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Kooman & Associates

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13F filer, CIK 1961850, ALTOONA, PA

Kooman & Associates reported $295,903,233 across 50 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-16. Its ten largest share positions make up 89.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001961850-25-000005

Period
2025-06-30
Reported value
$296M
Holdings
50
Top 10 weight
89.58%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAUadded+11,362$481K
ORCLnew+1,382$302K
TTnew+579$253K
DUHPadded+6,651$237K
GOOGLnew+1,300$229K

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
DFICreduced-25,731-$800K
IAGGreduced-7,037-$360K
SHYreduced-4,067-$337K
BILZreduced-3,213-$325K
DFSDreduced-6,413-$308K

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, Q2 2025

Share positions as resolved from 13F-HR 0001961850-25-000005, largest first. % of portfolio is the value over $295,903,233, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,633,281 shares; 2024Q4: 2,694,681 shares; 2025Q1: 2,698,220 shares; 2025Q2: 2,709,582 shares 2,709,582$115M38.79%+11,362Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408,604 shares; 2024Q4: 1,502,904 shares; 2025Q1: 1,562,523 shares; 2025Q2: 1,536,792 shares 1,536,792$47.8M16.15%-25,731Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 895,330 shares; 2024Q4: 942,787 shares; 2025Q1: 975,029 shares; 2025Q2: 972,671 shares 972,671$28.9M9.76%-2,358Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,033 shares; 2024Q4: 433,823 shares; 2025Q1: 435,064 shares; 2025Q2: 438,020 shares 438,020$18.5M6.26%+2,956Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,599 shares; 2024Q4: 415,211 shares; 2025Q1: 494,225 shares; 2025Q2: 500,876 shares 500,876$17.8M6.02%+6,651Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,388 shares; 2024Q4: 21,441 shares; 2025Q1: 21,088 shares; 2025Q2: 20,654 shares 20,654$12.8M4.33%-434Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,967 shares; 2024Q4: 215,943 shares; 2025Q1: 134,699 shares; 2025Q2: 127,662 shares 127,662$6.52M2.2%-7,037Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,818 shares; 2024Q4: 79,994 shares; 2025Q1: 78,799 shares; 2025Q2: 74,732 shares 74,732$6.19M2.09%-4,067Timeline
BILZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,442 shares; 2025Q2: 59,229 shares 59,229$5.99M2.03%-3,213Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,326 shares; 2024Q4: 86,181 shares; 2025Q1: 88,363 shares; 2025Q2: 90,651 shares 90,651$5.78M1.95%+2,288Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,979 shares; 2024Q4: 130,582 shares; 2025Q1: 125,168 shares; 2025Q2: 118,755 shares 118,755$5.7M1.93%-6,413Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,232 shares; 2024Q4: 3,348 shares; 2025Q1: 3,568 shares; 2025Q2: 3,594 shares 3,594$1.79M0.6%+26Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,382 shares; 2024Q4: 8,274 shares; 2025Q1: 8,787 shares; 2025Q2: 8,532 shares 8,532$1.75M0.59%-255Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,798 shares; 2025Q1: 2,793 shares; 2025Q2: 2,794 shares 2,794$1.59M0.54%+1Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,578 shares; 2024Q4: 18,384 shares; 2025Q1: 18,836 shares; 2025Q2: 18,867 shares 18,867$1.58M0.53%+31Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,321 shares; 2024Q4: 33,102 shares; 2025Q1: 33,943 shares; 2025Q2: 31,373 shares 31,373$1.56M0.53%-2,570Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,483 shares; 2024Q4: 32,368 shares; 2025Q1: 32,667 shares; 2025Q2: 29,177 shares 29,177$1.49M0.5%-3,490Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,770 shares; 2024Q4: 9,294 shares; 2025Q1: 9,072 shares; 2025Q2: 9,157 shares 9,157$1.45M0.49%+85Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,693 shares; 2024Q4: 21,191 shares; 2025Q1: 21,406 shares; 2025Q2: 19,712 shares 19,712$1.01M0.34%-1,694Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,513 shares; 2024Q4: 14,501 shares; 2025Q1: 14,665 shares; 2025Q2: 14,953 shares 