DOSSIER · 13F-HR · Q2 2026
Kooman & Associates
$372M in tracked AUM across 57 positions as of Q2 2026.
K&
CIK 0001961850 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: Kooman & Associates
1. Portfolio Overview
Kooman & Associates reported a total portfolio value of $338.08 million as of December 31, 2025, representing a robust growth of 16.0% from the previous quarter's $291.54 million. The portfolio consists of 53 holdings, indicating a focused yet diversified approach. The most striking characteristic of this portfolio is its heavy reliance on fund structures, specifically Exchange Traded Funds (ET...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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