Kooman & Associates
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.9% | $6,133,514 |
| Industrials | 14.7% | $2,312,456 |
| Healthcare | 11.9% | $1,874,669 |
| Communication Services | 11.3% | $1,784,641 |
| Consumer Cyclical | 8.2% | $1,295,082 |
| Energy | 6.7% | $1,055,009 |
| Financial Services | 6.3% | $988,111 |
| Consumer Defensive | 2.1% | $335,072 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VZ | Verizon Communications Inc | +403 | 11,155 | $472,302 | |
| ABBV | AbbVie Inc. | +159 | 3,417 | $859,853 | |
| AAPL | Apple Inc. | +75 | 8,569 | $2,479,525 | |
| NVDA | Nvidia Corp | +50 | 8,464 | $1,693,561 | |
| BRK-B | Berkshire Hathaway Inc | +37 | 458 | $229,178 | |
| IBM | International Business Machines Corp | +23 | 1,376 | $386,944 | |
| RJF | Raymond James Financial Inc | +9 | 1,454 | $221,051 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | +7 | 4,514 | $225,068 | |
| ROK | Rockwell Automation, Inc | +4 | 1,020 | $504,981 | |
| CR | Crane Co | +2 | 2,707 | $603,849 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −4,151 | 1,178 | $420,981 | |
| XOM | ExxonMobil Holdings Corp | −350 | 4,865 | $665,142 | |
| CVX | Chevron Corp | −262 | 2,352 | $389,867 | |
| DIS | Walt Disney Co | −140 | 3,521 | $338,896 | |
| BA | Boeing Co | −119 | 932 | $201,750 | |
| AMZN | Amazon Com Inc | −116 | 3,782 | $901,401 | |
| NFLX | Netflix Inc | −89 | 4,432 | $316,444 | |
| MSFT | Microsoft Corp | −73 | 3,424 | $1,277,220 | |
| META | Meta Platforms, Inc. | −64 | 419 | $236,018 | |
| TSLA | Tesla, Inc. | −45 | 936 | $393,681 | |
| JNJ | Johnson & Johnson | −32 | 998 | $253,462 | |
| RTX | RTX Corp | −27 | 1,864 | $353,656 | |
| LLY | ELI LILLY & Co | −12 | 386 | $462,980 | |
| PG | PROCTER & GAMBLE Co | −4 | 2,285 | $335,072 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 8,569 | $2,479,525 | 15.71% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 8,464 | $1,693,561 | 10.73% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,424 | $1,277,220 | 8.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,782 | $901,401 | 5.71% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,417 | $859,853 | 5.45% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 4,865 | $665,142 | 4.22% | |
| CR |
Crane Co
Industrials
|
Added | 2,707 | $603,849 | 3.83% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
NEW | 9,542 | $537,882 | 3.41% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Added | 1,020 | $504,981 | 3.20% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 11,155 | $472,302 | 2.99% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 386 | $462,980 | 2.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,178 | $420,981 | 2.67% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 936 | $393,681 | 2.50% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,352 | $389,867 | 2.47% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,376 | $386,944 | 2.45% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,864 | $353,656 | 2.24% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 3,521 | $338,896 | 2.15% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,285 | $335,072 | 2.12% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 4,432 | $316,444 | 2.01% | |
| GSK |
GSK plc
Healthcare
|
Held | 5,692 | $298,374 | 1.89% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 510 | $296,264 | 1.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 998 | $253,462 | 1.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 419 | $236,018 | 1.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 458 | $229,178 | 1.45% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
Added | 4,514 | $225,068 | 1.43% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
Added | 1,454 | $221,051 | 1.40% | |
| CSX |
Csx Corp
Industrials
|
NEW | 4,508 | $214,265 | 1.36% | |
| NSC |
Norfolk Southern Corp
Industrials
|
NEW | 664 | $208,887 | 1.32% | |
| BA |
Boeing Co
Industrials
|
Reduced | 932 | $201,750 | 1.28% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.