14,953$927K0.31%+288Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,751 shares; 2024Q4: 3,832 shares; 2025Q1: 4,078 shares; 2025Q2: 3,921 shares 3,921$860K0.29%-157Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 3,937 shares; 2025Q1: 4,071 shares; 2025Q2: 4,127 shares 4,127$732K0.25%+56Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 498 shares; 2025Q1: 505 shares; 2025Q2: 507 shares 507$679K0.23%+2Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,918 shares; 2025Q1: 5,792 shares; 2025Q2: 6,128 shares 6,128$661K0.22%+336Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 3,411 shares; 2025Q1: 3,436 shares; 2025Q2: 3,476 shares 3,476$645K0.22%+40Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,417 shares; 2024Q4: 13,816 shares; 2025Q1: 13,904 shares; 2025Q2: 12,500 shares 12,500$627K0.21%-1,404Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687 shares; 2024Q4: 2,686 shares; 2025Q1: 2,685 shares; 2025Q2: 2,684 shares 2,684$510K0.17%-1Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 12,446 shares; 2025Q1: 11,255 shares; 2025Q2: 11,210 shares 11,210$485K0.16%-45Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,715 shares; 2024Q4: 3,786 shares; 2025Q1: 3,875 shares; 2025Q2: 3,855 shares 3,855$478K0.16%-20Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 4,039 shares; 2025Q1: 4,187 shares; 2025Q2: 4,255 shares 4,255$465K0.16%+68Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,337 shares; 2025Q1: 1,375 shares; 2025Q2: 1,385 shares 1,385$408K0.14%+10Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 454 shares; 2025Q1: 529 shares; 2025Q2: 544 shares 544$402K0.14%+15Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,445 shares; 2025Q1: 2,348 shares; 2025Q2: 2,354 shares 2,354$375K0.13%+6Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,272 shares; 2025Q1: 2,584 shares; 2025Q2: 2,543 shares 2,543$364K0.12%-41Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,188 shares; 2025Q1: 1,129 shares; 2025Q2: 1,133 shares 1,133$360K0.12%+4Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,845 shares; 2024Q4: 5,845 shares; 2025Q1: 5,845 shares; 2025Q2: 5,864 shares 5,864$352K0.12%+19Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,006 shares; 2025Q1: 1,015 shares; 2025Q2: 1,014 shares 1,014$337K0.11%-1Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,186 shares; 2024Q4: 2,178 shares; 2025Q1: 2,101 shares; 2025Q2: 2,097 shares 2,097$306K0.1%-4Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: 374 shares; 2025Q1: 402 shares; 2025Q2: 390 shares 390$304K0.1%-12Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,457 shares; 2025Q1: not reported; 2025Q2: 1,382 shares 1,382$302K0.1%newTimeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,229 shares; 2024Q4: not reported; 2025Q1: 5,692 shares; 2025Q2: 7,834 shares 7,834$301K0.1%+2,142Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: not reported; 2025Q1: 1,911 shares; 2025Q2: 1,880 shares 1,880$287K0.1%-31Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 573 shares; 2025Q1: not reported; 2025Q2: 579 shares 579$253K0.09%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,059 shares; 2025Q1: not reported; 2025Q2: 1,300 shares 1,300$229K0.08%newTimeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,814 shares; 2024Q4: 10,936 shares; 2025Q1: 8,368 shares; 2025Q2: 7,812 shares 7,812$226K0.08%-556Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 630 shares; 2025Q2: 627 shares 627$223K0.08%-3Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,428 shares; 2025Q1: 1,442 shares; 2025Q2: 1,447 shares 1,447$222K0.07%+5Timeline
KTOSKRATOS DEFENSE & SEC SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,507 shares 4,507$209K0.07%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 474 shares; 2025Q1: 442 shares; 2025Q2: 422 shares 422$205K0.07%-20Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 727 shares 727$200K0.07%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
KOCOCA COLA CO3,123$224Kshares

How Q2 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 0001961850-25-000005 base2025-07-16acceptance time not in the bulk data set