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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 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 998.0 $253K 0.07% -32.0 -3.1% $253.97 +4.6%
22 META META PLATFORMS INC Communication Services 419.0 $236K 0.06% -64.0 -13.2% $563.29 +1.4%
23 BA BOEING CO Industrials 932.0 $202K 0.05% -119.0 -11.3% $216.47 -3.0%
Page 2 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%