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Portfolio (Quarterly) Guide ↗

COZAD ASSET MANAGEMENT INC

· CIK 0000709428
13F Portfolio $1.3B AUM 421 positions Filed May 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 421 New
Page 20 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MUFG Mitsubishi UFJ Fin'l. Grp. ADR Financial Services 15,342.0 $260K 0.02% NEW $16.97 +22.3%
382 VIOV Vanguard S&P Small-Cap 600 Value ETF 2,550.0 $259K 0.02% NEW $101.74 +11.3%
383 Siemens AG ADR 2,116.0 $258K 0.02% NEW $121.88
384 IYR IShares US Real Estate ETF 2,725.0 $258K 0.02% NEW $94.56 +6.4%
385 SLF Sun Life Financial, Inc. Financial Services 4,072.0 $255K 0.02% NEW $62.56 +24.6%
386 Wisconsin Energy 2,194.0 $254K 0.02% NEW $115.77
387 IWD IShares Russell 1000 Value Index ETF 1,187.0 $254K 0.02% NEW $213.73 +12.5%
388 IYW IShares US Technology ETF 1,390.0 $252K 0.02% NEW $181.42 +35.8%
389 Capital Group Global Growth Equity - ETF 7,525.0 $251K 0.02% NEW $33.37
390 SYK Stryker Corporation Healthcare 762.0 $250K 0.02% NEW $328.38 -8.3%
391 MS Morgan Stanley Financial Services 1,508.0 $248K 0.02% NEW $164.57 +36.8%
392 PRU Prudential Financial, Inc. Financial Services 2,535.0 $248K 0.02% NEW $97.69 +9.5%
393 First Trust Dow Jones Internet ETF 1,056.0 $247K 0.02% NEW $234.03
394 ACWX IShares - MSCI ACWI ex US ETF 3,591.0 $246K 0.02% NEW $68.47 +11.0%
395 GD General Dynamics Industrials 709.0 $243K 0.02% NEW $343.22 +5.7%
396 First Trust RBA Amern Indl Renaissance ETF 2,189.0 $242K 0.02% NEW $110.78
397 NGG National Grid PLC ADR Utilities 2,851.0 $241K 0.02% NEW $84.60 -4.6%
398 TotalEnergies SE 2,538.0 $237K 0.02% NEW $93.22
399 WDFC W D 40 Co. Basic Materials 1,095.0 $223K 0.02% NEW $203.94 +11.6%
400 NetApp Inc. 2,175.0 $223K 0.02% NEW $102.39
Page 20 of 22  ·  421 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 12.2%
Industrials 10.9%
Consumer Defensive 10.8%
Healthcare 8.2%
Consumer Cyclical 8.1%
Energy 4.4%
Basic Materials 3.9%
Communication Services 3.2%
Utilities 2.7%