Kooman--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RJF",
  null,
  "ABBV",
  "T",
  null,
  null,
  "META",
  "IJH",
  null,
  null,
  "MSFT",
  "IJR",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "NVDA",
  "PG",
  "VZ",
  null,
  "ROK",
  "IEFA",
  "RTX",
  "IBM",
  null,
  null,
  null,
  "GSK",
  "AMZN",
  "VOO",
  "V",
  null,
  null,
  "BRK-B",
  "CVX",
  "KO",
  "CR",
  null,
  null,
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 46
Total Value: 272662065
Accession Number: 0001961850-25-000004
Form Type: 13F-HR
CIK: kooman--associates
Manager Name: Kooman--Associates

Data Enrichment

70% identified

32 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

46 positions • $272.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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AT&T INC.

T|00206R102

Shares:8.4K

Value:$236.6K

% of Portfolio:0.1% ($236.6K/$272.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:442

Value:$235.4K

% of Portfolio:0.1% ($235.4K/$272.7M)

COCA COLA CO

KO|191216100

Shares:3.1K

Value:$223.7K

% of Portfolio:0.1% ($223.7K/$272.7M)

VISA INC.

V|92826C839

Shares:630

Value:$220.8K

% of Portfolio:0.1% ($220.8K/$272.7M)

GSK plc

GSK|37733W204

Shares:5.7K

Value:$220.5K

% of Portfolio:0.1% ($220.5K/$272.7M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:1.4K

Value:$200.3K

% of Portfolio:0.1% ($200.3K/$272.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	8.4K	QoQ -23.48% (-2.6K) YoY -35.24% (-4.6K)	All Managers (Combined)	$236.6K	0.1% ($236.6K/$272.7M)	QoQ -4.96% (-$12.4K) YoY +4.05% (-$9.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	442	QoQ -6.75% (-32) YoY NEW(+442)	All Managers (Combined)	$235.4K	0.1% ($235.4K/$272.7M)	QoQ +9.56% (-$20.5K) YoY NEW(+$235.4K)
COCA COLA CO(KOcusip191216100)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$223.7K	0.1% ($223.7K/$272.7M)	QoQ NEW(+$223.7K) YoY NEW(+$223.7K)
VISA INC.(Vcusip92826C839)	630	QoQ NEW(+630) YoY NEW(+630)	All Managers (Combined)	$220.8K	0.1% ($220.8K/$272.7M)	QoQ NEW(+$220.8K) YoY NEW(+$220.8K)
GSK plc(GSKcusip37733W204)	5.7K	QoQ NEW(+5.7K) YoY -8.62% (-537)	All Managers (Combined)	$220.5K	0.1% ($220.5K/$272.7M)	QoQ NEW(+$220.5K) YoY -17.42% (-$46.5K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	1.4K	QoQ +0.98% (-14) YoY NEW(+1.4K)	All Managers (Combined)	$200.3K	0.1% ($200.3K/$272.7M)	QoQ -9.69% (-$21.5K) YoY NEW(+$200.3K)