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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 19 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 Novartis AG ADR 1,967.0 $300K 0.02% NEW $152.75
362 Fidelity Covington TR Enhanced LC Grow ETF 7,971.0 $299K 0.02% NEW $37.49
363 CME Group, Inc. 1,007.0 $297K 0.02% NEW $295.35
364 APD Air Products & Chem Basic Materials 1,006.0 $292K 0.02% NEW $290.49 -3.4%
365 BDX Becton Dickinson & Co. Healthcare 1,843.0 $290K 0.02% NEW $157.19 -7.7%
366 Veolia Environment ADR 15,002.0 $286K 0.02% NEW $19.09
367 VLO Valero Energy Energy 1,158.0 $286K 0.02% NEW $247.08 +0.0%
368 ICF IShares Cohen & Steers REIT ETF 4,591.0 $284K 0.02% NEW $61.89 +10.9%
369 Essentials Utilities Inc. 7,000.0 $282K 0.02% NEW $40.27
370 Mowi ASA ADR 12,041.0 $275K 0.02% NEW $22.85
371 DOW Dow Inc. Basic Materials 6,576.0 $274K 0.02% NEW $41.65 -20.9%
372 IVOO Vanguard S&P Mid-Cap 400 Index Fund - ETF 2,386.0 $273K 0.02% NEW $114.32 +12.7%
373 KLAC KLA-Tencor Corp. Technology 185.0 $272K 0.02% NEW $1472.41 -83.9%
374 CFG Citizens Financial Group Financial Services 4,502.0 $270K 0.02% NEW $59.97 +12.2%
375 First Trust NYSE Arca Biotech ETF 1,340.0 $269K 0.02% NEW $200.82
376 Eversource Energy Com. 3,864.0 $268K 0.02% NEW $69.28
377 Vanguard Scottsdale FDS Interm.-Term ETF 3,201.0 $265K 0.02% NEW $82.74
378 IWP IShares Russell Midcap Growth Index ETF 2,053.0 $263K 0.02% NEW $128.12 +10.9%
379 Great American Bancorp Inc. 3,823.0 $262K 0.02% NEW $68.50
380 PAC Grupo Aeroportuario del Pacifico ADR Industrials 1,056.0 $261K 0.02% NEW $246.87 +1.5%
Page 19 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%