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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 17 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MSI Motorola Solutions, Inc. Technology 928.0 $403K 0.03% NEW $433.97 -7.6%
322 NOC Northrop Grumman Industrials 583.0 $398K 0.03% NEW $682.24 -18.8%
323 COF Capital One Financial Financial Services 2,170.0 $396K 0.03% NEW $182.43 +12.6%
324 MercadoLibre Inc. 227.0 $392K 0.03% NEW $1729.02
325 VXF Vanguard Extended Market ETF 1,900.0 $391K 0.03% NEW $205.80 +17.6%
326 LMT Lockheed Martin Corp. Industrials 647.0 $391K 0.03% NEW $603.92 -11.4%
327 BMY Bristol-Myers Squibb Healthcare 6,363.0 $386K 0.03% NEW $60.65 -8.2%
328 EFA IShares MSCI EAFE ETF 3,950.0 $384K 0.03% NEW $97.14 +8.4%
329 PIMCO Intermediate Muni Bd Actv - ETF 7,263.0 $379K 0.03% NEW $52.19
330 FNDA Schwab Fundamental US Small Company ETF 11,661.0 $378K 0.03% NEW $32.43 +14.5%
331 EMR Emerson Electric Co. Industrials 2,875.0 $377K 0.03% NEW $131.02 +16.0%
332 Pacer FDS TR Cash Cows - ETF 8,103.0 $371K 0.03% NEW $45.75
333 TGT Target Corp. Consumer Defensive 3,009.0 $365K 0.03% NEW $121.20 +7.4%
334 IUSV IShares Core US Value ETF 3,555.0 $363K 0.03% NEW $102.25 +8.2%
335 INTC Intel Corp. Technology 8,208.0 $362K 0.03% NEW $44.13 +176.7%
336 REZ IShares Residential Real Estate Capped ETF 4,318.0 $359K 0.03% NEW $83.21 +8.1%
337 Equinor ASA 8,485.0 $358K 0.03% NEW $42.20
338 FISV Fiserv, Inc. Technology 6,268.0 $350K 0.03% NEW $55.80 -9.1%
339 UnitedHealth Group 1,287.0 $348K 0.03% NEW $270.59
340 VZ Verizon Communications Communication Services 6,879.0 $345K 0.03% NEW $50.20 -9.4%
Page 17 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%