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Portfolio (Quarterly) Guide ↗

Kooman & Associates

· CIK 0001961850
13F Portfolio $338M AUM 53 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 464.0 $306K 0.09% NEW $660.09 -16.6%
42 IEMG ISHARES INC 4,521.0 $304K 0.09% NEW $67.22 +20.9%
43 JNJ JOHNSON & JOHNSON Healthcare 1,450.0 $300K 0.09% NEW $206.95 +23.1%
44 CVX CHEVRON CORP NEW Energy 1,803.0 $275K 0.08% NEW $152.41 +12.2%
45 BK BANK NEW YORK MELLON CORP Financial Services 2,015.0 $234K 0.07% NEW $116.09 +26.1%
46 RJF RAYMOND JAMES FINL INC Financial Services 1,448.0 $233K 0.07% NEW $160.59 -6.6%
47 BA BOEING CO Industrials 1,049.0 $228K 0.07% NEW $217.12 +0.1%
48 TT TRANE TECHNOLOGIES PLC Industrials 574.0 $223K 0.07% NEW $389.20 +22.8%
49 ORCL ORACLE CORP Technology 1,122.0 $219K 0.07% NEW $194.91 -23.7%
50 BERKSHIRE HATHAWAY INC DEL 413.0 $208K 0.06% NEW $502.65
51 IAU ISHARES GOLD TR Financial Services 2,551.0 $207K 0.06% NEW $81.17 -5.7%
52 AVGO BROADCOM INC Technology 591.0 $205K 0.06% NEW $346.10 +5.5%
Page 3 of 3  ·  52 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 36.2%
Communication Services 18.0%
Industrials 11.5%
Healthcare 10.4%
Financial Services 8.7%
Consumer Cyclical 7.6%
Energy 5.6%
Consumer Defensive 1.8%