Skip to content
Disclosery

Kooman & Associates

Follow

13F filer, CIK 1961850, ALTOONA, PA

Kooman & Associates reported $272,662,065 across 46 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-02. Its ten largest share positions make up 89.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001961850-25-000004

Period
2025-03-31
Reported value
$273M
Holdings
46
Top 10 weight
89.7%
New
5
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BILZnew+62,442$6.32M
DUHPadded+79,014$2.62M
DFICadded+59,619$1.66M
DFEMadded+32,242$853K
JNJnew+1,911$317K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
REETexited-234,848-$5.63M
IAGGreduced-81,244-$4.06M
SPYexited-2,109-$1.24M
MBBexited-4,800-$440K
DFSDreduced-5,414-$257K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001961850-25-000004, largest first. % of portfolio is the value over $272,662,065, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633,281 shares; 2024Q4: 2,694,681 shares; 2025Q1: 2,698,220 shares 2,698,220$104M38.04%+3,539Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408,604 shares; 2024Q4: 1,502,904 shares; 2025Q1: 1,562,523 shares 1,562,523$43.4M15.91%+59,619Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,330 shares; 2024Q4: 942,787 shares; 2025Q1: 975,029 shares 975,029$25.8M9.46%+32,242Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,033 shares; 2024Q4: 433,823 shares; 2025Q1: 435,064 shares 435,064$17.9M6.58%+1,241Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,599 shares; 2024Q4: 415,211 shares; 2025Q1: 494,225 shares 494,225$16.4M6.01%+79,014Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,388 shares; 2024Q4: 21,441 shares; 2025Q1: 21,088 shares 21,088$11.8M4.35%-353Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,967 shares; 2024Q4: 215,943 shares; 2025Q1: 134,699 shares 134,699$6.73M2.47%-81,244Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,818 shares; 2024Q4: 79,994 shares; 2025Q1: 78,799 shares 78,799$6.52M2.39%-1,195Timeline
BILZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,442 shares 62,442$6.32M2.32%newTimeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,979 shares; 2024Q4: 130,582 shares; 2025Q1: 125,168 shares 125,168$5.95M2.18%-5,414Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,326 shares; 2024Q4: 86,181 shares; 2025Q1: 88,363 shares 88,363$5.28M1.94%+2,182Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,382 shares; 2024Q4: 8,274 shares; 2025Q1: 8,787 shares 8,787$1.95M0.72%+513Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,321 shares; 2024Q4: 33,102 shares; 2025Q1: 33,943 shares 33,943$1.7M0.62%+841Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,483 shares; 2024Q4: 32,368 shares; 2025Q1: 32,667 shares 32,667$1.66M0.61%+299Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,798 shares; 2025Q1: 2,793 shares 2,793$1.44M0.53%-5Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,578 shares; 2024Q4: 18,384 shares; 2025Q1: 18,836 shares 18,836$1.42M0.52%+452Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 3,348 shares; 2025Q1: 3,568 shares 3,568$1.34M0.49%+220Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,693 shares; 2024Q4: 21,191 shares; 2025Q1: 21,406 shares 21,406$1.1M0.4%+215Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,294 shares; 2025Q1: 9,072 shares 9,072$983K0.36%-222Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 14,501 shares; 2025Q1: 14,665 shares 14,665$856K0.31%+164Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,832 shares; 2025Q1: 4,078 shares 4,078$776K0.28%+246Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 3,411 shares; 2025Q1: 3,436 shares 3,436$720K0.26%+25Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,417 shares; 2024Q4: 13,816 shares; 2025Q1: 13,904 shares 13,904$695K0.26%+88Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,918 shares; 2025Q1: 5,792 shares 5,792$689K0.25%+874Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,937 shares; 2025Q1: 4,071 shares 4,071$636K0.23%+134Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 12,446 shares; 2025Q1: 11,255 shares 11,255$511K0.19%-1,191Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 498 shares; 2025Q1: 505 shares 505$471K0.17%+7Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 4,039 shares; 2025Q1: 4,187 shares 4,187$438K0.16%+148Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,272 shares; 2025Q1: 2,584 shares 2,584$432K0.16%+312Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,686 shares; 2025Q1: 2,685 shares 2,685$411K0.15%-1Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,445 shares; 2025Q1: 2,348 shares 2,348$400K0.15%-97Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,786 shares; 2025Q1: 3,875 shares 3,875$383K0.14%+89Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,337 shares; 2025Q1: 1,375 shares 1,375$342K0.13%+38Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 374 shares; 2025Q1: 402 shares 402$332K0.12%+28Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: not reported; 2025Q1: 1,911 shares 1,911$317K0.12%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,845 shares; 2024Q4: 5,845 shares; 2025Q1: 5,845 shares 5,845$315K0.12%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 454 shares; 2025Q1: 529 shares 529$305K0.11%+75Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,188 shares; 2025Q1: 1,129 shares 1,129$293K0.11%-59Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,178 shares; 2025Q1: 2,101 shares 2,101$278K0.1%-77Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,006 shares; 2025Q1: 1,015 shares 1,015$262K0.1%+9Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,814 shares; 2024Q4: 10,936 shares; 2025Q1: 8,368 shares 8,368$237K0.09%-2,568Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 474 shares; 2025Q1: 442 shares 442$235K0.09%-32Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: not reported; 2025Q1: 3,123 shares 3,123$224K0.08%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 630 shares 630$221K0.08%newTimeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: not reported; 2025Q1: 5,692 shares 5,692$221K0.08%newTimeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,428 shares; 2025Q1: 1,442 shares 1,442$200K0.07%+14Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
REETISHARES TR234,848$5.63Mshares
SPYSTATE STR SPDR S&P 500 ETF T2,109$1.24Mshares
MBBISHARES TR4,800$440Kshares
ORCLORACLE CORP1,457$243Kshares
TTTRANE TECHNOLOGIES PLC573$212Kshares
BMYBRISTOL-MYERS SQUIBB CO3,703$209Kshares
GOOGLALPHABET INC1,059$200Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001961850-25-000004 base2025-05-02acceptance time not in the bulk data set