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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 12 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ARW Arrow Electronics Technology 7,055.0 $1.0M 0.08% NEW $143.41 +60.8%
222 ITW Illinois Tool Works Industrials 3,861.0 $1.0M 0.08% NEW $260.29 +3.2%
223 MO Altria Group, Inc. Consumer Defensive 15,016.0 $991K 0.08% NEW $65.99 +4.6%
224 PFE Pfizer, Inc. Healthcare 35,164.0 $987K 0.08% NEW $28.08 -6.8%
225 JPMorgan Hedged Equity Laddered Overly ETF 15,144.0 $968K 0.08% NEW $63.91
226 RIO Rio Tinto PLC ADR F Basic Materials 10,353.0 $966K 0.08% NEW $93.29 +12.4%
227 FT Vest U.S. Equity Buffer ETF September 18,767.0 $945K 0.07% NEW $50.33
228 ALK Alaska Air Group, Inc. Industrials 25,600.0 $942K 0.07% NEW $36.78 +34.5%
229 VEA Vanguard Tax-Mgd Int'l Dev. Markets ETF 14,409.0 $923K 0.07% NEW $64.08 +14.0%
230 O Realty Income Corp. Real Estate 15,069.0 $922K 0.07% NEW $61.18 +0.3%
231 GRNY Tidal TR Fundstrat Granny Shots US LC ETF 38,377.0 $916K 0.07% NEW $23.87 +15.9%
232 First TR. Ex. Tr. FD N. American Energy 20,851.0 $910K 0.07% NEW $43.66
233 IVES Dan IVES Wedbush AI Revolution ETF 31,657.0 $898K 0.07% NEW $28.37 +33.4%
234 First Tr Large Cap Core AlphaDex Fd ETF 7,365.0 $898K 0.07% NEW $121.93
235 ADP Automatic Data Processing Industrials 4,414.0 $897K 0.07% NEW $203.16 +9.2%
236 Pacer Large Cap Cash Cows Growth - ETF 26,112.0 $881K 0.07% NEW $33.74
237 Nuveen TR ESG Large Cap Growth ETF 9,670.0 $879K 0.07% NEW $90.94
238 ProShares S&P MidCap 400 Dividend Aristo. 10,095.0 $872K 0.07% NEW $86.41
239 T. Rowe Price Dividend Growth ETF 19,243.0 $859K 0.07% NEW $44.63
240 ESGV Vanguard ESG US Stock - ETF 7,512.0 $843K 0.07% NEW $112.27 +18.2%
Page 12 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%