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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 Chg Shares Chg % Period Price ① Since Period ①
1 DFIC DIMENSIONAL ETF TRUST 1,570,653.0 $55.8M 16.64% -24K -1.5% $35.53 +4.2%
2 DFEM DIMENSIONAL ETF TRUST 999,510.0 $34.5M 10.30% -11K -1.1% $34.55 +15.3%
3 BILZ PIMCO ETF TR 63,593.0 $6.4M 1.91% -4K -6.0% $100.97 -0.0%
4 IAGG ISHARES TR 123,404.0 $6.2M 1.84% -898.0 -0.7% $50.04 +1.1%
5 AAPL APPLE INC Technology 8,494.0 $2.2M 0.64% -44.0 -0.5% $253.79 +11.8%
6 JMUB J P MORGAN EXCHANGE TRADED F 29,915.0 $1.5M 0.45% -2K -5.8% $49.99 +1.3%
7 MUNI PIMCO ETF TR 18,901.0 $986K 0.29% -1K -6.3% $52.19 +0.8%
8 XOM EXXON MOBIL CORP Energy 5,215.0 $885K 0.26% -811.0 -13.5% $169.67 -19.5%
9 ABBV ABBVIE INC Healthcare 3,258.0 $709K 0.21% -30.0 -0.9% $217.49 +15.6%
10 NFLX NETFLIX INC. Communication Services 4,521.0 $435K 0.13% -125.0 -2.7% $96.15 -23.2%
11 LLY ELI LILLY & CO Healthcare 398.0 $366K 0.11% -11.0 -2.7% $919.77 +31.4%
12 RTX RTX CORPORATION Industrials 1,891.0 $365K 0.11% -68.0 -3.5% $192.90 -2.5%
13 TSLA TESLA INC Consumer Cyclical 981.0 $365K 0.11% -11.0 -1.1% $371.75 +2.1%
14 GOOGL ALPHABET INC Communication Services 1,226.0 $353K 0.10% -8.0 -0.7% $287.56 +17.3%
15 IBM INTERNATIONAL BUSINESS MACHS Technology 1,353.0 $328K 0.10% -11.0 -0.8% $242.39 +12.1%
16 GSK GSK PLC Healthcare 5,692.0 $314K 0.09% -2K -21.5% $55.19 -4.9%
17 IEMG ISHARES INC 4,278.0 $298K 0.09% -243.0 -5.4% $69.75 +16.5%
18 JNJ JOHNSON & JOHNSON Healthcare 1,030.0 $252K 0.07% -420.0 -29.0% $244.44 +4.2%

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 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%