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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 18 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CSX CSX Corp. Industrials 8,405.0 $345K 0.03% NEW $41.05 +14.3%
342 Duke Energy Corp 2,590.0 $339K 0.03% NEW $130.94
343 AB Disruptors ETF 3,106.0 $337K 0.03% NEW $108.57
344 SoFi Technologies, Ince 21,057.0 $334K 0.03% NEW $15.88
345 NSC Norfolk Southern Corp. Industrials 1,165.0 $334K 0.03% NEW $287.00 +8.3%
346 BMO Bank of Montreal Financial Services 2,453.0 $332K 0.03% NEW $135.34 +25.3%
347 HWM Howmet Aerospace Inc. Industrials 1,399.0 $322K 0.03% NEW $230.46 +20.4%
348 iShares Int'l Dividend Growth ETF 3,835.0 $321K 0.03% NEW $83.77
349 Corteva Inc. 3,819.0 $320K 0.03% NEW $83.71
350 MCO Moody's Corp. Financial Services 730.0 $318K 0.03% NEW $436.25 +7.4%
351 Materials Select Sector SPDR ETF 6,303.0 $315K 0.03% NEW $49.97
352 Health Care Select Sector SPDR ETF 2,138.0 $313K 0.03% NEW $146.63
353 IJT iShares S&P SmallCap 600 Barra Growth ETF 2,155.0 $312K 0.02% NEW $144.71 +16.8%
354 ITA IShares U.S. Aerospace & Defense ETF 1,414.0 $309K 0.02% NEW $218.72 +9.9%
355 Capital Group International Focus - ETF 10,476.0 $309K 0.02% NEW $29.49
356 First Trust Managed Municipal ETF 6,064.0 $307K 0.02% NEW $50.66
357 AEP American Electric Power Utilities 2,338.0 $306K 0.02% NEW $131.08 -1.0%
358 Utilities Select Sector SPDR ETF 6,670.0 $306K 0.02% NEW $45.89
359 WisdomTree US Quality Dividend Gr ETF 3,445.0 $303K 0.02% NEW $87.84
360 ABB Ltd. Sponsored ADR 3,760.0 $303K 0.02% NEW $80.48
Page 18 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%