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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 11 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AFL AFLAC, Inc. Financial Services 10,777.0 $1.2M 0.09% NEW $109.71 +6.0%
202 JPMorgan Nasdaq Equity Premium Inc ETF 21,170.0 $1.2M 0.09% NEW $55.52
203 SCHX Schwab US Large-Cap ETF 45,641.0 $1.2M 0.09% NEW $25.64 +13.8%
204 VOE Vanguard Mid-Cap Value ETF 6,308.0 $1.2M 0.09% NEW $184.27 +6.3%
205 FT CBOE Vest Fund of Buffer - ETF 34,014.0 $1.1M 0.09% NEW $33.77
206 IWF IShares Russell 1000 Growth Index ETF 2,658.0 $1.1M 0.09% NEW $426.33 -71.5%
207 CVX Chevron Corp. Energy 5,463.0 $1.1M 0.09% NEW $206.90 -14.2%
208 T. Rowe Price US Equity Research ETF 27,608.0 $1.1M 0.09% NEW $40.90
209 FSLR First Solar, Inc. Energy 5,722.0 $1.1M 0.09% NEW $197.26 +29.2%
210 ANET Arista Networks, Inc. Technology 9,146.0 $1.1M 0.09% NEW $122.78 +34.3%
211 APLE Apple Hospitality REIT, Inc. Real Estate 97,244.0 $1.1M 0.09% NEW $11.51 +41.2%
212 VanEck Morningstar Wide Moat - ETF 11,531.0 $1.1M 0.09% NEW $96.70
213 WisdomTree International Hdgd Div Gr ETF 23,012.0 $1.1M 0.09% NEW $48.15
214 SPDR Dow Jones Industrial Average ETF 2,380.0 $1.1M 0.09% NEW $463.23
215 DE Deere & Co. Industrials 1,937.0 $1.1M 0.09% NEW $563.19 +4.5%
216 SCHA Schwab Strategic US Small-Cap ETF 37,040.0 $1.1M 0.09% NEW $29.08 +18.4%
217 SCHG Schwab US Large-Cap Growth ETF 35,806.0 $1.0M 0.08% NEW $29.13 +14.9%
218 Seagate Technology Holdings PLC 2,661.0 $1.0M 0.08% NEW $391.76
219 ORCL Oracle Corp Technology 7,077.0 $1.0M 0.08% NEW $147.10 +24.7%
220 IWB IShares Russell 1000 Index Fund ETF 2,904.0 $1.0M 0.08% NEW $356.50 +13.3%
Page 11 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%