Arkolith/Funds/Kooman & Associates

Kooman & Associates

CIK 1961850
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Kooman & Associates holds a concentrated book of 56 stocks worth $372.4M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Avantis US Large Cap Value and trimmed Dimensional US Core Equity M. Their largest long position is Dimensional US Core Equity M at 40% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+15.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
21
new positions
Added to
19
existing
Trimmed
26
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+29.5%
+15.9%/yr · since Oct '24
Their reported book
+26.7%
held from quarter-end
S&P 500
+29.9%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Kooman & Associates (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.8 points over this window.

Growth of $10,000 cloning Kooman & Associates's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
75%
Top 10 holdings
86%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
2%
Health Care
1%
Industrials
0%
Consumer Discretionary
0%
Energy
0%
Financials
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Kooman & Associates

Manager / fundShared namesTheir $ in those
NewEdge Advisors, LLC70 / 56$8.5B
MORGAN STANLEY69 / 56$563.0B
ROYAL BANK OF CANADA69 / 56$158.2B
WELLS FARGO & COMPANY/MN69 / 56$157.3B
UBS Group AG69 / 56$148.0B
RAYMOND JAMES FINANCIAL INC69 / 56$101.4B
LPL Financial LLC69 / 56$80.4B
COMMONWEALTH EQUITY SERVICES, LLC69 / 56$17.9B

Ranked by how many of Kooman & Associates's top 56 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

56 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US CORE EQT MKT
$148.1M2.86M
39.8%
−0.2%
Reduced · −6K sh
2Dimensional ETF Trust
INTL CORE EQUITY
$57.3M1.54M
15.4%
−2.2%
Reduced · −34K sh
3Dimensional ETF Trust
EMERGING MKTS CO
$38.8M954.9K
10.4%
−4.5%
Reduced · −45K sh
4American Centy ETF TR
US LARGE CAP VLU
$18.3M201.0K
4.9%
New
New position
5Ishares TR
CORE S&P500 ETF
$15.9M21.2K
4.3%
+0.4%
Added · +83 sh
6American Centy ETF TR
AVAN U S QUA ETF
$15.3M231.4K
4.1%
New
New position
7Dimensional ETF Trust
US MKTWIDE VALUE
$7.4M134.1K
2.0%
−71%
Reduced · −335K sh
8American Centy ETF TR
US SML CP VALU
$7.0M56.1K
1.9%
New
New position
9Dimensional ETF Trust
US HIGH PROF ETF
$6.8M163.0K
1.8%
−71%
Reduced · −402K sh
10Ishares TR
1 3 YR TREAS BD
$6.8M82.2K
1.8%
+2.9%
Added · +2K sh
11Pimco ETF TR
ULTR SH GO AC FD
$6.6M65.1K
1.8%
+2.3%
Added · +1K sh
12Ishares TR
CORE INTL AGGR
$6.4M126.2K
1.7%
+2.3%
Added · +3K sh
13Dimensional ETF Trust
SHOR DUR FIX ETF
$6.3M131.5K
1.7%
+2.7%
Added · +3K sh
14Apple Inc
COM
$2.5M8.6K
0.7%
+0.9%
Added · +75 sh
15Dimensional ETF Trust
US SMALL CAP ETF
$2.3M28.1K
0.6%
−72%
Reduced · −72K sh
16J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$1.8M35.0K
0.5%
+1.3%
Added · +457 sh
17Nvidia Corporation
COM
$1.7M8.5K
0.5%
+0.6%
Added · +50 sh
18Ishares TR
CORE MSCI EAFE
$1.7M17.4K
0.5%
−1.0%
Reduced · −169 sh
19Vanguard Index FDS
S&P 500 ETF SHS
$1.6M2.4K
0.4%
−0.4%
Reduced · −10 sh
20J P Morgan Exchange Traded F
MUNICIPAL ETF
$1.5M30.4K
0.4%
+1.5%
Added · +438 sh
21Alphabet Inc
CAP STK CL C
$1.4M4.0K
0.4%
−2.2%
Reduced · −89 sh
22Microsoft Corp
COM
$1.3M3.4K
0.3%
−2.1%
Reduced · −73 sh
23Ishares TR
CORE S&P MCP ETF
$1.1M14.5K
0.3%
−2.6%
Reduced · −390 sh
24Pimco ETF TR
INTER MUN BD ACT
$1.0M19.4K
0.3%
+2.5%
Added · +475 sh
25Amazon Com Inc
COM
$901K3.8K
0.2%
−3.0%
Reduced · −116 sh
26Abbvie Inc
COM
$860K3.4K
0.2%
+4.9%
Added · +159 sh
27Pimco ETF TR
SHTRM MUN BD ACT
$754K14.9K
0.2%
+1.5%
Added · +223 sh
28American Centy ETF TR
INTL EQT ETF
$702K7.9K
0.2%
New
New position
29Exxon Mobil Corp
COM
$665K4.9K
0.2%
−6.7%
Reduced · −350 sh
30Crane Company
COMMON STOCK
$604K2.7K
0.2%
+0.1%
Added · +2 sh
31Ishares TR
CORE S&P SCP ETF
$600K4.0K
0.2%
−3.0%
Reduced · −123 sh
32Fifth Third Bancorp
COM
$538K9.5K
0.1%
New
New position
33American Centy ETF TR
US EQT ETF
$519K4.0K
0.1%
New
New position
34Rockwell Automation Inc
COM
$505K1.0K
0.1%
+0.4%
Added · +4 sh
35Verizon Communications Inc
COM
$472K11.2K
0.1%
+3.7%
Added · +403 sh
36Eli Lilly & Co
COM
$463K386
0.1%
−3.0%
Reduced · −12 sh
37American Centy ETF TR
AVANTIS EMGMKT
$449K4.7K
0.1%
New
New position
38Alphabet Inc
CAP STK CL A
$421K1.2K
0.1%
−3.9%
Reduced · −48 sh
39Tesla Inc
COM
$394K936
0.1%
−4.6%
Reduced · −45 sh
40Chevron Corporation
COM
$390K2.4K
0.1%
−10%
Reduced · −262 sh
41International Business Machs
COM
$387K1.4K
0.1%
+1.7%
Added · +23 sh
42RTX Corporation
COM
$354K1.9K
0.1%
−1.4%
Reduced · −27 sh
43Disney Walt Co
COM
$339K3.5K
0.1%
−3.8%
Reduced · −140 sh
44Procter & Gamble Co
COM
$335K2.3K
0.1%
−0.2%
Reduced · −4 sh
45Netflix Inc.
COM
$316K4.4K
0.1%
−2.0%
Reduced · −89 sh
46GSK PLC
SPONSORED ADR
$298K5.7K
0.1%
Held
47Advanced Micro Devices Inc
COM
$296K510
0.1%
New
New position
48Ishares Inc
CORE MSCI EMKT
$295K3.6K
0.1%
−17%
Reduced · −722 sh
49Johnson & Johnson
COM
$253K998
0.1%
−3.1%
Reduced · −32 sh
50Meta Platforms Inc
CL A
$236K419
0.1%
−13%
Reduced · −64 sh
Showing 50 of 56 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202657$372.4M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202651$335.4M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202653$338.1M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202553$324.3M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202550$295.9M13F-HR
Q1 2025Mar 31, 2025May 2, 202546$272.7M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202548$276.4M13F-HR
Q3 2024Sep 30, 2024Oct 24, 202446$270.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.