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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 14 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VOOV Vanguard S&P 500 Value ETF 3,526.0 $718K 0.06% NEW $203.77 +8.8%
262 Berkshire Hathaway, Cl. A 1.0 $718K 0.06% NEW $718140.00
263 AB Ultra Short Income ETF 13,871.0 $700K 0.06% NEW $50.48
264 Intuitive Surgical, Inc. 1,492.0 $688K 0.05% NEW $460.99
265 Vanguard Russell 3000 ETF 2,356.0 $677K 0.05% NEW $287.53
266 FNDB Schwab Fundamental US Broad Market ETF 24,872.0 $677K 0.05% NEW $27.20 +12.6%
267 S&P Global, Inc. 1,587.0 $675K 0.05% NEW $425.34
268 Principal U.S. Small-Cap ETF 11,751.0 $674K 0.05% NEW $57.33
269 Technology Select Sector SPDR ETF 5,052.0 $671K 0.05% NEW $132.90
270 LUV Southwest Airlines Industrials 17,805.0 $669K 0.05% NEW $37.57 +27.6%
271 IJS iShares S&P SmallCap 600 Barra Value ETF 5,600.0 $663K 0.05% NEW $118.44 +13.2%
272 MDLZ Mondelez International, Inc. Consumer Defensive 11,373.0 $656K 0.05% NEW $57.64 +5.9%
273 AJG Gallagher, Arthur J & Co. Financial Services 3,003.0 $650K 0.05% NEW $216.54 +1.1%
274 SCHW Charles Schwab Corp. Financial Services 6,912.0 $650K 0.05% NEW $93.97 -0.7%
275 HON Honeywell Internat'l. Industrials 2,869.0 $648K 0.05% NEW $226.03 +3.7%
276 Linde PLC 1,270.0 $629K 0.05% NEW $495.56
277 VBR Vanguard Small Cap Value ETF 2,875.0 $624K 0.05% NEW $217.22 +11.2%
278 VWO Vanguard Emerging Mkts. ETF 11,528.0 $623K 0.05% NEW $54.05 +12.4%
279 JPMorgan Ultra-Short Municipal Inc - ETF 12,213.0 $623K 0.05% NEW $50.98
280 Marathon Petroleum Corp. 2,523.0 $616K 0.05% NEW $244.18
Page 14 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%