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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
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFIC DIMENSIONAL ETF TRUST 1,536,506.0 $57.3M 15.37% -34K -2.2% $37.26 +5.8%
2 DFEM DIMENSIONAL ETF TRUST 954,934.0 $38.8M 10.42% -45K -4.5% $40.64 -0.4%
3 DFUV DIMENSIONAL ETF TRUST 134,098.0 $7.4M 1.98% -335K -71.4% $55.01 +3.8%
4 DUHP DIMENSIONAL ETF TRUST 162,967.0 $6.8M 1.83% -402K -71.1% $41.73 +2.0%
5 DFAS DIMENSIONAL ETF TRUST 28,126.0 $2.3M 0.62% -72K -71.8% $82.34 +0.6%
6 IEFA ISHARES TR 17,366.0 $1.7M 0.45% -169.0 -1.0% $96.58 +4.3%
7 GOOG ALPHABET INC 4,014.0 $1.4M 0.38% -89.0 -2.2% $353.33
8 MSFT MICROSOFT CORP Technology 3,424.0 $1.3M 0.34% -73.0 -2.1% $372.99 +35.4%
9 IJH ISHARES TR 14,463.0 $1.1M 0.30% -390.0 -2.6% $77.11 -0.6%
10 AMZN AMAZON COM INC Consumer Cyclical 3,782.0 $901K 0.24% -116.0 -3.0% $238.34 +7.5%
11 XOM EXXON MOBIL CORP Energy 4,865.0 $665K 0.18% -350.0 -6.7% $136.73 +14.4%
12 IJR ISHARES TR 4,045.0 $600K 0.16% -123.0 -3.0% $148.31 -1.0%
13 LLY ELI LILLY & CO Healthcare 386.0 $463K 0.12% -12.0 -3.0% $1199.43 -1.9%
14 GOOGL ALPHABET INC Communication Services 1,178.0 $421K 0.11% -48.0 -3.9% $357.37 -4.7%
15 TSLA TESLA INC Consumer Cyclical 936.0 $394K 0.11% -45.0 -4.6% $420.60 -15.6%
16 CVX CHEVRON CORPORATION Energy 2,352.0 $390K 0.10% -262.0 -10.0% $165.76 +20.4%
17 RTX RTX CORPORATION Industrials 1,864.0 $354K 0.10% -27.0 -1.4% $189.73 +11.8%
18 DIS DISNEY WALT CO Communication Services 3,521.0 $339K 0.09% -140.0 -3.8% $96.26 +11.0%
19 NFLX NETFLIX INC. Communication Services 4,432.0 $316K 0.09% -89.0 -2.0% $71.40 +11.8%
20 IEMG ISHARES INC 3,556.0 $295K 0.08% -722.0 -16.9% $82.84 -0.5%
Page 1 of 2  ·  23 positions

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%