Kooman & Associates

All 13F Filings

Location
Altoona, PA
Most recent 13F
Q4 2025
Holdings value ($000)
338,075
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/23/2026 52 338,075 13F-HR Kooman & Associates
Q3 2025 10/21/2025 53 324,265 13F-HR Kooman & Associates
Q2 2025 7/16/2025 50 295,903 13F-HR Kooman & Associates
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 312.2 K 92.3% 13.25 K 0 13.25 K
ETFs 25.89 K 7.7% 564 0 564
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Fund Snapshot

Q4 2025
Latest filed
1/23/2026
Total value ($000)
338,075
Holdings
52
QoQ value change ($000)
13,810 (4.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.