfolio (Quarterly) Guide ↗

Kooman & Associates

· CIK 0001961850
13F Portfolio $335M AUM 51 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 15 Added 18 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TOTALENERGIES SE 2,414.0 $220K 0.07% NEW $90.98
2 WMT WALMART INC Consumer Defensive 1,644.0 $204K 0.06% NEW $124.28 -17.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.5%
Communication Services 13.6%
Industrials 12.0%
Healthcare 11.4%
Energy 9.9%
Consumer Cyclical 8.2%
Financial Services 4.7%
Consumer Defensive 3.7%