Kooman & Associates
•CIK: 1961850•Filing: Q4 2025
**Kooman & Associates** manages $338M across a concentrated portfolio of 52 positions. The fund exhibits a significant overweighting in DFAU, representing $132.4M of its holdings. Further notable allocations include DFIC at $55.0M and DFEM at $33.4M, suggesting a focused, high-conviction approach. This structure indicates a deep commitment to specific sector or thematic opportunities within its investment universe.
Total AUM
$338.1M
QoQ Performance
+4.3%
Positions
37
Top 10 Concentration
90.0%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
DFIC
DFEM
DFUV
DUHP
DFAU39.2%
DFIC16.3%
DFEM9.9%
DFUV6.5%
DUHP6.2%
IVV4.2%
DFAS2.0%
BILZ2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.9%
ETF4.9%
Technology2.5%
Healthcare0.4%
Consumer0.4%
Communication0.2%
Energy0.2%
Financial0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑20 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023