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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 21 of 22  ·  421 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 First Trust Preferred Secs & Inc ETF 12,490.0 $222K 0.02% NEW $17.75
402 FAST Fastenal Company Industrials 4,719.0 $219K 0.02% NEW $46.39 -0.7%
403 ADSK Autodesk Technology 910.0 $218K 0.02% NEW $239.40 -15.9%
404 CM Canadian Imperial Bank of Commerce Financial Services 2,281.0 $216K 0.02% NEW $94.75 +20.5%
405 BHP BHP Billiton, Ltd. ADR Basic Materials 2,970.0 $216K 0.02% NEW $72.74 +27.2%
406 Swiss Re Ltd. 5,106.0 $214K 0.02% NEW $41.94
407 Ameriprise Financial, Inc. 481.0 $214K 0.02% NEW $444.40
408 FSMD Fidelity Small-Mid Multifactor - ETF 4,743.0 $212K 0.02% NEW $44.72 +15.0%
409 DaVita HealthCare Partners, Inc. 1,378.0 $212K 0.02% NEW $153.69
410 Blackrock, Inc. 220.0 $212K 0.02% NEW $961.71
411 UBS Group AG 5,388.0 $211K 0.02% NEW $39.07
412 Komatsu Ltd. 5,269.0 $207K 0.02% NEW $39.26
413 Ferrari N V New Com. 620.0 $206K 0.02% NEW $332.96
414 IShares Silver Trust ETF 3,021.0 $206K 0.02% NEW $68.14
415 ONTO Onto Innovations, Inc. Technology 1,000.0 $205K 0.02% NEW $205.07 +54.2%
416 INFY Infosys Technologies, Ltd. Technology 14,065.0 $190K 0.01% NEW $13.51 -11.4%
417 UMC United Microelectronics ADR Technology 20,001.0 $180K 0.01% NEW $8.98 +140.8%
418 Isuzu Motors Ltd. 12,452.0 $178K 0.01% NEW $14.29
419 Telefonica S A ADR 36,638.0 $159K 0.01% NEW $4.34
420 Franklin Municipal High Yield - ETF 13,618.0 $157K 0.01% NEW $11.53
Page 21 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%