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Portfolio (Quarterly) Guide ↗

Kooman & Associates

· CIK 0001961850
13F Portfolio $372M AUM 57 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 15 Added 23 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVLV AMERICAN CENTY ETF TR 201,011.0 $18.3M 4.92% NEW $91.21 +3.0%
2 AVUQ AMERICAN CENTY ETF TR 231,427.0 $15.3M 4.10% NEW $66.00 +2.0%
3 AVUV AMERICAN CENTY ETF TR 56,122.0 $7.0M 1.88% NEW $124.76 +1.0%
4 AVDE AMERICAN CENTY ETF TR 7,867.0 $702K 0.19% NEW $89.20 +5.7%
5 FITB FIFTH THIRD BANCORP Financial Services 9,542.0 $538K 0.14% NEW $56.37 -2.7%
6 AVUS AMERICAN CENTY ETF TR 4,049.0 $519K 0.14% NEW $128.08 +2.2%
7 AVEM AMERICAN CENTY ETF TR 4,657.0 $449K 0.12% NEW $96.49 -1.3%
8 AMD ADVANCED MICRO DEVICES INC Technology 510.0 $296K 0.08% NEW $580.91 -17.9%
9 CSX CSX CORP Industrials 4,508.0 $214K 0.06% NEW $47.53 +8.4%
10 NSC NORFOLK SOUTHN CORP Industrials 664.0 $209K 0.06% NEW $314.59 +10.6%

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 39.4%
Industrials 14.9%
Healthcare 12.1%
Communication Services 11.5%
Consumer Cyclical 8.3%
Energy 6.8%
Financial Services 4.9%
Consumer Defensive 2.2%