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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 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 4,014.0 $1.4M 0.38% -89.0 -2.2% $353.33
22 MSFT MICROSOFT CORP Technology 3,424.0 $1.3M 0.34% -73.0 -2.1% $372.99 +36.7%
23 IJH ISHARES TR 14,463.0 $1.1M 0.30% -390.0 -2.6% $77.11 -0.8%
24 MUNI PIMCO ETF TR 19,376.0 $1.0M 0.27% +475.0 +2.5% $52.60 -1.6%
25 AMZN AMAZON COM INC Consumer Cyclical 3,782.0 $901K 0.24% -116.0 -3.0% $238.34 +8.8%
26 ABBV ABBVIE INC Healthcare 3,417.0 $860K 0.23% +159.0 +4.9% $251.64 +2.2%
27 SMMU PIMCO ETF TR 14,936.0 $754K 0.20% +223.0 +1.5% $50.50 -0.4%
28 AVDE AMERICAN CENTY ETF TR 7,867.0 $702K 0.19% NEW $89.20 +6.0%
29 XOM EXXON MOBIL CORP Energy 4,865.0 $665K 0.18% -350.0 -6.7% $136.73 +14.2%
30 CR CRANE COMPANY Industrials 2,707.0 $604K 0.16% $223.07 -6.7%
31 IJR ISHARES TR 4,045.0 $600K 0.16% -123.0 -3.0% $148.31 -0.9%
32 FITB FIFTH THIRD BANCORP Financial Services 9,542.0 $538K 0.14% NEW $56.37 -2.5%
33 AVUS AMERICAN CENTY ETF TR 4,049.0 $519K 0.14% NEW $128.08 +2.4%
34 ROK ROCKWELL AUTOMATION INC Industrials 1,020.0 $505K 0.14% $495.08 -12.9%
35 VZ VERIZON COMMUNICATIONS INC Communication Services 11,155.0 $472K 0.13% +403.0 +3.8% $42.34 +18.4%
36 LLY ELI LILLY & CO Healthcare 386.0 $463K 0.12% -12.0 -3.0% $1199.43 -2.7%
37 AVEM AMERICAN CENTY ETF TR 4,657.0 $449K 0.12% NEW $96.49 -0.9%
38 GOOGL ALPHABET INC Communication Services 1,178.0 $421K 0.11% -48.0 -3.9% $357.37 -3.8%
39 TSLA TESLA INC Consumer Cyclical 936.0 $394K 0.11% -45.0 -4.6% $420.60 -15.7%
40 CVX CHEVRON CORPORATION Energy 2,352.0 $390K 0.10% -262.0 -10.0% $165.76 +21.1%
Page 2 of 3  ·  56 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%